Running a small business is a whirlwind. You juggle a million tasks, wear countless hats. Small businesses are constantly seeking ways to enhance productivity, reduce operational costs, and stay competitive. One powerful tool that has emerged to address these needs to boost efficiency is workflow automation. Workflow automation for small businesses involves using technology to automate manual tasks. By automating repetitive tasks and manual processes, you can not only streamline your operations but also eliminate errors.
Among the various solutions available to achieve this, Xerox Workflow Central stands out as a comprehensive, powerful, and affordable platform that can transform the way small businesses operate. By shifting focus away from repetitive, manual tasks, small businesses can unlock their full potential and focus on what really matters: growing their business. Let’s delve into how Xerox Workflow Central empowers small businesses with powerful workflow automation capabilities.
Why is Workflow Automation for Small Businesses Important?
Before we get into how Xerox Workflow Central can be a game-changer for small businesses looking to integrate workflow automation, let’s quickly touch on why workflow automation is important for small businesses:
- Boosts Efficiency: Repetitive tasks and document challenges can be automated, saving you and your team significant time.
- Reduces Errors: Manual processes are prone to errors. Automation ensures tasks are completed accurately and consistently.
- Improves Productivity: With mundane tasks automated, your team is freed up to focus on higher-value activities that drive growth.
- Enhances Customer Satisfaction: Faster turnaround times and improved accuracy lead to happier customers.
Using Xerox Workflow Central for Easy Workflow Automation for Small Business
Xerox Workflow Central is a cloud-based platform specifically designed to streamline document workflows. It offers a suite of tools that automate and optimize various document-related tasks, making it an invaluable asset for small businesses aiming to enhance efficiency and productivity. What’s more, it can be used from any PC, mobile device, and/or multifunction printer (MFP) or office copier.
Here’s a closer look at what you can do with Xerox Workflow Central:
- Enhance document security
- Convert existing documents to more useful formats
- Translate on the go
- Send digital faxes from the cloud
- Merge and summarize documents
- Choose from pre-set, multi-step combination document workflow
How to Automate Tasks with Xerox Workflow Central’s Workflow Automation Tool
Do you have an everyday task that you wish you could automate? Repetitive, manual tasks are at the core of inefficient document workflows and hindering productivity. The Workflow Automation Tool within Xerox Workflow Central makes workflow automation for small business easy and streamlined, allowing you to create, customize, and automate your own workflows.
You might be thinking… “Well, how exactly does that work?” or “Yeah, sounds great but it also sounds complicated.”
The Workflow Automation tool within the Workflow Central Platform is actually very easy to use. In just a few simple steps, you can have your own automated workflow running in the background within seconds. It’s simply based on a “if-this-then-that” conditional formatting approach – i.e., “if this” file is sent to me “then that” automation happens.
For example:
Translate: You receive a monthly marketing report from your Spain office that needs to be translated to English for your team members. “If” your overseas office emails you “this” monthly marketing report in Spanish, “then” translate “that” email attachment into English.
Protect: Confidential files from your team project need to be restricted to certain people and shouldn’t be shared. “If” your colleague uploads “this” new file to the folder, “then” restrict and track viewers for “that” file.
Summarize: You receive daily business reports that are several pages long. However, you’ll be out on vacation for the next two weeks and want to reduce your catch-up time upon return. “If” you are emailed “this” weekly business report “then” summarize “that” report for the next two weeks.
Really, in just a few simple steps, you can start to automate all your mundane, repetitive tasks! Here’s how:
1. Select the input source: Choose either the receiving email address or cloud folder that will be monitored.
2. Set the conditions to check for new files: Input conditions to monitor for the incoming email or file dropping into a cloud folder, such as matching the sender’s email address or an email subject that contains certain words.
3. Select your workflow: Select your workflow (such as Protect, Translate, Redact, or Summarize) and choose your actions.
4. Select your output: Select the file type of you want your document processed as and the destination.
5. Give your workflow a name: Name your workflow, choose a default or custom icon, set it as active and you’re done!
Get Started with Easy Workflow Automation
If you’re ready to take the first step towards a more efficient and productive workplace, and focus on growing your business, Xerox Workflow Central is the perfect solution to get started with easy workflow automation. Its user-friendly design, powerful automation capabilities, and seamless integration make it an ideal choice for small businesses.
To schedule a demo, request a risk-free complimentary 30-day trial, or learn more about this incredible platform, contact us here at Parmetech! As a Xerox Diamond Authorized Dealer, we can answer all of your questions and help you get started on your path towards workflow automation. Give us a call at (800) 727-6383, email us at info@parmetech.com, or connect with us online.
