Wworkflows Automation for greater productivity

Digital transformation is advancing at an unstoppable pace, and companies that want to remain competitive need to optimize their internal processes. In this context, workflow automation (also known as workflows) has become an essential tool to increase efficiency and improve the quality of results.

More than a technological trend, automation represents a profound change in the way we work: more agile processes, data-driven decisions and end-to-end connected operations. In this article we explain what workflows are, how they are automated, what benefits they bring and how tools such as ERP RPS Next, INEXION MES/MOM and HubSpot CRM allow you to put this strategy into practice.

Index

1. What is a workflow and why is it important?
2. What it means to automate a workflow
3. Main benefits of business automation
4. How to implement automation step by step
5. Technology solutions to automate processes
6. Real-life use cases in different areas of the company
7. Frequently asked questions

What is a workflow and why is it important?

A workflow is the set of steps, times and decisions that make a process possible in the organisation. It defines who performs each task, when it should be executed and under what conditions. Understanding this path is essential to optimising it.

Visualising it - for example, through diagrams or digital tools - helps to detect inefficiencies, redundancies or tasks that could be automated.

In an industrial company, a workflow can represent everything from production order management to invoice approval, maintenance planning or customer service. Each well-defined step is an opportunity to improve coordination, traceability and overall productivity.

What it means to automate a workflow

Workflow automation is the use of technology to make routine, repetitive or error-prone tasks run automatically, following predefined rules.

This reduces manual intervention, improves data accuracy and frees the team from administrative tasks, concentrating their efforts on higher value activities.

At Overtel, we apply automation as part of a comprehensive digitalisation approach. Through solutions such as ERP RPS Next, MES INEXION and CRM HubSpot, we help companies integrate management, production and communications into a single, fully connected and secure operational ecosystem.

Key benefits of enterprise automation

Automating workflows is an investment with an immediate return. Here are the key benefits:

✔ Time savings and cost reduction.

Manual tasks, such as approvals, notifications or registrations, consume hours every week. Automation makes it possible to reduce management times by up to 40%, eliminating repetition and optimising resources.

✔ Reduced errors and increased reliability.

Automated tasks follow fixed rules, ensuring consistency and accuracy. This reduces human errors in data entry or in the execution of critical processes, such as orders or quality control.

✔ Full visibility and traceability.

An automated flow provides a real-time view of each stage of the process: who is involved, what tasks are pending and what their current status is. With systems such as RPS Next or INEXION, companies can monitor their entire production and administrative chain from a single interface.

Scalability without increasing resources

Automation makes it possible to absorb a greater volume of work without the need to expand equipment. Each optimised process multiplies the organisation's operational capacity without increasing costs.

✔ Adaptability and flexibility in the face of change.

Market conditions, legislation or production models are constantly changing. With automated processes, it is enough to modify parameters or rules in the system, without the need to redesign the entire flow from scratch.

✔ Better customer and employee experience.

An efficient process translates into faster response times, fewer errors and higher satisfaction. Employees gain time to innovate, and customers receive more consistent and predictable service.

How to implement automation step by step

At Overtel, we can help you implement a methodology adapted to make the transition to automation smooth and profitable:

1. Diagnosis of the current flow

We analyse how processes are currently executed, identifying bottlenecks, redundancies and tasks that could be automated.

2. Automated flow design

We define the new operating model: rules, conditions, responsible parties and tools involved (ERP, CRM, MES, etc.). The objective is to design an optimised flow that connects all departments.

3. Technological configuration

We implement the processes on the appropriate platforms. We connect systems such as CRM HubSpot, ERP RPS Next and MES INEXION to work in coordination, exchanging data in real time.

4. Validation and implementation

We test automated flows with real cases, adjust rules and train staff before full deployment.

5. Monitoring and continuous improvement

Automation does not end with implementation. Through indicators and dashboards, we measure efficiency and apply constant improvements based on results.

Technological solutions to automate processes

There is no one-size-fits-all tool. Success depends on a coherent integration between management, production and communication platforms. These are the solutions most commonly used by our customers:

ERP RPS Next

Manages and coordinates business resources (production, finance, purchasing, logistics). Its automation engine allows to launch of automatic tasks, approvals and notifications, ensuring total control and traceability.

MES/MOM INEXION

Supervises plant production execution. Automates data collection, order planning and performance control, eliminating manual tasks and improving operational efficiency.

HubSpot CRM

Automates customer relationships at all stages of the sales cycle. Allows you to create customised workflows for marketing, sales and service, synchronising information with ERP and MES.

Use cases in different areas of the company

Automation can be applied to almost any department. Some practical examples:

• Human Resources: Automation of registrations, approvals, evaluations and document control. Data is integrated directly into the ERP, reducing time and administrative errors.

• Production and logistics: With INEXION MES/MOM, work orders are automatically triggered according to the demand registered in RPS Next. This ensures synchronisation between inventory, manufacturing and deliveries.
• Finance: Automation of approvals, invoice validation and accounting reporting. The automated flow avoids delays and ensures regulatory compliance.
• Marketing and sales: With HubSpot CRM, campaigns, lead tracking and sales activity reminders are automated. The sales team receives updated and prioritised information, which improves conversion and reduces response times.

Workflow automation not only reduces costs but also transforms the company culture, driving collaboration and innovation. With the integration of RPS Next ERP, MES/MOM INEXION and HubSpot CRM, organisations can connect data, people and systems in a seamless, efficient and secure flow.

Contact Overtel and discover how to bring automation to your company to gain agility, productivity and control in every process.

 

Questions about Workflow Automation

What is workflow automation?

It is the automatic execution of steps, tasks, or activities that are followed to complete a business process, according to defined rules.

What benefits does an industrial SME gain from automating?

It reduces time, errors, and costs, while improving traceability and coordination between departments.