Biggest Workflow Automation Mistakes In 2018

Tired of hidden workflow automation costs? Avoid common mistakes and increase your business profits!

Workflow automation can easily be your business’ best friend or your worst nightmare. It all depends on if you’re able to avoid some of the most common mistakes.

Workflow automation mistakes are sadly widespread among businesses and drastically reduce the benefits. This may also be why some businesses, especially small to medium-sized businesses put off automating processes.

The good news is you don’t have to make the same mistakes as businesses before you. Instead, gain a competitive edge and get more from automation by knowing what to avoid.

Complex Implementation Issues

The workflow automation industry is expected to experience a 9.6% compound annual growth rate between 2017 and 2026. So why are there still so many complex implementation issues?

Implementation is a common complaint when introducing any new technology to a business, so that’s understandable. Yet, implementing workflow automation shouldn’t be so complex that you have to spend weeks just to set up your chosen automation solution.

The key is to choose a solution that doesn’t take a genius just to set up the basics. You should also be able to get the features you need without having to settle for more or less just to save money.

Solutions Only Solve One Problem (Or None At All)

One of the biggest workflow automation mistakes is having to buy separate solutions for every workflow problem. For instance, you might need one tool to automate task A, but something else entirely to automate task B.

Even worse is when workflow automation doesn’t make any difference. For example, if the solution doesn’t save any time and doesn’t improve the process in any way, you’re not saving money or increasing productivity. Not only should you be able to automate the process, but improve it so it’s more efficient and less prone to errors.

The answer, of course, is to look to solutions that tackle multiple common automation tasks. This also makes implementation much easier and automation far more cost effective.

Integration Nightmares

By far, the biggest workflow automation mistakes come in the form of integration nightmares. With so many services, the fragmentation makes integration a headache. Do you know there are actually in-demand jobs just for Salesforce engineers to figure out how to custom code their solutions to integrate with all the various services a business might have. Even then, there’s no guarantee it will work smoothly with everything.

Of course, the more solutions a business uses, the more integration nightmares you’ll have, not just with workflow automation, but overall. If your solutions won’t play nicely together, you’ll create a more complicated work environment where employees aren’t engaged or happy.

An engaged workforce is 21% more productive. Another study found that businesses are 27% more likely to list engaged employees as having excellence performance. Every business benefits from more engaged, high performance employees.

Return on Investments (ROI) Not Worth It In Many Cases

When you consider all of the above workflow automation mistakes, you may have already come to the conclusion that sometimes, the ROI just doesn’t work out in your favor. Before you write off automation as too costly, this is a common misconception that comes from using the wrong automation solutions.

When implemented correctly, using the right tools, the ROI is worth it. Whether you have 10 employees or 10,000, you can benefit. The key is careful planning to determine what tasks should be automated and finding a solution that works with as many of those tasks as possible.

Remember, the fewer services you have to use, the more you save and the easier it is to implement and integrate. As you can tell, all of these mistakes are avoidable. So, give workflow automation a chance with the right solution and you’ll finally see what all the buzz is about and wonder why you didn’t do this sooner.

At KOI, we love the idea of making businesses more productive, saving them money and making owners and employees happier. We also fully believe every business of every size and budget deserves access to the right tools for automation and managing daily business tasks. That’s why we built our all-in-one business management software so you can do more while paying less. Consider partnering with KOI today and find out for yourself why KOI is the best and last Business Management Software you’ll ever need.


Sign up for our early beta access

We are currently in private testing with a limited number of businesses. Enter your email below to join our early access list.