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Workflow Management
Automate work in every department with powerful workflows, e-forms and intelligent document management.

What is Workflow Automation?

Workflow automation is the digitisation and automation of business processes to reduce manual labour and process inefficiencies.

When a business process has many steps, it can be difficult to eliminate bottlenecks, miscommunications and even mishandling of information. Workflow automation aids in removing human error, speeding up reviews and approvals, as well as providing insight into how you can improve these workflows going forward.

Every business’s day-to-day operations can be broken down to its compromising tasks and communications. While changes in the organisation may cause a rift in the system, most of these daily processes – also called workflows – are routine and stay rather consistent despite outside disruptions or changes.

When businesses go beyond just performing these actions, and design new strategies or deploy innovative technologies to enhance their operations, they can achieve a higher level of efficiency and accuracy in business processes, while saving valuable resources. One of the best ways to achieve those goals is with workflow automation.

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Streamline Processes

Standardise repetitive processes, increasing accuracy and facilitating training

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Compliance Policies

Establish and enforce policies, mitigating the risk of process noncompliance

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Reporting Tools

Measure success using configurable, easy-to-use reporting tools

Accelerate Document Review and Approval

Review

Enable simultaneous review and approval by routing documents or electronic forms to multiple users

Reassign Tasks

Easily reassign tasks if someone is out of the office.

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Increase Transparency

Reporting

Use configurable, easy-to-use reports to measure process success.

Dashboards

Evaluate employee workloads using dashboards and visualisations.

Stay Involved While On the Go

Mobile Devices

Eliminate process bottlenecks by using your iOS, Android or Windows device to review, approve and sign documents

In the Field

Reduce duplicate data entry by submitting electronic forms while out in the field

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Keep Work Moving Smoothly

Notifications

Ensure tasks are completed on time with automatic recurring notification emails

Tasks

Easily escalate tasks to a manager if they aren’t completed within a specific timeframe

What types of workflow can be Automated?

There are a few things to consider before your first workflow design. Although any workflow initially designed to require multiple, manual steps are strong candidates, below are a few examples of processes that can benefit from automation.

  • Filing, renaming or making changes to a document
  • Filing, renaming or making changes to a document
  • Notifying others when a change to a document has occurred
  • Onboarding new employees
  • Accounts payable processing
  • Managing records retention and storage
  • Managing and making changes to vendor contracts

Workflow automation is an important step in an organisation’s digital transformation. By optimising processes across departments, businesses can save valuable resources while improving operational speed, accuracy and transparency both internally and externally.

Getting Started with Laserfiche Workflow Designer

Download this quick-start guide to discover how to automate your processes with Laserfiche Workflow.

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Advantages of Workflow Automation

Enforce Company Policies

Mitigate the risk of noncompliance by standardising business processes

Monitor Document Progress

Track exactly where documents are in the process and who is working on each one

Keep Track of Documents

Automatically send notification when documents are created, edited or deleted

Remove Paper at the Start

Kick off routing and approval workflows when web forms are submitted

Empower Business Users

Redact selected document text to keep it secure from unauthorised viewers

Simplify Automation

Download prebuilt process diagrams and forms for common business processes

Ascentas has a proven approach to help you migrate, modernise and digitally transform your business. Start your journey today!