What is Business Process Automation?
Business automation is a form of digital transformation. This can be moving data between your systems automatically in a time-sensitive way. It is also automating how you send information between you and your customers, or perhaps controlling and validating data being entered into your systems in a workflow-orientated fashion.
In summary, business automation is all about creating consistency in how you operate. Every company has a need to automate some or many of their operational tasks, which makes business automation a critical technology as part of your digital transformation strategy. Fact!
What can be Automated?
Most companies begin their business automation journey with replacing repetitive tasks that typically take considerable time for people to complete.
- Automating the creation and distribution of reports, that would otherwise take many hours to manually collate.
- Adding and updating customer and supplier records across multiple systems when changes happen, removing the need for people to remember to do this.
- Appending new information to records across multiple systems, ensuring all information is current and correct, saving people time and effort in managing this.
- Adding website enquiries into CRM and allocating these to the right salespeople to action, ensuring valuable leads are processed and dealt with immediately.
- Creating sales orders and invoices in the finance system from confirmed quotations in CRM, completely removing duplication in effort and greatly reducing data input errors.
- Processing e-commerce website orders into the finance system whilst updating CRM accordingly, removing any manual effort required to do this.
- Sending payment receipt notification emails to customers, enhancing the customer’s experience, as no one has the time to do this!
The examples above demonstrate how business automation software can be used for reporting, systems integration, data validation/transformation, notifications, and automated communications with people involved in your business. We refer to these automations as “tasks”; each one being a workflow of events and actions for the software to carry out.
Example of Business Automation in Action
Companies evolve their digital transformation journey by joining repetitive tasks together to automate entire processes. In the example below, we see how business automation software can replace the manual work involved in receiving, processing, and monitoring sales enquiries.
The software completes tasks reliably, ensuring the company operates in a consistent, repeatable and efficient way. This helps people to work according to processes (not habit) and removes the wasted time in carrying out activities now being completed by the software.
Taking away mundane repetitive tasks from people also creates a happier workforce. The company can now focus on managing enquiries, maximising the return on investment involved in generating sales leads, and achieving better profitability.