6 Steps to Effective Business Automation

6 Steps to Effective Business Automation

Business process automation (BPA) or simply Business Automation is the use of technology to execute recurring tasks or processes in a business where manual effort can be replaced. It is done to minimize costs, increase efficiency, and streamline processes. Business process automation is the technology-enabled automation of complex business processes. It can streamline a business for simplicity, achieve digital transformation, increase service quality, improve service delivery, among other benefits. It consists of integrating applications, restructuring labor resources and using software applications throughout the organization.

6 Steps to Effective Business Automation

6 Steps to Effective Business Automation

BPAs can be implemented in a number of business areas including marketing, sales and workflow. Implementations of BPA varies but there is an increasing trend towards the use of artificial intelligence technologies that can understand natural language and unstructured data sets, interact with human beings, and adapt to new types of problems without human-guided training. BPA providers tend to focus on different industry sectors but their underlying approach tends to be similar in that they will attempt to provide the shortest route to automation. They also simplify their own interface to the extent that these tools can be used directly by non-technically qualified staff.


Automating your business processes is an excellent way to increase workflow efficiency. It can help your company streamline its communication, enforce accountability, and reduce its overall costs. A common misconception is that only large corporations are able to automate their business processes. This is simply far from being the truth. Organizations of all sizes are able to automate their business processes with a little work, guidance, and by choosing the right technology.


Benefits of Business Automation

Companies have always sought to simplify as much as possible the routine tasks they need to perform with great frequency. Automation is very important for this, and the more automatic the processes, the less the possibility of making mistakes and the greater the professionalism of the company. In the world of today’s business, investing in automation has become a necessity. However, some groups of entrepreneurs are still afraid to use tools that allow this type of work in a business. Often, this fear is the result of ignorance and so in the next few paragraphs, let’s look at the key benefits of business process automation. There are many benefits of Business Automation but here in this article, we will look at a few of them as much as possible.

  • Increase in profitability and cost containment: Every business faces global pressure to increase their profitability. One approach is to reduce costs. Automation is a better and more intelligent approach to cost containment and reduction. The greatest opportunity is to increase service to the customer (end user) while systematically reducing costs.
  • Increased Productivity: The right partnership between man and the machine allows for a greater income in the day-to-day. It also allows for the elimination of excess labor costs, since it is easy to optimize the work of the employees. The correct automation of processes allows a full use of technology to optimize the service provided and the costs of the organization.                         
    6 Steps to Effective Business Automation

    6 Steps to Effective Business Automation

    As an organization’s technology demands grow, productivity becomes a bigger concern. As people use computers more, they place greater demands on the system. For instance, Job scheduling software increases batch throughput by automating the production batch schedule. Once the job schedule is established, the automation software executes the commands precisely and in the correct sequence, eliminating operator errors. Forecasting job completion and being able to perform “what if” analyses of scheduled operations can go a long way to remove much of guesswork from daily tasks.

  • Reduced likelihood of error: The probability of making mistakes decreases dramatically when processes are automated. The operating procedures are well known to the employee and it turns out to be easier for him to perform his job correctly. Consistently executed processes always ensure the best results.
  • Identify sources of waste easily: Beyond better projections of what you’ll sell and what you’ll need to make your products, good BPA will enable you to detect under- or unused resources (e.g., cellphones orphaned by a departing employee). Automation of processes will allow you to identify and repurpose that which has been sitting around in disuse.
  • Make better projections: In an earlier, less technologically-enriched age, projections had to rely on a lot more guesswork. There simply wasn’t enough manpower to track every asset and resource. Now, with proper BPA you have the tools to monitor everything, all the time. Which in turn leads to much more precise datasets and more accurate projections of future business needs and revenues.


Read Also: 6 Reasons why snail farming us highly profitable in Nigeria


Steps to effective business automation

Business process automation has the potential to bring about real change to your daily workflows. You can get more work done, with greater speed and at lower costs. But just embarking on a business automation project doesn’t deliver results automatically. There’s considerable planning required to execute an automation project correctly, and there are important steps to consider for effective BPA. How effective and well-thought-out your strategy and plan is will have a direct effect on the ultimate flow of work and desired outcomes. So, before implementing a BPMS, make sure you with the following steps:


  1. Implement BPA only where and when it’s necessary

Not every business (or every aspect of a business) process is a good fit for automation, so each business must decide which processes are best suited for it. Processes that are time and resource intensive and subject to human error should be the first processes to be investigated for automation. If these can be accelerated with automated processes, then that permits more focus on other business practices.


  1. Automate the easiest processes first

To begin automation, pick on routine tasks where there is no human value-addition. This means that you should look at areas within your business operations where the absence of a human being would not be a problem at all. There are areas of business where it is difficult to totally eliminate human involvement, even at the height of automation. Such areas are not usually the best places to begin testing the waters of BPA from. Automation lets you avoid human error while saving time in execution, so the best and the easiest parts to begin automation are those processes in which human involvement can be outrightly eliminated without a single repercussion. Those kinds of processes are usually very straightforward and easy to automate.


  1. Define your automation project, its scope, objective, and timeline

Establishing a clear goal with each BPM project is essential to success. These objectives and priorities should be set and communicated clearly among stakeholders and employees who will be the daily users of the automated system. Later, as the project progresses, be sure to measure your achievements against objectives to see if anything changes over time. Objectives and priorities can change but need to do so in a controlled manner.


  1. Break Down and Document the Current Process

Your organization’s business processes are a combination of various other processes that are being carried out by individuals and departments within the organization. To start, you’ll want to first define and outline these processes and then document them. These include things such as your accounts payable, contract management, and HR onboarding processes. Quite often you’ll discover that processes you expect to be separate from each other will be interconnected and share a handful of steps. Be sure to document the steps that are absolutely necessary to each process, which are helpful to have, or those which may seem completely unnecessary, the individuals that need to be part of the process, and what the purpose of the process is.


  1. Select the right automation tool for your BPA

The wrong tool in automation can waste your entire effort or worse still, produce a result that is worse off than the previous process you are trying to enhance. Selecting the right tool involves making sure that it is easy to use and simple to understand, has flexibility and is scalable, integrates with the existing data easily (i.e. make sure the automation tool you are adopting can pull data from seamlessly from the information your business already stores).


  1. Measure progress against your automation goal and manage change.

As is the case with any technology-enabled initiative, you must have in place a strong change-management strategy so that the workers impacted as a result of automation will adjust to the new workflow rather than rejecting the changes. Also, you must put metrics in place to measure how well your chosen automation tool is achieving the overall goal of your BPA so that needed adjustments can be implemented early enough as corrections will be expensive if deviations are not detected on time during the automation process.


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