Many people are interested in enterprise automation, they see its advantages and would like to introduce such improvements to their company, but do not quite know how to do that. If you are one of those people, this text is just for you! In summary, we’ll show you how to start to finally implement a fully functional automation mechanism that converts into efficiency at work.
An audit is the first step to success
Everything starts with an audit of the current situation. Familiarization with the situation is necessary for following decisions and allows to determine what functionalities would be crucial for the better performance of the company. Thanks to this, you do not have to think about how to use specific functions, because the functions are strictly adapted to the workflow of a given company. What is important – this audit is worth doing even if the automation will not be finally implemented. It gives many answers and a general overview of the company’s operation and also allows to find these processes that are worst performing in terms of efficiency.
Finding repetitive tasks
Once we have done the audit, we can first check what processes require a large number of repetitive activities, and verify if that is possible to fully automate them. The more things we can automate without losing the quality of results, the better. However, it is important, that these activities should be as repeatable and mechanical as possible – in this case system gives the opportunity to perform them in the blink of an eye, and thus helps significantly reduce the need for employee contribution.
Manual reports are often a real chore. Even if they only involve exchanging individual data, creating one complete report can take up to several hours. Automation can limit this process by acting on the basis of automatic data downloading and integration with external APIs. If the report changes only numbers drawn from a specific application, the generation of the report can be automated and limited to a few minutes and if you create report templates that will always be filled, for example with the same data series, only from different quarters, the report can be generated in real time. Then an employee’s responsibility would be reduced to draw conclusions from the results.
One management tool
Many activities performed daily by employees in companies are scattered across different systems: messengers, task manager or teamwork planner. Efficient use requires overflowing or searching for the right option. Such searches distract and reduce the efficiency of operations. Automation allows you to manage all processes from one view, using the functionality of advanced CRM’s and centering all options in one panel. This makes focusing on key activities easier.
As soon, as we have collected all this information, we can go to the process of designing the final mechanism. Determining the functionality and checking the possibility of automation in a given company is crucial for the final success. In most cases, you need an individual approach and the use of a unique set of possibilities. The transition of the above process allows to clearly determine in which areas there is a field for automation and to assess how it will turn into the efficiency of the team’s work.
The final stage is to create a system structure design that includes sketches of functions on individual subpages and user paths. To simplify – those will be application screens, as well as activities that will be seen and performed by an employee to do their job. The refinement of the entire structure allows for a later trouble-free implementation and expansion of the system.
Are you considering the introduction of automation in your company and need help with that? Just message us!