Have workflow builder, will travel.

One of my dad’s favorite series growing up was “Have Gun, Will Travel”. In it, the main character Paladin travels around the old West helping people solve their problems (usually with some sort of shoot out).

Why the reference? Well aside from the convenient tie-in to the first sentence, the premise of ‘one thing to solve many problems’ exists in HGWT just as much as it does with a visual workflow builder.

Too often the SOW work doesn’t accommodate future needs. So what you’re left with is opening another SOW to fix it.

Which brings us to clicks not code

In the staffing world today there are really two options when it comes to creating and enforcing a digital business process.

The first option is going down the typical scope of work (SOW) and custom code path.

The second and more flexible option is leveraging an automation platform to build these processes when you need them.

Why clicks over code

If you’ve ever remodeled or built a new home then you are well-aware how the best-laid plans can go careening off the rails and lead to longer-than-anticipated timelines. It’ frustrating because the power isn’t in your hands, it’s in someone else’s.

The same applies with SOW projects; a great plan is put together, requirements outlined and the work begins. But what happens when things don’t work as intended or changes need to happen mid-way? Again, the power lives with someone else.

Here are some ways that clicks, not code can help you take the power back.

Minutes (not weeks or months) spent launching new automated activities and workflows

SOW projects can have timeframes of weeks or months while using a workflow builder can take minutes.

Workflow builders rely on pre-determined actions to create powerful processes. These actions could include:

  • send an email
  • copy a field to another
  • clear a field
  • set a field value
  • send a text message
  • send a survey
  • add a note to the ATS
  • create a task in the ATS
  • and so on…

These actions, in a few clicks, can be put together to fill gaps that exist or address a new business case. You can view some automations that literally can be turned on in a few clicks here.

Make changes on your own time without the need of a developer

When you build something yourself, you can edit it yourself.

Too often digital development work doesn’t accommodate future needs. So what you’re left with is opening another SOW to fix it…and the cycle continues.

With your own builder, you are in full control and can make changes that better fit your business today (not 2-3 months down the road).

Configure workflows for all of your business cases

SOW projects usually target one pain point. If you’re lucky you’ve thoroughly thought through everything that you need across the business. The reality is that doesn’t usually happen and you’re stuck resorting to more development projects.

One of the best aspects of having your own automation platform is the ability to fill process gaps when you spot them. For example, you may have a great new applicant follow-up process but realize nothing happens to those applicants when the job applied for closes. Well, now you can create that process and launch it in a matter of clicks.

Another scenario is on the sales side of the desk. Commonly prospects or customers can fall into a dead-zone of incommunicado. Automate these gaps and stay ahead of hiring needs or simply ‘touch-base’ every month.

Out of the box options

I touched on this earlier, but out of the box an automation platform that uses clicks not code will come with some pre-built use-cases.

For Herefish, we have ~40 blueprints that cover many core needs that staffing and recruitment firms have. You can find these examples by visiting our automations page, but here are some of my favorites:

  • new applicant follow-up
  • candidate re-engagement
  • GDPR compliance
  • post-interview survey
  • data hygiene (in general)

100% less headaches

Let’s face it, managing a SOW project can be a bane on the client. Sometimes there isn’t a dedicated resource to manage the project and it falls on the shoulders of a go-getting recruiter or salesperson.

Headaches can happen with SOW or automation, but with the latter you have complete control.

When SOW is the right move

I know it may sound like I’m completely opposed to SOW projects but the reality is there are some scenarios where they make sense. We have partnerships with some great systems integrators that from time-to-time need to build something custom for a client.

Here are a couple areas where SOW could make sense:

  • Outlying cases where you’ve exhausted the capabilities of other tech systems
  • Custom visual output on the ATS’ front-end
  • One-off use cases

Using clicks and not code can liberate your staffing firm. As one of our customers put it “it’s like having a swiss army knife” and we couldn’t agree more.