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Who exactly is workflow and process automation for? Below is our list of characteristics of the type of work your team or organisation may be carrying out that makes it ripe for automation.

We hope it helps you identify opportunities for efficiencies and ignites your creative juices!

  1. Your team is focused on low value high volume tasks that don’t require much decision-making or expertise.
  2. Your organisation’s workflows involve multiple steps, decision points, and dependencies, making them difficult to manage manually.
  3. Your business processes involve multiple tasks that need to be coordinated and executed in a specific sequence.
  4. Your organisation’s data evolves or is updated regularly, requiring frequent adjustments to processes or workflows.
  5. Your organisation relies on manual processes and documents, such as Word checklists and spreadsheets, to manage work tasks and information.
  6. Your team relies on manual allocation and management of your tasks and tracking progress status.
  7. Your organisation needs to enable collaboration between different teams, departments, or external partners to complete tasks or projects.
  8. Your organisation’s data is scattered across multiple systems or databases that don’t communicate effectively with each other which require manual updates.
  9. Your organisation operates in an industry with strict regulatory requirements and compliance standards meaning auditability is key to your activity.
  10. Your organisation regularly creates, reviews, and delivers documents as part of its day-to-day operations with governance requirements regarding security and storage.

Download our guide to workflow and process automation for your copy of this list alongside an overview of workflow and process automation, plus the 12 steps to successful automation