Integrating Process Automation & Automated Dashboard Reporting

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Engineer or Architect looking and touching interface with building design reality virtual technology on computer tablet at modern
© Teeraphat Sirisatonpun

In this article, FlowForma addresses the intersection of two key components of Digital Transformation: Process Automation and Automated Dashboard Reporting

Process Automation and Automated Dashboard Reporting are often thought of independently; however, the ability to effectively utilize data in your organization requires a more integrated approach.

The below provides an illustration of the impact of focusing on process automation and dashboard reporting:

Most organizations currently sit in the bottom left box, whereby they have a collection of ad-hoc reporting and processes generated using excel, word or some form of paper checklist – aka an inefficient approach that is highly dependent on the individuals who are responsible for the execution of the process, creating a high level of risk.

When organizations start their digital transformation journey, they often begin by developing Dashboard Reporting (bottom right). This often results in Unstructured Data and Inconsistent Reporting because the mechanism to get information into the Dashboards is primarily manual and relies on people being consistent with the data, making it very difficult to sustain.

Creating a high-performance, data-driven culture is only possible by working on process automation and dashboard reporting in tandem

When organizations focus on Process or Workflow Automation (top left corner), they can achieve great results; however, without reporting, there is a gap for improvement and visibility.

Integrating process automation and dashboard reporting can sound daunting, however, the act of automating your organization’s processes results in the elimination of workarounds and exceptions that build up over time. This can then be combined with dashboard reporting to provide a real-time view of how your processes are performing.

How to implement integrated Process Automation & Automated Dashboard Reporting

By taking a phased approach, your organization can take steps down the digital transformation road without taking on a six-figure project.

Focus on one area of your business that has some form of historical data and leaders who embrace innovation. You can then create automated dashboard reporting with a focus on outputs that have a clear action item associated with them.

As the world continues to become more competitive, the organizations that stay in the bottom left corner will quickly be left behind.

Use Process Data to Drive Better Visibility, Decision Making & Problem Solving

If you aspire to be in the top right corner, then you should begin looking at process automation and automated dashboard reporting. As a result, you will see sustainable improvements and create a high-performance, data-driven organization in a short amount of time.

FlowForma provides users with a host of reporting options to meet organizational requirements, no matter how complex, giving you the flexibility to compile your reports and dashboards with real-time process data.

Empower Your Organization To Achieve High Performance And Create A Data Driven Culture. Try a free 14 day trial today of the award-winning FlowForma Process Automation tool and experience 100% no code process automation!

 

Sophie Desmond

Digital Marketing Specialist

HubbubHR

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