Workflow Automation Software for Small Business

Small business owners are often marred by myths and assumptions that they do not need workflow software. If you are one of them, this guide is for you. The seven most basic things every small business and startup should know as business management software or workflow software can change the way your company operates.

Do I need it? – Use cases, what can workflow automation software be used for?

Most small business owners think twice before using workflow automation software because they have a prejudice that a small company usually doesn’t need one. The software can be used even by small teams of 5 or 10 to ensure smooth communication, escalate tasks, and improve transparency.

Your employees can use it to submit expense reimbursement forms, request HR to approve leaves, and so on. A client or customer can easily create invoice requests, forward them to your finance team and get them passed. Repetitive tasks can be automated, and you can avoid bottlenecks by making use of software that streamlines everyday tasks.

Number of Employees – Less than 10, then not required or try to get it for free

When your employee count is less than 10, it’s important to not quickly assume that you don’t need workflow software. If you are team works from multiple locations or in different spots in the same building, a connecting platform such as workflow automation software will surely make things easier.

Most popular programs charge per user and if you have just 8 employees, you only pay for the services you avail of. Besides, it also avoids the situation where a person has to wait or seek approval manually. The streamlined flow leads to better business growth and a professional atmosphere.

One or More locations – Distributed customers, suppliers, workforce, then workflow software may be useful

Every organization has to operate under a condition where they may either have their employees located in different regions or their customers spread throughout the state or country. Everyday activities like invoice processing, raising tickets, sending receipts, and delivering hardware or services require seamless communication.

Workflow software can bring a small business together by connecting employees with customers and ensuring everything is carried out in a well-planned manner. An organization’s growth relies on happy customers and clients, combined with an efficient, motivated workforce. The software tool can play its part to boost them all.

Cloud or On-Premise – Based on the security and location of users, typically cloud is the way to go

Before choosing a business process software, a lot of factors should be considered based on your requirement. Your storage matters a lot as you have the freedom to keep servers in your workplace or get a hassle-free experience by storing everything in the cloud.

While setting up a server has its own benefits, it requires more maintenance and manual backups. A cloud storage solution is seamless and easy especially for small businesses as it requires little investment.

All your data will be safely stored online and accessible on a wide range of devices.

Cost is – Important factor, so choose something that is within your budget and tailored for you

An important factor in choosing workflow software or any software for that matter is cost. Businesses are always constrained by money but that doesn’t mean you can gain access to the best aspects of IT.

Choose a program that comes with multiple bundles and plans that match your budget. You can start with a free program to know how efficient the tool is and turn it into a paid subscriber in limited numbers. There is always scope to expand it further based on requirements. Most companies are flexible when it comes to pricing and you can explain your requirement before signing the deal.

Implementation – Check if the vendor will provide live support or help during implementation; everything self-service might require SMB to invest a lot of time

As small businesses can’t spend a large sum on IT, implementation of the software should be easy and technical support should be provided by the service provider.

Consult with your vendor to understand the kind of support they will provide as self-service is something SMBs can’t afford to do with limited resources.

Support – This is very important as the success of the automation initiative may depend on customer support post live

When you run a small business and are about to choose your automation software solution, go for the best balance between pricing and support. Ensuring your workflow runs as intended depends largely on the type of support the vendor provides.

Check for an efficient customer support team that should be well-informed and ready to help you automate your processes.

Create happy customers and make efficient use of your team by making use of workflow automation software. Try the Cflow trail today.