Steps for Automation Process
How to plan the automation process?
If you decide to automate your business, here are some things to consider. First of all, you need to clearly understand what to automate and how to automate.
What Business Processes Should You Automate?
You need to study your organization’s workflow and then decide which processes require automation. Depending on your organization, you should aim to automate time, capital, and labour-intensive processes.
The following are some practical situations in the business where Automation can be applied.
Sales process.
HR processes.
Tracking and Alerts.
Online reputation.
Marketing process.
Lost deals recovery.
Compliances.
Training Process.
Online bookings.
Membership sales.
Steps For Business Automation
Once you identify the process to be automated, you should work on a solid strategy. Define the scope, decide on the tools/technology to use, and lay out the start date, framework, resources, and budget.
Analysis and Planning
It is essential to start with planning to achieve success. This phase includes discussions around understanding what to automate, organizing resources, task distribution, setting up a budget, and so on. After planning, analyze the plan with teammates. And make any necessary adjustments.
Identify Tools and Technology
Once the automation plan is reviewed and approved, start identifying the right tools and technology for implementing automation. No tool/technology can fulfil all your requirements. So, find the best tools that satisfy most of the requirements. You can use a combination instead of one. Sales Automation Engines function like that, many tools in one system.
Select a Design Model
Select the model for your requirement. You need to redesign the process to maximize the scope for automation. Design the automation plan that suits the business structure. Customize the automation model to suit the needs. After selecting a model, you need to run a test automation process.
Implement the automation process
Within the framework of objectives, it is time to start implementing automation. Follow the standards defined. Organize the integrations and automation into different packages or modules. Make sure there is proper logging and documentation for each process for easy bug tracking and modifications.
Review the process
Once the set-up is complete, have the team members review the automation workflow to ensure that the implementation covers all of the functionality. Once the review is complete, be sure to incorporate review comments, if any.
Implementation of Business Automation Process
It‘s time to implement the apt modified Business Automation Process for your business. Maintain your automation activity. Automation is not always a one-time activity. There will be changes in the process and systems, and there should be a good change management process to handle any changes.
Who should do the automation?
Automation is a process to be carried out by experts only. Either you must consult an automation specialist and document the processes, tools and implementation notes. Business Automation Professionals are available for consultation as well as implementation. It demands both knowledge of the processes as well as technology.
How to do the automation?
Once an automation workflow is in action, it needs to be monitored to ensure the execution is proper and as planned. The results of each activity have to be monitored to ensure the desired results are being achieved. If in case the result is not as per the expectations, further steps to optimise the workflow need to be initiated. Once a workflow execution is stable then boost it to reach more results.
