How to Decide What to Automate and How to Do It

Business Process Automation (BPA) also known as Business Process Outsourcing makes use of technology to automate processes that otherwise require manual labor and are prone to errors. This allows employees to work more efficiently and improve customer service.

However, before deciding what to automate and how to go about it, businesses must first assess their organization’s capability to alter their daily workflows. They must also determine the processes that have the highest potential for cost-savings and other operational improvements. During this phase teams must engage with leaders and employees impacted by the BPA project to ensure that they are able to clearly communicate the benefits and address concerns.

Once a team decides what they want to automate, they have to choose the right tools achieve it. A good data room solutions tailor-made for various industries option is low-code automation software that lets business teams use a visual interface to develop, modify and monitor their own automated processes without the need for a ticketing system and IT support. Examples include Blue Prism, UiPath and others.

Process discovery and identification: Analyzing existing processes is essential before automatizing business processes, so it’s important that key people participate in brainstorming and workshops. These sessions can help you to gain an understanding knowledge of each step and identify areas for improvement.

Once you have identified the areas where automation of business processes could be beneficial, you can start creating and testing a technological solution. Once the system is set to go, you will have to educate employees on the new processes and then implement the well-tested system.