Stop Automating Broken Processes: The Next Era of Business Workflow Automation
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This article is part of CIOReview's Innovation Insights series featuring expert contributions nominated by our subscribers and reviewed by our editorial team.

Stop Automating Broken Processes: The Next Era of Business Workflow Automation

Martin J. Herbert IV, President/CEO, Herbert Insights & Innovations

Workflow Transformation Visionary

Editor’s Note: Organizations pursuing workflow automation must first challenge outdated processes instead of allowing technology to reinforce existing inefficiencies. This perspective offers enterprise decision-makers a practical framework for redesigning work around business outcomes, ensuring automation delivers resilience, measurable value and lasting operational improvement rather than simply increasing speed.

Organizations are under enormous pressure to automate. Artificial intelligence, low-code platforms, robotic process automation and increasingly capable enterprise systems promise faster decisions, lower costs and fewer manual tasks. But there is a problem: technology can accelerate a process without improving it.

When an organization automates a process that contains unnecessary approvals, unclear ownership, inconsistent policies or years of accumulated workarounds, it does not achieve transformation. It simply makes the dysfunction move faster. The next era of business workflow automation must therefore begin with a different question. Instead of asking, “What can we automate?” leaders should ask, “How should this work?”

Beyond Digital Forms and Electronic Approvals

The first generation of workflow automation helped organizations replace paper forms, shared spreadsheets, inbox-based approvals and manual status tracking. These improvements created meaningful efficiencies and gave leaders better visibility into work.

However, many implementations stopped at digitization. The paper form became an online form. The email approval became a button. The same delays, redundancies and unclear decision points remained beneath a cleaner interface.

True workflow transformation requires organizations to examine the process before configuring the technology. Which steps create value? Which controls are required? Where are decisions being repeated? What information does an approver actually need? When should an exception be routed to a person rather than handled automatically?

Process improvement and workflow automation should not be separate activities. The process should be improved, implemented, measured and continuously refined as one connected discipline.

AI Still Needs a Workflow

Artificial intelligence is rapidly expanding what workflow solutions can accomplish. AI can extract information from documents, classify requests, summarize cases, identify anomalies, recommend actions and help users navigate complex policies. But AI does not eliminate the need for process discipline. In fact, AI makes process discipline more important.

 

  ​When organizations automate broken processes, they simply make the dysfunction move faster.   

 

AI can recommend the next action. Workflow determines whether that action should occur, who must approve it, what policy governs the decision and how the organization proves that the matter was handled correctly.

Without that structure, AI may produce activity without accountability. In regulated, financial, governmental, healthcare and other high-consequence environments, a plausible answer is not enough. Organizations need traceability, decision authority, human review and a reliable record of what occurred.

The future is therefore not AI replacing workflow. Instead, the future should be AI operating within well-designed workflows that provide context, controls and appropriate human oversight.

Automate the Routine, Elevate the Human

Successful automation is not measured solely by how many people can be removed from a process. It should be measured by how effectively human attention is redirected. Technology is exceptionally good at routing work, validating information, tracking deadlines, issuing notifications, collecting evidence and executing repeatable rules. People remain essential when a situation requires judgment, empathy, negotiation, creativity, ethical consideration or acceptance of risk.

Human-centered automation removes administrative hang-ups so that people can concentrate on the decisions and interactions where they provide the greatest value. That distinction will become increasingly important as organizations confront the temptation to automate every available task simply because the technology permits it.

Start with One Meaningful Workflow

Another common mistake is attempting to transform the entire enterprise at once. Large automation roadmaps may look impressive, but they can delay visible results and increase organizational resistance. A more effective approach is to begin with one meaningful workflow that has a clear owner, measurable pain, manageable scope and sufficient importance to demonstrate value.

The objective is to establish a repeatable model for discovering, improving, configuring, deploying and measuring future workflows, not just launching a form. Once employees see a process become easier, faster and more transparent, automation stops feeling like a top-down, management-driven technology decree. Now, automation actually begins to feel more like a practical way to improve how work gets done.

From Workflow Automation to Operational Intelligence

The greatest future opportunity may be what workflow reveals after implementation.

A well-designed workflow creates structured information about how an organization actually works or doesn’t work as the case may be. It shows where work slows down, which exceptions occur repeatedly, where approvals accumulate, which policies create confusion and which decisions may be ready for further standardization.

Workflow automation can become more than a mechanism for moving tasks. It can become an operational intelligence layer connecting people, policies, data, enterprise systems and even AI.

The organizations that gain the most from this evolution will not be those that automate the greatest number of tasks. They will be those that improve the work first and then use technology to make the better way of working consistent, measurable and sustainable.

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The articles from these contributors are based on their personal expertise and viewpoints, and do not necessarily reflect the opinions of their employers or affiliated organizations.