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Poeta Digital

Years in business: 6 - 15
Head office located: Calgary, Alberta, Canada

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Workflow and Process Automation

We digitize workflows & automate order to cash. Automating manual workflows can increase operational efficiency, productivity and accuracy

A workflow management system is a software tool designed to help streamline routine business processes for optimal efficiency. Manual and repetitive processes can slow your operations. Workflow solutions can help manage people, processes, and data to achieve better business outcomes.

Today, businesses have to do more than develop products and provide services – they must improve their workflows and operations to stay alive. But, translating your real-world processes to a digital environment isn’t always straightforward. While there might be solutions that seem to serve you on the surface, how they work for your organization can be a different – and often painful story.

Common benefits of workflow automation:

  • Reduce the use of assumptions, feelings and increase the use of facts to make decisions
  • Automate manual business processes, reduce errors, improve efficiency & productivity
  • Gather data & KPIs at scale in near real-time to make smarter decisions
  • Free up time that is normally spent on boring, low-value work
  • Increase accuracy and reduce deviations

Some workflow automation statistics to consider:

  • 97% of IT decision-makers say that process automation is crucial to digital transformation.(Camunda)
  • 85% of leaders believe automating some of the workload will give employees more time to focus on the goals that matter. (KRC Research)
  • 80% of business leaders report that they are speeding up work process automation. (World Economic Forum)
  • 42% of business leaders agree that workflow automation speeds up the completion of repetitive tasks. (KRC Research)
  • 38% of companies are implementing machine learning to reduce costs, 34% want to improve  customer experience. (Algorithmia)

Workflow Automation – the three 3s

  • workflows types – process workflow, case workflow, and project workflow
  • basic components – predefined steps, stakeholders, and conditions
  • basic workflow management best practices to follow – clearly defined workflows, prioritized and streamlined workflows, regular monitoring and optimization

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