Streamline Your Work with Workflow Automation

Have you ever wondered how to streamline your work-related activities and boost productivity?

Workflow automation might just be the solution you need.

But what exactly is workflow automation, and how can it benefit your organisation?

Workflow automation is an approach that allows tasks, documents, and information to flow seamlessly across work-related activities, operating independently according to predefined business rules.

In other words, it's the process of shifting the execution of tasks from humans to a software program.

By implementing workflow automation, organisations can significantly enhance daily productivity and efficiency.

Organisations generally seek to automate workflows for the following reasons:

?? increase efficiency

? reduce errors

?? boost productivity

?? speed up processes

They also implement workflow automation so employees can spend less time on tedious, low-value tasks. This approach gives workers more time to focus on jobs that require human intellect.

Importance of workflow automation

Workflows should be automated whenever possible for numerous reasons, including to achieve faster operations and to increase the efficiency and accuracy of automated tasks.

Workflow automation is important for other reasons as well, including the following:

High-value tasks. By relieving workers of mundane, low-value tasks, automation frees them to work on higher-value, nonautomated tasks that only humans can handle.

Savings. Increased productivity generates cost savings.

Visibility. The workflow mapping that's used to program automation software creates visibility into the processes being automated. That gives an organisation a top-down view of its workflows that can help it remove outdated or redundant tasks that drain time and resources.

Communication. That increased visibility in turn can improve employee and interdepartmental communication and coordination, further enhancing efficiency and eliminating bottlenecks.

Customer service advantages. By automating responses to customer inquiries, organisations can improve customer service and customer satisfaction. Of the nearly 300 executives surveyed for the 2021 Global Customer Success Survey from software maker SmartKarrot, 84% said automation is important or extremely important for their customer service operations.

Product quality. With human error eliminated, overall product quality improves.

Performance tracking. By digitalizing the tasks within a workflow, automation can track performance of the workflow from end to end. This enables an organisation to easily review how well its business operates.

These attributes are important because they boost an organisation's ability to compete in the digital era.

88% of SMBs surveyed said automation enables their companies to compete with larger entities.

How EXXA Can Enhance Your Workflow Using AutoPilot & Power Automate

Our processes allow the following automations for the install process.?

• Use Autopilot to auto join your M365 tenant so initial setup of laptop is just logging in with your company email directly without further user interaction.?
• Upon login with your company email initially the following automations occur

Redirect your company OneDrive Documents, Desktop and Pictures?

Set sleep time while charged to never?

Auto map Sharepoint drives?

Automatically install NinjaRMM, Office365 and other required software.?

Auto configure Outlook with your company email address that was used to login to the computer with

Encrypt operating system drive?

Login automatically to office.com when using Edge browser?

LEAVE REQUEST PROCESS:

1. USER FILLS IN MICROSOFT FORM WITH LEAVE REQUEST DETAILS (DAYS OFF, TYPE OF LEAVE ETC)
2. THIS GETS ADDED TO SHAREPOINT LEAVE REQUEST LIST WHICH MANAGEMENT CAN USE AS RECORD
3. EMAIL SENT TO MANAGER TO APPROVE OR REJECT
4. EMAIL GETS SENT TO STAFF NOTIFYING OF DECISION
5. IF APPROVED LEAVE GETS ADDED TO CALENDAR IN SHAREPOINT SO STAFF CAN SEE WHO IS UNAVAILABLE,
6. EMAIL GETS SENT OTHER MANAGERS NOTIFYING THEM OF DETAILS

AUTOMATED REPORT FROM MICROSOFT FORM TO EXCEL AND THEN POWER BI

• USER FILLS OUT MICROSOFT FORM
• FORM RESULTS GET SENT TO EXCEL.
• FORMULAS ON EXTRA COLUMNS AUTO SUM RESULTS INTO TABLE
• RESULTS POPULATED TO WORD TEMPLATE WITH FORM RESPONSES
• CONVERTED TO PDF AND THEN EMAILED TO RECIPIENTS
• EXCEL DOCUMENT USED AS AUTO REFRESHING DATA SOURCE FOR POWER BI REPORT OF RESULTS

WHEN AN EMAIL COMES IN WITH A REPORT ATTACHMENT CREATE A NEW FOLDER BASED ON MONTH NAME IN SHAREPOINT

• SAVE ATTACHMENT WITH NAME OF MONTH AND REPORT NAME TO NEW FOLDER
• DO THIS FOR MULTIPLE EMAIL / REPORTS
• ON SPECIFIED DATE SEND OUT ALL REPORTS IN THE FOLDER TO USERS

Ready to streamline your workflow and boost productivity?

Let EXXA help you enhance your workflow automation using Autopilot & Power Automate.

Workflow automation is a crucial tool for modern businesses looking to increase productivity and efficiency.

EXXA's Autopilot & Power Automate solutions can transform your organisation's workflow, from install process, leave request and to report generation, making your business more efficient and competitive in the digital era.

Contact us or hit reply today to learn more!