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What Are the Must-Have Features of Workflow Automation Software
Automation of processes is one approach to achieving this.
Fremont, CA: Many companies constantly improve internal procedures to cut costs and provide better customer service. Automation of processes is one approach to achieving this. In this article, let's look for major characteristics when considering workflow automation software.
Must-have features in workflow automation software
An intuitive UI
Let's face it; employees will not utilize a tough tool to master. Choose a platform with a simple user interface that requires almost no coding knowledge. Drag-and-drop designers, out-of-the-box statistics and dashboards, and customizable templates are all things to look for. The greatest workflow automation solutions enable users to think linearly, recommending future actions and possible connections. Glowing customer evaluations indicate that a workflow automation system is simple enough for citizen developers to use while capable of handling sophisticated operations on the back end.
Automatic status updates, API requests, and task allocations are all instances of automated operations. The technology took care of regular duties, allowing personnel to focus on more important assignments. Furthermore, autonomous jobs lessen the likelihood of human mistakes or scheduling delays. Timelines become more exact due to standardized and automated procedures, which reduce the need to redo work later.
Cloud-based BPM or process automation technologies save money on storage, reduce data loss, and allow staff to work from anywhere. However, be on the watch for improved cloud security, compliance, and privacy practices to keep the information secure.
Built-in audit trails
Choose a process automation system that enables administrators to set up a set of pre-defined rules for various difficulties. Then, when a process encounters a problem, the software should already know how to resolve the issue. In a vendor-payment process, for example, the software may detect that an invoice lacked a PO number and name the vendor a pre-written email with instructions on locating the PO and submitting a new version of the bill.
Various workflow automation systems may send reminders of forthcoming tasks or pending approvals to stakeholders through SMS, email, or inside the platform. Choose a platform that alerts staff to the most pressing concerns within the app and via email or text.
Easy integration with other software
Businesses use a variety of tools to get things done, and a workflow automation platform must often link to those programs. Look for one that works in real-time with the company's current ERP, CRM, calendar, and other document management systems. Even though some processes only have one or two stages dedicated to transferring information from one place to another, those steps must get completed swiftly and correctly to keep things going.