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What are the key features and benefits of using a cloud-based workflow automation tool?

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Workflow automation is the practice of streamlining and optimizing repetitive, manual, or complex tasks by using software tools that can trigger, execute, and monitor workflows across different applications and systems. Workflow automation can help you save time, reduce errors, improve collaboration, and enhance customer satisfaction. But how do you choose the right workflow automation tool for your needs? In this article, we will explore the key features and benefits of using a cloud-based workflow automation tool, and how it compares to other options.

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1 Cloud-based vs. on-premise vs. hybrid

One of the first decisions you need to make when choosing a workflow automation tool is whether you want a cloud-based, on-premise, or hybrid solution. Cloud-based tools are hosted and managed by a third-party provider, and you can access them from any device and location via the internet. On-premise tools are installed and maintained on your own servers, and you have more control over security and customization. Hybrid tools are a combination of both, where some workflows run on the cloud and some on your own infrastructure. The best option for you depends on your budget, scalability, integration, and compliance requirements.

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Arjun Kaushal

Digital Transformation Consultant | Certified agile practitioner (CSPO?, CSM?) | Process Improvement Expert (CSSBB?)
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One thing to always consider is if the organization wants additional security and customization are they ready to invest in an infrastructure team to manage onsite. Usually this could mean hiring a team while it could be outsourced for a fraction. At the same time if the operations are going to be large it may make sense to invest in an in house team. The key is that the organization should identify the scale at which the it wants to run the automation operations. The need is to identify what works for a company given all constraints.

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2 Low-code vs. no-code vs. code

Another factor to consider when selecting a workflow automation tool is the level of coding skills required to create and modify workflows. Low-code tools allow you to use drag-and-drop interfaces, pre-built templates, and visual editors to design workflows, but also offer some flexibility to add custom code if needed. No-code tools are similar, but they do not require any coding at all, and are more suitable for non-technical users who want to automate simple workflows. Code tools are more powerful and flexible, but they require advanced programming skills and knowledge of specific languages and frameworks.

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Arjun Kaushal

Digital Transformation Consultant | Certified agile practitioner (CSPO?, CSM?) | Process Improvement Expert (CSSBB?)
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Low code may be suitable for small personal attended automations. Anytime you need an enterprise grade automation you need developers and you need access to advanced tools.

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3 Workflow design and management

A key feature of any workflow automation tool is the ability to design and manage workflows in an intuitive and user-friendly way. You should look for a tool that allows you to create workflows from scratch or use existing templates, configure triggers, actions, conditions, and variables, test and debug workflows, and monitor their performance and status. You should also be able to modify workflows easily, add or remove steps, and apply changes without disrupting the existing processes.

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4 Integration and compatibility

Another important feature of a workflow automation tool is the integration and compatibility with other applications and systems that you use in your business. You should look for a tool that supports a wide range of connectors and APIs, and can communicate with different platforms and data sources. This way, you can automate workflows across different departments, functions, and domains, and ensure data consistency and accuracy.

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5 Security and compliance

A final feature to look for in a workflow automation tool is the security and compliance of your data and workflows. You should look for a tool that offers encryption, authentication, authorization, backup, and recovery features, and complies with the relevant regulations and standards in your industry and region. You should also check the provider's privacy policy, service level agreement, and support options, and make sure they meet your expectations and needs.

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What are the key features and benefits of using a cloud-based workflow automation tool?

1

2

3

4

5

1 Cloud-based vs. on-premise vs. hybrid

2 Low-code vs. no-code vs. code

3 Workflow design and management

4 Integration and compatibility

5 Security and compliance

Process Automation

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What are the key features and benefits of using a cloud-based workflow automation tool?

1

2

3

4

5

1 Cloud-based vs. on-premise vs. hybrid

2 Low-code vs. no-code vs. code

3 Workflow design and management

4 Integration and compatibility

5 Security and compliance

Process Automation

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