What Business Processes Can Be Automated?

The automation of business operations is a great step to achieving higher efficiency and productivity. Despite this, employing any robotic process automation (RPA) system requires selecting certain business processes since not everyone can (and should) be automated. There are certain factors to consider when choosing the right process for your company’s RPA software, some of which include how repetitive the process is, the ROI potential, and whether or not the process is subject to methodological changes. Once you’ve screened your business processes with these criteria, it becomes easier to select those most suited for RPA. This article highlights some business processes that are better undertaken when automated.

You can download free invoice templates from a number of companies who offer invoicing service at no cost to you.

Sales and Customer Relationship Management

There’s a defined process for acquiring leads, no matter if you’re a small or medium business. Whenever you come into contact with a new lead, there’s a lot of nurturing and communication that must be done to enable you to identify their likes and dislikes, as well as their core business issues. The more you know, the easier it is for your company to provide solutions that eventually lead to sales and customer retention.

Automating your customer relationship management (CRM) and sales processes is a great move because these processes demand the involvement of multiple workers within your sales team. These workers must be highly-skilled and well-versed in converting relationships into sales, which can take a lot of time. If you want a flawless execution of your marketing, sales, and customer service management, your best bet is to invest in an RPA process.

Invoicing

As a business, you’ll likely deal with numerous invoicing mishaps; it’s a regular part of transactions and operations. For this reason, it’s best to automate such a task to help you save time and improve efficiency. The manual handling of your invoices can come with several challenges, the most prevalent being the disparate formats in which the invoices are sent or received. While some invoices are sent in email, others are sent as PDF files or paper copies.

The format forces staff to transfer the data manually into their financial database system, often leading to human error and wasted time. With RPA technology, the software robot can deal with all errors, automate your data inputs, and make decisions on your behalf, which reduces the need for human assistance.

Task Assignments

Besides manufacturing and delivering top-notch services for your customers, another great way to set up your company for success is by keeping your human resource happy and motivated in the workplace. To ensure that your employees always perform at their peak, you need to offer them exciting incentives that make their work easier and more efficient.

To improve their productivity, ensure that your employees have all their tasks defined and detailed. Everything from task entry to assignments and task closure needs to be clearly defined, with the ability to track progress while the work is ongoing. Thanks to RPA systems, you can send notifications and reminders to your workers about their tasks, allowing them to offer transparency on their progress with work. By setting up such a system, you increase the trust of your workers for you and the organization while increasing their efficiency.

Data Entry

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One of the most common automated processes in companies is data entry. Before the advancement of technology, data entry was a process undertaken by the back-office staff, often taking up a chunk of their day in the process. Suppose you’re in the supply chain industry, a financial institution, or HR. In that case, there’s a likelihood that you make use of enterprise resource planning (ERP) systems.

With RPA systems, all your ERP data entries can be automated from data gathering to processing and, finally, data validation. The automation reduces transaction time and minimizes errors while ensuring your data remains organized for your business intelligence and compliance results.

These are just some examples of how business processes can be automated to increase efficiency.

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