Category: Workflow Automation

What is Workflow Analysis? 

Workflow analysis is the process of examining your business workflows to identify trends and improve workflow efficiency. In turn, this improves employees engagement, customer satisfaction and the competitiveness of the business itself.

Quite often, if you ask people why a particular workflow is set up the way it is, they’ll tell you “That’s how we’ve always done it.” The workflow design probably made sense years ago, but as the organization and its business environment have changed, the workflow was probably never updated.

Continue reading “Workflow Analysis: How to Improve & Optimize Your Processes” →

“You had me at hello.”

Is this how new customers feel about you? Wouldn’t it be awesome if you could engineer this sentiment into every new customer?

After all, good customer relationships start with good customer onboarding. 

So, what kind of first impression does your business make on new customers? 

Chances are that if you aren’t 100% sure it’s a positive one, you’re leaving room for a poor experience. In turn, you’re increasing the likelihood of customer churn or poor conversion rates.

Take Groove, for example. The customer support platform conducted an audit of its own onboarding practices. They found that designing an onboarding experience that helped customers respond to an orchestrated series of prompts increased their free-to-paid conversion rate by nearly 80%!

With a carefully constructed onboarding process, you can win over your customers from the very first interaction. Even better, you can nurture customers into lifelong brand advocates that provide even more value to your business in the form of referrals, larger purchases, and positive reviews.

Customer onboarding drives revenue – period.

If you want to build a better, more consistent, and automated customer onboarding process, this article will help you understand how to pull it off.

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Every organization has many moving parts. Just like an orchestra, it’s essential to make sure everyone is playing the same tune. Business process management (BPM) tools are designed to help you analyze and optimize your workflows, so that all sections work in harmony.

There are dozens of business process management platforms to choose from nowadays, each offering something a little different. To help you find the right business process management software for your business, here is a closer look at what BPM is and the top BPM tools on the market today.

Continue reading “6 Top BPM Tools for Growing Businesses” →

Sharpen your pencils — we’ll have the contract over to you by Friday. 

Generally speaking, when the conversation turns to contracts, both sides are happy. A contract might represent a new job or employee, a new home or vehicle, a new vendor or customer, or any number of other legal relationships. 

Contracts are often accompanied by a sense of satisfaction and even relief. 

However, those who work with a large number of contracts — vendors, lawyers, property managers, education administrators, and any business that outsources work to contractors — know that reaching this stage is just the beginning. 

Continue reading “How to Automate the Contract Approval Process” →

Business process automation (BPA) involves streamlining and automating the everyday workflows involved in the business operations of every organization. These range from everyday administrative processes like data entry to HR processes like onboarding, to financial processes like accounts payable. BPA can be instrumental in optimizing operational efficiency, saving business time and money while significantly improving job satisfaction.

But how much does business process automation actually cost? Unfortunately, the answer is not so clear cut. 

It will depend on the type of solution you choose (point solutions vs. enterprise automation), the number of users, and what processes you want to automate. 

Continue reading “The Cost of Business Process Automation: Comparing Point and Enterprise Solutions” →

Every minute counts. For small businesses vying for growth to stay alive and thrive, saving/losing time equates to profit/loss and the difference between success and failure. 

As a small business owner or manager trying to balance resource efficiency with growth, you may have considered cutting employees to save money as you grow. The problem with this model is that fewer resources can also result in being understaffed and hinder your growth, so it becomes a vicious cycle. 

If you need to cut costs and fuel growth, there is a plan C. Instead of hiring (or firing) more people, or figuring out where the money will come from, consider automating some of your tasks and processes with small business workflow software.

With even light automation, you can speed up operations, reduce labor costs and increase profits (in a matter of days).  

Small business workflow automation not only reduces costs, but also facilitates working seamlessly with remote work and teams. Even if your employees currently work in-house, events beyond your control may necessitate employees working from home temporarily. Being prepared with automated processes will make this transition easy and prevent employee dissatisfaction and decreased productivity during these times. 

Let’s take a look at the benefits of workflow automation, what small business workflow tasks you can automate, and a step-by-step guide to automating a simple business workflow. 

Continue reading “5 Ways to Use Workflow Automation in your Small Business” →

Dive into any manual business process, and you’re bound to find inefficiencies — employees duplicating work, data entry errors, misplaced or lost files, and so on.

These inefficiencies can lead to higher operational costs, frustrated employees, and missed deadlines, all of which ultimately affect your bottom line.

So how can you improve your process and ensure consistent outcomes?

This is where business process management or BPM comes in — a system of monitoring and improving processes over time.

In this BPM guide, you’ll learn what business process management is and why it needs to be more of a priority. We’ll also cover the core elements of BPM, steps to a successful implementation, how you can improve your processes with BPM software, and more.

Click the links below to head straight to the section you want to learn more about:

Continue reading “Business Process Management: The Complete Guide” →

Has your team made the switch to remote work? With a plethora of virtual collaboration tools available, adopting a remote work model has never been easier! 

Yet, many organizations find themselves struggling to adapt, often because they simply don’t know how to best coordinate their team members to ensure optimal productivity for their remote teams. 

Worried your team won’t get as much work done from home? Don’t be. Sixty-nine percent of employees say they’re more productive when working from home.

Let’s take a closer look at how you can equip your remote team to do their best work, no matter where they are.

Continue reading “Workflows for Remote Teams: How to Keep Work Flowing from a Distance” →

A decade ago, a Google search for the term “cloud” would return images of white billowy objects and weather-related terms. Today? The term “cloud” has taken on a new identity, becoming a vehicle for people and companies to store and manage data on the internet. This has fueled the growth and productivity of expanding organizations—sans a weather icon in sight. 

In fact, cloud-based communication, sharing and organization is pretty standard among modern workplaces. As of April 2019, the cloud-based G Suite (Google Suite) serves five million paid business users and millions more that use it for free. 

Continue reading “How to Automate Your Google Apps Approval Workflows” →