The complete guide to automating business processes

business processes According to a report titled “The Sorry National of Digital Alteration in 2018″ by Forrester[1], up to 22% of organizations still lack process excellence and workflow automation. These are crucial aspects of customer satisfaction and sales growth. It would be best to focus on process excellence to have a growing list of satisfied customers. Automating business processes is a direct and effective way to start down this path.

What is Business Process Automation (BPA)?

Business process automation refers to using technology to perform repetitive tasks or processes in an organization where manual effort can be substituted. This is done to minimize costs, increase efficiency and streamline courses.

Business course automation should not be confused with business course management, a broader discipline that involves managing complex processes across the organization using a variety of methodologies.

Business process automation examples

To better understand business process automation, here are some use cases.

1. Employee Onboarding

Although hiring employees may seem simple, it involves multiple tasks. Completing employee information forms, arranging induction events, arranging training, setting up bank accounts, collecting relevant documents and assigning mentors are just a few of the activities involved.

Without automation, the whole process can get pretty messy, resulting in:

  • Endless paperwork
  • miss some homework
  • employee dissatisfaction
  • Low productivity

Applying business process automation to employee onboarding ensures smooth transitions from one task to the next, keeping relevant employees in the loop and providing insight into the status of the process.

2. Orders

Purchase requisitions are recurring processes in greatest organizations. A purchase order is created, and duplicates are sent to the supplier and inventory team if approved. The entreating team fills out a form and sends it to the buying team. The permitting authority then reviews the application and rejects it if there is insufficient information or budget restrictions. It is then directed back to the requesting computer.

Without automation, the following problems could arise:

  • Late approval of the order
  • productivity affected
  • incomplete records
  • order error
  • Error receiving deliveries

Automating business processes can help improve accountability and transparency, enabling an accurate data record that relevant stakeholders can access when needed. Also, all communication related to the process is kept within the workflow for easier and faster execution.

Why should you automate business processes?

Here are some compelling motives to automate your business processes.

A stepping stone to digital transformation

Digital transformation can seem like a lofty and daunting goal for companies not on that journey. Automating business processes can be a stepping stone to adopting this continuous transformation culture. You can start with some processes that need course correction and progress incrementally.

Get more clarity

Automation requires clarity about the process as early as the design phase. If you don’t understand the tasks involved and who is responsible for executing the process, you won’t be able to design and automate the workflow effectively.

In addition, the process mapping can bring clarity to all employees and serve as a training resource. The insights you gain from analyzing an automatic process can demonstrate the gap between your process and how it should be.

streamline processes

One of the great consequences of a process automation scheme is streamline processes. Clear accountability, customizable notifications, valuable visions, and faster response times make it easy to eliminate wasteful activities and focus on improving value-added work.

Get compliance records

In business process automation, every detail of a specific process is recorde. This info can be presente to demonstrate compliance during audits.

Standardize processes

When you automate a business process, you canister expect consistent results every time. Standardization helps position your business as trustworthy, which can help grow your customer base.

Increase customer satisfaction

Customer satisfaction is a key differentiator in the slight industry. When you consistently deliver on promised standards, customers are more likely to develop a preference for your business. Focusing on operational and process excellence helps you exceed customer expectations with ease.

Which business processes should you automate?

Business process automation is not limited to a handful of functions. Factors that may indicate the need for automation include:

  1. The high volume of tasks
  2. Several people are require  to perform the tasks.
  3. time-sensitive nature
  4. Significant impact on other processes and systems
  5. Need for compliance and audit trails

If an activity meets all of the criteria listed above, there’s a good chance you need to automate your business process.

Here are some commonly automate organizational processes to give you a clearer idea.

  • Email and push notifications
  • Technical support
  • Creation of customer case studies.
  • Data aggregation and migration
  • Save and recover
  • Leave requests from employees
  • Receive
  • call centre processes
  • sell orders
  • Time and attendance tracking
  • payroll
  • invoice
  • collections
  • product release
  • leading breed

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