Make work easy for 2024 and beyond with automated workflows with Agilico

January is a great time to lay the groundwork for a more efficient and productive work environment for the year ahead. One of the ways businesses can do this is by optimising workflow. By addressing this early in the year, your business and team can reap the rewards throughout 2024.

Optimising workflow simply means finding smarter and faster ways to get things done at work. It involves identifying and eliminating bottlenecks, streamlining processes, and leveraging technology to ensure tasks are completed efficiently.

There are many benefits to streamlining your workflow:

Identify and Eliminate Bottlenecks

Reduce delays by pinpointing bottlenecks in your processes and streamlining them for smoother operations. Common bottlenecks include manual data entry, approval delays, legacy software, too much time spent on repetitive tasks, lack of visibility between teams and ineffective communication channels.

Efficient Data Entry

Perform tasks, such as data entry, just once. Enter or capture data and seamlessly share it with other systems. This helps you become more efficient, reducing the time it takes to manually type in the data, and prevents errors where data has been mistyped or misspelt.

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Minimise Human Touchpoints

Reduce errors and improve accuracy by minimising the number of human touchpoints in your workflow.

Ensure Consistency

When you create a standardised workflow, tasks are completed consistently – the same way, every time – which improves overall reliability.

Cost Savings

Streamlining workflows can often lead to cost savings by improving efficiency and preventing unnecessary expenses. By making work easier, your business can handle the increased workload as you grow, without having to increase the size of your team.

Employee Satisfaction

By automating time-consuming, repetitive tasks, improved workflows can contribute to a more positive work environment, happier, less stressed employees, and a boost in morale.

Faster Decision-Making

Optimised workflows often result in quicker decision-making processes, which is crucial for agile and competitive businesses.

Automating Processes

Now that we’ve established the importance of workflow optimisation, let’s look at the types of processes that can be automated within Invu Document Management. The types of workflows below have had a significant positive impact on our customer’s operations.

  • Document approvals
  • Invoice processing and approvals (Read Apex Lifts’ story below)
  • Purchase order processing and approval
  • Expense forms
  • Holiday requests
  • Contract approvals
  • Purchase requisitions
  • Employee onboarding documents
  • Change requests
  • Quality control documents
  • Policy approvals
  • Project proposals

We have also done sector-specific automated processes, such as lease forms for one of our property management customers, customer application forms for a funeral plan business, and service charge automation for another of our property management customers.

Learn more about Invu Workflow

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