How Workflow Automation Can Help Businesses Win the Post-COVID World?


Ruchi Gohri
By Ruchi Gohri | Last Updated on November 4th, 2020 11:03 am | 6-min read
How Automation Workflows Can Help Businesses Win the Post-COVID World - Appy Pie

The deadly coronavirus pandemic forced businesses all over the world into a balancing act of ensuring the health and safety of their employees while at the same time continuing their operations. As we emerge from the COVID19 lockdown, the employees, on the other hand, are struggling to develop their mindset to the fact that working full-time in the office is an actual business imperative.

The deadly coronavirus pandemic forced businesses all over the world into a balancing act of ensuring the health and safety of their employees while at the same time continuing their operations. As we emerge from the COVID19 lockdown, the employees, on the other hand, are struggling to develop their mindset to the fact that working full-time in the office is an actual business imperative.

Businesses have started to create their back to site strategies ensuring a smooth transition of their employees back onsite. For a large portion of businesses, COVID-19 had exposed enormous workflows inefficiencies that automation could alleviate. Workflow automation implementation could be a strategic initiative for most businesses to help them extend their capabilities and have the whole process work out. Keep reading to find out how.

In this post, we have listed various workflow automation strategies that businesses can implement to seize this opportunity of changing the way they work and outpace their peers.

Before we get any deeper into the said techniques, let us first understand what workflow automation is and how is it beneficial for your business.

What is Workflow Automation?

Workflow Automation is a way to integrate and automate the designing, and execution of daily tasks and processes according to a business’ workflow rules. Workflow automation helps businesses remove all the manual steps and automates the tasks to a complete process.

You can automate workflows to increase efficiency, and accuracy in your business activities. Here is what workflow automation can help you with.

  • Productivity
  • Efficiency
  • Audibility
  • Job Satisfaction
  • Accuracy
  • Accountability

You can make significant improvements by automating the processes primarily being handled manually by employees.

Go through this Infographic to checkout some key statistics and we will continue with the benefits of workflow automation then.

Workflow Automation- Appy Pie

Benefits of Using Workflow Automation Technology

Here are a few major benefits of implementing workflow automation into every department of your business.

  • Eliminates Paperwork
  • Improves Workflow Visibility
  • Increases Productivity
  • Improves Efficiency
  • Better Workload Management
  • Simplifies Document Management
  • Integrates Data with Software
  • Performs Real-Time Process Analytics
  • Improves Communication
  • Imposes Meaningful KPIs
  • Generates Real-World Data to Improve Process
  • Increases Data Security
  • Reduces Errors
  • Better Customer Service
  • Increase Customer Engagement

You must have excellent automation software to get all these activities done efficiently. The one that I would recommend is Appy Pie Connect.

We will get into the details of the software later, let us first check out how you can implement workflow automation into your business.

How to Implement Workflow Automation

An effective workflow automation process begins with a clear business objective and ends at process evaluation. Here are the 5 key steps to help you carry out an effective workflow automation plan.

  1. Identify Repetitive Tasks
  2. Have a deep understanding of your business and understand your business workflows better to figure out where and what needs to be improved. If you think that your workflow needs some sort of improvement, whether it is due to human errors or the repetitive tasks, you must consider automating those processes.

  3. Define Business Goals
  4. Once you have figured out the problems, you can define your business goals where you can use your current manual workflow as the standard goal. Your targets should be reducing workload, improving communication, optimizing resources for better productivity, and much more.

  5. Find the Best-Fit Automation Software
  6. The next step should be finding the best automation software that suits your business needs. The software that you choose must not only be flexible and cost-effective but also should be capable of handling the data security metrics.

  7. Train Your Employees
  8. As your automation software is going to be new for you, it would be new for your employees too. Train your employees on how to adapt to the changes in the management and use that specific software to reduce their workload.

  9. Measure KPIs, Analyze, and Improve
  10. Take the feedback from your business users on the automation process based on their usage. Then you can move on to the next and last step of measuring the key performance indicators and enhance your workflows. The constant check on KPIs helps you figure you the bottlenecks and let you know the areas of improvement.

The Best-Fit Workflow Automation Software

You must use automation software to implement workflow automation technology into your business. Automation software helps you create a definitive structure to the processes that flow from one system to another, one employee to another, a computer to the cloud, and back again.

Here is a post to help you have a better understanding of why your business needs a workflow automation software – Why your business needs workflow automation software?

Let me introduce our automation software – Appy Pie Connect, that helps you automate anywhere, in every department of your business. It also helps you reduce your workload and automate workflows so that you can easily amp up your team’s efficiency, enhance communication, and meet all the deadlines.

Appy Pie -Connect

Go through this post to learn in detail the major integrations that you can implement to automate your business workflows using Appy Pie Connect – Top 7 Integrations to Automate Your Business Workflows.

Top Automation Workflows to Implement

Here are a few automation workflows that you can implement to run your business processes smoothly.

  1. Automation for Sales
  2. You can automate various sales process with sales automation workflows. Let us say you are using Shopify as your eCommerce sales platform. With Appy Pie Connect, you can integrate Shopify with PayPal, your Gmail account, Facebook, Slack, Google Sheets, and many other apps to simplify the purchasing and payment processes for the users. Check out various Shopify Integrations.

    Connect with Shopify

  3. Automation for Email Responses
  4. You can automate your email responses to the users, let us say they have placed an order on your website, you can automate the emails to be sent for order status, track orders, delivery information, and much more.

    For this, you can integrate your Gmail with your online shopping platform using Appy Pie Connect. Check out how!

    Connect This Flow

  5. Automation to Simplify Finances
  6. Automation workflows for finances help you simplify document management, schedule auto-payments, create an efficient payroll system, and much more.

  7. Automation for Human Resources
  8. You can automate your human resources workflows to reduce paperwork, ensure compliance, give automated approvals, and provide better onboarding and offboarding experience to your employees.

    For example, with Appy Pie Connect, you can integrate your human resource portal with Google Sheets spreadsheets to reduce paperwork.

    Take the feedback from your business users on the automation process based on their usage. Then you can move on to the next and last step of measuring the key performance indicators and enhance your workflows. The constant check on KPIs helps you figure you the bottlenecks and let you know the areas of improvement.

    Connect This Flow

  9. Automation for Marketing
  10. You can automate your marketing to get your products promoted on social media. Appy Pie Connect can help you get this done as it helps you integrate social media platforms with your business platforms. Your team members need not manually promote your products and services as they will be automated.

Watch this video to learn all the benefits of social media automation.

(Above video is a part of a more elaborate course on Academy by Appy Pie. To access the complete course, please Click Here, or continue reading below.)

Key Pillars to Ensure a Smooth Transition in the Post-COVID World

  1. Back to Site Risk Assessment
  2. Check out the number of active cases, recovery cases, infection rates, and scaled increase trends of your office location to find out if it is safe for the team members to return to the site.

  3. Pre-Opening Preparations
  4. Before you have your employees return to site, ensure social distancing, hygiene, and clean infrastructure to make sure all team members are healthy and productive.

  5. Phased Return to Site
  6. Do not call all the employees back on-site in one go. Begin with the ones who are physically required to be onsite, and then move to people who want to come to their place of work. Also, accommodate the team members who don’t feel like returning to the site.

  7. Communication
  8. Develop frequent and transparent communications, including a feedback loop, with all the communities and team members.

Conclusion

That was all you needed to know about how workflow automation can help you simplify your daily workflows. Just find the right automation software and else will be done automatically. I would suggest you go for Appy Pie Connect as it is one of the best automation software in my knowledge, plus, I have myself used it to reduce my workload.

Here is a post that you can go through to learn how you can use automation software to smoothen your business processes – Business Process Automation (BPA): Where it Works and Key Benefits.
If your team is still working remotely, you can suggest them to go through this course on our Appy Pie Academy. It will help them learn how to manage their professional tasks efficiently when working from home.

Do let us know in the comments if we have missed out on something, we will surely add the same in the blog. Be safe!

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Ruchi Gohri
About The Author

Ruchi Gohri, content writer at Appy Pie, has penchant for writing. With over 4 years of experience, she plays around with words elegantly, crafting simple content for all to read. In her free time, she loves her couch either to read or catch on her sleep.

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