Five Great Ideas to Workflow Automation for Small Businesses.


Many entrepreneurs want to automatize repetitive tasks and eliminate unnecessary charges, allowing employees to focus on satisfying customers, creating concepts, or engaging in tasks that foster the development of business ideas and innovation. This is true for owners of small businesses and larger businesses alike.

One method of doing this is to use automated business processes that allow organizations to automatize complicated workflows and business processes.

How do you define workflow?

A workflow describes steps that define the processes, resources, and personnel needed to execute different business procedures.

How can small-scale businesses manage their workflows?

Small business workflows encompass various operations as well as business procedures. If, for instance, you’re a small business owner that works directly with customers, customer support might be needed to develop custom workflows. Your workflow management tasks could involve seamless communication between your sales team, marketing representatives, and support personnel and easy access to the customer’s information through your Customer Relationship Management or CRM software to help support staff save time in moving cases from the initial point of communication to resolution.

This is just one example that shows that small-scale business owners sometimes have to deal with complicated workflows with many moving components. Making these workflows work requires some planning. A standard procedure for designing workflows that are suitable for small companies follows the following structure:

1. Layout the layout to support the process

Choose the tasks that must be completed, the steps involved, and what staff resources, resources, and timeframes each step takes. The design phase has dramatically simplified the use of automated workflow software.

Workflow software typically includes the ability to design forms using templates with pre-designed fields and workflows that can be customized to streamline repetitive chores without the need for coding expertise.

2. Use the applicable business rules

Utilizing business logic relevant to each step of your workflow could develop custom rules to improve the efficiency of the business process. These rules could, for instance, stop manually entering data to minimize human error or even configure the software for automation for repetitive work, decreasing the burden of work on your employees and allowing them to give more of their time to the small-scale business.

3. Implement and configure the workflow

Conducting a few tests of your workflows will determine if all the required procedures are in place and in the correct order. The workflow management software could monitor and evaluate your workflow to aid in this evaluation. In contrast, workflow automation software must include tools for tweaking the workflow elements to get the best performance.

4. Finalize your workflows

In this last stage, small companies can establish the rules and guidelines that govern what happens when the workflow has ended. Workflow automation software will usually include features to implement the final steps, like automated email or phone calls to inform employees when an enterprise process is completed.

Does automation make sense for small-sized companies?

If you are a small company owner, you’ll need to be a fighter to survive and thrive in a highly competitive market, which could include large corporations with more resources than the company you run could manage. In this environment, time is money, and time can translate into profits or losses, which can be the difference in the success or failure of small-sized businesses.


With just a little automation, small-scale businesses can improve efficiency, reduce labor costs, and boost profits.

Workflow automation allows small companies to automatize processes to help them reduce their labor requirements and overhead expenses. Automated workflow software and workflow management tools can streamline business processes and boost worker efficiency.

When 86% of customers are willing to spend more money for superior service, workflow automation could aid small-scale business owners in improving their products or service delivery, as well as support services. In the background, workflow software can assist small businesses with the most critical aspects of their supplier management and supply chain by automating procedures for making purchases or tracking consignments, as well as checking their vendors’ compliance.

What is an example of automation in workflow?

There are numerous business processes in that small-sized businesses can apply workflow automation. These comprise:

1. Lead capture

A CRM tool can track leads and keep them from the first contact to conversion. Small-sized firms can utilize the software to automate workflows to cut down on the requirement for the manual entry of data and follow up with every lead.

2. Onboarding employees and customers

Workflow management software is a great tool to help small companies establish an automated method of welcoming new customers or employees to the company and giving them the tools they require to use the products and services of the business.

3. Customer service

A workflow automation tool can aid small-scale business owners in implementing chatbots that are automated and integrating their Customer Relationship Management (CRM) systems with chat software that supports live chat,

4. Marketing automation

Workflow management software allows workflow automation for a variety of repetitive tasks in marketing, like retargeting leads from social media or text messaging and also automating email marketing.

5. Automating sales pipeline workflow

Utilizing workflow automation across the sales process, Small-business marketers can ensure that every potential lead gets the correct information at the appropriate time throughout their journey, from becoming aware of a service or product that is available to buy it.

In all these automation efforts, small-sized entrepreneurs must select the proper workflow management and automation solution that fits their budget and business requirements.

Final Thoughts

Claromentis makes it easy for non-techies to design features-rich intranet and productivity tools that blend electronic forms and automated workflows. Specific employee communications, learning and developing tools tasks, and project management.


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