7 steps to successful process automation

1. identify processes

Identify processes that are suitable for automation. Analyze which processes can be performed manually and which parts of them can be automated. Mostly simple and often repetitive processes are ideal for automation. That's why we advise you to start with the simple ones and gradually move on to the more complex processes, most of which are performed infrequently. In this way, you will benefit directly from the advantages of process automation.

2. define goals

Clearly define the goals you want to achieve with process automation. For example, improved accuracy, shortened processing times or a reduction in errors that you would like to work towards. For an immediate before-and-after comparison, we recommend that you capture the actual situation. This will enable you to determine the effective degree of quality improvement after automation has been completed.

3. selection of tools

Make a suitable tool selection. There are various tools and platforms available, from simple task automation tools to more complex solutions for automating entire business processes.

Consider the following points when making your tool selection:

• How simple or complex are your processes?
• How often are your processes executed?
• How many user interactions do you record?
• Can peripheral systems be integrated into the identified processes?
• What options are available to you for integrating other systems?

4. define plan

Develop a plan for implementing your process automation. Determine who is responsible for what tasks, what resources are needed, and how you will measure progress.

5. implementation and testing

Implement the automated processes step by step, starting with frequently used and less critical processes. Gain more acceptance and understanding with your key stakeholders. Share lessons learned and highlight the benefits of automation.

Don't forget to test the implemented automations to make sure they work as expected.

6. knowledge transfer

Train your employees on how to use the newly automated processes and keep everyone informed about the project status and achievements. Demonstrate how it can make work more productive and eliminate unnecessary manual steps.

Reduce fear of change and determine who will be responsible for training employees and how it will be delivered.

7. regular controls

Conduct regular checks on automated processes to ensure they are functioning as expected in operations. Measure progress against established goals and adjust processes as needed to achieve desired results.

Regular checks of the processes allow them to be optimized on an ongoing basis. This also allows you to react quickly to changes in the market to always stay ahead of the curve.