At Edana, we observe this within our digital transformation engagements with our Swiss clients, ranging from SMEs to large enterprises seeking operational efficiency or effectiveness: automating workflows is a crucial aspect of a company’s development, especially in Switzerland, as it significantly enhances competitiveness on multiple fronts.

We also note that many business leaders struggle to navigate the various solutions available in the market, whether in terms of digital consulting, ready-to-use solutions, or custom business tool development. However, it is certain that there is a suitable solution for each practical case of workflow automation, and finding it is imperative for the success of a digital transformation project, where many other Swiss companies fail.

As experts in digital consulting and execution in Switzerland, providing tailored solutions, especially in software and application development for businesses, we have decided to create this practical guide to help local businesses get started in this area. It serves as an introduction to the subject. In this guide, we will explore the powerful lever that workflow automation represents, its key role in optimizing the operational efficiency of businesses, and most importantly, how it can be successfully implemented within a Swiss company, including a review of common pitfalls to avoid and the steps to take for a successful transition.

Understanding Workflow Automation

Workflow automation is much more than a simple application of technology. It is a strategic approach aimed at streamlining internal processes, eliminating repetitive tasks, and increasing productivity. In this section, we will detail the tangible benefits of automation, supported by concrete examples of solutions that enable companies to transform their operations through this innovative approach.

What is Workflow Automation?

At Edana, we typically distinguish four main aspects of workflow automation:

1. Process Streamlining: Workflow automation involves identifying, assessing, and streamlining an organization’s internal processes. This often includes reducing manual steps and simplifying procedures, enabling faster and more efficient task execution. Auditing work frameworks and task organization is imperative to ensure an optimal work architecture and identify existing optimization opportunities.
2. Elimination of Repetitive Tasks: It aims to eliminate repetitive and administrative tasks that can be automated. By freeing employees from these routine activities, the company promotes a more judicious use of their skills and time, contributing to increased job satisfaction by reducing the tediousness of tasks.
3. System Integration: Workflow automation often involves integrating different software systems within the company. This enables smooth communication between applications, eliminating information silos and improving data consistency.
4. Adaptability and Scalability: A well-designed workflow automation solution is adaptable and scalable. It can adjust to organizational changes and evolving needs, ensuring continued relevance over time. It provides flexibility in operations and often aligns working methods across teams within a company or organization.

Benefits of Workflow Automation for Swiss Businesses

Here are the main benefits that Swiss businesses, undergoing digitalization with our guidance, derive from properly executed workflow automation:

1. Time and Efficiency Gain: By automating repetitive tasks, workflows become more efficient, allowing employees to devote their time to higher-value activities.
2. Error Reduction: Automation reduces the risk of human errors, ensuring increased precision in process execution.
3. Improved Traceability: Automation solutions often provide complete traceability of processes, allowing businesses to track and analyze each step of the workflow.
4. Enhanced Collaboration: By integrating systems, automation promotes collaboration between teams, enabling more effective information sharing and transparent communication. See our article on intranets and custom collaboration tools that greatly enhance team efficiency.

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Key Steps in Workflow Automation

To embark on this operational revolution, it is essential to understand the key steps of workflow automation. In this section of our guide, we will present the important stages of this process, some examples of business operations automation, and the tools that our consultants and experts use in the field in Switzerland to digitize our client companies.

Successfully Achieve Your Automation in 10 Phases

Workflow automation involves several key steps to ensure successful implementation and seamless integration within the company. Here is a list of important steps to consider:

1. Analysis of Existing Processes:
   • Identify key company processes.
   • Evaluate the complexity and frequency of tasks involved.
   • Identify friction points, delays, and inefficiencies.
2. Definition of Goals:
   • Establish clear goals for workflow automation (e‧g., reduction of deadlines, improvement of accuracy).
   • Involve stakeholders to understand specific needs.
3. Design of Automated Workflows:
   • Map current processes and design automated workflows.
   • Define rules and conditions for triggering automation.
   • Integrate exception and error management.
4. Selection of Tools and Technologies:
   • Choose suitable automation tools and platforms.
   • Consider integration with existing systems (ERP, CRM, etc.).
   • Evaluate user-friendliness and flexibility of proposed solutions.
5. Custom Solution Development:
   • Engage developers to create custom solutions if necessary.
   • Ensure modular design for future scalability.
   • Integrate reporting and analysis features.
6. Thorough Testing:
   • Conduct thorough testing to ensure proper functioning.
   • Validate automation on real cases to detect any issues.
   • Involve end-users in the testing phase.
7. User Training:
   • Provide comprehensive training on using new automated workflows.
   • Raise awareness among employees about the benefits and impact of automation.
   • Establish support resources if needed.
8. Continuous Integration:
   • Ensure continuous integration with operational teams.
   • Gather regular feedback to adjust workflows over time.
   • Implement mechanisms for continuous improvement.
9. Performance Measurement:
   • Establish key performance indicators (KPIs) to evaluate effectiveness.
   • Monitor time savings, error reduction, and other benefits.
   • Adapt workflows based on achieved results.
10. Change Management:
    • Proactively communicate upcoming changes.
    • Involve teams in the automation process to foster adoption.
    • Evaluate and adjust the change management strategy as needed.

Concrete Examples of Workflow Automation

There are many ways to automate workflows within a company, both because there are numerous different tasks and various ways to solve a problem. Here are some examples of workflow automation that a company in Switzerland can implement:

1. Automated Invoicing Processes: An enterprise can automate the generation and sending of invoices, reducing payment delays and improving cash flow.
2. Leave Request Management: An automated system can process employee leave requests, check availabilities, and automatically inform relevant teams.
3. Project Tracking: Workflow automation can be applied to track and automatically update the progress of projects, ensuring real-time visibility for all team members. See our feature on custom project management software.
4. Customer Request Processing: An automated solution can classify, prioritize, and automatically redirect customer requests, thereby improving customer satisfaction and responsiveness.

Workflow Automation Software Designed for Swiss Businesses

Our consultants, software engineers, application developers, and UX designers create tailor-made solutions for each business, enabling them to control their internal processes without relying on external software (high licensing costs, low adaptation to company-specific needs, insufficient data security, etc.). Here are two case studies of projects led by our teams in this area:

Automate my workflows with Edana

Tools Used by Our Consultants and Experts in These 10 Key Steps

In the realm of workflow automation, our teams use a range of technological tools at different stages to facilitate an efficient transition to automated and optimized workflows. It is interesting to note that this depends on each digitization journey, as the specific conditions of each company involve the use of different tools, methods, and technologies to ensure automation truly tailored to its situation.

During the analysis of existing processes, modeling tools such as Lucidchart or Microsoft Visio can be used to map and understand existing business processes.

To define project objectives and track progress, Edana leverages project management platforms such as Jira or Asana.

The design of automated workflows is carried out using workflow management systems such as Kissflow or Nintex, allowing the definition of rules and the integration of specific conditions for each project.

The crucial step of evaluating automation tools is performed through in-depth analyses using tools like Zapier, Integromat, or Microsoft Power Automate to select the most suitable solutions.

Custom solution development takes place in integrated development environments such as Visual Studio Code or Eclipse, tailored to the specific needs of each project.

Thorough testing is automated using tools like Selenium or JUnit, ensuring the proper functioning of workflows in various scenarios.

For user training, online learning platforms such as Udemy or LinkedIn Learning are sometimes used (when live training is not possible or not sufficient) to ensure a smooth transition to the new automated workflows.

Continuous integration is achieved using tools such as Jenkins or GitLab CI, automating the process of integrating new features into existing workflows.

Performance measurement is ensured by analytics tools such as Google Analytics or New Relic, allowing real-time monitoring and analysis of the performance of automated workflows.

Finally, to facilitate change management, collaborative communication platforms such as Slack or Microsoft Teams are used, promoting transparent and real-time communication with all stakeholders.

The judicious use of these tools at each stage of the process enables any proficient consultant, digital transformation strategist, and specialist to offer tailor-made workflow automation solutions, adapted to the specific needs of their clients.

Overcoming Automation Challenges

Despite the considerable benefits of workflow automation, specific challenges may arise during the process. This section will delve into crucial aspects such as data security, team training, and the importance of a scalable solution. We will share our best practices with the reader to ensure a smooth and secure transition to an automated enterprise.

Data Security

Workflow automation often involves handling and transmitting sensitive data. To ensure the security of this crucial information, our teams implement strict data security protocols. This includes the use of advanced encryption, rigorous access permission management, and the implementation of firewalls and intrusion detection systems. Working closely with clients to identify vulnerable points and implementing security measures tailored to their specific needs is of paramount importance.

Best Practices for Data Security:

1. Advanced Encryption: Implement advanced data encryption to ensure the confidentiality of sensitive information during transmission and storage.
2. Rigorous Access Permission Management: Establish strict access control policies by assigning permissions only to necessary personnel, thus limiting the risk of unauthorized access.
3. Firewalls and Intrusion Detection Systems: Integrate robust firewalls and intrusion detection systems to monitor and prevent any unauthorized attempts to access data, reinforcing system security.

Team Training

Adopting new automated workflows requires a deep understanding from the involved teams. Recognizing the crucial importance of training is necessary for successful adoption. Customized training programs need to be implemented, covering both the technical aspects of workflow automation and the organizational changes that may result from this transformation. The goal is to ensure that team members feel comfortable and competent in using the new automated processes.

Best Practices for Team Training:

1. Customized Training Programs: Develop custom training programs that cover not only the technical aspects of workflow automation but also the organizational implications, tailored to the specific context of each team.
2. Continuous Training: Institute ongoing training sessions to keep teams informed about updates, best practices, and new features, fostering continuous and evolving adoption.
3. Personalized Support: Implement a dedicated support system to address user-specific questions and resolve issues, reinforcing team confidence and competence.

Need for a Scalable Solution

Companies evolve, and with them, automation needs. Based on our experience, we often emphasize the design of scalable solutions from the start. This means establishing flexible and adaptable architectures capable of adjusting to future changes in the operational environment. By anticipating long-term needs, our team always assures clients that their investments in automation remain relevant and beneficial over time.

Best Practices for Scalability:

1. Modular Design: Opt for a modular design of solutions, facilitating the addition of new features and adaptation to evolving business needs.
2. Integration of Open APIs: Prefer the use of open APIs that allow smooth integration with other systems and applications, ensuring the necessary flexibility to adapt to technological advancements.
3. Regular Evaluation of Needs: Schedule regular evaluations of the operational needs of the business to anticipate future changes and adjust automated solutions accordingly..

Overall, it should be noted that workflow automation is a dynamic process, and by proactively addressing these challenges, it ensures clients a successful and sustainable implementation.

Discuss Workflow Automation and Digitalization with Our Experts

Are you planning to automate the internal processes of your company? Our team of multi-experts is at your disposal to guide you through this process. Our strategy teams are here to analyze your business, propose solutions tailored to your goals and specificities, and address constraints. Our teams of software engineers and application designers are specialized in developing custom business tools.

Discuss workflow automation with an expert