Which Business Process Can Be Automated?

by Mackie Odulio

Business processes are often described as linked tasks that when completed, helps the company achieve an organizational goal. With technology running practically everything, it can be seen everywhere, including in the business world. Technology helps perform tasks, run routines and so much more.


The point of automating business processes is simplicity. It simplifies what used to be a complex procedure that takes up a lot of time and effort, as well as, huge volumes of the company’s assets. Processes that usually qualify for automation are those that are either risky, repetitive, or high-volume procedures. Companies can automate a lot of business processes, and here’s a few on the list:


  1. Customer Support. Automating customer service platforms benefits the company’s overall customer support process. Automation speeds up the time to resolve a variety of customer-facing procedures as well enables you to find ways to improve organizational performance.


  1. Sales Processing. Filing and call logging are two essential processes in sales, and these can all be automated. Digital workflows between sales platforms allow the sales staff to spend more time selling and less time on manual data entry. Automation affords seamless connectivity between devices, paperless contracts, and automated call recordings.


  1. Expense Tracking. Creating expense reports manually is neither an easy nor fun task to do. It requires a huge amount of time and effort, and mistakes can occur a lot more than expected. Thanks to technology, there are multiple platforms that can help you stay on top of your company’s expenses.


  1. CRM Processing. The customer relationship management process is a critical for keeping every customer interaction personalized and relevant.


These are just few of the business processes that can be automated. Now it’s time to get going and move towards automating some of your processes. Here are a few steps you can follow to start:


  1. Create a list of your processes. Make a list that shows all the recurring tasks and procedures that are built into it. Keep in mind that it doesn’t have to be immensely detailed or complicated as process mapping. To know what repetitive tasks your team or department goes through, have everybody write down for a few days what their activities are as they happen.


  1. Review your processes. Look at how your processes are based on categories such as its current level of automation, total costs (both current and expected ones), and amount of human judgment required. If necessary, create a scale for ranking each process for every category.


  1. Rate each process. After scoring each process, determine which you should prioritize automating. Take note to compare the pros and cons, as well as the current and possible future changes that will happen to each process if automated.

Automating business processes is one of the advantages in becoming a technological advanced society. Without it, a company’s progress can be slow and adaptation to new technologies becomes even harder.

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