Human In The Loop - Build Better Automations

What is workflow automation?

No matter your business model or industry, every workflow contains several steps to complete a process. No-code technology can be employed to remove manual tasks in these workflows and replace them with a series of automations. Process automation tools can supercharge your team for innovation, speed and productivity.

What is automation?

Let’s take a step back for a second and review the general concept of automation. We all know manual tasks can be time-consuming, repetitive, and error prone. Automations are the simple solution to these manual tasks. With automations, you can set up a repetitive task one time and watch it auto-complete for all customers forever more.

Workflow Automations require a one time set up. During setup, you determine the trigger for an action and what that action looks like. The trigger may be when a user submits a new order or it may be when another member of your team reviews an order and approves it. The action may be an internal notification or an email to the customer, informing them of their approval. With no-code automation technology, you can stitch together this trigger and action as an if-then condition and associate the two together. The trigger then fires the action.

Limitations Of Automation

The inherent issues with sheer automation can be found directly in its definition. If you Google ‘automatic’ right now, the definition it will produce says “(of a device or process) working by itself with little or no direct human control”. When you apply this definition of automatic to your workflow, you can see where the problems come in. Although automations can minimize human error and reduce the tedious tasks in your workflow, there are some workflows that necessitate human interaction and a human touch. Standard automations are optimized for efficiency, but not effectiveness. Many workflows can only be PARTIALLY automated, and may benefit from or require human intervention.

What Is Human In The Loop?

Human In The Loop incorporates a human touch into the firing of automations. With a human in the loop of each process, you can select the parts of the flow that you want to occur automatically and select the parts that require human review or edits. With human in the loop, you can choose to approve certain cases and move them to new stages or skip them entirely. You can go in and further personalize a pre-written template message. You can even choose WHICH human on your team should be responsible for reviewing and pushing forward each customer. The possibilities when you combine human and machine are endless.

People Centered Processes

Human In The Loop technology allows you to build people centered processes for people centered products. As every business values catering to the customer, their internal workflows should reflect such intention. Incorporating human in the loop and a human touch into your automations allows you to optimize your customer experience and internal activities.

Human Decisions Are Less Biased

Machines follow an algorithm. While the right engineers can create a highly intelligent product, these algorithms inevitably possess bias based on the system put in place. Incorporating a human touch on top of a machine infrastructure allows for human intervention in unique use cases while accounting for all of the more expected outcomes.

Why Human-In-The-Loop Automations are the Future of Workflows

Automations are already making a massive impact on the business world by cutting out tedious tasks and reducing unnecessary manual work. In a world becoming increasingly mechanized, we are losing some of the value of human customization and creativity while benefiting from the efficiency. Human In The Loop Automations and the incorporation of human touch into a highly efficient workflow combines the benefits of machine speed with human thought and consideration.

What makes business automations successful?

The companies that have seen the most successful completed BPA projects all accredit this success to involving employees in training the automation systems and leaning toward over-communicating. With human in the loop automations, not only do your employees get a high degree of power and decision making capabilities in the automation training, but they can actually edit or review these automations once completed. A human in the loop design is the key to building successful business automations.

Who does this help?

If you have a workflow, this applies to YOU!! No matter your role or industry, workflow automations can reduce your time spent on manual tasks. Here are some examples of the benefits human in the loop workflow automation can have in different industries

Sales

  • Give all leads the same consideration
  • Don’t let error allow a solid lead to slip away
  • Auto send contextual emails at key stages of a sale
  • Standardize the process to easily build lists

Marketing

  • Rely on the system for your most repetitive, tedious tasks
  • Include teammates in your workspace to collaborate
  • Establish a consistent, reliable process to ensure quality work
  • Assign workflow stages to specific people to ensure all stages are seen by the right eyes
  • Easily launch new marketing campaigns and monitor them from one platform

IT

  • Steer clear of redundant support requests
  • Choose team members to specific tickets and escalations
  • Manage assets and track usage trends

Statistics on Workflow Automation

Not convinced that automations can make a difference in your business and your life? Look at the statistics!

  • According to a McKinsey study, 31% of businesses have automated at least one function in their workflow.
  • McKinsey estimates that, in about 60% of occupations, at least 33% of workday activities could be automated
  • 66% of businesses surveyed in a 2020 global business leaders survey covering a range of industries reported piloting solutions to automate at least one business process Up from 57% in 2018
  • 30% of human error in finance departments could be reduced by deploying robotic process automation (RPA) Gartner
    • Despite this fact, fewer than one-third of finance departments that have deployed RPA technology have utilized it for financial reporting, failing to capitalize on the opportunities for efficiency
  • Process and marketing automation yields a 417% increase in revenue
  • What happened when Cisco Systems automated their CRM process?
Reflective, Inc 2021
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