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Get Started with Automation – Step-by-Step Guide


Understanding the Significance of Automation

Automation refers to using technology to minimize human effort. Its primary objective is to expedite processes by automating repetitive manual tasks effectively.

Benefits of Automation

There are numerous advantages associated with automation. Some of the benefits include:

  • Time Savings: By eliminating recurring manual tasks, you can save valuable time for more critical activities.
  • Error Reduction: Errors can be time-consuming and costly for businesses. Implementing automation minimizes errors and their impact.
  • Enhanced Employee Satisfaction: Automation reduces the risk of employee monotony resulting from repetitive manual tasks, leading to better job satisfaction.
  • Cost Savings: Automation streamlines processes, saving both time and money. It eliminates the need for manual interventions and reduces training time for new employees.

Getting Started with Automation: A Six-Step Guide

1. Identify Processes for Automation

Not all processes are suitable for automation. Prioritize those that are time-consuming, repetitive, resource-intensive, and prone to errors. Utilize a prioritization chart to determine which one yields the most significant benefits.

2. Evaluate Selected Processes

Thoroughly evaluate the existing processes before automating them. Address any underlying issues and potential risks associated with automation, such as data security and privacy concerns.

3. Calculate the Benefits of Automation

Perform a comprehensive cost-benefit analysis for the selected processes. Evaluate the potential time and cost savings that automation can bring to justify the investment.

4. Assemble an Automation Team

Build a dedicated automation team comprising innovative and disciplined individuals capable of implementing long-term automation solutions. Tailor the team’s size, roles, and skills to your organization’s needs.

5. Prepare the Organization

Involve the entire organization in the automation process. Create new roles and responsibilities and provide adequate training to help employees adapt to the upcoming changes.

6. Choose the Right Automation Solution

Select an automation solution that aligns with your company’s requirements. Consider factors such as reputation, existing customer base, integration capabilities, security measures, user-friendliness, and the product’s ability to handle complex processes.

Implementation: Putting Automation into Action

Start implementing automation gradually by focusing on one process at a time. Begin with those that have minimal impact on the company if any issues arise. Once successfully implemented, move on to the next.

In Conclusion

To foster continuous growth within your company, prioritize and automate processes that offer significant time and cost savings. Evaluate the value of each one and consider implementing a flawless preboarding experience or automating the onboarding process as starting points.

If you’re ready to choose an automation solution, explore Zervicepoint—a versatile self-service and automation product that seamlessly integrates with your existing systems. Book a demo meeting to learn more about our company and product.