Tips and Tricks — CMW Lab Blog https://www.cmwlab.com/blog/tips-and-tricks/ Plan. Manage. Collaborate. Mon, 27 May 2024 06:16:56 +0000 en-US hourly 1 https://wordpress.org/?v=6.6.1 Measuring the Effectiveness of Security Controls with Data Analysis https://www.cmwlab.com/blog/measuring-the-effectiveness-of-security-controls-with-data-analysis/ https://www.cmwlab.com/blog/measuring-the-effectiveness-of-security-controls-with-data-analysis/#respond Thu, 30 Mar 2023 15:24:12 +0000 https://www.cmwlab.com/blog/?p=6642 Most businesses have implemented strategies and plan to achieve going forward. Even though these plans are attainable, provided that the right effort is channeled in the right direction, there is one thing that most stakeholders fail to understand. A business cannot be successful in an environment with poor security and regular cybersecurity attacks. The only […]

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Most businesses have implemented strategies and plan to achieve going forward. Even though these plans are attainable, provided that the right effort is channeled in the right direction, there is one thing that most stakeholders fail to understand. A business cannot be successful in an environment with poor security and regular cybersecurity attacks. The only thing that guarantees the development of a company is the security status of its data and the well-being of its environment.

It is no secret that the modern business world is highly congested with business owners who have incredible ideas. However, these ideas tend to fail because business owners neglect the power of creating a safer environment for the success of their operations. Every company has a digital footprint that facilitates its operations on different online platforms. The application of security controls with data analysis is one of the innovations invented to guarantee security.

Hackers are developing new means daily that can help them prepare through the company system and access customers’ data. This calls for creating sophisticated methodologies that can help create a reliable security wall that can safeguard the well-being of businesses and the customers’ data. Given that most sensitive information is stored online, there is a need to create reliable firewalls that hackers cannot penetrate through.

The application of data analysis in security control has introduced a new web within the cyber security system. Data analysis helps in analyzing security data sets to discover unusual activities that are likely to haunt the security standards of the business. Even though this is a newly established technology within the security sector, it has proved to be an effective strategy that can help to limit the hackers’ activities when penetrating through the company’s security firewall.

Considering that there is a hike in the number of hackers trying to penetrate into business operations, there is a need to measure the effectiveness of security controls within company settings. This has called for the implementation of different strategies that are specifically designed to measure the effectiveness of the types of physical security controls that have been put in place in businesses. Let’s learn more!

The Need for Security Controls in Business

Scams, viruses, and hackers can have catastrophic impacts on business development. It is vital for the business to safeguard the personal data belonging to employees and customers in order to create a safer environment for business operations. The impact of insecurity activities has forced companies to put in place security controls that can help them develop a safer working culture for the success of their goals.

Most companies have hired data analysts who help in digging through large data sets to extract valuable security-related information to help them create reliable strategies. Data analysts have the responsibility to study various patterns and trends to uncover any unusual activities that need fixing. They also take part in data visualization such as a trend chart, and Sankey diagram to ensure that business stakeholders understand all the technical elements generated from the data.

When data is placed at the forefront of business operations, it becomes easier for the company to maintain its online operations considering the best safety practices. Many businesses across the globe lose millions of dollars every year trying to curb cyber security cases. The application of data visualization can help in fixing such instances by translating massive amounts of data into a simple language that the security department can understand.

Measuring the effectiveness of cyber and physical security controls, such as business video surveillance, with data analysis is considered one of the most challenging responsibilities in tackling an integrated security approach. However, you can easily achieve this, provided you understand the steps taken to complete the work. Below are some of the basic concepts you can use to evaluate the effectiveness of your security controls and possible solutions to fix the problem.

Security Audit

Carry Out Security Audit Against the Company Servers

A cyber security audit is one of the best solutions when you want to understand the effectiveness of security controls. This is a fake attack that is launched toward your business to determine any weak areas that hackers can use to penetrate through. Most hackers use links and other malware solutions to access the company service and penetrate customer data to achieve their goals.

They are hackers who also demand ransom in the name of recovering private information. This is why most businesses encounter threats every day courtesy of hackers activities. The Security department can conduct cyber security audits on regular occasions to discover any weak areas and tailor solutions that can fix the problems.

It advised companies should look for experienced security auditors with extensive knowledge in the field to determine lasting solutions to the weak areas. Note that when all the weak areas are fixed, hackers find it difficult to access the company system. This is why understanding the attack surface concept is key, whether or not you are directly responsible for protecting mission-critical assets. Such knowledge, supported by experts, gives you power against malicious actors.

Track the Incident Response Times and Outcomes

There are different reasons why companies want to measure the effectiveness of their security controls. Most companies always want to understand whether their systems are working and if there is anything that needs to be improvised. One of the best ways to achieve this is to track various activities on a real-time basis. They then document the outcomes from the processes and the amount of time taken.

These activities are done within different parts of the business depending on the security speculations delivered by the intelligence. This is a common activity, especially when cases such as corruption are recorded within the business and an employee is locked out from the company’s email or the entire system. All activities conducted throughout this department can be tracked and noted down for further analysis.

The information generated from the process offers detailed insights that can be used to evaluate the security measures within the company. When the security department evaluates the situation in detail, they can easily note the weak areas within the system and determine possible solutions available.

Conduct Risk Assessments and Offer Training to Your Employees

Note that the employees are the most vulnerable people within a business environment, and they also have what it takes to safeguard the business. Hackers mostly prey on my victims to get access to the business servers. This problem can be solved by training all your team members on security matters and how they can safeguard the business environment. Always remember that knowledge is power, and employees can help you to create a safer environment.

When you monitor your employees keenly, you will realize that most employees experience certain incidents more than others. This is one of the risk assessment activities you need to conduct to ensure that all your employees know about security matters and can do everything possible to safeguard the business. You can also assess your team members and evaluate any high-risk behavior likely to deteriorate the business security standards.

You can also come up with various guidelines, such as instructing employees never to open emails from unknown senders. This will help you prevent hackers’ activities and limit their chances of accessing your company servers.

Investigate the Permissions and Entitlements

Most companies always want to give their customers access to various information on their websites. They end up giving permissions and entitlements to various uses, which ends up becoming a high-security risk. When hackers manage to invade through their entitlements, they also get access to the company’s system. This means that hackers can access the business data, and do anything possible to benefit their efforts.

Business owners can acquire tools that can help them to investigate the permissions and entitlements given to various team members to validate their security standards. There is a need to dig deeper into the entitlements that are given to all employees to prevent cases of hackers penetrating through the company systems.

Final Word

Every business has the power to grow into a bigger brand. However, the power of a business to grow revolves around the security measures put in place to safeguard its safety. Measuring the effectiveness of your security controls can help you to determine all the weak areas that need urgent fixing in order to create a safe environment that guarantees the well-being of the business and the satisfaction of customers.

Note that customers only prefer going to businesses that have proper security standards. Hackers are inventing new methodologies every day that enable them to gain access to companies’ data in order to benefit their efforts. By measuring the effectiveness of your security controls, you can determine the areas that need urgent modifications to create a better operating platform for your business.

Lydia Harper has been in the writing profession for a decade now. She has great experience writing informative articles and her work has been appreciated and published in many popular publications. Her education background in communication and public relations has given her a concrete base from which to approach different topics in various niches.

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KPI dashboards to manage your business efficiently https://www.cmwlab.com/blog/kpi-dashboards-to-manage-your-business-efficiently/ https://www.cmwlab.com/blog/kpi-dashboards-to-manage-your-business-efficiently/#respond Wed, 09 Mar 2022 15:37:31 +0000 https://www.cmwlab.com/blog/?p=4166 As an owner of a small or middle-size business, you will always make long-term and short-term goals. To assess your progress toward the achievement of those goals, you should use various types of KPIs . A KPI (Key performance Indicator) is used to track the success level of a contract or project. In addition, this […]

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As an owner of a small or middle-size business, you will always make long-term and short-term goals. To assess your progress toward the achievement of those goals, you should use various types of KPIs . A KPI (Key performance Indicator) is used to track the success level of a contract or project. In addition, this benchmark can be used by each department within an organization. Maybe you are still asking this question: What is kpi? To understand more about this measurement tool, and how it is used to measure service delivery and projects, read on.

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KPIs tracking software

KPIs tracking Manual tracking can be erroneous and tiring. Instead, you should adopt KPIs tracking software that could save time and eliminate guesswork and errors. Our real-time KPI control software is CMW Platform. This is workflow management software that could automate your business operations and track each of your Key performance indicators.

CMW Platform doesn’t require coding. Hence, business users can access and edit the workflows and other web resources without the assistance of Information Technology professionals. Moreover, you can control various workflow activities from your Microsoft Outlook interface. Our software boasts higher analytics, and it is capable of offering insights into certain types of KPI indicators.

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It can interpret data visually by releasing tables, charts, presentations and gauges that are easy to comprehend. With CMW Platform, decision making is going to be quicker, easier and fun. It will help you track all kinds of KPI you have set. Our software can be deployed in various ways. All you need to do now is to ask for your CMW Platform 30-day trial version.

Different Examples of KPIs

KPI categories are generally four: enhanced customer satisfaction, revenue improvement, process cycle-time improvement and cost reduction. These are broad categories and so we will provide just a few examples. Note that use of KPIs will not only reduce your business costs. They will also eliminate delays, errors and overheads.

SLA (Service Level Agreements) KPIs

A Service Level Agreement between departments or units could underperform because the current KPIs are irrelevant and ineffective. Hence, good KPI ideas may include some of these.

  • A given percentage of arriving customer issues must be well responded to within a certain period of time.
  • The amount of downtime available.
  • The quantity of unanswered calls per a hour
  • The number of customer complaints received within the measurement period.
  • Percentage of unavailability in relation to business hours due to execution of anticipated changes.
  • Minimum, average and maximum amount of operator activities per phone call.

Service delivery KPI Examples

To gauge the quality of your service delivery, you need service quality KPIs. These will measure your ability to deliver the standard of service spelled out in your Service Level Agreements. Here are key examples.

  • The volume of calls that each call centre representative has answered.
  • Quantity of customer grievances
  • The number of reminders, including those at risk
  • Amounts of escalations and the bad ones among those.
  • The time to answer a single call
  • The degree of customer satisfaction based on customer ratings.
  • The amount of delayed or late activities.

Compliance KPI examples

Any company could go bankrupt simply because of not affording a settlement from a serious lawsuit that is filed against it. To avoid the strain on your company’s compliance structure, it’s wise to come up with suitable and sustainable KPIs. These could reveal possible legal suits before they happen, and assist compliance officers make sound decisions. Examples include:

  1. How often to conduct compliance reviews
  2. Average waiting time from when external legal issues are detected to when they are solved.
  3. Business Process KPIs
  4. Some KPIs are generated as a result of the business process itself or by an activity within the process flow. Examples include the following:
  5. Average process past due time
  6. Fraction of processes whose completion is within or outside the estimated deadline
  7. Average process duration
  8. Total sum of costs incurred due to stopped processes.
  9. Average time to finish each task
  10. The fraction of processes that consumed a less number of resources than those they were initially assigned.

Apart from the above, there are other KPIs you should know about: budget, efficiency and success among others. Now you know more about the KPI definition. The thing left to do is to apply this knowledge in your own business. Use the KPI software recommended above and it will simplify your workflows.

Maria Komarova is a Product Marketing Analyst at CMW Lab – a global software company delivering innovative Business Operations Management solutions enabling performance and efficiency optimization.

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Workflow Notifications to Empower Simple Process https://www.cmwlab.com/blog/workflow-notifications/ https://www.cmwlab.com/blog/workflow-notifications/#respond Tue, 24 Aug 2021 14:18:48 +0000 https://blog.comindware.com/?p=5573 No matter how well we streamline our business processes and rely on technology and automation, there is still a huge reliance on human power and ingenuity. Managing this human power, especially if employees work large distances from one another, has become a bigger problem. More work is done remotely than ever before. More offices are […]

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No matter how well we streamline our business processes and rely on technology and automation, there is still a huge reliance on human power and ingenuity. Managing this human power, especially if employees work large distances from one another, has become a bigger problem.

More work is done remotely than ever before. More offices are spread out throughout different parts of the world. However, despite these challenges and distances, employees and other parties need to be able to communicate and have an effective and reliable means to reach relevant parties.

Some of the most common ways we communicate are through email or text messages. Some of the communication we receive is important and needs a timely response, whereas other communications can wait. But how do we tell the difference without getting a notification each and every time we receive a communication?

Workflow Notifications

This is why businesses are turning to workflow notifications. Using workflow management software like Comindware’s offerings allows you to create a set of notifications that alert the relevant party in the event that a workflow inbox message is received. Low-code software solutions like Comindware’s workflow management software can easily be utilized to create custom notifications that meet the exacting needs of each project or process.

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A workflow inbox is one that is designed for your important communications that require a timely response. This will help ensure that you get a notification when you get a communication you need to quickly respond to, but not when you get something in your junk email box or a text from the kids.

Different Notifications

Most technology allows for notifications whether you are on a smartphone, a desktop computer, a laptop, or a tablet. Using workflow software to create a special notifications element can dramatically reduce the amount of time it takes employees to respond to important communication.

This is for more than just email notifications. With a well-designed workflow inbox, you can choose to be alerted every time someone sends you a file, makes a comment on a file, has a document that needs approval or has some need for correspondence. It ensures that your employees only receive notifications for important communications, document shares, or other office needs. It reduces the amount of time spent attending to communications that can wait and that are not as important as more time-sensitive ones.

Benefits of a Workflow Inbox

It should be easy to see how beneficial an automated workflow inbox can be for a business, regardless of size. With these notifications, employees can receive a notification through email or on their device that alerts them to something that needs their attention.

Low-code software makes it easy to customize your inbox and notifications to the exact needs of your project or employees. The ability to send these notifications through email or SMS makes it easier to get in touch with employees traveling or on the road.

Notifications
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You can easily attach documents using email or SMS, which reduces the amount of time it takes to share relevant information. You can submit approval or rejection for a process with a simple response. It doesn’t require you to log into your office software to make your decision. This can save a ton of time.

In Closing

There are a lot of things that technology can replace human labor, but there is still a need for human communication and input in various steps of a business process, no matter how advanced the process may be. Employees get tons of communications throughout the day. Some of these communications are time-sensitive, whereas others are simply junk or can at least wait until a later time.

But how do employees differentiate between communications and requests that need a timely response and those that can wait? This is where workflow notifications can come in really handy. Low-code workflow software makes it easy to create custom notifications for all or relevant persons in your office.

This notification system allows relevant employees to receive an email alert or SMS notification when a document, comment, message, or approval needs their attention. This helps to ensure that important processes get the attention they need and helps reduce employee distraction from communications that aren’t important or pressing.

The ability for everyone to easily get notified whenever there is something that needs their attention helps to streamline business processes, reduce the time it takes for approval, and more.

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Helena Haidu is an Online Marketing Manager at CMWlab. and a passionate advocate for empowering executive managers onward to workflow automation and running their businesses efficiently.

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Healthcare Workflow Management and Benefits https://www.cmwlab.com/blog/healthcare-workflow-management-and-benefits/ https://www.cmwlab.com/blog/healthcare-workflow-management-and-benefits/#respond Fri, 13 Aug 2021 14:13:53 +0000 https://blog.comindware.com/?p=5566 The healthcare system in the United States maybe some of the best and most advanced in the world, but it is also complicated and, at times, convoluted. Just the simple process of billing insurance can be incredibly complex. Billing, for example, is one of the most complicated parts of managing the healthcare system. And it […]

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The healthcare system in the United States maybe some of the best and most advanced in the world, but it is also complicated and, at times, convoluted. Just the simple process of billing insurance can be incredibly complex.

Billing, for example, is one of the most complicated parts of managing the healthcare system. And it is here that the system can most benefit from better workflow management using software tools that help automate and/or streamline processes for increased efficiency.

Say we have a patient that has an insurance policy. They will need to use their insurance number to access their policy and use this policy with a doctor that is in the insurance network. The insurance number the patient provides is what the healthcare professional must submit to the insurance company to be paid for their services.

Once a healthcare professional requests payment from the insurer, it is now part of accounts receivable. From here, the patient’s portion of the bill is sent out after the insurance company gives the amount they approve.

It is easy to see how complicated this is and all we’ve done is make a claim to an insurance company for an individual going to an in-network doctor. So just imagine how difficult things can get if the person is uninsured, or happens to visit a doctor that is out of network.

Keeping all this straight and ensuring that medical systems receive timely payment for services rendered is a vital part of the healthcare system and bottlenecks here can dramatically impact the bottom line.

Better Managing These Workflows

Now that we have introduced this common, but complex scenario, it is a wonder that doctors get paid for their services and that the bills actually get paid. To close even a single account requires the healthcare manager or financial specialist to contact an insurance company, and from there, send the remainder of the bill to the patient. This means if all goes well, containing two different people and coordination payment.

This is where workflow management software comes in. Workflow management software such as Comindware’s Health Insurance Claims Management software makes it easy for IT professionals to create processes and workflows that lead to the more efficient resolution of patient accounts. This software can automatically send payment requests to insurance companies, bills to patients, and payment reminders as well. The ability to do this automatically reduces the amount of time actual people have to spend dealing with the basic paperwork associated with medical billing.

Healthcare Workflow
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Benefits of Management

The benefits of having an effective healthcare workflow should be obvious. First and foremost, this will simplify the billing process for all parties involved. Automated reminders and payment requests can help ensure more timely receipt of payment from patients.

The ability to immediately submit a claim to an insurance company and get their approval also speeds up the time between request and payment.

Additionally, choosing the right medical spa software can streamline administrative tasks and enhance patient management, further optimizing the efficiency of healthcare operations.

This software makes it easier to collect payment. Reducing the time an account is unresolved is so much better for the bottom line. Time, effort, and money are spent trying to collect on medical bills, and the ability to automate this part of the process can save time and labor. Detailed workflows will also help to reduce redundancy and allow you to see areas where you can approve the efficiency of your operations. This alone is invaluable information that can really help a healthcare system improve various parts of its operations.

And workflow management software is not just useful for billing. There is a wide range of applications for this software in the healthcare industry.

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Helena Haidu is an Online Marketing Manager at CMWlab. and a passionate advocate for empowering executive managers onward to workflow automation and running their businesses efficiently.

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4 Best Practices for Your Vendor Workflow Management https://www.cmwlab.com/blog/4-best-practices-for-your-vendor-workflow-management/ https://www.cmwlab.com/blog/4-best-practices-for-your-vendor-workflow-management/#respond Tue, 10 Aug 2021 12:59:08 +0000 https://blog.comindware.com/?p=5555 There are many elements of business operations that don’t get the attention they truly need and deserve. One of these areas is vendor management. All companies require products and services to operate, regardless of the business field they are in. This means that there is management required to ensure the timely flow of materials and […]

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There are many elements of business operations that don’t get the attention they truly need and deserve. One of these areas is vendor management. All companies require products and services to operate, regardless of the business field they are in.

This means that there is management required to ensure the timely flow of materials and payment of accounts. Failure to properly manage your vendor workflow can be a huge mistake that can cost the business dearly.

You can use things like low-code software such as that offered through Comindware to create a vendor workflow system that is efficient and transparent. There is a lot of software available that can dramatically improve the efficiency of many areas of your company. They may help you automate certain processes and/or give you a visual representation of steps required to complete a process. This gives all parties involved the information they need, and the same information as others have, to help ensure smooth operation.

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Let’s take a look at 4 of the best practices when it comes to managing vendor workflows.

4 Best Practices for Your Vendor Workflow Management

  1. Streamlining Your Processes

Traditionally, the process of onboarding a new vendor was done by hand. This means it takes days or weeks to complete the review process. However, the use of software such as a low-code option by Comindware can reduce the amount of time this process takes significantly.

This software makes it easier to manage information that is required to complete the vendor onboarding process. Notification systems and reminders for approval also help reduce the amount of time it takes relevant parties to review and approve new vendors.

When the process is standardized and much of the information is collected automatically, it takes a lot less time to complete the onboarding process. The notifications will help ensure that parties who need to take a look at the documentation do so in a timely fashion.

  1. Managing the Approval Process

As we mentioned earlier, when vendor onboarding or other approval processes are done by hand, it takes a lot of time. This is also true when you are waiting on one or more people to approve the process so it can move forward.

You don’t want these processes lagging behind as this reduces the overall efficiency of the company and can be a real headache to your vendors. Vendor workflow software makes it easy to automate data collection and to provide notifications and reminders to relevant parties to ensure more timely completion and approval.

The software makes it easier for all parties involved to supply the necessary information and to ensure the approval process works as smoothly as possible.

vedor workflow It has never been so easy to design your own approval workflow and ensure that it is automated and works as smoothly as possible.
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  1. Improve Efficiency

Purchase orders as those that deal with any materials or other resources that are necessary to the functioning of your business. Too often, this process is archaic and incredibly inefficient. A failure to properly understand the purchase order can mean that redundant or unnecessary products are purchased and things the business needs fall by the wayside.

All of this can create delays and make this element of business operations more costly than it needs to be. You can streamline and automate much of this process using low-code workflow software. Not only will this ensure timelier order and payment, but it can also reduce redundancy and the time it takes for orders to be placed and payment completed.

  1. Simplify Processes

Not only do you want to make sure your ordering process is streamlined, you also want to make sure the payment process is as well. It isn’t fair to your vendors to make them wait an inordinate amount of time to receive payment for the products or services rendered.

Sometimes these processes are complicated, and when done by hand, this not only takes more time, but leaves more room for error. In order to ensure proper payment and approval for said payments a workflow process needs to be created to ensure that this is done in a timely manner.

When you use workflow management software, you can create processes that streamline and simplify this process. It gives all parties involved access to the information they need to approve payment and enhances the ability of relevant parties to communicate with each other in more transparent and timely manner.

In Closing

All businesses must have relationships with vendors. These are the people and companies who provide the products and services your business needs to function and operate. Too often, these are outdated and inefficient processes. This means it takes way too much time for vendor orders to be managed approved, and paid for. This reduces the overall efficiency of the company and can leave vendors frustrated as well.

Low-code software solutions like Comindware make it easy to create a comprehensive vendor workflow management process that gives all relevant parties access to the information they need. This makes the process more transparent and ensures it is completed in a timely fashion.

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Helena Haidu is an Online Marketing Manager at CMWlab. and a passionate advocate for empowering executive managers onward to workflow automation and running their businesses efficiently.

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4 Workflow Solutions to Try in 2021 https://www.cmwlab.com/blog/workflow-solutions-to-try-in-2021/ https://www.cmwlab.com/blog/workflow-solutions-to-try-in-2021/#respond Wed, 30 Jun 2021 14:38:41 +0000 https://blog.comindware.com/?p=5514 Workflow solutions are software suites that help with improving and optimizing a range of different business processes. The main way this occurs is through the standardization of workflows. Not only does this software help to create standards by which future processes can be created, but it will also automate many functions, furthering the efficiency of […]

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Workflow solutions are software suites that help with improving and optimizing a range of different business processes. The main way this occurs is through the standardization of workflows. Not only does this software help to create standards by which future processes can be created, but it will also automate many functions, furthering the efficiency of the process.

Software like Comindware provides is a low-code workflow management platform that doesn’t require an in-depth knowledge of coding and technical aspects to use the software. With workflow software like this, you can build custom workflow apps that meet the specific needs of the work done by a company. You can use this software to digitize a range of business functions as well as creating customized workflows that meet the varied needs of your business.

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Workflow Solution Recommendations

Meeting Prep

One of the biggest benefits of workflow solutions is the ability to use the software to create pre-meeting preparation. This will allow you to create a meeting agenda that can guide your meeting. It will help to ensure that you cover the topics that need to be addressed, without a lot of wasted time spent due to lack of planning.

Many workflow solutions will allow you to integrate into various calendar software so that dates and agenda are automatically updated and shared with the necessary parties.

Exiting Employees

Whenever an employee leaves, for whatever reason – be it to move to another job opportunity or to retire – there is a range of tasks that need to happen in the process of their exit from the company.

This might involve things like revoking access to certain software suites or accounts. It will also involve the deletion of certain accounts and the moving of records. It may also entail things like turning in equipment provided to the employee.

Using workflow solutions to create a check-list and automate revoking permissions and requesting the return of hardware can help make the process a bit less frustrating.

Overtime Pay Management

Overtime pay is an important part of human resources and payroll. One thing employees don’t like is having to contact numerous people to ensure that their overtime actually gets paid. Workflow solutions can allow employees to initiate the overtime process of approval.

An app that allows the employee to request overtime can then calculate what they are owed and automatically pass it on to the payroll department for approval. This helps to reduce the amount of time it takes for employees to get paid and provides a transparent process.

Workflow management software by Comindware

Workflow management software by Comindware makes it a span to build your own process and get it automated.

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Party Scheduling

You can use workflow solutions to automate the planning of company birthday parties. This can be done by creating an automated process that sends requests for cash collection for gifts, assigning people to get cake or cards and set up a time for all the employees to get together without interfering with schedules.

This solution is also a great way to handle various holiday and other company-wide gatherings that may occur throughout the year. You can use the software to create reminders and to schedule these events at times that are suitable to all the employees at the company, helping to ensure that nobody is left out because of scheduling difficulties.

In Closing

Workflow solutions are powerful ideas that allow you to use new technologies and tools to automate as many aspects of your business as possible. There are plenty of obvious places where workflow solutions provide benefit to a company, but there are also other areas of business operation that can benefit from automation and other workflow solutions.

First and foremost, you can use workflow solutions to create well-planned and efficient meetings. You can create automated reminders and send out checklists or agendas that show participants the topics to be covered in a given meeting. Workflow solutions can also help streamline the process of an employee leaving the company, whether it involves removing permissions or ensuring the return of company equipment.

You can use this software to create applications and other processes that allow employees a more transparent and efficient way of managing things like overtime pay. This will ensure that the entire process of requesting overtime is transparent and timely. These solutions are also useful for scheduling any number of gatherings, from birthday parties to company-wide holiday parties.

Using a comprehensive suite of software tools like Comindware Tracker you all the benefits of management and development, in a single platform. You can use this software to create and manage workflows and implement new solutions with ease.

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Helena Haidu is an Online Marketing Manager at CMWlab. and a passionate advocate for empowering executive managers onward to workflow automation and running their businesses efficiently.

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Timesheet Management Basics https://www.cmwlab.com/blog/timesheet-management-basics/ https://www.cmwlab.com/blog/timesheet-management-basics/#respond Fri, 11 Jun 2021 13:34:18 +0000 https://blog.comindware.com/?p=5499 Keeping track of employee hours – when they arrive at work, when they leave, when they take breaks – is a big part of business management. This is why so many businesses rely on timesheets of varying forms and have done so for many decades. This not only helps human resources manage payroll, but it […]

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Keeping track of employee hours – when they arrive at work, when they leave, when they take breaks – is a big part of business management. This is why so many businesses rely on timesheets of varying forms and have done so for many decades. This not only helps human resources manage payroll, but it also helps track employee attendance and more.

What Are Timesheets?

Timesheets come in a variety of shapes and forms, but in essence, they are information tables that document when an employee arrives at work and when they leave. If necessary, breaks may also be documented on timesheets as well. In the old days, timesheets were often manually managed, using a sheet of paper and pen.

As technology adapted, timesheets became things like punch-in cards or digital systems that employees could log into from the workplace. Fast forward today and many businesses manage timesheets digitally.

In addition to daily hours, timesheets may also be used to track how many hours a person or group of people spends on a particular task. You may use timesheets to evaluate a new project for analytic purposes or for payroll purposes.

Using a consistent timesheet provides a wide range of benefits for businesses and employees alike. It allows the employee to ensure all hours worked are paid. For the business owners, it can help the business meet deadlines and stay on budget.

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Advantages of Timesheets

While we touched briefly on the basic benefits of timesheets, let’s take a closer look at some of the key benefits, including time-saving, improved project management, and payroll transparency.

Using software to manage employee timesheets is a fast and effective way to manage employee work hours as well as tracking how long a project takes to get to completion. There is software that can allow you to create digital, easy-to-use timesheets that are easily accessible to employees and human resources.

Timesheets approval

Tracking the number of hours employees spend on a project can better help you manage the overall project. It can help you predict how long a project should take and help ensure that you meet deadlines. Knowing where each person is on a project and how long they have spent can help management find ways that they can improve the efficiency of future projects.

When you use a standardized, easily accessible means for employees to track their hours, there is peace of mind that the process is transparent and employees can trust that an hour worked will be an hour paid. Employees that feel the payroll process is transparent and fair helps improve overall morale.

In Closing

In various aspects of business, streamlining, digitizing, and automating are great ways to improve the efficiency and transparency of your operations. You can automate a wide range of your business functions and adapt them to better manage things like timesheet approval or payroll using workflow management software like Comindware Tracker. When it comes to employee management, timesheets are a highly-effective way to provide an efficient and transparent way to handle payroll as well as track productivity.

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Helena Haidu is an Online Marketing Manager at CMWlab. and a passionate advocate for empowering executive managers onward to workflow automation and running their businesses efficiently.

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6 Healthcare Workflow Automation Benefits https://www.cmwlab.com/blog/healthcare-workflow-automation-benefits/ https://www.cmwlab.com/blog/healthcare-workflow-automation-benefits/#respond Mon, 31 May 2021 11:45:27 +0000 https://blog.comindware.com/?p=5483 One of the most important elements of the healthcare market is the ability to transmit up-to-date, accurate data to the necessary parties in a timely manner. The ability to effectively provide information is part and parcel of creating more successful and positive health outcomes and will improve overall patient care. As businesses move more fully […]

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One of the most important elements of the healthcare market is the ability to transmit up-to-date, accurate data to the necessary parties in a timely manner. The ability to effectively provide information is part and parcel of creating more successful and positive health outcomes and will improve overall patient care.

As businesses move more fully to electronic health records, more and more important patient information is stored digitally. This means that, unlike the days of paper files, the information can be easily and quickly transmitted to other health professionals, providing patients with more timely care and better outcomes.

The ability to quickly transmit vital health information not only needs to be done in a timely manner, but it must also be secure. There is very personal and sensitive information that is required, by law, to be kept protected and secure.

There are many different workflows that deal with the management of patient health information and electronic health records. This means that these workflows can be effectively automated, which can improve efficiency, and even increase the amount of revenue a healthcare provider brings in.

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6 Benefits of Healthcare Workflow Automation

Workflow automation tools provide a wide range of benefits. Tools like Comindware’s workflow automation software can increase the efficiency and flexibility of your healthcare operations. Let’s take a look at six of the biggest benefits.

  1. Improved Patient Communication

Automating elements of healthcare such as setting appointments, sending reminders, and automating prescription refills help keep the patient current and on their health journey. Reminders are known to reduce the number of missed appointments and also helps to make sure that patients use proper medication practices.

The ability to improve communications without the need for actual people making phone calls is a great benefit for healthcare institutions.

  1. Better Patient Outcomes

Automating many elements of patient records will help keep these records current with the patient’s latest health information. This can include things like automatically uploading test results, which get to the doctor faster, so they can make faster and more informed decisions.

Pathway can integrate seamlessly into these workflows, providing clinicians with quick access to relevant guidelines and algorithms, further enhancing patient care.

There is analytics that comes with automation software that can be useful at identifying patients that may not be following their health guidance so that the doctor knows who may need additional services.

  1. Easier Scheduling

Using software that automates appointments and keeps schedules current will help ensure that there are fewer scheduling conflicts. With the ability to automate reminders, staff responsible for scheduling have to make fewer calls while still ensuring that patients get much-needed appointment reminders.

  1. Reduce Billing Errors

Automation can increase the speed at which payments can be collected. Software that provides reminders to patients that bills are due saves the staff time that would otherwise be spent making these reminders calls or messages. There are ways to help group patient billing to help reduce discrepancies like overcharging or undercharging for services. From the healthcare business’s viewpoint, workflow automation systems can also offer significant benefits. A quick glance at the revenue cycle management definition shows that automation is essential to streamline the entire financial process and track patient care episodes. Besides saving time and boosting the patient experience, these systems are necessary to ensure that your healthcare business remains financially stable and hit its triple bottom line.

  1. Ability to Verify Insurance

Automating your healthcare processes can also help improve the ability to verify patients’ insurance information and correctly determine their copay so it can be collected at the time of service.

Health Insurance Claim Processing

  1. Automate Coding and More

Automatic coding will help improve the efficiency by which claims can be made to insurance companies and payments rendered. Having the proper codes will reduce the issues with being denied payment, verifications, and can actually reduce the amount of time from bill to payment, which reduces the lifecycle of a bill.

Billing submissions that are automated also ensure that the process starts immediately and improves the ability of the healthcare provider to collect on services rendered.

In Closing

The field of healthcare is rapidly digitizing and the implementation of automation software can further help improve the efficiency with which a healthcare institution operates, and can also improve patient outcomes and experience as well.

Workflow automation software can greatly improve patient communication and health outcomes. The ability to automate reminders to patients about upcoming appointments and medication refill reminders help reduce the number of missed appointments and improves the patient’s following of prescription practices.

This software can help healthcare institutions to deal with fewer scheduling conflicts without the input of front office staff.

Automation can also help to reduce billing errors. It can help to verify insurance so proper copies can be collected immediately. It can also help ensure that insurance companies are provided with accurate information for quicker resolution of bills.

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Helena Haidu is an Online Marketing Manager at CMWlab. and a passionate advocate for empowering executive managers onward to workflow automation and running their businesses efficiently.

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How to Automate Document Approval Workflow https://www.cmwlab.com/blog/automate-document-approval-workflow/ https://www.cmwlab.com/blog/automate-document-approval-workflow/#respond Tue, 13 Apr 2021 14:55:54 +0000 https://blog.comindware.com/?p=5427 Most companies have an approval process that must be undertaken before new projects or processes can be developed or unveiled. This is to help ensure that all projects follow the appropriate process and that all aspects are approved by the appropriate parties before they begin. What’s Involved in the Approval Process? The short answer to […]

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Most companies have an approval process that must be undertaken before new projects or processes can be developed or unveiled. This is to help ensure that all projects follow the appropriate process and that all aspects are approved by the appropriate parties before they begin.

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What’s Involved in the Approval Process?

The short answer to this is it depends. Companies go about formalizing and approving projects in different ways. It could be as simple as defining the process and the steps that need to be completed. This is the initial steps in most new projects and with automation software, this aspect can be more streamlined and efficient, allowing new projects and programs to be implemented in a timely fashion.

Process typically goes through a number of steps for approval, all of which can benefit from automation, which we will touch on later. The first step of the process is usually the submission of a project for approval.

Next, people will need to be assigned to the potential project to look into whether it meets the standards for approval. Each person who is assigned to the approval process should be given an appropriate level of permissions and timeframes should be used to ensure that the process can continue in a timely manner.

Automating the Approval Process

Just like workflow management, approval process can also be automated which reduces the amount of human input required to keep this process going and increases the efficiency by which processes can be approved and started. It can also help reduce the likelihood of error and create a documented set of steps that must be followed for any project to obtain approval.

There are many software tools designed to help automate and better streamline the approval process that can be used as standalone software or integrated into other software suites. Popular suites include SharePoint and Microsoft Flow, but there are a great many options available to choose from.

This software allows you to create clear, well-defined steps that make the process concise, easy to understand, and consistent. Many of the suites also include templates, which save you time in creating new workflows.

When looking for the best approval automation software, it can help to look for options that allow for customization. This will let you build your workflow specifically to meet your needs and gives you the ability to update or change elements if necessary.

Document Approval Design document approval request form easily and add necessary fields with drag and drop simplicity, with no need to stop your automated approval process.
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If you have a lot of remote workers or people who do a lot of traveling, it may be helpful to look for a workflow management software that has mobile features that allow people to use the software from their mobile device, whether they are in the office or on-the-go. This is why so many people love cloud-based solutions as it gives relevant users access to the software, regardless of whether they are in the office or not.

Some software features signature collection features, which can make it easier and less time consuming to gather the appropriate signatures need to fully approve a new process or project. This can make it easier to verify and get a project approved, even if the party that needs to approve the project isn’t in the office at the time.

Many suites of software will also allow for easy editing and the ability to solicit feedback. Users of these systems will have different experiences and their feedback can be used to better streamline and create a system that is accurate, efficient, and follows all the necessary steps needed for process approval.

In Closing

Document approval is just one of the many things that need to be approved before they can be acted upon and while this is an incredibly important step, it can be time-consuming and tedious. With automation software, you can easily define and set up steps to getting document approval without the need for regular input by many different parties. Automation software allows you to use templates to create a well-defined set of steps that need to be undertaken in order for a document or a process to receive approval.

There are a wide range of software options that will allow you to create a customizable and easily edited process for approval. If you have a lot of remote employees, you may wish to choose a cloud-based solution that has mobile features which allow users to access the system on the go. Software systems that allow for customization, easy editing, and user feedback are flexible to the changing needs of a company, whether large or small.

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Helena Haidu is an Online Marketing Manager at CMWlab. and a passionate advocate for empowering executive managers onward to workflow automation and running their businesses efficiently.

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Top 5 Leave Management Best Practices to Up Your Game https://www.cmwlab.com/blog/top-5-leave-management-best-practices-game/ https://www.cmwlab.com/blog/top-5-leave-management-best-practices-game/#respond Fri, 25 Dec 2020 12:31:24 +0000 https://blog.comindware.com/?p=5297 One key part of employee dissatisfaction is using old techniques that waste time and money, leaving more work for employees than is necessary to deal with a given process. This is still often especially true when it comes to leave management. Leave management simply refers to the management of employee leave, whether it is sick […]

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One key part of employee dissatisfaction is using old techniques that waste time and money, leaving more work for employees than is necessary to deal with a given process. This is still often especially true when it comes to leave management.

Leave management simply refers to the management of employee leave, whether it is sick leave, vacation time, or some other form of leave. Outmoded tools mean this process takes way more time and effort than is necessary, especially when there are so many great automation tools that take all the frustration and guesswork out of the process.

Paper trails, bad data, and the like make this process way more frustrating than it needs to be. Timesheets, emails, phone calls, it can get out of hand pretty quickly. Managing employees’ time off doesn’t need to be this frustrating and complicated endeavor and with workflow management software by Comindware leave management has never been easier or less frustrating.

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Five Common Problems and How Automation Can Improve the Process

Human resources departments are tasked with managing a lot of different activities and functions, so software that can make their job easier not only helps to improve employee satisfaction, it increases efficiency and reduces lag time and errors.

1) Who is off and when?

Especially when it comes to team projects, there being darkness surrounding when and how long an employee may be off work for vacation, sick leave, or otherwise can put a damper and halt on a project in progress. Finding out that people on your team will be gone for “x” amount of time, smack dab in the middle of an important project is incredibly irritating.

With leave management software, this information will be easily accessible for all employees and the software helps take into account important or timely tasks that may coincide with the time an employee wanted off.

2) How long do I have to wait to get approval?

HR staff is notoriously overworked and everyone has different ways of email inbox management. There isn’t much more irritating to employees than sending out a request for time off and then waiting, and waiting, and waiting, for the HR person in charge to get around to responding to an email or phone call

With leave management software, this process is automated. There is no middle man. Multiple people requesting the same day off will be readily apparent and scheduling gaps and issues are less likely to occur. So not only do employees not have to wait forever, but there are fewer issues of too many people being off at the same time.

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3) How much time do I have off?

HR professionals answer this question far more often than they would like to. It is redundant and repetitive and takes time out of their day to provide this basic information. Leave management software makes all that information easily accessible to the necessary parties.

4) What happened to all my leave?

One issue that employees often face is not knowing that they are requesting more leave than they have available to them which can cause them to go without pay or be denied for time off because they simply don’t have enough for their vocation/sick leave request. With leave automation software, this information is easily accessible and allows the employee to manage their own time off.

5) Why does it say I took a day off when I didn’t?

Sometimes the unexpected happens and people have to take a day off without planning to do so. This can lead to confusion as to the number of days off an employee still has. Further, issues can come up with an employee who may dispute that they took a given day off. This can all be easily dealt with leave management software where everything will automatically be documented and available for the respective parties to see and use.

Human resource professionals have to wear so many different proverbial hats that it is easy to see why it is such an overwhelming job that many can get burnt out on. With automation software like leave management software, some of these processes can be made much easier. For example, Comindware Tracker allows for automatic requests and approval for time off. It makes it easy for both human resources and employees to check their time balances and what has been taken already. This reduces confusion, streamlines the process of requesting and getting time off, and more.

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Helena Haidu is an Online Marketing Manager at CMWlab. and a passionate advocate for empowering executive managers onward to workflow automation and running their businesses efficiently.

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