Looking to automate your business with workflows?
Automation aside, designing the workflow can be pretty challenging in itself. There are just so many factors to consider – how should you sequence the tasks in a process? Which employees should you involve at each step?
To make it easier for you, here’s a list of common workflow examples for you to get a headstart.
Human Resource departments oversee a wide range of employee matters, such as hiring, employee performance management and more.
Hiring is the process of attracting, identifying and selecting new employees to join your company. A typical hiring workflow example can be likened to this:
Many companies have an employee performance review system for employers to evaluate their staff, so as to drive greater work performance.
The process can involve different stakeholders – employees, supervisors and more. So it would be good to visualise the whole process by mapping it out in a workflow:
By automating employee performance review workflows, you can:
For more HR workflow examples, you can refer to our blogpost on HR automation.
The Finance department is responsible for obtaining, managing and allocating company funds.
When employees use their own money for the company’s expenses, employers will pay them back via an expense reimbursement system.
It’s a standard process that can be represented in a workflow as such:
By automating expense reimbursement workflows, you can:
Companies who purchase resources from external vendors will need an invoice management system to process invoice documents from them.
By automating invoice management workflows, you can:
Sales & Marketing Workflow Examples
While both functions serve to drive growth, the Marketing department is in charge of attracting customers, while the Sales department sells the product and closes the deal.
When a new, interested customer comes around, it’s important for the Sales department to welcome, engage and introduce the company’s product to them. Here’s an example of a customer onboarding workflow:
By automating customer onboarding workflows, you can:
Marketing on the other hand, requires more collaboration across different employees. As you’d observe, today’s marketing materials are often a blend of copywriting, graphic designs, photographs, videos and more.
With a workflow, you will be able to streamline the transfer of work between different teams in a marketing department:
By automating content approval workflows, you can:
The main responsibility of IT departments is to manage computer software, hardware, network and systems in their companies.
With technology being a backbone for many businesses today, it’s crucial for IT problems to be resolved quickly before they disrupt company operations.
Here’s an example of an IT incident report workflow:
By automating IT incident report workflows, you can:
Being the first point of contact with customers, the customer service department caters to the needs and queries of potential and current users of your product.
Today, collecting feedback isn’t just about letting customers voice their opinions. It’s about translating these opinions into real changes that adds value to your products.
Below is an example of how a workflow can seamlessly connect the customer service team to other departments for feedback processing.
By automating customer feedback workflows, you can:
In the service industry, customer service departments often manage appointment or event bookings. Here’s an example of a booking workflow:
By automating appointment booking workflows, you can: