How to Hire a Digital Workflow Consultant Blog Feature

By: Le'Mina McNair on December 16th, 2021

How to Hire a Digital Workflow Consultant

Whether your organization is a well-oiled machine or is experiencing some operational challenges, a workflow consultant can be a major asset. With the ability to analyze your operations and advise on improvements, a workflow consultant or workflow consulting group will provide the tools to bring your operations from good to great. How can your organization specifically benefit from a workflow consultant, and how do you choose the right one? Let's explore what a workflow consultant is, how they can improve your business operations, and what to look for when investigating workflow consulting groups.

What is a Workflow Consultant?

A workflow consultant is a professional or group of professionals who are trained to advise businesses on how to improve their operations and processes. This individual or team of individuals will observe and understand your current businesses practices and goals and compile all collected data about your company operations. Based on their expertise on the most efficient and streamlined workflow practices, they'll recommend adjustments to your operations to optimize efficiency and growth.

How Can You Benefit From a Workflow Consultant?

There are a plethora of ways in which a workflow consultant can improve your business processes. Let's explore some of the most important ones.

Current workflow improvement

One of the clearest and most significant ways that a workflow consultant can improve your company processes is to enhance your existing workflows. Rather than tearing up your workflows and starting from scratch, which can be more difficult for both the consultants and your organization, a workflow consultant can examine your current workflow operations and hone in on the ways they can be streamlined for efficiency and productivity. These adjustments to your existing workflow could include recommendations such as using a more integrated project management system to save time and money, implementing a safe file sharing checklist to ensure company and client data is secure, or automating certain tasks to provide your team with greater bandwidth.

Facility changes

An excellent reason to bring in a workflow consultant is when undergoing some form of facility change. This can include opening a new facility, consolidating facilities, or expanding facilities due to a merger or acquisition. A workflow consultant will help refine and integrate operations for consistency across all physical and remote locations.

Transition or integrate automation

Workflow automation can drastically improve operations throughout any organization. If your company already utilizes a workflow automation system, you may be able to select a different system that better suits your business needs. If your organization does not already have workflow automation in place, a workflow consultant can help. Your consultant will work with your team to select the right workflow automation system and integrate it seamlessly with your operations.

Finding the Right Workflow Consultant

There are a number of important characteristics to look for when investigating workflow consultants, but there are a crucial few to consider at the top of the list.

Industry specialty

Ask yourself, "Does this consultant specialize in workflow operations unique to my industry?" Many businesses operate within industries that have incredibly unique processes, so hiring a workflow consultant with experience in your industry can be a major plus.

Automation expertise

With the advancement of automation technology, a wide range of essential yet tedious tasks can now be automated to extend your team's bandwidth for other work. Anything from payroll to project management to email campaigns can be automated, allowing staff to spend more time on the work they do best.

Workflow automation is an incredibly important element of workflow improvement, but it's also a relatively new area of expertise. Working with a consultant with workflow automation experience will ensure that their skills are up-to-date and can take your operations to the next level.

Maintenance availability

Some, but not all, workflow consulting groups will remain available to you after the implementation and launch of new processes or automation systems. With the addition of new team members and processes, workflows can frequently change, which is why a workflow consultant with ongoing maintenance capabilities can be a major advantage. After initial implementation, these consultants or consulting groups will be available to your company to provide follow-up analyses, adjustments, and reevaluations.

Get Started with IO Integration

A workflow consultant can be a major asset to any organization, whether they are going through a transition or are already a well-oiled machine. Selecting the right workflow consultant for your unique organization, however, can be challenging. To learn more about workflow consulting for your company, speak to an expert at IO Integration.