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WorkFlow Automation 

WorkFlow Automation Guide

Around <a target="_blank" rel="noopener noreferrer" href="https://images.adpinfo.com/Web/ADPEmployerServices/%7B085dfeb6-e471-4e88-b8fb-dc0b2b9b2b07%7D_2020-In(Sight)-Report.pdf">30%</a> of business leaders note lower labor costs due to process automation.Over <a target="_blank" rel="noopener noreferrer" href="https://images.adpinfo.com/Web/ADPEmployerServices/%7B085dfeb6-e471-4e88-b8fb-dc0b2b9b2b07%7D_2020-In(Sight)-Report.pdf">78% </a>believe automation boosts organizational productivityIn an era where businesses are continually seeking ways to improve efficiency and reduce costs workflow automation has very easily stepped into organizations and their processes.Are you a starter in workflow automation or are you an early adopter? Either way, today we discuss the latest insights and trends so you can stay competitive and continue to maximize efficiency and minimise costs.<h2>Top Workflow Automation Trends</h2>As technology evolves, so do the tools and techniques for workflow automation. Let’s dive into the latest trends shaping the industry. Which ones are you already using?<ol><li>AI-Powered Automation: Artificial intelligence (AI) is revolutionizing workflow automation by enabling smarter and more adaptive processes. AI-driven tools can analyze data, predict outcomes, and make decisions in real time. Eg: <a target="_blank" rel="noopener noreferrer" href="https://www.tidio.com/flows/">Tidio</a> - A chatbot that uses AI, but apart from answering questions, it can also boost lead generation with contextual conversion flows.</li><li>Robotic Process Automation (RPA): Robotic Process Automation (RPA) involves the use of software robots to perform repetitive tasks such as data entry, invoice processing, and report generation. RPA is particularly valuable for businesses looking to reduce costs while maintaining accuracy. Eg, <a target="_blank" rel="noopener noreferrer" href="https://www.uipath.com/rpa/robotic-process-automation">UiPath</a> A leading RPA software that automates repetitive tasks like data entry and invoice processing</li><li>No-Code and Low-Code Platforms: No-code and low-code platforms are empowering non-technical employees to take ownership of automation, reducing dependency on IT teams and accelerating implementation timelines. These platforms allow users to create a workflow without requiring extensive programming knowledge. Using drag-and-drop interfaces, businesses can design and deploy automated processes quickly and efficiently. Eg, MakeForms - A user-friendly form builder platform that allows businesses to create automated form-triggered workflows while collecting data that is compliant with HIPAA and GDPR.</li><li>Integration of Cloud-Based Solutions: Cloud-based automation tools are becoming increasingly popular due to their scalability and ease of access. By integrating cloud-based solutions, businesses can collaborate across teams and locations seamlessly, ensure data is accessible in real time, and reduce costs associated with on-premise infrastructure. Eg, <a target="_blank" rel="noopener noreferrer" href="http://monday.com/">Monday.com</a> - A cloud-based work operating system that streamlines processes by integrating with other tools and offering customizable automation.</li><li>Hyperautomation: Hyperautomation takes workflow automation to the next level by combining multiple technologies such as AI, RPA, and machine learning. The goal is to automate as many processes as possible while ensuring they remain adaptable and efficient. This trend is particularly relevant for organizations undergoing digital transformation. Eg: <a target="_blank" rel="noopener noreferrer" href="https://www.pega.com/what-is-pega">Pega</a> - Combines AI, RPA, and machine learning to enable end-to-end process automation</li><li>Personalized Automation: Modern workflow automation tools are increasingly focusing on personalization. Tailored automated processes for individual user needs, will enhance the employee experience and improve customer satisfaction. Like, automated marketing campaigns that adapt to customer behavior, employee onboarding workflows customized for specific roles, and more. Eg, HubSpot - Offers automated marketing campaigns and tailored onboarding processes, ensuring workflows are customized to individual user or customer needs.</li><li>Focus on Data Security and Compliance: As businesses adopt more automation tools, data security and regulatory compliance will remain a top priority. Workflow automation solutions are now incorporating advanced security features such as encryption, access controls, and audit trails. Eg, <a target="_blank" rel="noopener noreferrer" href="https://www.okta.com/">Okta</a> - Provides advanced identity management and security features like encryption, access control, and audit trails to ensure compliance with industry regulations.</li></ol><h2>How to Create a Workflow That Works for You</h2>To make the most of these trends, think about tailoring what your organization needs. Don’t rush to apply everything that looks useful. You might fall in the over-automation trap. Here’s how you can get started:<ol><li>Assess Your Current Processes: Begin by mapping out your existing workflows and identifying areas that can benefit from automation. Look for repetitive tasks, bottlenecks, and inefficiencies.</li><li>Set Clear Objectives: Define what you hope to achieve with automation. Whether it’s reducing costs, improving accuracy, or increasing productivity, having clear goals will guide your efforts.</li><li>Choose the Right Tools: Select automation tools that align with your objectives and integrate seamlessly with your existing systems. Consider factors like scalability, ease of use, and cost.</li><li>Test and Optimize: Implement automation on a small scale and monitor its impact. Don’t test multiple tools at the same time, build on it slowly. Use feedback to refine the workflow and address any issues before scaling up.</li><li>Train Your Team: Ensure employees are familiar with the new tools and understand how to use them effectively. Providing training and support can ease the transition and boost adoption.</li></ol><h2>Staying Ahead of Workflow Automation Trends</h2>Success in workflow automation lies in staying informed about emerging trends and adopting a thoughtful, strategic approach. Striking the right balance between automation and human ingenuity is the secret sauce and remember to use technology to empower your team, not replace them.Stay proactive, experiment with new tools, and collaborate with experts to ensure your organization remains competitive and ready to thrive in an increasingly automated future!&nbsp;

73% of IT leaders say automation saves up to 50% of time, while 51% report cost reductions of 10–50%.

MakeForms Team

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Top Workflow Automation Trends to Boost Productivity and Cut Costs