Workflow Archives | Comidor Platform All-in-one Digital Modernization Fri, 22 Aug 2025 07:40:47 +0000 en-GB hourly 1 https://www.comidor.com/wp-content/uploads/2025/05/cropped-Comidor-favicon-25-32x32.png Workflow Archives | Comidor Platform 32 32 How to Use Automated SMS Workflows to Resolve Common Customer Service Issues https://www.comidor.com/blog/productivity/automated-sms-workflows-customer-service/ Tue, 18 Feb 2025 10:07:43 +0000 https://www.comidor.com/?p=38402 Have you ever wondered why your customers feel frustrated when they can’t get a quick answer to their queries? The answer is simple: customers expect immediate and personalized responses to their needs. Traditional customer service methods, often involving long wait times and repetitive interactions, can lead to dissatisfaction and churn. To address this challenge, businesses […]

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Have you ever wondered why your customers feel frustrated when they can’t get a quick answer to their queries? The answer is simple: customers expect immediate and personalized responses to their needs. Traditional customer service methods, often involving long wait times and repetitive interactions, can lead to dissatisfaction and churn. To address this challenge, businesses are increasingly turning to automated SMS workflows. This innovative approach offers a streamlined and efficient way to handle common customer service issues, providing timely and personalized responses that delight customers.

Let’s explore in more detail how automated SMS workflows can transform and automate customer service operations. But, before we move forward, let’s clarify the meaning of automated SMS workflows.

What automated SMS workflow is?

Automated SMS workflows are pre-programmed sequences of actions that are triggered by specific events or conditions. In the context of customer service, these workflows are used to send automated SMS messages to customers based on their interactions with a business. For example, an automated SMS workflow could be triggered when a customer places an order, and it sends a confirmation message with the order details.

Main Components of Automated SMS Workflows

Customer Service Area Triggers Actions Responses
  • Order Status Updates
  • Order confirmed
  • Order shipped
  • Order delivered
  • Send SMS with tracking link
  • Notify about delivery
  • Customer confirms receipt
  • Customer reports issue (e.g., missing items)
  • Appointment Management
  • Appointment scheduled
  • Reminder due in 24/48 hours
  • Send SMS reminder
  • Provide rescheduling or cancellation option
  • Customer confirms, reschedules, or cancels via SMS
  • Payment and Billing
  • Payment due date approaching
  • Failed payment attempt
  • Send SMS payment reminder
  • Offer payment link or alternative options
  • Customer completes payment
  • Customer requests support or grace period
  • Account Management
  • New account created
  • Password reset request
  • Login issue detected
  • Send account activation link or OTP
  • Provide password reset link
  • Customer confirms activation
  • Customer resets password or contacts support
  • Product Returns & Refunds
  • Return request initiated
  • Refund request submitted
  • Send SMS with return instructions
  • Notify when refund is processed
  • Customer provides tracking
  • Customer confirms refund receipt
  • Support Ticket Updates
  • New support ticket created
  • Ticket updated or resolved
  • Send SMS with ticket number and status
  • Notify when resolved
  • Customer confirms resolution
  • Customer requests further assistance
  • Outage and Service Notifications
  • System downtime detected
  • Scheduled maintenance reminder
  • Send proactive outage SMS
  • Notify when issue is resolved
  • Customer acknowledges receipt
  • Customer asks for status updates
  • Survey and Feedback Requests
  • Service completed
  • Purchase made or issue resolved
  • Send SMS survey or feedback request
  • Follow-up reminder if no response
  • Customer submits feedback
  • Customer requests follow-up conversation

Main Benefits of Using SMS Workflows for Customer Service

SMS has become a popular and effective communication channel for customer service due to some unique benefits as outlined below:

  • Instantaneous Communication: SMS is like sending a digital note. It reaches the recipient almost immediately, providing fast and efficient communication.
  • Direct Reach: Unlike email, SMS bypasses spam trigger words and goes straight to the customer’s phone. This ensures a higher open rate and better engagement.
  • Personal Touch: SMS feels more personal than email or phone calls. It allows for a direct conversation with the customer, building trust and loyalty.
  • Cost-Effective: SMS is a relatively inexpensive communication channel, especially compared to phones, making it a viable option for businesses of all sizes.
  • Multi-Channel Integration: SMS can be easily integrated with other communication channels, such as email and social media, to provide a seamless customer experience.

How to Implement Automated SMS Workflows for (Customer Services) Common Issues

Trigger: Incoming message

Workflow: Trigger on incoming message → Auto-reply acknowledging receipt → Provide estimated response time

Liya, a busy working professional from Michigan, USA, decided to purchase a new smartphone online. She visited an e-commerce website and selected a model that met her requirements. After placing the order, she didn’t receive an automated confirmation SMS with the order details and an estimated delivery time. So she sent the message:

Liya’s Message: “Hi, I ordered a smartphone on [date] and haven’t received a shipping confirmation yet. Can you please check the status?”

Automated Response: “Dear Liya, thank you for contacting us from Ahmedabad. We apologize for the delay in processing your smartphone order. Your order is currently being prepared for shipment. We will send you a shipping confirmation with tracking details as soon as it’s available. Please allow up to 24 hours.”

Trigger: Order Tracking

Workflow: Trigger on order status change → SMS notification with tracking details

A few days later, Liya received another automated SMS informing her that her smartphone had been shipped from the warehouse in Michigan. The message included a tracking number, allowing Liya to monitor the delivery progress.

Automated Response: “Dear Liya, thank you for your order. Your [mobile phone model] has been confirmed and is scheduled for shipment on October 20, 2024. You will receive a tracking number once it’s shipped from our Michigan warehouse.”

Trigger: Complaint Submission & Handling

Workflow: Trigger on complaint submission → SMS acknowledgment → Follow-up for additional information or resolution

When the smartphone arrived, Liya was excited to unbox it. However, she noticed that the camera was faulty. Disappointed, she contacted customer support through the website. An automated acknowledgment message was sent to her immediately, assuring her that her complaint had been received.

Liya’s Message: “Hi, I just unboxed my new smartphone and noticed the camera is faulty. I’ve submitted a complaint through the website. Please let me know how soon I can expect a resolution. Thank you!”

Automated Acknowledgment: “We apologize for the inconvenience. We have received your complaint regarding the faulty camera on your smartphone. Our team will investigate the issue and provide a resolution as soon as possible.”

A customer support representative from the Michigan-based team followed up with Liya to gather more details about the issue. They arranged for a technician to visit her home to inspect the device. After confirming the camera fault, the technician promised to replace the smartphone.

“Hi Liya, Our technician, Mr.Jezz, will be at your home on Thursday, October 24 at 3:00 PM to check your [mobile phone model]. Please be ready.”

Trigger: FAQs and Product Information

Workflow: Trigger on keyword detection → SMS response with FAQ or resource link

While waiting for the replacement, Liya had a question about the warranty coverage. She sent a message to customer support asking about the duration of the warranty and what it covered.

“Hi, I recently purchased a [mobile phone model] and would like to know more about the warranty coverage. Can you please provide information on the duration of the warranty and what it covers?”

An automated response was sent to her, providing a link to the warranty terms and conditions: “Hi Liya, Your [mobile phone model] comes with a 1-year warranty. For more details, check out [Link to warranty terms].”

A few days later, Liya received her replacement smartphone.

Automated Response: “Hi Liya, Your replacement [mobile phone model] is ready for pickup at our Michigan store. We’ve missed you! Enjoy your device. Thanks for choosing [Your Company Name].”

Trigger: Handling Complaints and Feedback

Workflow: complaint submission → SMS acknowledgment → Follow-up for additional information or resolution

She was satisfied with the prompt resolution of the issue and the excellent customer service provided. As a thank you, she shared her positive experience on social media: “Just wanted to give a shoutout to [Your Company Name] for their amazing customer service! They quickly fixed the issue with my [mobile phone model] and went above and beyond to ensure I was happy. Highly recommend them!”

Automated Response: “Hey Liya, Thank you for taking the time to share your positive feedback. We’re delighted to hear that you’re satisfied with the repair of your [mobile phone model]. Your satisfaction is our top priority, and we’re committed to providing the best possible customer service. We hope you continue to enjoy your [mobile phone model]. Thank You!”

Throughout her smartphone journey, Liya benefited from the automated SMS workflows. The timely notifications, efficient complaint handling, and instant answers to her questions made her experience seamless and hassle-free.

Best Practices for Using Automated SMS Workflows

Implementing automated SMS workflows in customer service can significantly enhance the customer experience when executed with best practices in mind. Personalization of messages is crucial; customers appreciate receiving tailored content that addresses their specific needs and preferences. By leveraging customer data, businesses can craft messages that resonate with individuals, making them feel valued and understood.

Furthermore, it is essential to ensure compliance with regulations, such as opt-in requirements, which safeguard customer privacy and maintain trust. Customers should be given clear options to opt in for SMS communications, and businesses must respect their preferences at all times.

To maintain the effectiveness of automated workflows, organizations should regularly review and optimize their workflows and processes. This involves analyzing engagement metrics and customer feedback to identify areas for improvement, ensuring that the SMS communications remain relevant and effective over time.

Lastly, integrating SMS with other customer service channels, such as email and chat, can create a seamless experience for customers. By establishing a cohesive communication strategy, businesses can provide timely and consistent support.

Comidor Workflow Automation – SMS Component

Comidor allows seamless integration of SMS notifications within automated workflows, provided there is an SMS service provider. The SMS workflow component can be customized by adding the settings as described in the respective guide.

These SMS notifications can be dynamically connected to various workflow events, gateways, or activities using conditional flows, ensuring timely and automated communication within business processes.

Conclusion

In wrapping up our discussion on automated SMS workflows, it’s clear that the benefits are not just advantageous—they’re transformative. So, why wait? Take the leap and explore SMS automation solutions that can redefine how you connect with your customers. Let SMS be your secret weapon in the quest for customer satisfaction and loyalty!

Author Bio:
Philip Portman is the Founder and CEO of Textdrip, a business texting platform catering to industries such as Solar, Travel & Tourism, E-Commerce, Insurance, Hotels & Hospitality, Car Dealerships, Real Estate, and Healthcare. He has successfully launched several startups including landlineremover.com and argosautomation.com. With expertise in SMS marketing and digital automation, Philip is also an esteemed member of the Forbes Technology Council.

The post How to Use Automated SMS Workflows to Resolve Common Customer Service Issues appeared first on Comidor Low-code Automation Platform.

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10 Workflow Optimization Best Practices for 2024 https://www.comidor.com/blog/business-process-management/workflow-optimization-best-practices/ Thu, 21 Dec 2023 15:12:53 +0000 https://www.comidor.com/?p=37662 You’re scrolling through your feed, sipping on that freshly brewed cup of coffee, when suddenly it hits you: “Is my business running as efficiently as it could be?”  Now, before you spill your coffee in shock, let me tell you, you’re not alone in this mid-sip revelation.  Everyone needs a little nudge (or a big […]

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You’re scrolling through your feed, sipping on that freshly brewed cup of coffee, when suddenly it hits you: “Is my business running as efficiently as it could be?” 

Now, before you spill your coffee in shock, let me tell you, you’re not alone in this mid-sip revelation. 

Everyone needs a little nudge (or a big push) towards workflow optimization, streamlined processes, and the kind of efficiency that doesn’t just save you time but also keeps those grey hairs at bay.   

And guess what? You’re in the right place for it. 

So, tighten your seatbelts and maybe get another cup of joe.

Let’s get brewin’, shall we? 

What Are The Top Workflow Optimization Best Practices?  

Workflow optimization is a necessity in today’s fast-paced business world. 

But what is the best way to optimize a workflow? It’s not just about tweaking what’s already there.  

It’s about taking a hard, analytical look at your existing workflows, identifying potential bottlenecks, and implementing measures to create streamlined workflows.   

It’s a blend of art and science, intuition and analysis.  

Ahead, a robust list will guide you through the top workflow optimization best practices. Each pointer is a step towards a more efficient, productive, and, dare I say, smoother business operation.   

Read on and prepare to supercharge your workflows!

1. Engage Stakeholders

Imagine setting off on a voyage without checking in with your crew first – sounds a bit risky, right?

Similarly, failing to engage with your team members can lead to choppy waters in the realm of workflow optimization. These stakeholders, whether from the IT department, marketing, or anywhere in between, possess valuable insights throughout the project’s life cycle. Their firsthand experience and understanding of specific challenges can provide pivotal feedback. By involving them from the get-go, you’re building a more informed strategy and fostering a collaborative environment crucial for completing successful projects.   

After all, it takes a village—or, in this case, a well-engaged team—to truly optimize and innovate.

2. Set Clear Objectives

Diving headfirst into a workflow optimization project without setting clear objectives is like embarking on that aimless road trip.   

Without a definitive goal, you might optimize repetitive tasks that don’t bring much value. It’s about setting clear, actionable objectives from the start. Setting clear and actionable objectives from the start provides a roadmap for your team members. This ensures that everyone is aligned, understands the direction, and can efficiently work towards eliminating bottlenecks and enhancing the processes that matter most.   

By defining what you hope to achieve, be it reducing bottlenecks, eliminating redundancy, or simply making a process more user-friendly, you give direction to your efforts. Moreover, having well-articulated goals ensures that team members are on the same page, reducing confusion and misalignment. 

3. Define Key Performance Indicators (KPIs)

Defining KPIs will allow you to measure the results of your workflow optimization efforts. Before optimizing your workflows, get a baseline measure of the KPIs you want to track. These can then be used to analyze your organization’s specific workflow optimization benefits. 

Some sample KPIs you might want to consider are: 

  • Task Completion Time: This KPI measures the average time to complete a specific task or process. 

Example: If an invoice used to take three days to process, and after workflow optimization, it now takes one day, this KPI has shown a significant improvement. 

  • Error Rate: This metric calculates the percentage of tasks that contain errors or require rework. 

Example: If out of 100 data entries, five entries previously had mistakes, but optimization has reduced it to two, the error rate KPI shows a positive shift. 

  • Customer Satisfaction Score (CSAT): A direct measure of a customer’s satisfaction with a product, service, or process. 

Example: After streamlining a product return process, a post-interaction survey indicates that 90% of customers are ‘Very Satisfied’ compared to 70% before optimization. 

  • Employee Productivity Rate: This KPI gauges the average output of an employee over a specific period, helping businesses understand workforce efficiency. 

Example: If an employee used to handle 20 support tickets per day but now manages 30 with the same quality, there’s an evident boost in productivity. 

  • Cost Per Transaction: Monitors the average cost associated with each business transaction or process. 

Example:  Suppose the average cost to manufacture a product was $10, and after workflow optimization, it’s reduced to $8. This KPI highlights the cost savings per item. 

Aiming at quantitative over qualitative KPIs can help set employee, contractor, and partner expectations. It helps everyone hold each other responsible when objectives are not met. With clear KPIs, you combine the creativity of your strategy with the precision of data, driving informed decisions and sustainable business growth.

KPIs chart | Comidor Platform

4. Understand and Document the Current Process

You must fully grasp your current operations before beginning a new workflow optimization strategy. This means meticulously documenting processes to identify bottlenecks, redundancies, or potential areas of improvement. Creating a comprehensive workflow diagram lets you visually represent every step in the process, showcasing how different steps interlink, the pain points, and where inefficiencies lie.

Some of the main components of a process diagram include:  

  • Activities: These are the tasks or operations performed, like ‘Review Document’ or ‘Approve Request.’  
  • Decisions: Points where a choice needs to be made, often represented with a diamond shape, e.g., ‘Approve or Reject?’ 
  • Flow: Arrows that indicate the direction or sequence of tasks.  
  • Roles: Specifies who is responsible for what, for instance, ‘Manager’ or ‘Analyst.’  

By visually mapping out your process, you identify areas for improvement and make it easier for team members, especially those less technical, to understand the workflow. These visual workflow diagrams are a universal language, bridging communication gaps and fostering better collaboration.

5. Eliminate Unnecessary Steps

When it comes to workflow optimization, less can often mean more. One of the foundational steps in optimizing workflows is to weed out any superfluous actions that don’t add value to the existing workflow. Those closest to the process, the sponsor users, are best equipped to pinpoint these redundant steps. After all, they’re the ones executing the tasks daily.  

A simple yet effective method to identify unnecessary steps in your current workflow is to ask ‘why‘ for each step. Is it essential? Does it contribute genuine value to the end outcome? If a step only adds time without contributing to the end goal of the business process, it may be ripe for elimination. By paring down and focusing on the necessary actions, you streamline operations, driving efficiency and productivity to new heights.

6. Reduce Bottlenecks 

Workflow optimization is akin to fine-tuning an engine, and bottlenecks? They’re those pesky hiccups that prevent you from reaching your maximum speed. Much like a deadlifter whose grip strength limits their overall lifting capacity, bottlenecks in one area of your business can cap the efficiency of multiple workflows.

Even if 9 out of 10 processes in your company are streamlined and firing on all cylinders, that one sluggish process can drag everything down. 

Consider this: If a deadlifter’s grip maxes out at 300 lbs, but their overall strength can manage 500 lbs, the grip is the limiting factor. Similarly, if one workflow can’t keep pace in business, it doesn’t matter how efficient your other processes are; that lagging segment still holds you back.

To truly optimize workflows, it’s essential to identify and address these choke points, ensuring consistent efficiency and maximizing business profitability.

7. Automate Where Possible

Integrating workflow automation software into your processes reduces execution time and the potential for human error. In doing so, you ensure tasks are completed consistently, allowing for more precise measurement of workflow statistics.  

Here are some benefits of embracing workflow automation 

  • Efficiency Boost: Automated processes generally run faster than manual ones, reducing turnaround times. 
  • Error Reduction: Mistakes are less likely to creep in with less manual intervention.  
  • Resource Savings: Fewer manual tasks mean you can reallocate human capital to more value-driven activities. 
  • Accurate Metrics: Automated workflows can provide detailed stats, aiding in further optimization efforts. 

Embracing automation isn’t about replacing the human touch; it’s about enhancing it, ensuring that every step in your business processes is as streamlined and error-free as possible.

Workflow Automation for Accounting | Comidor

8. Keep It Simple

Simplicity is often overlooked in workflow optimization. An optimized workflow doesn’t necessarily mean a complex one. The more straightforward a process, the swifter its execution. A streamlined, straightforward approach minimizes process deficiencies, reduces the scope for human error, and makes monitoring a breeze.  

By stripping away the unnecessary and focusing on the essential, you achieve:

  • Speed: A simple process is often faster, reducing wait times and increasing output. 
  • Clarity: Clear, straightforward workflows are easier for team members to understand and follow without a complicated workflow analysis
  • Reliability: With fewer moving parts, less can go wrong, ensuring consistent results. 
  • Ease of Monitoring: Simple processes are more transparent, making it easier to spot issues and optimize further.
  • Maintenance: The more simple your workflow, the less maintenance is required when using workflow software.  

 Complexity doesn’t always equate to capability. Often, the most powerful solutions are the ones that are easy to grasp and execute.

9. Standardize Processes

At the heart of workflow optimization lies a golden rule: consistency 

Standardizing your workflow processes ensures that the approach remains uniform no matter who’s on the task or when it’s executed. This consistent methodology bolsters workflow performance and guarantees that clients, stakeholders, or team members receive consistent and timely responses every single time.  

Think of having standardized processes as setting a gold standard for operations. Once a process is standardized, it becomes a well-oiled machine, producing reliable results and eliminating variables hindering optimal output. Exactly what you need for business success. 

10. Continuous Monitoring, Iteration, and Feedback

Workflow optimization is an ongoing commitment. The work isn’t over even after you’ve revamped a process workflow.   

Proper implementation is only as good as its continuous evaluation. Regularly monitoring existing workflows and seeking feedback ensures systems remain efficient and relevant. 

The business world is dynamic, with challenges and opportunities continuously arising. By keeping a finger on the pulse of your processes, adjusting and refining based on real-time feedback, you maintain a proactive stance, always ready to pivot and adapt for optimal performance. 

Engage with team members, assess workflow management metrics, and observe the performance of your business processes. Doing so lets you identify areas that might benefit from incremental improvements. It’s these small, consistent tweaks that, over time, compound to create workflows that are not just optimized but are optimally optimized.  

The optimization journey is never complete; it evolves and matures with each feedback loop. 

What Is Workflow Optimization? 

Workflow optimization is the strategic process of analyzing and refining your current workflow to enhance efficiency and productivity. 

It’s about making the best of what you have. Instead of reinventing the wheel, workflow optimization aims to fine-tune the existing mechanisms, ensuring tasks are completed with greater speed, fewer resources, and minimal hiccups.   

Put simply, workflow optimization helps to streamline operations, removing any obstacles or redundancies and paving the way for smoother, more efficient business processes. It’s the art of making work work better. 

Why Does Successful Workflow Optimization Benefit You?  

Workflow optimization has tangible, real-world advantages for your business. Automating repetitive tasks and optimizing workflows are setting your operations up for success.

Here’s what workflow optimization aims to achieve and why it’s beneficial:  

  • Efficiency Boost: By removing unnecessary steps and redundancies, tasks are completed faster, saving valuable time.  
  • Cost Reduction: Streamlined processes often use fewer resources, leading to significant cost savings.  
  • Consistent Quality: A well-optimized workflow ensures that outputs are consistent in quality, building trust with clients and stakeholders.  
  • Increased Productivity: With fewer hitches and snags, teams can achieve more in less time, leading to heightened productivity levels.  
  • Employee Satisfaction: A smooth workflow reduces frustration and burnout, leading to happier, more engaged team members. 

 Having optimized workflows is an investment that pays dividends in efficiency, quality, customer experience, and overall business health.  

Wrapping Up 

Staying static is not an option in our fast-paced, digitally-driven business landscape. Optimizing your workflows is more than a luxury—it’s necessary for efficiency, productivity, and sustainable growth 

As your businesses grow and evolve, so must your processes. Harnessing the power of workflow automation software enables your business to stay ahead of the curve. Such tools streamline operations, minimize errors, promote collaboration, and save precious time.  

If you’re serious about taking your business to the next level, now’s the moment to consider adopting a workflow automation platform. Why just adapt to change when you can be the one driving it?  

FAQ 

What is workflow process improvement? 

Workflow process improvement is a focused approach that targets enhancing individual tasks and sequences in a business process to ensure a more streamlined workflow. This might involve eliminating redundancies, introducing new tools, or simply rearranging steps for maximum efficiency.  

What are the main workflow optimization techniques? 

The primary workflow optimization techniques are:  

  • Process Mapping: Visual representation of every step, helping to identify redundancies or inefficiencies.  
  • Automation: Using technology to automate repetitive tasks, minimizing manual input and reducing error rates.  
  • Standardization: Ensuring consistent processes across the board to maintain quality and efficiency.  
  • Continuous Monitoring: Keeping a close eye on workflows, allowing for real-time adjustments as needed.  
  • Stakeholder Feedback: Actively seeking insights from those involved in the workflow, ensuring it’s efficient and user-friendly. 
  • Integration: Integrating your workflows end to end for less swivel chair and improved efficiency.  

Each of these techniques plays a pivotal role in the overarching mission of optimizing workflows driving businesses towards better efficiency and results. 

What is workflow automation? 

Workflow automation is a subset of workflow optimization focusing on leveraging technology to enhance business processes. It uses workflow optimization software to automatically manage, execute, and monitor tasks without extensive manual intervention. Whether automating a procurement and payment process, documentation processes, or any other task, the goal is optimizing workflows through technology to achieve greater efficiency and accuracy. 

What are the 3 basic components of workflow management? 

Workflow management, a cornerstone of workflow optimization, hinges on three fundamental components:  

  1. Process Design: This involves mapping out the steps of a process, from start to finish, ensuring each step flows seamlessly into the next. A practical design lays the groundwork for an optimized workflow. 
  2. Execution: Once the process design is in place, the execution component runs the tasks manually or through automation. Proper execution ensures the workflow runs as intended, hitting its efficiency and accuracy targets. 
  3. Monitoring & Oversight: This component involves monitoring processes as they unfold, ensuring they stay on track, and stepping in to make tweaks when necessary to optimize workflows further.  

These components form the backbone of effective workflow management, driving streamlined operations and delivering consistent results. 

What is an example of workflow optimization? 

Imagine a project management workflow where tasks are communicated via email, progress is tracked on physical whiteboards, and documents are stored in disparate locations. This setup is ripe for miscommunication, delays, and inefficiencies.  

An optimized workflow, in contrast, would involve the integration of a project management tool. This tool would centralize task assignments, monitor real-time progress, and store all relevant documents in one accessible location. By transitioning from a manual, scattered approach to a unified, digital platform, the project management process becomes streamlined, reducing delays and enhancing team collaboration.

This transformation exemplifies workflow optimization in action. 

Author Bio 
Julian Lankstead is the founder of JulianLankstead.com. He helps businesses increase revenue by providing strategies to improve business process efficiency.  

The post 10 Workflow Optimization Best Practices for 2024 appeared first on Comidor Low-code Automation Platform.

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How To Improve Workflow Efficiency https://www.comidor.com/knowledge-base/business-process-management-kb/improve-workflow-efficiency/ Mon, 11 Apr 2022 14:32:43 +0000 https://www.comidor.com/?p=33428 The post How To Improve Workflow Efficiency appeared first on Comidor Low-code Automation Platform.

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Time is the key to success for all types of business, be it small, medium, or large. Every day, your team works on different tasks and processes. These daily basis tasks are known as the workflow of your business processes. If you are able to optimize your workflow efficiency, it can save a lot of time by cutting down on time-wasting tasks. Undoubtedly, this results in enhanced productivity.

In order to achieve greater workflow efficiency, it is essential to focus more on the critical processes of your company and streamline all the necessary tasks. This will boost your accuracy, speed, and quality as well.

Eliminating redundancies that waste time helps you and your team focus more on essential elements that can take your business to the next step. For instance, you get time to focus on upcoming strategies and innovations. Workflow efficiency helps in maximizing the value of money and time. Alongside it decreases the risk of errors and turnaround time.

Before diving into the ways with which you can increase your workflow efficiency, let’s first look at some of the factors that decrease workflow efficiency.

Factors That Affect Workflow Efficiency 

All the departments of an organization are interconnected. If any of the departments are affected, it will cost you money, productivity, and time. The main reasons behind the workflow inefficiency in an organization are:

  • Miscommunication
  • Employee management issues
  • Technological obsolescence
  • Unnecessary tasks
  • Lack of productivity

With the boost in workflow efficiency, you can detect and analyze severe issues in your organization and overcome them by improving business collaboration, technological advancement, analyzing necessary tasks, and performing better employee management. 

How To Improve Workflow Efficiency 

1. Analyze your Current Situation and Existing Processes

The initial step should be to evaluate where you are standing at the moment. What are your desired results, and if the current procedures are producing an effective outcome. Communicate with the employees and have their feedback. Alongside, keep an eye on the routine tasks if they are being done on time or not. 

The data you will collect can be used to identify healthy opportunities to improve your workflow. Look into the process and tasks that are slowing you down. Once you have identified them, you will need to focus on these areas. 

2. Arrange your Tasks First

Since you have understood how your current process is going and what areas you need to work on, it is essential to prioritize the tasks and events on the basis of daily, weekly and monthly schedules. 

Skip the unnecessary actions and organize all the tasks so that you can easily track them. Delegate assignments to your employees, making sure that each and every task is being tracked in your ongoing process. 

3. Optimize your Workflows

Now, the ultimate goal of the workflow is to improve employee productivity so that tasks can be done within fewer steps. 

Analyze the potential of your employees, and their skills and figure out what works best for you and your team. Make adjustments according to your needs. An effective process will help you meet objectives such as:

  • Speed up workflows 
  • Minimize distractions 
  • Simplify information sharing 
  • Continuously analyze for future and current improvements 

4. Leverage Automation

The next step should be to automate various tasks in your organization. A low-code automation platform can help you do this. 

You might be wondering how automation works with organizational workflow. There are tons of ways depending upon how you leverage automation. For instance, you can simply automate the whole process of emailing your clients using an email automation tool. This will save a lot of time, and effort and can maintain a significant pace and productivity. 

The next big question is how to integrate automation with your business to enhance workflow efficiency. It varies from software to software.  For different software, you may need to vary your integration method. Well, in general, the integration of software for workflow automation may include the following steps:

a. Picking Up The Right Workflow Solution

Initially, you will have to look for a suitable workflow automation tool. Look for the functionalities that the tool has and what is the primary focus of that particular tool. Check for its API and whether it could be integrated easily with your existing tools (built-in integration), or you will need a custom third-party solution. 

Most importantly, consider if it requires a lot of coding to be integrated and operate the solution. Or is it a low-code platform that is easy to manage and uses user-centric visuals? Comidor is one of the best low-code automation platforms which can boost your workflow efficiency. 

 b. Document Your Plans

The next step would be to analyze how this workflow automation is going to impact your business outcomes. You can simply create an impact analysis. Highlight the expected changes and how you can cope with any undesired event.

c. Create A Test Environment

It could hurt if you are planning to implement the new workflow in the entire company. In the beginning, test the automation software. Use a testing environment or implement it in a particular department for a few weeks. 

Now, it’s time to observe how the new automated workflow is impacting that specific department. 

  • What problems do your employees face after integrating automated workflow solutions?
  • Does the new workflow solution really affect their work?
  • Has it affected the performance of other departments as well?
  • How does it impact other departments’ work and efficiency?

Running this test can help you identify problems and answer the above-mentioned questions. You will be able to address the issues before you roll out the automated solution in all the departments or your organization.

d. Demonstration To The Employees

According to Dissertation Assistance, “It is important to gain the trust of your employees before applying any sort of the change in the organization. 

Show them the benefits of automation software. How it will impact the company and how it can make their job easier with the improvement in productivity. 

This will help employees accept the change and adapt to the new workflow quickly.

5. Analyze and Redesign your Strategy

It will take a few attempts to design a good workflow with effective outcomes. Do not expect it to be done with a single try. You may need to perform some minor adjustments to attain an ideal system for your organization. 

Regularly analyze and monitor how new workflow and tactics are affecting your employee productivity. Continue to test advanced solutions and keep analyzing their results. Comidor is once again best with this as it allows you to analyze and provides instant workflow analytics. The more you analyze the gaps, you can get better opportunities to rectify them. Build future strategies accordingly so that you boost your workflow efficiency gradually.  

Final Thoughts

One could say that workflow efficiency is a measure of the effectiveness of the process of improving the necessary steps to complete a business process. The key to improving workflow efficiency is to identify and eliminate any inefficiencies that exist in your current workflow. After identifying them, you should determine what can be done to improve their performance. Automation is the first thing on your list since it enables you to automate and streamline your workflow. Finally, picking the right automation software solution plays a crucial role in the implementation of those improvements that have the highest impact on your team productivity and business performance.

Author Bio
Claudia Jeffrey is currently working as an Editor QA at Crowd Writer. She helps students when they ask to write my dissertation. Claudia is a tech-geek, and to keep herself updated with new tools and advancements, she reads tech related blogs and spends her time surfing on the internet.

Take action and let automation define your business success

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Business Process Flow: Definition, Benefits, And Simple Steps to Create Process Flows https://www.comidor.com/knowledge-base/business-process-management-kb/business-process-flow/ Fri, 18 Feb 2022 08:35:59 +0000 https://www.comidor.com/?p=33118 The post Business Process Flow: Definition, Benefits, And Simple Steps to Create Process Flows appeared first on Comidor Low-code Automation Platform.

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Businesses require consistency and predictability. Without those essential factors, an organization is forced to operate with uncertainty and a lack of reliability, neither of which are conducive to business sustainability. However, attaining consistency and predictability within a business is not easily done, which is why any business concept, that helps achieve that, must be actively considered. Business process flows are an excellent example of such a concept. They are a practical way of ensuring that two essential things are achieved in any process: focus and consistency.

This article will provide an overview of the definition, the principal benefits of business process flows, and the simple steps to create successful business process flows. 

Process Flows in Context 

At its simplest, a business process flow is the sequential representation of a process and the various components thereof. These components can include operational factors such as actions required and the people and resources needed to achieve them, as well as applicable timelines. It helps define and layout all the aspects of a business process, so that said process is easily understood. One could say that a process flow provides a ‘snapshot’ overview of a given process. It allows employees to have a good understanding of how a business works. 

Importantly, a process flow can be devised for any type of work or process in any type of organization. Therefore, a process flow can be as effectively used to describe how a purchasing order should be processed by the finance department, as it can be by a sales team to pitch a new product to potential customers. Process flows are used by industries as diverse as software development, auto assembly, and healthcare management. Below is a standard template for a process flow that can be used by a company’s to automate HR-related processes like the onboarding case: 

Onboarding process flow diagram | Comidor

As can be seen in the process flow diagram above, a business process flow provides a breakdown of the various inputs and outputs within a process. Each of these workflow components is usually denoted by means of shapes, typically ovals, diamonds, and rectangles, with each being connected by lines that indicate the possible paths. The ‘flow’ within a business process flow and workflow design usually follows an A to Z logic, i.e. from commencement or start of a process to its logical conclusion or end-goal, whatever the latter might be. 

Benefits of Business Process Flows 

There are many benefits to having process flows, including process mapping, the principal ones of which include: 

  • Communication: everyone can understand a specific process, and be trained accordingly. 
  • Standardization: processes can be reliably replicated. That is why they should be an integral and invaluable part of standard operating procedures (SOPs).
  • Comprehensiveness: process flows can be established across all verticals and at all levels within an organization. 
  • Maximization:  all resources can be used to their full potential. 

 There are also systemic benefits to having business process flows in place: 

  • Cost minimization: understanding exactly how processes work means that cost efficiencies can be implemented where possible. 
  • Risk management: understanding your process means being able to identify potential risks and better able to mitigate them. 
  • Agility: process flows should ensure fewer (or no) bottlenecks, errors, and duplications, making for a more Agile business. 
  • Continuous improvement: knowing each step of a process means being able to improve processes as needed. 

These benefits are applicable to process mapping itself, which is the actual diagrammatic compilation (i.e. mapping) of a process and its various components. 

Simple Steps to Create Process Flows 

The beauty of process flows is their simplicity, however complicated or technical the actual process might be. As such, simple steps can be taken to ensure that your process flow will be effective: 

Step 1: Name it – the process flow should be specifically named according to the naming conventions used by your organization. 

Step 2: Give it a purpose – what is the intent of the process flow? Why is this specific process flow in place and to what end? 

Step 3: Scope it – give the process flow the needed extent of the scope by asking a simple question: what inputs and outputs should be included and excluded? 

Step 4: Map inputs and outputs – go through each stage/phase/level of the process and identify the required inputs and outputs for each. Be specific in the inputs and think of possible variables for outputs. 

Step 5: Provide direction – a process flow should comprise a series of directional arrows based on ‘Yes/No’ or ‘What If/What Then?’ questions posed that help connects inputs and outputs (i.e. components within the process flow). 

Step 6: Assign duties and responsibilities – where needed in the process flow, applicable responsible people or line management should be indicated. 

Step 7: Make it visual – a process flow should be mapped and its diagrammatic representation/workflow diagram to be readily available to any person who may need to understand the process and its objectives/intent. 

Business Process Flow Infographic | Comidor

A final point: consider workflow automation powered with RPA and AI/ML capabilities of your business flows: Robotic Process Automation (RPA) is already being used by many businesses to enhance and automate repetitive process flows. RPA software can be used in order to choose which processes in a business should benefit from automation. Sales ordering process, enterprise resource planning (ERP), customer service, and payroll are just four examples of typical processes that can benefit immensely from Robotic Process Automation. 

Conclusion

In today’s fast-paced and competitive world, organizations are constantly looking for ways to increase their efficiency and reduce costs. Business process flows are a critically important means by which a business can give itself the structure and sense of purpose needed to succeed. Process flows can help foster transparency, enhance collaboration, and create business intelligence.

Comidor workflow automation platform allows users to design any type of business process flow, automate and optimize workflows end-to-end, and incorporate intelligent automation functionalities, like RPA, AI, and Ml. There are many benefits associated with Comidor. It can help organizations save time by automating tasks, enhance customer service, and improve company culture through transparency.

In closing, value-adding performance by management and employees alike don’t just magically happen. It is the culmination of intelligent automation decisions made and actions put into practice. The real magic is in being able to ensure that business processes are created appropriately and work as planned again and again. 

Author bio
Bryan Christiansen is the founder and CEO of Limble CMMS. Limble is a modern, easy-to-use mobile CMMS software that takes the stress and chaos out of maintenance by helping managers organize, automate, and streamline their maintenance operations. 

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6 Common Workflow Automation Mistakes And How To Avoid Them https://www.comidor.com/blog/business-process-management/workflow-automation-mistakes/ Tue, 07 Dec 2021 10:39:04 +0000 https://www.comidor.com/?p=32447 The post 6 Common Workflow Automation Mistakes And How To Avoid Them appeared first on Comidor Low-code Automation Platform.

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More and more companies are embracing the benefits of technologies like workflow management and workflow automation. When implemented properly, workflow automation can drastically improve productivity and boost efficiency. In addition to streamlining various processes, automation also saves employees from performing tedious and repetitive tasks. By enabling employees to accomplish more with less time, automation also reduces costs for businesses. Due to its benefits, many companies eagerly adopt automation without sufficient planning. This often leads to workflow automation mistakes. Fortunately, most of the common workflow automation errors have quick and easy solutions. If you want to avoid costly errors, here are six of the most common workflow automation mistakes and ways to avoid them.  

Not Researching The Right Processes To Automate

Whether a company adopted automation eagerly to keep up with its competitors or as a quick solution to problems with efficiency, rushing into automation can be a costly mistake. Identifying the best processes to automate is crucial if you want to maximize the benefits of your investment. Failing to do this, might inadvertently result in automating a process that didn’t require automation in the first place. Companies that automate wrong are unlikely to see improvements in their productivity. They essentially render their expensive investment useless.

As a business, take the time to learn about automation and its current applications. Afterward, evaluate your existing processes to determine which processes can be efficiently automated. Consider which processes would benefit the most and achieve the best results with automation. Taking the time to plan your automation strategy before implanting it can save you a lot of time, money, and effort.
 

Digital Process Automation tips | ComidorAutomating Based On Profit Not Improvement  

It’s understandable why a business would want to automate the processes that would produce the most profit. Automation is after all designed to increase productivity and in turn, maximize profits. However, it’s a mistake to ignore processes that require improvement in favor of those that can generate the most revenue. Making the mistake of focusing solely on profits might be beneficial in the short term, but it’s highly inefficient in the long run.  

Instead, focus on automating processes that ease the workload of your employees. Automate processes that improve the safety and efficiency of production. Consider the long-term implications of your automation strategy. Adapting this future-oriented, improvement-based plan for automation will likely be more profitable anyways.   

Automating Everything All At Once  

Many companies rush into automation in the hopes of either catching up or staying ahead of their competitors. This can be extremely overwhelming for the company and its employees. The mistake of automating several processes at once can result in confusion and mistakes. While you appear to be progressing faster by quickly implementing automation, you’re actually slowing down your real progress. Careless adaptation of automation does not yield the same results as a proper implementation that helps employees get familiar with the technology.

Instead of automating several processes at once, consider focusing on just one workflow, first. By automating this single workflow, you can understand more about automation and solve any issues that arise. This also gives your team the opportunity to learn about the process well and adjust to it. 

process mapping | Comidor PlatformInvesting In Data Collection But Not Analysis  

As data proves to be increasingly valuable to businesses across all industries, companies are excitedly investing in automated data collection processes. While it’s important to invest in data, it’s equally as important to understand it. “Many businesses spend a substantial amount of money on data infrastructure, but forget to invest in insights,” warns Kelly Parks, a business writer at Paper Writing Service. “Your data is only as good as your ability to pull meaningful pieces of information from it.”   

Without insights, data is essentially worthless. Data insights allow companies to gain valuable information about customers and their preferences. This well-informed decision-making gives companies an advantage over their competitors. Thus, it’s crucial to invest in the analysis and interpretation of data as much as its collection 

Not Asking An Expert To Guide Your Transition  

Despite its ability to streamline and simplify work processes, workflow automation can be complicated to implement without an expert. Some companies attempt to save money by skipping out on expert consultation. This is a huge workflow automation mistake for many businesses especially those who have never automated their workflow before. Expert guidance allows companies to take advantage of the full potential of automation. Refusing to hire an expert means missing out on the full applications and the best approaches to automating your workflow processes.  

Instead of trying to implement workflow automation blind, consult with an expert to make the transition as seamless as possible. This allows your company to take full advantage of automation and its benefits.  It’s vital to mention, that in addition to expert guidance, the choice of the best workflow automation software vendor is important, too. The workflow management system of your choice should meet your business needs to make your business life easier. 

Forgetting To Re-evaluate Processes  

Some companies make the mistake of adopting automation for a workflow process and then never revaluating it again. If you want to have a leading edge over your competitors, it’s crucial to continuously evaluate and search for new ways to optimize your workflow. Improving efficiency is a never-ending process, not a one-time goal you accomplish and forget about.  

Common Workflow Automation Mistakes | Comidor PlatformConclusion  

Transitioning into automation can be an overwhelming process for a lot of companies and workers. Making mistakes is unavoidable in the learning process. However, by avoiding these common workflow automation mistakes, you save your company a lot of wasted time, effort, and money.  

Find out how Comidor Workflow Automation can accelerate your business!

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How to Create a Powerful Workflow for your Processes https://www.comidor.com/blog/business-process-management/create-workflow/ Fri, 22 Oct 2021 10:48:05 +0000 https://www.comidor.com/?p=28601 The post How to Create a Powerful Workflow for your Processes appeared first on Comidor Low-code Automation Platform.

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Are you tired of struggling with various tasks and multiple processes? Do you know what is workflow management? Workflows can be described as roadmaps that define, execute, and automate business processes and help them run smoothly and on schedule. Such processes involve passing tasks, like information and document handling, from one person to another, while following a set of procedural rules. 

Workflow diagrams and charts make visualizing your processes just a little easier. So, as you work to get a process done, consider a workflow as your roadmap to do so effectively. With that said, let’s take a look at how to create a workflow and why this is such a beneficial part of completing your business processes.

How to Create a Workflow:

1. Start At The End

The first step in how to create a workflow is to NOT start at the beginning. You heard right! DO NOT start at the beginning. Instead, think first about the end. When you start, having the end in mind allows your team to focus on the end goal and purpose of a workflow. When you know how you hope your process will end, you can better create a workflow that matches that intention. So, in hindsight, you’ll be working backward. 

create a workflow - steps1 | Comidor Digital Automation Platform

As you work your way backward, you’ll figure out the right path to get to where you need to go. Once the right path is noticeable to both you and everyone else on your team, you’ll eventually determine a suitable workflow. To do this, ask yourself the following questions:

  • Which are the systems required to reach the endpoint? 
  • What processes and activities need to be performed in each stage? 
  • What kind of workflows are necessary? 
  • Are there any best practices needed to reach your goal? 
  • Who and or which team will lead the entire process, as everyone follows the established workflow roadmap?

If desired, you can create a checklist on what’s needed and what priorities come first. Your checklist should also note who will be partnering or grouping with (if applicable), to ensure that every single task is assigned to the right user and finally completed. 

2. Define a Workflow

When it comes to how to create a workflow, you’ll need a purpose. To begin with, your workflow purpose tells people in the team why the process or project matters to them. 

create a workflow - steps2 | Comidor Digital Automation Platform

For example, the purpose is to launch the best product for your clients, right? Additionally, it lets your team know what role they play in the workflow. A workflow doesn’t work unless every member understands their part. Here are three steps for defining a purpose, as you create a workflow:

Workflow diagram. First, create a workflow diagram that realistically shows the proposed workflow. The workflow diagram should depict all the tasks each team member will perform to complete the process (i.e. roles and responsibilities). Plus, the roles and responsibilities must be defined in a way that everyone on the team is aware of them. Remember: All roles and responsibilities must be realistic and doable or else you won’t be able to move on to the second step. Not sure how to create a workflow diagram? No problem — Comidor has you covered with our BPMN 2.0 Comidor Workflow Designer 

Team consensus. Have each member of the team agree to the proposed workflow. 

  • If not everyone on the team agrees to the proposed workflow, then go back to the first step and revise it. 
  • If everyone agrees to the proposed workflow, have them sign off on it, and then adopt the plan. 

Tool functionality. Finally, match the accepted workflow process to a tool functionality, so that the tool selection depends on the defined workflow.  Matching processes to tools allow people to make the right choice on which tools to use for each task. In other words, the selection of tools won’t drive the process, unless team members discuss what tools they’ll need in advance. 

Selecting the Best Tool for Workflow Automation 

Workflow automation tools enable organizations to implement automation to create an effective flow of information among teams that are responsible for any business operation. Keep in mind that the best workflow automation solutions offer a graphical interface with drag-and-drop functionality in order to visualize your processes, a form designer to create digital forms with dynamic user fields, role-based access control, and a wide range of automation features and smart capabilities. 

3. Test Your Workflow

After you’ve defined your workflow, it’s time to put it to the test. This is where you’ll see just how your workflow functions in your workplace. Errors and bottlenecks may occur despite your detailed planning, and it’s best to catch these from the start to improve your workflow.

You’ll want to ensure that there is ample testing time, so you may need to try out your workflow for a few weeks before you fully understand where improvements need to be made. From there, it’s back to the drawing board with your team to brainstorm solutions and implement new steps into your workflow.  

Comidor’s Workflow Simulator allows businesses to test different scenarios and generate predictions and projections about process outcomes. With the Workflow simulator, users can also spot errors that would not otherwise be able to identify in the initial steps of workflow designing. 

4. Optimise And Analyse a Workflow

Once you’ve tested your workflow and are content with how it works, you’ll need to optimize it by implementing workflow automation. Automation helps you streamline the internal workflows by canceling out any manual data entry and request handling. Moreover, it lets you track the status of workflow tasks (i.e. completed, pending, or in-progress). 

create a workflow - steps3 || Comidor Digital Automation Platform

In addition, automation software help teams stay on track. In fact, automation will let you and your team know of the following: 

  • When task status is prone to delay or there’s a deadline approaching, automated notifications are sent to the team member responsible for that task. 
  • When a task is completed, you and your team will be notified, too. 
  • The transition from one task to another is also made easy with automation. 

Plus: Intelligent workflow automation and RPA offer advanced automation capabilities since these technologies automate complex tasks and projects. Find out the role of RPA in Project Management. 

After optimization, it’s important to analyze your workflow to identify new trends and bottlenecks. Consider the following factors: 

  1.  The performance of your workflow 
  2. The performance of the teams and team members involved 
  3. Process redundancies and ways to eliminate them 

Automation platforms, like Comidor, allow you to virtually map and track any organizational process through their workflow-designing functions. Process automation tools should be able to help you navigate and modify existing processes, or create new workflows using a feature that lets you drag and drop your options. In many cases, these tools also offer business applications like project management, case management, sales, and marketing automation.

Why Create Workflows? 

You know how to create workflows, but what exactly are the benefits of having these in place? There are quite a few, including: 

  • Increased productivity.With repetitive tasks being streamlined, your team has more time in the day to focus on larger projects and focus on customer relationships.  
  • Visible accountability.Everyone has a designated role in a workflow. By creating a visual workflow diagram or chart, there will be increased transparency and accountability as projects move through the process.   
  • Improved collaboration.In addition to accountability, team collaboration can soar with workflow automation. Leave notes, send notifications, and see where projects sit in real-time for better collaboration within your team.  
  • Business process improvements.Last but certainly not least, your processes will see a tremendous improvement with workflows. You’ll be able to clearly see where bottlenecks occur and create automated solutions to keep your work moving through the pipeline.  

Comidor Workflow Automation 

Creating a workflow doesn’t have to be complicated. In fact, four steps are all you need! 

Remember: One of the best ways to start using more workflows is to be more conscious of the steps that you take each day. That means, whenever you’re going through a process, look at how everything is running. As you do so, keep in mind these questions:

  • Is everything running smoothly? 
  • Who is responsible for what? 
  • Is there any friction in any areas of the process? 
  • What happens next? 

create a workflow-conclusion | Comidor Digital Automation Platform

As you keep in mind the above questions, you’ll soon develop an effective workflow that will not only help you get your project or process off the ground but will also help your team stay on course. Now, while some workflows won’t work for you, others will. All you have to do is A/B test your options and see which ones best fit your work.  Remember: Each change to your business is an opportunity to create workflows, refine them, and make them better. 

Ready to create your own workflows? Check out Comidor’s workflow automation technology to get started. The BPMN 2.0 Comidor Workflow Designer allows you to visualize your workflows in a whole new way. Create, test, and implement your new workflows in one convenient location.  

 Good luck! 

The article has been co-written by Comidor and Kristin Herman. Kristin Herman is a writer at UK Writings. As a marketing writer, she writes articles and blog posts about the latest trends in digital advertising.

Accelerate your business with Comidor Workflow Automation

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BPM vs. Workflow: Key Differences and Similarities https://www.comidor.com/knowledge-base/business-process-management-kb/bpm-vs-workflow/ Tue, 21 Sep 2021 12:03:20 +0000 https://www.comidor.com/?p=31600 The post BPM vs. Workflow: Key Differences and Similarities appeared first on Comidor Low-code Automation Platform.

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Managing your business operations is a challenging endeavor that often requires a high level of time, attention, and manual labor. Luckily, the digital transformation taking the workplace by storm has set its sights on automating these business operations through Business Process Management (BPM) and workflow management. 

You may have previously heard these terms used interchangeably, but we’re here to let you know there are actually quite a few differences between these terms. We’ll kick off this article with a quick overview of what exactly BPM and workflow are. 

What is BPM? 

So, what is Business Process Management? BPM refers to the way in which businesses create, implement, and manage necessary business processes. These processes are made up of activities or tasks pieced together to complete an operational goal. BPM assists businesses in defining, analyzing, and improving business processes for a more efficient workplace. 

Many businesses manage their processes using Business Process Management software. This software provides businesses with the tools to automate their business processes for improved accuracy and efficiency. 

What is a Workflow?

Chances are, you’ve heard the term “workflow” at least once in your workplace. But what does it mean? A workflow is a sequence of tasks that are needed to achieve a business goal. Workflows are often used to automate repetitive tasks that occur in a specific order over and over.

Similar to BPM, businesses will often use workflow automation software to manage and automate their workflows. Daily tasks can be automated for faster completion using custom business rules for improved workflow management. 

BPM vs. Workflow

Now that we’ve defined BPM and workflow, let’s look at how these two work together and the key differences that make them so unique. 

bpm vs workflow | Comidor PlatformSimilarities

To start, we’ll discuss how BPM and workflow management work together. Both of these tools are used to automate work functions. Whether it’s simple, daily tasks or entire processes, BPM and workflow management work hand-in-hand to make our days a little easier. 

Workflows are the sequences of tasks that go into completing a project. BPM, then, could be described as the management of a set of workflows from multiple departments that come together to achieve an operational goal. Since both BPM and workflow are important factors in the workplace, they are often found in every organizational aspect. 

In addition, the end goal of BPM vs. workflow is similar. They both serve to automate tasks in the workplace as a way to increase productivity and improve accuracy.

Differences

Despite the seamless way BPM and workflow management seem to work together, there are key differences that make each a unique part of a digital workplace.

When we talk about BPM vs. workflow, we can think of these two in terms of large-scale vs. small-scale operations. BPM focuses on large-scale processes. This management system handles the workflows, data, and people that work together to reach goals. Workflow management, on the other hand, takes care of small-scale operations. Workflows are made up of the sequences of steps that will eventually lead to BPM’s larger-scale processes. 

In this way, workflow management software allows you to organize your workflows through additional steps, software integration, and more. BPM, on the other hand, offers a big-picture look at every process in your company. BPM takes company organization a step further, combining workflow management with detailed analytics, reporting, and process monitoring.  

As your company grows, BPM is an essential component that must remain flexible to meet changing business needs. BPM software allows you to easily adjust business processes to better match the goals your company is focused on achieving. Workflow management, on the other hand, can extend the horizon of business process management. Workflows can be enhanced with AI/ML and Robot Process Automation (RPA) capabilities that make business processes intelligent. 

workflow vs bpm | Comidor Platform

Comidor BPM and Workflow Management

Falling in line with the digital transformation, Comidor is revolutionizing the way that businesses manage their operations. With state-of-the-art BPM software and workflow management, we’re redefining the management of business processes. 

Our No-Code Hyperautomation tools allow you to efficiently manage and automate your business processes and workflows with ease. Simply go beyond streamlining processes and instead unlock a wide range of automation opportunities with Cognitive Automation and RPA. 

Contact us today to learn more about how to bring BPM and workflow management into your business!

* Featured image: Funtap/Stock.adobe.com

Comidor BPM enables organisations to streamline and automate business processes

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Key Differences Between Workflow and Process https://www.comidor.com/knowledge-base/business-process-management-kb/workflow-vs-process/ Wed, 15 Sep 2021 13:19:31 +0000 https://www.comidor.com/?p=31523 The post Key Differences Between Workflow and Process appeared first on Comidor Low-code Automation Platform.

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It’s not uncommon to hear “workflow” and “process” used interchangeably in the workplace. But did you know they’re actually two different terms with unique purposes? That’s right, workflow and process actually refer to distinct business terms. Let’s take a look at the relationship between workflows vs. business processes.

What is a Workflow?

Let’s start by defining what a workflow is. Workflow is a sequence of simple steps to reach a specific business goal. In simpler terms, a workflow automation software automates and streamlines repetitive tasks that are completed in a specific sequence every time. Typically, a workflow is created to visualize and orchestrate the connected stages of a process that can be performed in parallel or sequentially depending on specific rules or decisions.

Workflows constitute a model for how employees should be completing their tasks. That means that every person in the company follows the exact same steps to complete their tasks.

A solid, well-defined workflow allows data and tasks to flow through an organization. This enables employees to understand clearly their duties and managers identify bottlenecks and improvement opportunities. Generally, by automating workflows, you can save time and money that would otherwise be spent on repetitive, manual processes and tasks.

What is a Business Process?

So, what exactly is a business process then?

A business process refers to a set of activities or tasks, often connected and automated, triggered by an event to carry out a predetermined specific operational goal. Each activity (e.g., a task), included in a process, is assigned to a team member or to an entire department.

Every organization should define its processes, analyze and measure the results to ensure that the process is meeting expectations and is getting improved.

There are three main categories of business processes:

  • Operational processes that are essential and keep a business running
  • Management processes that plan and control any operational process
  • Supportive processes that support operational processes

Many businesses streamline processes through the use of Business Process Management (BPM) software. This tool allows businesses to solve large-scale problems. With a BPM software, they manage and automate their processes to operate smoothly, increase productivity and accuracy.

Workflow vs. Business Process

With such similar roles in a company, it’s easy to understand why workflows and processes may be used interchangeably. However, while they are quite similar, there are key differences that make the terms stand apart. Read on to learn the relationship between business process vs workflow below.

To fully understand the differences between these two terms, it’s important to know how they relate. Both workflows and processes clarify how work gets done and how the business runs. In essence, a business process is composed of multiple interconnected workflows. A workflow is a set of steps used to accomplish a given goal, and a business process is a group of these workflows together used to complete a business operation.

Despite this connection, there are a few distinct differences between workflows vs. processes. These differences include:

  • When creating workflows, the sequence of steps is the primary consideration. On the other hand, processes, take into account the workflows, people, and data involved.
  • The purpose of a process is to complete a larger business goal. The purpose of a workflow, on the other hand, is to provide the tool and mechanism to accomplish this business goal.
  • Processes tend to be more flexible and are always being improved upon as the company grows and changes. Workflows tend to be more specific and detailed with less flexibility as to how a sequence of tasks is completed.
  • Processes can occur without designated workflows, but workflows are created with the intent to assist a process.

Though the relationship between these two terms can seem a bit confusing, implementing them in your workplace doesn’t have to be. Keep reading to learn how to automate your workflows and business processes.

Automating Workflows and Business Processes

With BPM software comes the ease of streamlining and automating both workflows and business processes.

To start, you’ll have the opportunity to design and implement your workflow patterns to automate those tedious, repetitive tasks that often take up too much time. Through the No-Code environment of this software you can map out your workflows so your team can best complete these tasks using role-based rules. In this way, collaboration is easier than ever before. You can share information, store data, and receive accurate reports right in your business process.

Improve Your Business Operations with Comidor

At Comidor, we’re ready to help you tackle this technologically advancing world and keep up with competitors using state-of-the-art software. Using Comidor’s BPM 2.0 Workflow Designer, you create and automate your processes in one convenient location. With this software, you can:

  • Design and simulate a workflow to ensure the highest level of optimization before fully implementing.
  • Automate administrative, rule-based, and time-consuming tasks with RPA bots and AI/ML components.
  • Improve business processes based on real-time and accurate reports.
  • And more!

Contact Comidor today to learn more about workflow and business process automation and how you can introduce this software into your workplace!

* Featured image:   NicoElNino/shutterstock.com

Start your automation journey with Comidor BPM

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What is Workflow Management? Definition and Common Features https://www.comidor.com/knowledge-base/hyperautomation-kb/workflow-management/ Fri, 20 Aug 2021 14:07:37 +0000 https://www.comidor.com/?p=31074 The post What is Workflow Management? Definition and Common Features appeared first on Comidor Low-code Automation Platform.

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Every team in your company has certain processes they follow to complete their work. But how do you keep track of all these workflows and ensure they’re optimized to the highest functionality? That’s where workflow management comes in.  

Read on to learn what is workflow management and why automating your workflows may be the best decision for your organization.  

What is Workflow Management? Definition

Let’s define what a workflow is. A workflow is a set of steps, or a process, created to produce the desired end result. Each team member is assigned certain tasks within the workflow in order to achieve a successful process. 

Workflow management, then, is the concept of improving and automating your workflows to ensure they are fully optimized. This management often begins with identifying which tasks are repetitive and should be automated as well as finding where improvements can be made.   

Workflow management has been made simple with the invention of workflow management systems (WfMS). These systems are used to automate workflows by storing and transporting important data through each task until the entire process is completed. We’ll discuss the features of the WfMS tool below.  

productivity-and-automation | ComidorWorkflow Management System (WfMS) Features 

Workflow management systems come equipped with an extensive list of features that can help you automate your workflows, save you time and resources, and drive higher-quality results. We’ve listed just a few of these beneficial features below.  

1. Low-Code/No-Code 

Many workflow management system tools use a Low-Code/No-Code approach. This means that users are able to create and implement automated workflow applications with little to no coding necessary. By using this type of development platform, anyone in the business is able to design or adjust workflow applications with ease. You won’t need to wait on your IT department to build an entire workflow or make necessary changes to existing workflows in order to complete your work. 

In addition, WfMS software often utilizes the drag and drop functionality to make your work easier. Once you’ve built your workflow using this simple tool, you can easily manage and adjust your workflows later on with the click of a button 

2. Cloud Development Platform Operation 

Cloud technology is an ever-growing technological trend. By using cloud technology, you can build your workflows and share them across your company in one convenient location. You’ll also be able to pull your workflows from the cloud and import them into a local system when necessary. All of your information can be readily accessible with this cloud development platform 

3. Mobile-Friendly Interface 

Use your workflow management system anytime and anywhere with its mobile-friendly interface. Whether you want to check in on processes while on the go or need to update a client on the status of your workflow during an important meeting, you’ll have access to it at your fingertips.  

4. In-Depth Reporting 

Tracking your workflows and analyzing results is an essential part of making process improvements. With workflow management systems, you can track key performance indicators (KPIs) and find where your workflow is excelling and where improvements can be made to increase quality results.  

5. Notifications & Reminders 

As tasks are completed and sent off to the next team member, the workflow management systems’ notification and reminders features will be vital. Instead of manually checking where tasks are and trying to find the next task, team members will be notified that a task has been assigned to them. They’ll also receive reminders of upcoming due dates for optimal prioritization, so overdue tasks can become a thing of the past.  

6. Process-enabled applications 

Sometimes workflows require connection with applications to fully complete the job. With a tool like WfMS, that’s not a problem! You’ll be able to integrate other applications right into your customized workflow to make completing tasks and handling company communication easier.  

7. High-Level Security 

Like many automation platforms, workflow management systems offer their own unique high-level security systems. Some of these systems may even include additional safety features such as authentication and customizable access controls. You’ll be able to manage who sees certain workflows or information to ensure that data is being shared with the right people.  

8. Advanced Customization 

Pre-made workflows don’t always work with your company’s needs. That’s why investing in a workflow management system, such as the Comidor Low-Code development platform, that offers customization is essential. You’ll have the opportunity to create custom applications and manage your workflows based on what your company requires.  

9. Company Collaboration 

The final feature we’ll discuss today revolves around company-wide collaboration. Managing workflows is a team effort, so clear and effective communication is key to efficient processes. Using a WfMS tool, you can design workflows intended for optimal communication and enhance your company and team collaboration.  

Features of Top WfMS | Comidor

Achieve Advanced Workflow Management and Automation With Comidor

In the age of digital transformation, automating your workflowis just one step in the right direction. Take workflow automation to the next level using Comidor’s Business Process Management (BPM) software. This automation tool allows you to create workflows and build applications in one place. You’ll gain an overview of your entire company’s workflows and be able to make changes as needed.  

Comidor is ready to introduce you to the technological revolution of workflow management and automation. Contact us today to learn how to integrate our workflow management systems into your business!

* Featured image: Song_about_summer/Stock.adobe.com

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Manual Process vs Automated Process: A Comparison Guide https://www.comidor.com/blog/business-process-management/a-comparison-of-manual-and-automated-workflow-processes/ Mon, 04 Nov 2019 11:05:07 +0000 https://www.comidor.com/?p=21390 The post Manual Process vs Automated Process: A Comparison Guide appeared first on Comidor Low-code Automation Platform.

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For every business to achieve their highest level of efficiency and success, they must create unique processes that are personalized to their company. Today, any number of experts will debate the merits of a manual process vs automated process. However, each type carries various benefits and differences that they work for certain businesses. If you are struggling to discern the differences between manual and automated processes, keep on reading for a comparison that will reveal the ins and outs of both.

Manual Process vs Automated Process (Examples)

A manual process is more time-consuming and expensive than an automated process. Manual processes involve one or more humans performing tasks, such as data entry and/or verification, while automated processes involve one or more machines performing tasks, such as scanning and/or sorting.

Manual Process 

Whether you are storyboarding a new marketing campaign or generating a data analysis report, workflows and processes are essential to keep a company moving forward. Manual processes and systems offer many of the same perks as an automated workflow. However, there are more in-between steps, errors may occur, and they generally take more time. The physical report must be passed from desk to desk to ensure that everything has been included. In the case of a mistake, you will have to repeat the same process. This can be extremely time-consuming as copies often make several rounds between various team members.

As you look to include illustrations in the workflow, this adds a new layer of editing and printing. This further slows down the process. Plus, you may even need to work with a print shop to create copies that can be widely dispersed among company members. Although it may be beneficial to hold a print copy in your hands, the steps required often outweigh these small benefits.

Automated Process

Generally, an automated process can accomplish many of the same goals as a manual process at a faster, more-accurate rate. Automated processes are unique in that they can cut out the middle-man and avoid any of the intermediate steps that waste time and lead to mistakes. This can be achieved with 24/7 reliability and consistent quality of process execution.

As you maintain and edit an automated process online, you can still edit documents and create unique graphics. However, it is much easier to collaborate because you do not need to print out the document and pass it along a chain-of-command at every different decision. Plus, an automated process also offers the opportunity to track the work in the production phase. You can check to ensure that your editor has viewed the pages or double-check to note whether the proper graphics have been included.

Automated processes are proven to boost productivity by 30%, putting ROI predictions on a fast track to success. It may take more time and effort to install this system and train employees to use it. Nevertheless,  an automated workflow can help make a slow office much more efficient. Check out some simple Workflow process examples of Comidor Workflow Automation Platform to get familiarized with the Workflow Designer capabilities.

With increased improvements in technology, automated workflow systems like Robotic Process Automation (or RPA) can intelligently communicate with both employees and integrated AI systems to create a seamless, engaging experience that better manages administrative and repetitive activities. Many companies are just implementing RPA into their business processes. Moreover,  one can find several other automated solutions on the market.

Process Automation Prevents Common Problems

With the help of automation, you can also avoid the common issue of papers getting lost in the shuffle. Workflow automation users can immediately check logs to determine the completion of various steps. If editing is necessary, you can quickly and easily hand it off to the correct team member. As a result, you can limit the slowdowns and wasted time that usually come from workflows. Automation actively cuts out the general inefficiencies while improving the end product.

Workflow software can also empower your business to grow to new heights. These unique programs work to automate the production of reports and speed up the process. Therefore you can further maximize the efficiency of your company. If you are interested in implementing this, then Comidor may be effective in helping you gain the benefits of a digital automation platform. With the benefits of automated processes, and the assistance of a workflow stimulator you can radically change the way your company functions.

Author Bio:

Corey Tyner is the owner of Arizona land buyers. He is one of the top real estate investors in Arizona with over a decade of experience. His work has been featured on Bigger Pockets, Real Estate Agent Magazine, and several other real estate investor publications.

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