3 Things To Consider When Choosing Your Workflow Automation


So, you want to ditch repetitive, time-consuming processes in favor of workflow automation? Well, you’re in luck, because a world of efficiency and streamlined productivity await you. Before you jump the gun and commit to a workflow automation platform, here are three key things to consider when choosing a tool.

1. Take A Walk In Your Employee’s Shoes: Intuitive Design, Customizability, and Ease-of-Use

Software doesn’t come in a one-size-fits-all platform, so any business process management tool you choose should have a user interface that all team members can fully adopt. Does the platform allow you to easily create, organize, and group multiple workflows in one simple, centralized dashboard? Is the dashboard clean and intuitive? Are prompts easy to understand? Can Bob from the sales department quickly navigate the platform without getting lost in a sea of tabs? Asking these important questions and demoing products before buying a subscription not only saves you money, but also helps you gauge employee buy-in and the amount of time needed for employee onboarding. Also, while ease-of-use is a significant decision-making factor when considering an automation software, the customization factor is just as important. First, you need to ask yourself what level of customization your team needs from their automation software. Do you need features that can be tailored for multiple departments in the company? Do you want to be able to design forms and documents within the platform? By understanding how adaptable you need your software to be—and how process-specific it needs to be—you can make the most informed decision before requesting a quote.

2. Don’t Forget About Accountability & Transparency

The most frustrating outcome for business managers and executives is implementing a company-wide tool and not seeing results. With workflow automation software, you can increase transparency of workflows and boost productivity by minimizing redundant, manual processes. If a workflow automation platform is incapable of tracking progress it will do little to improve your company’s overall efficiency or task accountability. You can avoid this problem by using a tool that gives your department the power to track workflows and their respective status through a simple, sleek dashboard. In doing so, you can keep the pipeline moving and help maintain team productivity and efficiency.

3. Determine Your Needs, Wants and Nice-to-Have’s

Every company has its own set of departmental needs. This is why it’s critical to perform an audit of each of your departments’ needs during the decision-making process. Interview your employees, or ask managers, about what they would like to see out of workflow automation software—after all, they are the ones who can point you in the right direction and get you to the implementation stage faster. Consider asking:

  • Does the workflow automation platform integrate with current tools?

Is your company already investing in a CRM? Would Bob from the sales department love to see your workflow automation tie seamlessly into your company’s existing software? Ensuring that all systems integrate smoothly will not only allow you to minimize steps in the pipeline, but also reduce hassles for employees.

  • Does it have the capabilities that your employees need?

Do executives want to use a scalable platform? Does HR want to use templated workflows? This might be obvious, but, it’s often easy to overlook the specs and features that your employees truly need. By consulting team members from from various departments—including upper management—and looping them into the process, you can rest assured knowing that you’ve pinpointed exactly what you need before making a decision. Implementing a new workflow automation tool into a company is a huge undertaking. But, by including all the necessary parties and understanding your employees’ current pain points, you can ensure that you make the wisest purchasing decision with maximum productivity impact. See why OnTask is different from its competitors.