Getting started with business process automation

• #1: Identifying Processes for Automation

  One of the best places to start when identifying tasks for process automation are repetitive, time consuming tasks or processes involved with low productivity.

• #2: Review

  The next step is to review the processes you have identified as potential candidates for process automation.

  A process review should:

  • Evaluate the risks of implementing the automation of a process and identify how you can mitigate them
  • Identify inefficiencies in the process
  • Identify any issues in the process (you don't want to automate a broken process!)

• #3: Implementing a Solution

  There are a several options available when automating processes.

  Some automation tasks may be so small that they can be achieved using a macro. A macro is short piece of code that is run by a computer in order to perform a specific tasks. Nowadays many applications have built in "macro recorders" that record user activity and automatically generate these small pieces of code that can be executed at the click of a mouse without any programming knowledge. Microsoft Excel and Word both support this functionality.

  Many businesses now have IT departments and choose to build their own bespoke automation solutions. Another solution is to use a third-party vendor but be sure to look at their track record and the support options they offer before committing.

Please contact us for a free consultation if you would like help with a potential process automation project.