Guide to creating a successful Digital Automation Transformation
Either you’re in the process of changing the general business flow, or you’re working on optimising currently implemented manual flows.
So if you want to reconsider workflows - they might be currently set up for manual handling. Digitalisation allows you to put new structures in place - create more streamlined setups. Don’t inherit laziness from your manual operations. Now you can plan and execute perfection.
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BPA is the technical term for the slightly overused “digital transformation” term. When automating business processes you have four main targets: streamline processes, increase service quality, improve service delivery and contain costs.
In short: Use an impact vs. investment mapping tool. (Download from helloautomationflow.com/resources). With this, you provide a simple plan for short term benefits. You’ll also have a back-log for what can be achieved long term.
Make a list of processes that could be automated. Include as many ideas as possible. Consider using “user stories: as a user, would like to, so that…”. To keep each idea short and simple for for all parties involved.
When the list of ideas has been created, select the most valuable processes to automate. Trying to automate everything is like trying to boil the ocean. It’s a common mistake to start too big. Most automation - even small ones will create a tremendous impact.
Make a workflow chart for the 2-3 best automations. You can use HelloAutomationFlow in this step. It’ll make it easy for you.
In general, almost all modern software companies are building systems around BPA. But few if any have taken the approach and made it their core. HelloAutomationFlow is not an ERP, CRM, connector software or anything in between. We provide software that handles Automations across all functions. Our focus is to provide the best software for setting up the automated rules for the core of your business functions.