How to automate business processes

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Automation is part of the Workflow concept, which is aimed at organizing daily work in the company. Specialized software such as IT integrator for business usually offers a clear, structured interface for creation, configuration and control of the entire technological chain. Let's consider specific steps that need to be taken to automate business processes.

Step 1. Determine recurring tasks.

The first stage of the analysis of a company that enters the automation process is the identification of areas with repetitive actions. But how to recognize them and distinguish them from the multitude of daily operations? For this:

  1. Use graphic and visual tools to understand how the company functions. Create a business process map (Business Process Map). This will help to highlight inefficient actions and optimize further steps.
  2. Deep dive into work processes to properly rebuild them in the future.

These methods will help simplify the work process by automating repetitive tasks. It is important to remember that at this stage feedback from employees who are directly involved in business processes is important.

Step 2. Set business goals.

Setting goals is an important step along with defining the key problem. This will help you analyze the overall progress of the company. Long-term goals are easy to set by asking three simple questions:

  1. What is your goal right now?
  2. Will automation help achieve it? If so, how?
  3. How will you track the success of business process automation?

Answers to these questions will not only help to gain clarity regarding the company's priorities, but will also simplify the organization of the automation process itself.

Step 3. Choose the appropriate automation software.

Once you've set your goals, you need to choose the right software and understand how to best use the solution provider's services. However, there are so many tools on the market — cloud software, websites, mobile applications — that choosing the right one for your business becomes a difficult task. Here is a list of what you should pay attention to when choosing:

  1. The software should be simple and easy to use.
  2. It should be flexible.
  3. The software should integrate with already installed tools and work with saved data.

When choosing, it is also worth relying on established goals.

Step 4. Prepare the footage.

Every major change management reform is often met with resistance either because it is considered unnecessary or because it is difficult for employees to adapt to the changes. Therefore, the training of management personnel and real software users will help simplify the automation process. You can conduct trainings and involve employees in regular training in business process management (Business Process Management, BPM).
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