5 Key Steps in Business Process Automation

Automation is no longer considered a buzz word in the world of business. Many industries have embraced the need to automate and chose to abandon most manual processes. Now, these companies enjoy increased productivity, efficiency, and profitability. This article will discuss the five essential steps on how to transform your enterprise through automation.

Choosing tasks to automate

This step may sound simple but should be taken quite seriously. Many companies failed by starting with the wrong processes; hence, it is vital not to make the same error. The organization needs to fully understand the purpose of automation and how it works.

In determining which processes to automate, look for repetitive and time-consuming tasks which can be easily translated into algorithms. What you may want to leave as a manual process are those tasks that rely on creativity and input from employees. For example, content creation, such as coming up with new designs for bingo games online, should remain a collaborative process between the company’s web designers.

Choosing the right tools for automation

After setting your automation goals, the next step is selecting the tools you need to get the job done. Nowadays, there is no shortage of available platforms to choose from. Now, there are tools used to automate specific processes such as sales, marketing, and recruitment. It is also vital that you determine which suite of tools are indeed necessary.

Set specific automation targets for the company

Targets help you gauge whether or not your automation efforts are a success. With the help of these goals, you are not only tracking progress but also determine if there are any changes you need to make along the way. If automation has relieved employees some of the tasks, they do regularly, what you are going to do about their free time? One goal you can set is to identify replacement tasks which will add positive value to the business. As a general rule, all of these goals should be measurable and accompanied with KPIs for easier tracking and analysis.

Analyzing results and refining the processes

Without specific targets and KPIs, you will not be able to measure if automation has a positive impact. Moreover, you cannot pinpoint particular opportunities and areas for improvement. While the general goal of automation is to increase efficiency, changing workflows ultimately add significantly to profit margins.

Make automation a company culture

Once the organization begins automating, every employee should be on board. Over time, you will start to look at processes and ask yourself whether it would also make sense to have them automated. You want a company culture where every person in your team consciously looks at tasks and proactively assesses whether it can be automated. Everyone should have the same mindset, where efficiency, productivity, and profitability are everyone’s priority.


As discussed in this article, automation is a process that begins with small steps. As your company becomes comfortable with it, you can start to scale up and introduce more workflows. By starting slow, your employees will not have to struggle with a steep learning curve. Gradual automation will help develop a culture where new processes are welcomed instead of resisted.

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