Welcome to the Robert Clegg blog. The success of business process automation depends on how well business processes are aligned with business goals. BPA can be a standalone solution but it can also be part of a bigger initiative, like business process improvement, reengineering and management. Look for processes that are repeatable, need to be error-free, and must be consistent across the whole organization.
Remember that automating a bad process won’t help you at all. Meet with key stakeholders to ask them what they would like to see in an automated process. What benefits are they looking for? Do you need to be able to connect with other software platforms? Do you need to be able to create conditional steps? Do you need to be able to hide some data from certain task owners? At this point, you don’t need to use any software, just map it and out on pen and paper.
After you’ve figured out what you need, it’s time to go shopping. Know exactly what you are looking for first, and then go find workflow automation software that fits. Most options today have a risk-free trial option which would allow you to play around to explore whether this might suit your requirements or not.
If you choose the right software, this should be a fairly quick and easy step. You should be able to configure all of your settings like email notifications, assigning deadlines, and configuring accessibility.
Once your automated process is up and running, you will likely have a few wrinkles to iron out. Having a good game plan can help you achieve success in your digital transformation journey through business process automation (BPA). Be sure to choose your process wisely!
Robert Clegg is fascinated by technology, and how it makes our lives easier. Over the past decade, Rob Clegg helped businesses improve their processes and quality of service. Visit the Rob Clegg website here and learn how you can improve your business with digital technology. Follow Rob Clegg on Medium here. Read more about Robert Clegg online here.