Workflow Automation Strategy

Working smarter and elevating your productivity starts with our workflow assessment, the findings and recommendations of which become the basis of your workflow automation strategy.

Below are key components, how to achieve quick wins and how workflow automation can spread and evolve through your organization.

Key Components of a Workflow Automation Strategy

  • We will work with you to determine the right combination of technology automation and outsourcing, support by the best implementation and technical support in the business if you partner with ISSI
  • Knowledge worker empowerment results from automating your most complex, manual processes
  • A narrow scope and quick wins are key to successful implementation of workflow automation throughout your organization

Quick Wins

While they are scalable, workflow automation, robotic process automation (RPA), document management (DM), enterprise content management (ECM), business process outsourcing (BPO)—and just about any other 3-letter acronym you can think of—are best implemented one department at a time, or even one application at a time within a single department.

This decreases risk and allows you to get up and running quickly, so that your payback period is short and your return on investment (ROI) is high. Some of these gains can then be reinvested into automating other departments for an incremental cost compared with the initial investment.

Automated approvals is one of the best things about workflow automation. For example, setting AP invoice approval levels that are refined over time, alternate people to approve an invoice if someone is unavailable, automated reminders, etc.

Workflow Evolution

According to the Hyland OnBase adoption scale, the following is a progression of how to go from automating one department to automating the enterprise and avoiding the myriad pitfalls in-between:

  1. Implementation of workflow automation in one department for internal use
  2. Giving access to other department
  3. Multi-departmental use
  4. Automation of processes between departments
  5. Sharing documents with customers and including them in the process
  6. Sharing documents with vendors and including them in the process – by this point, you can reduce your reliance on call centers by providing self-service
  7. Receive forms directly from customers to eliminate data entry
  8. Have customers and vendors interact with your workflow automation – why spend your time to fix their problems? Find out if vendors will accept partial payments; have the system send out alerts until the task is done

What’s Your Strategy?

Contact us if you want to work smarter and elevating your productivity but don’t yet have a workflow automation strategy to do so.

Contact us to learn more about workflow automation strategy


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