How to Decide What to Automate and How to Do It

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Business Process Automation (BPA) uses technology to outsource tasks that require manual effort and are more prone to errors. This allows employees to focus on more productive tasks and improve customer service.

Before deciding on which processes to automate, and how, organizations need be aware of their capacity to adapt their workflows daily. They should also identify the processes that have the greatest potential to save money and also other operational improvements. During this phase teams will need to communicate with leaders and employees affected by the BPA to ensure that they can clearly communicate benefits and address any concerns.

Once a team has determined the tasks to automate, it must choose the right tools to make it happen. Low-code automation software is a good choice. It lets business teams use an intuitive interface to design the automated processes, alter them and monitor their processes without needing IT support or a ticketing system. Popular examples include Blue Prism and UiPath.

Process discovery and identification: Examining existing processes is vital prior to making the switch to automation of business processes, so it’s important that the key personnel participate in brainstorming and workshops. These sessions will help you gain a greater understanding of each step, and pinpoint areas that require improvement.

Once you have identified the areas where business process automation could be beneficial, you can begin creating and testing a technological solution. When it’s time to go live it’s time to train your employees on the new procedures and then implement the thoroughly tested system.