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How to Decide What to Automate and How to Do It

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Business Process Automation (BPA) also known as Business Process Outsourcing uses technology to automate tasks that otherwise require manual labor and be susceptible to mistakes. This frees employees up to do more productive work and enhance customer service.

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However, prior to deciding what to automate and how to do it, organizations need to understand their organizational capability to alter their routines. Additionally, they need to identify which processes have the most potential for cost savings as well as other operational improvements. During this phase teams must meet with managers and employees affected by the BPA project to ensure that they can clearly explain the benefits and address concerns.

Once a team has decided what it wants to automate and how, it must decide on the appropriate tools to implement it. One option is a low-code automation program that lets business teams use a visual interface to develop, modify and monitor their own automated processes without the requirement for a ticketing system and IT support. Examples include Blue Prism, UiPath and other options.

Process discovery and identification: Analyzing existing processes is vital prior to automatizing business processes It is therefore essential that the right people take part in workshops and brainstorming sessions. These sessions will allow you to gain a greater knowledge of each step, and identify areas of improvement.

After you’ve identified areas where business process automation could be beneficial, you can begin prototyping and testing a technological solution. Once it’s ready to go live you’ll need to educate your employees on the new procedures and implement the tested system.

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