You should never continue doing something inefficient in your business just because it’s the way you’ve “always done it.” It’s important to keep looking for ways to improve your processes so you can save money and spend more time working on growing your business. There are many ways that you can automate your business procedures, and with the rise of at-home work, there are more options every day. Sometimes all it takes is the right software and you can fix a problem you may not have even known you had. Here are some of the best workflow automation software for 2021 and beyond.
Monday.com is a fantastic project management tool that makes it as simple as possible to develop clear, actionable workflows. Are you currently using a spreadsheet for your project management? Monday has been developed to work similarly to spreadsheets, in that you can list your tasks, and then fill in what you need to complete those tasks. It’s much more robust than a spreadsheet since it also has notifications, integrations, and options for deleting tasks.
You can switch up the view so that you can sort by project, due date, or even by the geographic locations of the assignees. With all of its integrations, it can take data from calendar apps, email, shared drives, and much more to provide a full big-picture view of all of your projects and tasks.
Zapier is geared towards marketing projects. It has an easy-to-use app and interface that almost anyone can pick up quickly. It offers hundreds of integrations, so you can get it up and running with your team in no time at all. Since its focus is marketing, it has an extra capability for email marketing and social media campaigns, along with a strong document sharing feature. It offers notifications when any tasks have been completed, so everyone on the team is in the loop at all times. Email sign-ups and lead captures are all down automatically, so you can spend your time working on campaigns and not doing the busy work.
Accounts payable processes are particularly time-consuming and mind-numbing, but they are absolutely necessary. When you receive an invoice, you need to process the data, enter it in your general ledger or database, get approvals, and then process the payment. This takes time and effort, even though it is a process that can be easily automated.
With Yooz, you can get automated invoice processing that will make sure that your bills get paid and your data is properly updated. There is no risk of human error along the way, and approvals are a snap. With fast, automatic accounts payable processing, you can take advantage of any early payment discounts and avoid late penalties from having an envelope sitting on someone’s desk for too long.
Kissflow is a robust enterprise workflow management software that provides all of the bells and whistles that you could want. It is built to be a jack of all trades, with functionality for collaboration, workflows, project management, HR, and more. It has a simple drag and drop interface so it is easy to use for even those who are uncomfortable with new software.
Much of Kissflow is customizable, so you can create workflows and processes that work for your business as it is, not the other way around. Every user has a dashboard where they can prioritize tasks and projects, delegate work, and send and receive notifications. With its integrations, such as with G-Suite, it works seamlessly with the software you are already using, so you can onboard it in minutes.
Many businesses and workplaces, as they’ve evolved over the years, end up with information silos. This is when certain software or applications are only on hard drives, and sharing data and documents is difficult. TrackVia is designed to create bridges between silos so that everyone is in touch and on the same page. It is primarily marketed towards manufacturing and warehouse locations, where it is helpful for connecting inventory with invoicing and task delegation and management. It has plenty of integrations, so it is easy to plug and play into your existing software. If you are in manufacturing, TrackVia can make you more efficient in a flash.
Wrike is a comprehensive workflow automation software that provides not only customized workflows, but also robust reporting options, requests, and easy-to-use dashboards. It’s designed for larger teams of anywhere from five people to unlimited. It’s KPI reporting features can be customized so you can get exactly what you need when you need it. Within the software, there is increased automation in that certain types of tasks will automatically be assigned to specific team members or teams. It also allows for easy resource management for those businesses who require tracking everything they use. There are over 400 possible integrations with Wrike, so you can start using it with your current software right away.
One of the things about workflow automation is that it’s sometimes hard to know if you are being as efficient and effective as possible. You may be doing things better than before, but if you’ve customized your workflow, you may not realize that there are even better ways to do things.
With Process Bliss, that’s no longer a concern. Along with a wide range of workflow management tools and features, it also offers analytics geared towards assessing the performance of the workflow templates you have created. On top of that, it will provide real-time feedback on your templates. It also features the ability to record why you did or did not make updates so that you can check in the future if you are wondering why you aren’t doing something within your workflows.
Finding the right workflow automation software can be tough. There are lots of options out there, and choosing between them is a big choice. Make sure that you go through trial periods with each of your possible options. That way, you will be able to have the perfect software that will suit your business needs, rather than suiting your business to the software.
Milo Forester works as a content editor at Sure Oak, a small USA-based digital marketing company led by Tom Casano. Previously he worked with many different websites and companies with regards to their content and marketing strategies.