How to Decide What to Automate and How to Do It

Business Process Automation (BPA) uses technology to hand off tasks that require manual effort and are prone to error. This allows employees to perform more efficient work and enhance customer service.

However, before deciding on what to automate and how to go about it, organizations need to be aware of their ability to adapt routines. They also need to identify the processes that have the highest potential for cost savings and other operational improvements. During this phase teams must meet with managers and employees who are affected by the BPA project to ensure they are able to clearly communicate the benefits and address concerns.

If a team decides on what it would like to automate, they must choose the right tools to implement it. One option is low-code automation software that allows business teams to use a visual interface to build, modify and monitor their own automated processes without the requirement for a ticketing system and IT support. Examples of this include Blue Prism and UiPath.

Process discovery and identification. Analyzing the current processes is vital prior to implementing business automation. Therefore, it is essential that key people take part in brainstorming sessions and workshops. These sessions can help you gain a greater understanding of each step, and pinpoint areas that require improvement.

Once you’ve identified areas where business process automation could be beneficial, you can start developing and testing a technology solution. Once it’s ready to go live, you’ll need to train your employees on the new procedures and implement the tested system.

have a peek here about The Role of Secure Document Sharing