There are huge benefits to be gained by implementing SharePoint Workflow and automation. But to ensure you benefit from them, you need to make sure you've established a fully-baked plane before you dive headfirst into architecting and building out your workflow. Take a step back and ask yourself and your team “what do we truly want to accomplish?” and “what do we hope to gain?” These questions will put you in the right mindset to begin each of these major steps:
Microsoft Office is a staple for many organizations around the world. People use it every day to create documents, spreadsheets and presentations and to manage their email. I am sure there are things you can think of that you would love to be able to do directly in an office application that can't be done now. Maybe you would like to automatically add content to an email based on content from another system. Maybe you would like to see information from your CRM system about the individual who sent you an email. Or maybe you would like to automatically add html content to an Excel, PowerPoint or Word document. All of these things can be achieved with Microsoft Office add-ins.
Over the years, there has been a misconception of what SharePoint is and how businesses can leverage the technology. Most Companies in the past hear the word SharePoint and immediately think file storage which turns into a document dumping ground. SharePoint is so much more than a place to store your documents, it’s a platform that allows you to build and style sites that are user friendly.