5 Workflow Automation Best Practices for Enterprise Teams

Workflow automation can dramatically reduce processing time and errors. Here are five best practices from our most successful enterprise deployments.

1. Start with High-Volume, Low-Complexity Processes

Begin automation with processes that handle many documents but have simple routing logic. Invoice approvals and leave requests are great starting points.

2. Map Before You Automate

Document your current process thoroughly before building the automated version. This reveals hidden steps, exceptions, and edge cases.

3. Build in Escalation Paths

Every automated workflow needs a clear escalation path for exceptions. Define what happens when a document doesn’t match any routing rule.

4. Monitor and Iterate

Use ViewMyRecords’ built-in analytics to track workflow performance. Look for bottlenecks, SLA breaches, and adoption metrics.

5. Train Your Team

The best automation is useless if people don’t use it. Invest in training and change management alongside the technical implementation.