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It is vital for companies, regardless of size, to improve their ability to make and execute decisions better and faster than competitors. The ability to handle requests effectively and make decisions quickly is often hampered by manual request and approval management through lengthy email strings. Workflow software successfully replaces manual processes by automating task flow within request handling and approval management processes. All major workflows follow the same pattern, and this helps in preventing confusion.
In the typical organization, Managers and some other staff are required to fill in a set of fields and approve or reject requests as part of the entire workflow. These approvals then trigger notifications to the Senior Managers for completing the tasks without any bottlenecks. It makes sense to automate the process by following a standard template that will result in saving time and bringing order instead of chaos. We replace manual processes by automating task flow within request handling and approval management processes.
The Major Workflow Processes Every Organization Should Automate
A document approval process begins with creating the draft, review by self, and sending it to the manager for approval. If rejected, the document will be sent back with comments to update and the updated document will be sent again for approval. Once approved, the final document will be saved and sent to the respective stakeholders.
Expense claim is an important activity in every company, for all teams including Sales, HR, and IT. The finance team can reduce their burden with a streamlined workflow for the review process. An expense form with relevant fields should be filled, along with receipts attached with comments, and sent for approval. The process may have the option to reject or clarify the items in the expense request.
This business process workflow simplifies the HR department's job. It starts by collecting an employee's personal information in a form, along with a digital signature, and routes information and approval to various interested parties, such as IT, Department Manager, and HR, so that the HR team has everything ready when the employee comes into the office on the first day.
It is easier than ever to send invoices to a customer with a business process workflow. The template will have the invoice details to be filled in before the invoice is sent to the customer for the services rendered. Once payment is received, the system can automatically reconcile it. The automation software can also send reminders and follow up with the customers for payments that are overdue.
The strength of a business lies in the type of customers a company has and the vendors it works with. A simplified workflow process will allow a new customer or vendor to simply fill in a couple of basic details in a form on the website. The information will seamlessly flow into the application and be routed to a manager for approval. A unique identification number will be generated, and a welcome kit will be sent to the customer. This speeds up the vendor approval process and streamlines new additions.
An automated and transparent system that provides visibility to the employees helps increase morale and loyalty in an organization. The leave approval workflow is one of the simplest workflows a company can automate. Leave request forms filled in by an employee can be quickly reviewed and acted upon by the respective manager. The system can automatically notify the employees so that they can plan their vacation.
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