October 12, 2022

(Infographic) Implementing Automated Workflows: What To Consider

workflow automation sample photo

If you’re like most business owners, you’re always looking for ways to optimize your workflow and improve efficiency. You may have heard about workflow automation and be wondering if it’s the right solution for you. But how do you get started?

Organizations are increasingly turning to workflow automation as a way of improving their productivity, efficiency and customer experience. In a 2020 global survey by McKinsey & Co., it was found that 66% of business leaders were piloting solutions to automate at least one process. The workflow automation market is also expected to increase to more than $78 billion by 2030.

Workflow automation is a process that automates tasks and reduces the risk of human error. Through this, companies can conserve resources as well time while improving their overall efficiency with visibility for accountability purposes in mind too.

By automating workflow processes, businesses can harbor many benefits, including improved accuracy and compliance, increased efficiency and productivity, and reduced costs. In addition, workflow automation can help to improve customer satisfaction by providing a more efficient and responsive customer service. When implemented correctly, workflow automation can be a powerful tool for business success.

Implementing Automated Workflows in Organisations

The idea of incorporating automation into your organization is not as daunting or insurmountable if you take the time to plan out what needs are necessary for success. You’ll need more than just a tool, but also strategic implementation with clear objectives and documentation on existing processes that can be adapted accordingly – identifying systems involved in order to determine requirements based off these adjustments. A well-defined KPI of your selected workflow-automation solution must also be weighed in to solve pain points too.

Workflow automation solutions can save you time and money by automating repetitive tasks. However, before you invest in a workflow management system, there are a few things you should consider:


Automation can be expensive, and it is important to weigh the cost against the benefits. In some cases, the upfront costs of automation may be prohibitive. However, it is important to remember that workflow automation can save businesses a significant amount of money in the long run. When considering price, it is important to weigh the short-term costs against the long-term benefits of workflow automation. Automation may be costly upfront, but it can save businesses time and money in the long run.


It is important to consider functionality when implementing an automated workflow. Automated workflow systems should be designed to meet the specific needs of the organization. For example, if an organization needs to track customer orders, the workflow system should be able to capture and track data related to customer orders. In addition, automated workflow systems should be able to integrate with other systems within the organization, such as accounting and CRM systems. By taking these factors into consideration, organizations can ensure that they implement a workflow automation system that meets their specific needs and requirements.

Integrability with current systems

When considering a workflow automation solution, it is important to consider its ability to integrate with your organization’s current systems. Many workflow automation solutions are designed to work with specific software applications. For example, some workflow automation solutions may only work with certain versions of Microsoft Office. Others may only work with specific CRM or accounting applications. It is important to make sure that the workflow automation solution you select is compatible with the software applications your organization uses. Otherwise, you may find yourself unable to use the workflow automation solution or forced to purchase additional software applications just to make it work.

Deployment speed

Another important factor to consider when selecting a workflow automation solution is the speed of deployment. In some cases, workflow automation solutions can be deployed quickly and easily. However, in other cases, workflow automation solutions may require extensive configuration and customization before they can be used. It is important to consider the time required for deployment when selecting a workflow automation solution. Otherwise, you may find yourself waiting a long time to start using the workflow automation solution.

Skills required to use the solution

Workflow automation solutions can be simple to use or require special training to use effectively. It is important to consider the skills required to use the workflow automation solution you select. In some cases, using a workflow automation solution may require little more than basic computer skills. Otherwise, you may find yourself unable to properly utilize the workflow automation solution or forced to purchase additional training just to make it work.

Check out this simplified infographic on how to implement automated workflows in organisations, you can also download this in a PDF format.

Implementing Workflow Automation Infographic

The bottom line is that there are a number of factors to consider when selecting a workflow automation solution. By taking these factors into consideration, you can ensure that you select a workflow automation solution that is right for your organization.

Workflow automation can save you time and money, but only if you select the right solution and use it correctly. With a little research, you can find the perfect workflow management system for your needs.