Workflow automation software has quickly grown to become one of the most in demand technologies for growing businesses and accounting firms. One of the main reasons for this is the old school business model of just throwing more bodies at a problem is an outdated strategy. Business owners have become aware that to be an adept organization you must scale with growth by utilizing technology, thus allowing us all to work smarter, not harder. Businesses are especially keen to strategic growth as they have many tasks that are repeated daily, weekly and monthly like payroll processing. With these rinse and repeat tasks, the need for workflow automation software only grows, to ensure that quality is upheld; implementation of a workflow automation solution also allows the company to reduce the amount of time spent on redundant tasks and focus on the higher billable hour work. Let us evaluate the 4 key benefits of implementing a workflow automation application:

  1. Prevent tasks from falling through the cracks and reduce errors

One benefit of using workflow automation is that it prevents tasks from falling through the cracks and it drastically reduces errors.  It eliminates problems of staff not “knowing” they were responsible for a task or people believing someone else was taking care of it.

With a workflow management application, it is impossible for a task to fall through the cracks. As soon as a process or task is create, the system will prompt the assignee of deliverable. Managers can view deadlines and overdue items to avoid client deliverables from not being completed.

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  1. Empowering your staff to successfully manage their own work with little supervision

When a systematic process is established, every staff member knows what is needed from them and what they will be held accountable for. If their tasks are not completed in the timeframe given, the supervisor or manager of the project will be notified. Supervisors will no longer have to micromanage their staff and monitor their progress, and employees will no longer waste their time responding to status updates. Instead, management can look at the overall workflow process taking place. In a new hire scenario, you would see all the steps taking place from the resume being submitted, to the offer letter being sent out, with all the steps in between.

  1. Client notifications are automated

Customer satisfaction is key to any organization and communication is a big piece of the overall puzzle. If clients have to ask for updates, they are not happy. A good workflow automation software will automatically update the client and keep the lines of communication open between the businesses. This helps to improve the client relationship as well as remove a task of staff manually updating each client on status.

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  1. Improving internal communication improves employee retention

One benefit of workflow automation is internal communications improving, which also reduces the turnover rate of your employees. One of the top ten reasons employees leave an organization is lack of communication with management. Automating communications can be achieved by automated workflow. Not one single person has to remember to tell the next person that their task is completed and the baton can be passed to the next staff member for their role in the process.

While there is a multitude of reasons workflow automation is becoming more popular, these key benefits outline why every growing business needs to invest in a solution to be able to scale strategically. Scalus is the preferred SaaS application that allows accountants and their clients to effectively manage workflow and automate processes while improving communication. Click here to try for free!

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