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Automated Workflows: Your 3 Steps to Adoption

Automated workflows have many obvious advantages. By eliminating the need for humans to chase colleagues and clients to get steps in a process done, they save time, cut stress and ensure work is completed on time.

In the past, the only way you could create automated workflows was by writing complex code. As a result, most people still see the design and creation of automated workflows as “something the IT department does.” What a shame!

Modern workflow tools make it very easy to create automated workflows with no software development knowledge at all. Using a simple canvas interface with drag and drop functionality, literally anyone who understands a business process at work can design that process in a workflow tool.

In businesses where all employees are empowered to automate their own processes, the benefits are huge.

Nevertheless, while workflow tools are easy to use, most people still see them as an ‘IT thing’. But if you can get at least some staff to start using them regularly, the results can be great. They can help their colleagues design workflows, saving them time too.

Fundamentally, this is all about the adoption of technology. Of course, some methods for encouraging technology adoption are the same regardless of the tech, but below we’re going to look at actions specifically related to workflow technology.

3 Steps to Boost Adoption of Automated Workflows

At Nintex, our workflow automation solutions have been used by tens of thousands of information workers worldwide. The companies that have the greatest success with automated workflows are those where the design of workflows starts to happen outside of the IT department – when regular business users understand the value of workflows and start experimenting on their own.

1.  Educate

Before you even open the software, the biggest step in success with automated workflows is getting people to understand their value and purpose. In organizations where workflow automation just doesn’t exist at all, it can be hard for people to really understand what workflows are or what their potential is.

We therefore recommend doing a little ‘evangelism’.

One easy way of getting people engaged with the idea is to set up workshops where you ask them to describe their least enjoyable and repetitive task at work. Get them to then draw the steps of the process out on paper. And finally, show them how workflow automation tools could automate the entire process for them.

2.  Targeted training and deployment

Curiosity is a powerful motivator, so if you can create a sense of curiosity around your new technology, chances are people will be more motivated to try it themselves.

A powerful way of doing this is to deploy your new workflow tool in just one department. For instance, you might choose to make a big deal out of deploying the workflow tool with your sales team (see our lead generation guide here).

Once you have created multiple workflows that are supporting staff on that team, helping them become more efficient and saving time, people elsewhere in the business will also be curious as to how the technology works, and if it can work for them. This will create a lot of excitement and you can gradually roll the technology out to other teams.

3.  Create “centers of excellence”

Of course, not everyone in your business has the time or the inclination to build workflows.

However, if you can find at least one person in each department who is interested in the technology, they can be very useful facilitators – many companies that have seen the biggest successes with Nintex have found this to be a useful approach.

These people might attend training sessions or even have quarterly meetings to learn more about workflow best practice. Essentially, by having a few different experts in workflow best practice across the business, colleagues have a direct connection if they need to ask questions about workflow design.

At the same time, these new experts are able to spot repeat processes their colleagues are carrying out, and suggest a workflow that could be designed to help.

This means the responsibility for building workflows goes beyond IT, and means people are more likely to spot new opportunities for workflows too.

The Best Automated Workflows with Nintex

At Nintex, we’re proud to be recognized as the global leader in workflow and content automation technology.

Our workflows are used in tens of thousands of enterprise businesses across the globe, saving organizations thousands of hours of labor-time and money every day.

Nintex Workflows require no code—the intuitive browser-based, drag-and-drop workflow designer makes automated workflows accessible to any member of staff. Rather than a tech-heavy business process management (BPM) solution that takes a lot of time, technical knowledge and money to develop, our automated workflows can be deployed almost instantly, letting you get straight to work.

And with the Nintex Workflow Cloud, digital connectors allow you to link workflows between different systems used in your business—from Dropbox to Salesforce to SharePoint and even Facebook.


For more information about workflow adoption best practice, don’t hesitate to contact us today.

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