How to Decide What to Automate and How to Do It


Business Process Automation (BPA) utilizes technology to delegate tasks that require manual effort and are susceptible to errors. This allows employees to focus on their work and enhance customer service.

But, before deciding what to automate and how to accomplish it, organizations must first understand their organizational ability to adapt routines. In addition, they must determine what processes have the highest possibility of cost reductions and other operational improvements. During this phase teams must communicate with the leaders and employees impacted by the BPA project to ensure they are able to clearly communicate the benefits and address any concerns.

Once a team has determined what it wants to automate and how, it must decide on the appropriate tools to achieve it. A good option is low-code automation software that enables business teams to make use of a visual interface build, 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 making the switch to automation of business processes and automation, which is why it’s crucial that key people participate in brainstorming and workshops. These sessions can aid in gaining a better understanding of each step, and help you identify areas that require improvement.

Once you have identified the areas where business process automation could be beneficial, you can begin prototyping and testing a technological solution. Once the system is ready to go live, you’ll be required to train employees on the new process and deploy the thoroughly-tested system.

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