How to Decide What to Automate and How to Do It

Business Process Automation (BPA) uses technology to hand off tasks that would require manual effort and are susceptible to error. This allows employees to focus on more productive tasks and improve customer service.

Before deciding which processes to automate, and how, businesses need to understand their readiness to modify their daily workflows. They should also be able to identify the processes that have the most potential for cost savings and other operational improvements. During this time, teams will need to interact with employees and leaders affected by the BPA project to ensure they are able to clearly communicate the benefits and address any concerns.

Once a team has determined the things to automate, they must choose the right tools to achieve it. One option is low-code automation software that enables business teams to use a visual interface to build, modify, and monitor their own automated processes without the necessity of a ticketing system and IT support. Examples include Blue Prism, UiPath and other options.

Process discovery and identification. Analyzing the current processes is vital prior to adopting business automation. Therefore, it’s crucial that all employees take part in workshops and brainstorming session. These sessions allow you to gain an understanding knowledge of each step and identify areas for improvement.

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

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