Cap
Automation

Custom Workflow Automation Services

Fively provides workflow automation services to streamline your business processes and increase overall company profits.

Automation

What Is Workflow Automation?

It is a process of workflow optimization by launching a series of automatic program tasks to bring it the most effective and productive form.

Workflow Automation Examples

Discover a wide range of professional workflow automation solutions our engineers can create to optimize your operations and improve interaction with customers.

Chatbot development

We create smart business⁠-⁠tailored chatbots able to solve complex tasks to optimize your resources and streamline communication with customers.

Ecommerce platforms

BaronWines automated hundreds of small everyday tasks thanks to launching a custom eCommerce website by Fively.

Marketing automation

Our engineers build robust marketing automation platforms to personalize your ad campaigns, improve customer experience, and boost your KPIs.

Bespoke CMS development

Fively software specialists develop state⁠-⁠of⁠-⁠the⁠-⁠art CMS platforms to help you deliver sharp and engaging content quickly and easily.

Custom BPA

We create custom BPA solutions to optimize your workflow, streamline interaction with clients, and digitalize documents management.

Smart HRM applications

Fively developed modern HR compensation software that automates HR surveys, speeds up calculations, and provides real⁠-⁠time visual analytics.

Chatbot development

We create smart business⁠-⁠tailored chatbots able to solve complex tasks to optimize your resources and streamline communication with customers.

Ecommerce platforms

BaronWines automated hundreds of small everyday tasks thanks to launching a custom eCommerce website by Fively.

Marketing automation

Our engineers build robust marketing automation platforms to personalize your ad campaigns, improve customer experience, and boost your KPIs.

Bespoke CMS development

Fively software specialists develop state⁠-⁠of⁠-⁠the⁠-⁠art CMS platforms to help you deliver sharp and engaging content quickly and easily.

Custom BPA

We create custom BPA solutions to optimize your workflow, streamline interaction with clients, and digitalize documents management.

Smart HRM applications

Fively developed modern HR compensation software that automates HR surveys, speeds up calculations, and provides real⁠-⁠time visual analytics.

Workflow Automation Expertise

We build smart, powerful, and user⁠-⁠friendly workflow automation software using our expertise in cutting edge technologies such as JavaScript, Python, C#, and many more, combined with the insightful knowledge of business priorities in various domains:

Sales & marketing

Automate repetitive tasks, providing a more personalized experience for users, and visualize customers data to get insightful reports on leads with:

  • email marketing
  • social media posting
  • ad campaigns
  • visual dataproofing
  • interactive Gantt charts

Finance & legal

Simplify document management, schedule auto⁠-⁠payments, and integrate accounting reports to create a smart payroll management system with:

  • document requests
  • accounting data sampling
  • customized reports
  • data⁠-⁠driven predictive analytics

Management

Use it equally effective for reaching goals in all your management departments, whether it reducing paperwork, visualizing customers/candidates data, providing swifter onboarding experience, or ensuring compliance of all processes with:

  • resource management
  • leads management
  • HR onboarding management
  • workload overviews

Procurement

Eliminate manual errors and increase productivity by providing visibility into your spend and boosting collaboration between internal and external teams with:

  • transparent vendors list
  • automated purchase ordering
  • inventory management
  • invoice processing digitalization
  • billing and supply chain automation

Retail & eCommerce

Make sure all your leads get the right treatment and simplify buying⁠-⁠shipping processes by tracking user trends and getting insightful reports:

  • billing and supply chain automation
  • inventory management
  • revenue cycle management
  • data⁠-⁠driven predictive analytics
  • customers support

IT & computer software

Optimize the daily workflow and get a handle on Shadow IT by controlling the projects’ statuses, checking team members' availability, and avoiding duplicate tickets requests with:

  • Kanban boards
  • interactive Gantt charts
  • time tracking tools
  • workload overviews

Hospital & healthcare

Improve doctor-patient experience, protect personal data and get full visibility onto your assets by streamlining communication, data-driven analytics, and HIPPA⁠-⁠compliant data management:

  • patient scheduling tools
  • secure interactive databases
  • inventory management
  • billing and supply chain automation
  • visual data proofing

Sales & marketing

Automate repetitive tasks, providing a more personalized experience for users, and visualize customers data to get insightful reports on leads with:

  • email marketing
  • social media posting
  • ad campaigns
  • visual dataproofing
  • interactive Gantt charts

Finance & legal

Simplify document management, schedule auto⁠-⁠payments, and integrate accounting reports to create a smart payroll management system with:

  • document requests
  • accounting data sampling
  • customized reports
  • data⁠-⁠driven predictive analytics

Management

Use it equally effective for reaching goals in all your management departments, whether it reducing paperwork, visualizing customers/candidates data, providing swifter onboarding experience, or ensuring compliance of all processes with:

  • resource management
  • leads management
  • HR onboarding management
  • workload overviews

Procurement

Eliminate manual errors and increase productivity by providing visibility into your spend and boosting collaboration between internal and external teams with:

  • transparent vendors list
  • automated purchase ordering
  • inventory management
  • invoice processing digitalization
  • billing and supply chain automation

Retail & eCommerce

Make sure all your leads get the right treatment and simplify buying⁠-⁠shipping processes by tracking user trends and getting insightful reports:

  • billing and supply chain automation
  • inventory management
  • revenue cycle management
  • data⁠-⁠driven predictive analytics
  • customers support

IT & computer software

Optimize the daily workflow and get a handle on Shadow IT by controlling the projects’ statuses, checking team members' availability, and avoiding duplicate tickets requests with:

  • Kanban boards
  • interactive Gantt charts
  • time tracking tools
  • workload overviews

Hospital & healthcare

Improve doctor-patient experience, protect personal data and get full visibility onto your assets by streamlining communication, data-driven analytics, and HIPPA⁠-⁠compliant data management:

  • patient scheduling tools
  • secure interactive databases
  • inventory management
  • billing and supply chain automation
  • visual data proofing

Workflow Automation Benefits

Take the full advantage of ultimate workflow automation solutions created by our software specialists and boost your operations from day one.

Management

Smart assets management

Automate the daily workflow quickly and efficiently.

Data

Swift data aggregation

Integrate data from complex systems with ease.

Effectiveness

Boosted effectiveness

Streamline operations on any device, everywhere.

Modifications

Real⁠-⁠time modifications

Deploy and run cloud⁠-⁠based workflows without delay.

Resources

Better resources allocation

Reduce routine tasks and optimize operational costs.

Errors

Reduce manual errors

Make your data error⁠-⁠free and save time on its verification.

Automated Workflow Solutions

Check our relevant cases on workflow automation in Retail, Marketing, Sales, eCommerce, Fintech, Procurement, IT, Healthcare, and other industries:

B2B Insurance Claims Automation

B2B Insurance Claims Automation

We have developed an insurance claims automation solution, which robotically validates 80% of all insurance claims with no human involvement.

Identity-Access Management Automation: Uniqkey

Identity-Access Management Automation: Uniqkey

We have created an identity and access management automation system that is recommended for use even by the association of Danish Auditors.

Insurance Workflow Automation Solution

Insurance Workflow Automation Solution

Fively developed an insurance workflow automation solution that combines all steps from purchasing a policy to filing a claim and makes it a 5-minute procedure.

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Frequently Asked Questions

What is the purpose of workflow?

Well-arranged workflow binds together the core business departments and their numerous components, removes excessive tasks and cuts on their associated cost, streamlining and automating the whole working process.

What are the 3 basic components of workflow?

Workflow typically consists of the three basic components:

  • input - the given data or condition, which acts as a trigger
  • transformation - the work or a set of operations done with the trigger
  • output - the result or status gained after the work on the trigger is done.

What 4 things do an effective workflow include?

As we mentioned earlier on this page, an effective workflow provides you with:

  • smart assets management with access control
  • swift and transparent data aggregation
  • real-time data modifications in the cloud
  • better resources allocation

Being combined in one workflow automation tool, these features lead to boosted effectiveness of the company’s operations.

What is a workflow example?

There are hundreds of workflow examples in each business niche, so here we will give one of the most frequent ones - an example of an eCommerce workflow: A customer makes an order on the company’s website, this data is processed automatically, and then checked by the procurement department. After that, the order is compiled by the company’s workers and sent to the customer by a shipping center. When the order arrives, the customer is notified automatically, and after the customer's confirmation, the order receives the status “success”.

What is workflow automation?

It is a process of workflow optimization by launching a series of automatic program tasks to bring it the most effective and productive form.

How do you automate a workflow?

Automation of business workflow is a pervasive task consisting not only of developing a software solution but also of scrupulous business analysis before it and the company’s personnel training afterward. It can be divided into the following stages:

  1. Company’s workflow analysis and revealing of repetitive and ineffective tasks
  2. Definition of the wanted business goals and KPIs
  3. Choosing the appropriate workflow automation tool and building the solution
  4. Training of the automation solution users
  5. Measuring of the KPIs gained
  6. Improving the workflow automation app according to the users’ comments and reviews

What are the types of automation?

There can be 4 types of workflow automation systems:

  1. fixed automation: it strictly carries out a certain set of tasks and is typically used for discrete mass production, f.e. an automated conveyer belt.
  2. programmable automation: it follows commands delivered by a computer program, so the results can vary with the changing instructions. This type is commonly used in mass production that utilizes numerous identical steps like at paper plants.
  3. flexible automation: is utilized in computer-controlled flexible manufacturing systems, allowing a more flexible production in domains with high product varieties like textile manufacturing.
  4. integrated automation: is entirely handled by computers and control robots with minimal human involvement, where computers can design the necessary parts, fabricate them, and test.

What is the simplest form of automation?

Robotic Process Automation (RPA) is believed to be the simplest workflow automation app, as it requires precise instructions, while data quantities and quality are less important, and often used in workflow automation for small businesses.

What are some examples of automation?

There are lots of examples of workflow automation solutions in our daily life, for example:

  • Automated subway train
  • Appliance-Controlling adapters
  • Electric kettle on/off apps
  • Chatbots/voice bots in banking, eCommerce, insurance, and other domains

What is workflow as a service?

Workflow-as-a-service (WaaS) is a workflow automation platform that serves the users who need to deploy their workflow applications on some third-party cloud-based services.

What is the difference between workflow automation and RPA?

Despite RPA is believed to be the simplest business workflow automation software, there is one significant difference between them. In traditional workflow automation, a given machine can strictly perform any task or step of some operational process, focusing on automating the flow of work activities, while in RPA, a machine sticks to the front-end of the system, carrying out tasks without having to interact with the back-end for anything, and focuses on automating the current individual work activities.

What is workflow automation in CRM?

Enterprise workflow automation solutions allow you to fasten all CRM-related tasks that are currently handled manually, as well as reveal and optimize ineffective and duplicate tasks, saving the company’s resources and time. The examples are numerous: contacting relevant parties, sending welcome and onboarding emails, managing requests to a support center about the arising issues, organizing a business conference, etc.

What is personal automation?

Personal automation is a type of enterprise workflow automation in which you adopt a custom robot for every person working in the company, so it helps them to get work done by carrying out repetitive or monotonous tasks and save time on the most important ones in their daily work.

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