What Is Workflow Automation?

Workflow automation enables companies to save time and reduce workloads by organizing a series of tasks that are often performed manually and automating them to minimize the amount of manual input and time needed to complete a project.

Workflow examples for service companies include:

  • Recruiting employees
  • On-boarding and training technicians
  • Running marketing campaigns
  • Following up with customers and responding to feedback
  • Ensuring regulatory compliance by submitting required permits, licenses and documents
  • Generating and distributing reports using data from multiple applications

The Benefits of Workflow Automation

With ongoing worker shortages, increasing labor costs and intense competitive pressure, workflow automation is all about empowering your service company to do more with less. It gives employees greater control and impact by enabling them to accomplish more in less time. Projects are completed on time, in the right sequence and exactly as designed. Employees are able do work that’s more enjoyable and high impact, rather than repetitive and monotonous.

A well-designed workflow not only increases efficiency, it improves oversight and intelligence by highlighting your key performance metrics, enabling you to make smarter decisions while operating at greater scale.

In the next article, Service Company Automation, we’ll cover workflow automation concepts and examples to help get your company into the flow.

Recruiting Workflow
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