Businesses are constantly looking for ways to optimize their day-to-day operations. Automation solutions have become commonplace with organizations largely moving away from manual, mundane tasks and process management. But for someone still trying to navigate the automation space and unaware of the solutions in the market, choosing the right workflow automation software for their business can be a daunting task. And especially so considering the world is still dealing with the aftereffects of the pandemic.
Before we get into a step-by-step process of picking a solution from a crowded marketplace, it’s important to understand the 5 most important capabilities of workflow automation software.
Choosing the Right Workflow Automation Tool in 2023
Pick one that fits the budget
Your budget most often acts as a filter for products that you can or cannot afford in the market. While there are products for every business regardless of size and function, it is challenging to find solutions that fit the budget as well as fulfill the features that are required by your business. And more often than not, software sometimes comes with additional costs that are not mentioned upfront. This is something that business leaders need to be aware of.
Pick one with good reviews
Review sites like Capterra and G2Crowd present a hive of information. This can range from listing capabilities, clearing up any category questions, and providing user feedback. It goes without saying that the criteria here is to pick a product that has great reviews. But the real nugget is reading real first-hand feedback from product users that highlights the product’s key strengths and weaknesses. This can draw a clear picture on what products suit your business and which ones don’t.
Pick one that helps you get started quick
An important aspect to consider when picking a workflow automation tool is how quickly you’re able to implement and hit the ground running. You do not want to commit to a product that takes you months to get onboard with. A free limited trial may give you a sense of that and maybe even give you an insight on the functionality, UX, and features that you can use to make a more informed decision.
Pick one that helps you scale
Business leaders often look for ways to grow their business. But one thing that is often overlooked is whether the solutions they have in hand are able to grow with the business. As businesses grow, so do their requirements for more advanced features, the ability to handle larger volumes, and better analytics. A great workflow management software keeps up with these requirements, helps organizations scale, is able to seamlessly onboard more users, and handle increasing workloads. A view of the solutions’ pricing page can be a source of comparison.
Pick one that centres around constant improvement
There are a number of products that are great at the base level but are not able to offer additional support. The frequency of updates can tell you a lot about how seriously they take bugs, defects, or systemic upgrades. The capability to offer professional services, round-the-clock customer support, and customization services are all crucial. Providing professional services is also an important factor once your organization grows to the level that requires such support.
