The Ultimate Guide to Process Automation
What is process automation?
Process automation is the use of technology to automate business processes to sequentially transition from one task to the next with minimal human intervention. It finds global application across functions and organizations.
Given how rapidly customer demands are growing, it is critical to automate processes in order to stay relevant and profitable.
What are the steps involved in process automation?
If you’re considering process automation to enhance business operations, here are the typical steps to follow.
Understand historical data:
Start by identifying processes that need automation. Once you know what you wish to automate, you can delve into past performance. Seek to understand who are the stakeholders, what efficiency levels have been in the past, what are some common bottlenecks and errors encountered, what is the scope of improvement, and so on.
Define automation goals:
Once you have a solid understanding of the process, you are in a good position to begin defining goals for automation. In the absence of well-defined goals, process automation will lack direction and become a waste of time and resources.
Identify the right solution:
The right business process management solution is critical to automating processes. As the cliché goes, it can make or break the entire effort. Align your choices to your organization’s automation requirements.
Map out the process:
Process mapping or visual representation of the process is key to bringing clarity and transparency to the workflow. Every task, performer, and timeline needs to be included.
Incorporate needs of the team:
Tailor data to the end users’ requirements rather than bombarding them with irrelevant information. Identify key players and ensure that their automation needs are being addressed.
Identify relevant key performance indicators (KPIs) to measure progress of processes. The chosen KPIs must be aligned to the goals defined in the beginning.
Test the automation:
Before rolling out the automation, test run it to check for loopholes and errors. Record small details that go awry and make the necessary changes.
Go live and monitor process:
Take the automation live. Customize your dashboard to monitor progress in real-time.
A key facilitator of process enhancement is documentation. Ensure that every single detail in the process automation exercise is recorded for future reference and analysis.
Why you should automate your business processes?
Process automation enhances operations, finances, and stakeholder satisfaction. Some of the many compelling reasons to automate business processes include
- Standardized and streamlined processes
- Greater time and cost savings
- Better allocation of resources
- Improved customer experience
- Improved compliance to regulations and standards
- Higher employee satisfaction
- Improved visibility into process performance
Business Process Automation (BPA) Use-Cases
Business process automation is used as workflow logistics for various process across divisions within an organization such as human resource, sales, finance, management, operations, IT, etc. It has removed the hassles of manually processing tasks that typically lead to unnecessary delays and inevitable human errors.
Business process automation (BPA) is often applied to organizational tasks that are repetitive in nature and doesn’t require human intervention to a deep level. Take employee onboarding as an example. It can be a daunting task for an HR personnel of a hiring organization, especially if physical paperwork is involved. The HR person may have multiple onboardings going on at the same time and struggle with coordinating with separate departments.
Business process automation software can easily overcome these challenges and streamline the whole process with little to no room for errors. The organisation should first set up a conducive environment to apply automation into the process, like keeping the new joinee’s digital files and personal information in the same place so they do not need to be redone for every department. An automated process will ensure candidates get the appropriate technology, are added as users to important software, have their workstation setup, and give important contact information, all before the joinee arrives on the first day. Different people are notified automatically when they need to act on a certain task.
A host of other departments can adopt business process automation to their process to ease process cycles that are complicated in nature. Automating business processes can speed up services, improve inventory management, manage invoice orders, and keep a tab on supply-chain management.
Must-have features in process automation software
The success of process automation effort hinges on the right BPA software. Here are some important features you need to look out for when considering your options.
- No-code, intuitive interface
- Process flexibility and ease of adding parallel branches
- Visual dashboards with SLA status indicators
- In-depth reporting and analytics capability
- Easy integration with existing applications in use
- Role-based access control
- Cloud-based hosting
- Customizable notifications
The perfect BPM solution
If you’re considering BPM software, Kissflow can fulfill your process automation needs efficiently. Workflows, no matter how complex, can be automated in a matter of 15 minutes. Kissflow provides valuable insights into processes with powerful analytics and reporting. It also scales effortlessly along with your business.
Sign up for a customizable demo today and enhance your process performance.
Streamline your business processes with
Kissflow Digital Workplace.
You May Also Like,
- 10 Steps to a Successful Business Process Documentation With Example
- The Keys to Achieve Operational Excellence Through Process Optimization
- BPM Systems - The Best one MUST (will) have these 10 features
- How To Make Simple & Effective Business Process.
- What is BPMS? How Can It Help Your Organization?
- Digital Process Automation: Everything You Need to Know
- The Definitive Guide to Approval Processes
- Do You Really Need Process Documentation?
A Roadmap to Implement Business Process Automation Software
Business process automation today is a necessity rather than a novelty. Driving business to greater...
A Primer for Finding the Perfect BPA Tool for Your Organization
Running a business without process automation is like driving a snazzy Lamborghini on a road...
5 Problems Business Process Automation Can Solve
Business Process Automation (BPA) helps streamline your business and achieve digital transformation by automating manual...
How a BPA Platform Can Dramatically Streamline Your Organization’s Workload
As the modern business environment becomes more advanced, it seems like there are a million...
The Complete Guide to Business Process Automation (Bonus: Automate your Business Processes in 15 minutes)
According to a report titled The Sorry State of Digital Transformation in 2018 by Forrester,...
7 Reasons to Get Into Cloud-Based Business Process Automation
The rationale behind implementing business process automation in your organization was primarily to simplify and...
Making the Best of Business Process Automation Solutions
Business process automation solutions promise to make your business a much simpler, convenient, and efficient...
5 Incredible Hacks to Streamline Business Process Automation
Efficiency, agility, customer satisfaction, reduced operational costs…the list goes on. When you streamline business processes,...
The Top 7 Focus Areas in SMB Business Process Automation
When you put the power of business process automation into the hands of doers and...
Can IT Even Be Automated? 5 Reasons to Say Yes
If you suggest that the IT department think about automating some of its processes, you...
5 Key Financial Processes You Should Have Automated Yesterday
If you’re still managing your finance department the old-fashioned, manual way, then you’re way behind...
Plan the Perfect Automated Business Process With These 5 Tips
When it comes to automating the manual processes in your business, picking out the right...
4 Business Process Automation Solutions Myths Dispelled
When the people in your company hear the term business automation, what do they think?...
Maxing Out A Complete Process Automation with Enjoy Fitness
Some companies use KiSSFLOW for very simple workflows. Purchase approvals, visitor approvals, and leave requests...
Lumiere Business Solutions: Streamlining & Automating Processes
Lumière Business Solutions is a research and consulting firm that provides marketing research solutions to...
Process Automation Stirring Up A Revolution In Kaohsiung American School
Kaohsiung American School [KAS] is an international school located in the South of Taiwan. The...
Beaverton Foursquare Church – Automating Process To Serve Better
Running a church takes as much of an effort, if not more, as it takes...
US Coast Guard Auxiliary – Awarding Achievers
United States Coast Guard Auxiliary (CGAUX) is a volunteer organisation administered by the U.S. Department...