How Workflow and Business Process Automation Has Become Critical to Competitive Organizations. We cover: The Manual Workflow Problem How Workflow Automation Works Why Workflow Automation Has Become Critical Important Workflow Automation Features BPM vs. Workflow Automation Examples

1. Why Automated Workflow and Why Now?

2. Covered in this Presentation
• The Manual Workflow Problem
• How Workflow Automation Works
• Why Workflow Automation Has Become
Critical
• Important Workflow Automation Features
• BPM vs. Workflow Automation
• Examples

3. The Problem in Many Companies
Old, manual processes still
dominate in many areas of
the business.

4. “Manual”: Doesn’t Just Mean Paper
For instance, are
some people in your
company still
emailing Word or
Excel “forms?”

5. The Impact of Manual Processes
• Lack of visibility
• Unknown status of processes
• Unknown performance overall
• Inefficiency
• Multiple touches for every step
• Bottlenecks waste time
• Disconnected systems
• No consistency
• Every instance of a process starts from scratch
• Information often missing
• Poor user experience
• Difficult training
• Confusion and frustration day-to-day
• Risk of errors
• No method to ensure compliance
• No standardized data collection

6. Who cares about efficient and accurate workflow?
Companies that want to:
• Remain competitive
• Pull money out of inefficient processes
• Keep up with the demands of their
external and internal customers
• Save money with increased efficiency
• Empower their employees while
increasing morale
• Get serious about digital transformation

7. Common examples of manual processes
(some may sound familiar)
• Capital Expenditure requests
• Account Payable Processing
• Getting expenses/expenditures approved
• Hiring and onboarding new employees
• Marketing collateral requests
• Pricing approvals
• Project requests
• Getting contracts reviewed
• Customer on-boarding
• ….virtually any process

8. Workflow Automation 101
Interface
Workflows can be
initiated multiple
ways
Collect information,
ensure accuracy and
trigger workflow
Route information,
apply business
rules, integrate
Online Forms Workflow
+ + +
Analyze trends,
identify bottlenecks,
measure improvement
Reporting
User Portal
System Input
Embedded Widget
Managers have
robust process
reporting and
tracking capabilities.
Handoffs and tasks
are assigned
automatically
along with
reminders and
notifications.
Collect information
via pre-built
processes and
forms

9. Why workflow automation is critical for successful
companies
• Visibility/Accountability
• Speed/Efficiency
• Standardization/Consistency/Compliance
• Productivity/Morale
• Accuracy/Reduced Risk
• Filling Gaps in Existing Systems
• Improves Customer Service and User
Experience
• Enterprise continuous Improvement

10. Visibility/Accountability
• Real-time tracking allows for proactive
management
• Promotes transparency and accountability
• Provides compliant audit trails for internal
or external regulations
• View across silos
Examples: Manager can identify bottlenecks
and address issues with staff or process
itself before they become an organizational
burden.

11. Speed/Efficiency
• Reduced uncertainty improves workflow
and reduces touches
• Reduced onboarding training time for
employees
• No more “black holes” thanks to
delegation and alerts
Example: An unfulfilled request is escalated
to a different agent after 6 hours and a
supervisor after 24 hours.

12. Standardization/Consistency/Compliance
• Subjectivity is removed from processes
• All tasks and activities occur in a tracked,
consistent way
• Exceptions are handled by consistent
business rules
• Compliance personnel can react swiftly to
issues
Example: An approval for a large expense
must be provided by multiple checkpoints to
ensure compliance.

13. Increased Productivity and Employee Morale
• More can be accomplished with less
support
• Reduced email threads and discussion
over process
• Reduced decision fatigue and more value-
added work
• Increased transparency for all staff
Example: Employees begin a process from a
central, user-friendly portal and don’t need
to know which form to send to whom.

14. Filling Gaps in Existing Systems
• Reduced struggle to integrate financial,
CRM, HRIS and other systems from
different vendors
• Replace poor or missing workflow
functionality in existing systems
• Reduce number of licenses needed just for
data entry
Example: Automatically update an HRIS
system when an employee emails back a
signed offer letter.

15. Accuracy/Reduced Risk
• Improved information gathering upfront
• Multiple information checkpoints during
process
• Information is routed only to those
required by business rules
• Reduced sharing of information over
unauthorized channels
Example: Forms using dropdowns, required
fields, dynamic show/hide ensure data
gathered is standardized and actionable.

16. Customer Service/User Experience
• Customer requests follow a consistent,
optimized flow.
• Appropriate resources are assigned,
alerted, and backed up
• Response times are minimized
• Organizational silos are integrated
transparently
• User experience for internal or external
customers is optimized
Example: A customer portal provides one-
stop shopping for all requests and each
request is escalated based on data entered.

17. Continuous Improvement
• Automated processes are easily updated and
changed based on user feedback or
corporate policy changes
• The root causes of bottlenecks can be
identified and addressed whether human or
process related
• As more processes are developed, best
practices emerge and can be applied to older
processes
Example: A new Check Request Process is
designed with a “first in group approval” option
that reduces cycle time drastically. This same
technique is then applied to a Travel Request
Process.

18. Important Feature and Functions of modern Automated
workflow Solution
• Form designer
• Drag and drop UI
• Mobile-friendly, responsive layout by
default
• Form logic including show/hide
• Formulas and calculations
• Access to “under the hood”
customization
• Process builder
• No code, drag and drop environment
• Rich task type library
• Parallel or sequential flow options
• Reminders, notifications, escalations and
delegations

19. Important Feature and Functions of modern Automated
workflow Solution
• Self-service portal
• User-friendly experience
• Customization and departmental or
organizational branding
• Collaboration tools
• Granular user access permissions
• Ability for users to track process status
• Reporting and dashboards
• KPI dashboards and tracking
• Complete audit trail of all actions,
tasks, users, and form data
• Real-time process tracking
• Custom and scheduled reports

20. Important Feature and Functions of modern Automated
workflow Solution
• Web Services architecture
• Open System and integration
• Allow integration into virtually any system
or database
• Cloud based or On-Premise platform
models
• Integration with 3rd party software ERP,
CRM, OCR, RPA

21. BPM Suites vs. Workflow Automation...
don’t overcomplicate/overbuy
Workflow BPM
Number of process issues One or many Many, interdependent
Process complexity Simple to very Very
Speed of implementation Weeks/Months Months/Years
Inhouse resources Few Many
Training 2-3 days Several weeks
Scale Departmental or Organization Organization
ROI Weeks/Months Months/Years
Cost Moderate Significant

22. Workflow Automation Use Cases/ROI
Company Improvement Area Results
Global Pharma Company Application Development Requests Request to completion - Three weeks
to 4 days
Cost avoidance related to
request creation - 96%
Logistics Company Service Order Processing 30% increase in orders processed
saved $30k first year
National Nonprofit Peer review process 94% decrease in cycle time
Government Consultant Invoice approvals 93% decrease in approval time

23. Workflow Used Across the Enterprise
• Finance
• HR
• IT/IS
• Operations
• Marketing
• Legal
• Sales

24. Integrify - Who We Are
• Company History & Profile
• Founded in 2001
• Strong customer base of great companies
• Offices in Automated Workflow Platform
Chicago and Chapel Hill
• Over 300,000 users worldwide
• Over 10,000 processes in production
• Experts in workflow creation and best
practices
• Extremely experienced implementation
and support teams

25. Integrify – Our Product
• Automated Workflow Platform
• No Code/Low Code
• Robust customization
• Webservices-based
• Open with API’s
• Available in cloud, private cloud
and on-premise platforms

26. For More Information
• Visit: www.integrify.com
• Request a demo: get.integrify.com/demo
• Email: sales@integrify.com