How Workflow Automation Makes IT System Setup Easier

Rare is the employee who never uses any IT equipment. From the front desk receptionist to the engineers to the graphic designers, just about everyone uses IT equipment in their everyday work tasks. When IT system setup is consistent and made into a logical workflow, getting employees outfitted with the IT tools they need is fast, simple, and doesn’t require a lot of resources.

IT system setup

IT system setup can be made into a logical workflow for end-users.

Furthermore, IT system setup can be designed so that as soon as a user sets up a piece of equipment, the company’s asset management program records it. That way, the piece of equipment is accounted for as having been taken out of inventory so that status of individual pieces of IT equipment are always up to date. Here’s how workflow automation makes IT system setup easier.

Ensuring Each Employee Gets The Equipment He or She Needs

Your company may assign a specific configuration of IT equipment based on a new hire’s job title. When you do this, you can set up an automated workflow for that configuration that steps the user through the process of IT system setup, ensuring it can be used for all the purposes for which it’s intended. The workflow can be designed to have setup tests at various points so the user knows that his or her IT system is working as expected. For example, once the user configures the system to access a network printer, he or she can print out a test page to ensure the setup is correct.

Step Employees Through the Setup Process

Not all IT system setup processes have to be handled by an IT professional. Many employees can handle setting up a laptop or desktop computer and accessing the company network if a workflow is created to step them through it. A physical note on the equipment itself can tell the user what the first step is, like plugging in the computer, turning it on, and typing a specific web address into the browser bar. Along the way, each instruction screen can provide information on what the user should do if a setup step does not go as planned. When setup is complete, HR, the employee’s supervisor, and any other relevant personnel can be notified.

Employees Can Complete Initial Training During IT System Setup

IT system setup

The IT system setup process can even incorporate basic company training modules.

IT system setup may include some preliminary training as well, like how to access and fill in a timecard, how to request building maintenance, or how to log completion of certain tasks. This can get new employees up to speed quickly and lets your company use its formal training for more in-depth learning. You can also allow your IT system setup procedure to allow the user access to resources for completing the onboarding process. For example, you could provide a link to HR that allows the user to check that all necessary on-boarding procedures have been completed.

Post-Setup Survey Can Fix Problems Quickly

At the end of an IT system setup process, you can provide a quick survey to query the user on how easy the setup process was, whether any problems were encountered, and whether he or she was able to solve those problems. The results of these surveys can help the IT and HR departments identify areas where the IT system setup process can be improved. If an employee is unable to complete IT system setup, each page in the process should offer information on who to contact and how to do so in order to get extra help.

Workflow Automation Makes the Process Far More Efficient

IT system setup is one of countless processes that can be made better with workflow automation. You can probably think of a dozen such processes for your own organization. Workflow automation can be used not only for IT system setup, but also for filling out forms, signing up for training, requesting building maintenance, or ordering office supplies. The only limits are your imagination. And with PerfectForms, the process is simple even for the non-programmer, allowing construction of electronic forms and workflows through an intuitive drag-and-drop interface. We encourage you to contact us here at PerfectForms if you’d like to learn more. We would be more than happy to answer all your questions.

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