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The next level of workflow automation and process improvement

If you’ve already begun your workflow automation journey, or simply done a little investigation into the possibilities, you’ll know the kinds of processes the technology can help with. Employee or customer onboarding, expense filing and invoicing, as well as managing vacation requests and annual leave—all are ripe for workflow automation and process improvement.

However, you may not be aware of the entire scope of process improvements available, and the full extent to which workflow automation can turbocharge and improve such processes. Related technologies can offer valuable new functionality, efficiencies, and enhancements that you may never even have considered.

In this article, we’ll explore how such technologies can enable your workflows to offer even more for your organization.

Automatically create documents and sign them digitally

If your workflows deal with documents like contracts and invoices, you’ll know these can already be routed to your users, who are prompted to provide their input. So far, so good. But, as well as expediting the document creation, editing, and distribution processes, there’s room for even more useful workflow automation and process improvement.

Document generation allows you to generate documents using data in your CRM systems and any pre-set rules you provide. For example, an invoicing workflow could conclude by automatically generating an invoice, sending a copy to your customer, and storing another in your systems.

The technology can even ensure invoices and contracts are compliant, by creating them with your own pre-defined templates and rules. No hassle, no typos, no risk—just instant documents that meet your requirements every time.

Electronic signature technology also adds further efficiencies and ease to document processes. Signing paper documents causes significant delays, with each document making its way around all the signees, waiting for them to provide their signatures, and moving it on to the next person. But, in a significant step toward the paperless office, digital documents can now be signed via e-signatures with a simple click.

As soon as they’re electronically signed, the documents can be automatically routed to the next stakeholder or stored and transmitted to the final recipient. The corresponding process takes considerably longer than with paper documents—especially if the signees are based in different global or regional offices.

Refine your processes with analytics

You may think that your existing processes are working pretty well. And you may be right. But using process analytics, you can get an accurate picture of how your workflows are performing and learn how to improve business processes even more.

Harnessing the power of analytics is key to reaching the next level of workflow automation and process improvement. When you can visualize insights easily, in readily actionable ways, it allows you to constantly optimize your processes, increasing the efficiency and value of your workflows all the time.

Workflow automation and process improvement is a journey, not a destination. Your workflows are a never-ending work in progress, with new changes and enhancements always around the corner. Business process analytics are key to this constant evolution; without these insights, it’s hard to know if you’re getting the most out of your existing workflows.

Let bots handle the hard labor

Even if your workflows are already making a big difference to the way you work, there’s a good chance there are still places where employees become bogged down in repetitive, manual work.

Data entry, for instance, can be a major time-drain. Transferring information from spreadsheets or emails into your systems, copying and pasting the same fields into the same places; this kind of low-skill, high-volume work becomes tedious and tiring for workers. And bored or fatigued people make mistakes.

This is where robotic process automation (RPA) can step in to save the day. An RPA “bot” can quickly, easily, and accurately perform these repetitive tasks, lightening the load for human workers, eliminating errors, and accelerating the entire process. Not only do these bots please your employees, but their fast work results in happy customers who don’t have to wait as long for their expectations to be met.

Time for your workflow automation and process improvement to go further

We hope this article has been useful. Workflow automation and process improvement is a cycle of evolution: constantly discovering how to improve business processes, making them smarter, easier, faster, and better.

There’s always another level above the next level—new tweaks to make, automation to add, efficiencies to deliver, and ways to make people’s working lives easier, richer, and more fulfilling. We look forward to hearing about all opportunities you find and improvements you make as your journey progresses.



Want to discuss how Nintex can help you to achieve maximum benefit from workflow automation and process improvement? Get in touch with us today.



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