Tips and strategies for successful business process automation

Tips and strategies for successful business process automation

Automation makes use of technology or machines to perform redundant tasks or functions once done by humans thought to be difficult to do.

Today, many industries need to streamline operations and choose the workflows designed to increase efficiency and reduce cost. To help you with your business automation process, WhiteOwl, South Florida’s preferred provider of industry-specific technology solutions by small and medium-sized businesses, have compiled these tips:

Automate when needed

Experts say that 51% of companies use marketing automation and more than 40% plan to adopt the technology. However, that doesn’t mean you should jump on the bandwagon simply because other organizations are doing it. Remember that not all business processes need automation, so think carefully before making a decision. Accounting, customer billing, and inventory management are good areas to automate because they are time-consuming, costly processes that are prone to human error. Once you’ve identified the problem areas, you can easily benefit from automation.

Don’t rush

In their rush to automate to save money, some companies do the exact opposite: they waste precious time and valuable resources. This is due to the mistaken belief that high-end solutions will solve all of their problems, so they try to automate the entire business at once. Unfortunately, it doesn’t work that way. A slow approach is better, cheaper, and a more efficient matter to accomplishing your goals. First, find manual processes that will benefit from automation and improve them with the use of simple tools to make the job faster. Over time, you can upgrade these tools as your company fully embraces automation.

Get rid of repeats

In business, repetitive tasks can wreak havoc on your time and budget. Since most of these are done manually like payroll, expenses, and insurance, they are often full of mistakes because humans are prone to errors. With automation, employees can be more productive since manual labor is reduced. There is less room for error and the results are consistent.

Make a connection

Just as connections are important in networking, it’s essential to create automated connections between different software solutions. For instance, you can create an automated workflow that immediately processes invoices as soon as they're scanned into a document management system. After the document is recognized, it is sent directly to the accounting database for approval. By integrating these two systems, approval processes are streamlined and payment is quicker.

These are just a few examples of how automation can enhance your business. If you want to learn more, be sure to visit WhiteOwl. We are your total technology partner in South Florida when it comes to ERP, CRM, SharePoint, and Managed Cloud Services. Get in touch with us today to harness the power of automation. We’ll guide you every step of the way.


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