Process Automation & Dashboard Reporting – The Perfect Pair

In the last 18 months organizations have put a lot of thought into how the world will operate post-pandemic and what parts of their business must adapt. This often leads to a discussion on digital transformation, which admittedly can be an ambiguous term. Digital Transformation means something different for each organization depending on their industry and strategic goals. To help narrow the focus, this article addresses the intersection of two key components of Digital Transformation:

1. Process Automation

2. Automated Dashboard Reporting

These two concepts are often thought of independently, however, the ability to effectively utilize data in your organization requires a more integrated approach.

The below 2 x 2 matrix provides an illustration of the impact of focusing on process automation and dashboard reporting:

Graphic: FlowForma Data Analysis And Dashboard Reporting

The bottom left corner is where most organizations currently sit. Organizations have a collection of adhoc reporting and processes created using excel, word or some type of paper checklist. This approach is inherently inefficient and highly dependent on the individuals who are responsible for the execution of the process. This creates a high level of risk to the organization.

When organizations begin attempting digital transformation, they often start by developing Dashboard Reporting (bottom right corner). 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. This is very difficult to sustain and although people are well-intentioned the updates become less regular and the reporting becomes inaccurate as the consistency in the process starts to fade away.

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

The creation of a high-performance, data-driven culture is only possible by working on process automation and dashboard reporting in tandem. This type of integration can sound daunting, especially given the various challenges that everybody has experienced with IT projects. It doesn’t have to be this way! The act of automating your organization’s processes results in the elimination of workarounds and exceptions that build up over time. That can then be combined with dashboard reporting, which provides a real-time view of how your processes are performing.

By taking a phased approach your organization can take steps down the digital transformation road without taking on a six-figure project. We recommend initially focusing 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 (e.g. if our productivity stays within a certain range and our backlog increases above this target then we bring in new resources).

As the world continues to become more competitive the organizations that stay in the bottom left corner will quickly be left behind. If you aspire to be in the top right corner then we encourage you to begin looking at process automation and dashboard reporting as complimentary areas to be integrated. Once that happens, you will quickly experience sustainable improvements and create a high-performance, data-driven organization.

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

As no two organizations are the same, FlowForma provides users with a host of reporting options to meet organizational requirements, no matter how complex. Ultimately 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

Take the first steps today in empowering your workforce to revolutionize your business with a powerful process automation tool to automate and optimize your internal business processes. Take a free 14 day trial today of the award winning FlowForma Process Automation tool and experience 100% no code process automation!

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Rick Dowell, Pontem Innovations

Rick has been providing practical user-friendly solutions to clients and organizations for over 15 years. With a BSc in Mechanical Engineering from the University of Alberta and an MBA from the same institution Rick has deep experience in technology commercialization and operational leadership roles in the Energy and Construction sectors. Passionate about being a true partner to clients Rick is committed to helping drive digital transformation work and improving organizational outcomes. Outside of guiding the Pontem team Rick is engaged in the community and a member of the Winspear Center Finance and Audit Committee. Involved in coaching minor hockey and soccer Rick loves to be active with his family and is happiest when hiking skiing or golfing - as well as challenging anyone to a ‘name that 90s tune’ showdown.

Rick Dowell, Pontem Innovations

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