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 vulnerable to error. This allows employees to work more efficiently and enhance customer service.

Before deciding which processes to automate, and how, businesses 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. In this phase, teams will need to communicate with leaders and employees affected by the BPA to ensure that they clearly communicate benefits and address concerns.

When a team has decided the things they would like to automate, they have to choose the right tools to accomplish it. One option is a low-code automation program that lets business teams make use of a user-friendly interface to develop, modify and monitor their own automated processes without the requirement for a ticketing system and IT support. Some of the citrix sharefile trial functions most popular examples are Blue Prism and UiPath.

Process discovery and identification. Analyzing current processes is vital prior to implementing business automation. It is therefore essential that key people take part in workshops and brainstorming session. These sessions will assist you in getting a better understanding of each step and pinpoint areas in need of improvement.

After you’ve identified areas where business process automation could be beneficial, you can start creating and testing a technological solution. When the system is ready to go live, you’ll need to instruct employees on the new procedures and then deploy the tested system.