Have you ever visited a bank to deposit money into your friend’s account? If not yet, just do it once.

Wait…Wait…Wait…don’t skip the blog now. I know you must be thinking that I have spotted to address automation in business in the title, but here I am asking you to reach out to the bank.

Isn’t it stupid!

NO, Don’t take me in the wrong way. I am just trying to set an example- why should you automate your business? So, I request not to judge me for a while; just roll it down, you definitely get the answer.

Okay! What next?

Reach out to the bank, note down your time of reaching. And, when you’re done with the task, again note down your time. This task might have taken you half an hour or more. I’m calculating it roughly; you can see your timing after comparing your’s in and out of the bank.

Now, do the same task using banking apps like PhonePe, Google Pay, or any other. It will take just a fraction of a second. Isn’t it, WOW! and time-saving.

Here my motive was not to acknowledge the benefits of the online banking app. My purpose was to let you understand how technology saves time for the same task we are doing conventionally.

If you are tired of managing customer service by the telephone, you can automate this process using the latest technology like a chatbot.

Similarly, there is various work that you can automate in your office to increase efficiency and use that time for other tasks.

Though adding employees to your team helps you in finishing the task effectively. Likewise, adding technology and involving automation in your organization adds value to the growth of the company.

Are You Now Getting Convinced Why You Should Automate Your Business?

If not yet, let’s discuss business process automation statistics. What report says? In a McKinsey report, it is acknowledged that today’s technology is efficient enough to replace 45 percent of current paid activities. This calculation shows somewhere  $2 trillion in total annual wages.

As per the Forrester report, the RPA industry will expand exponentially from $250 million in 2016 to $2.9 billion in 2021.

Forrester report for Business automation

Image source

After seeing these stats ask yourself, Is your company ready for business automation?

If your answer is yes,  then you must want to know where to begin? How to Automate Your Business Processes? Well, here, we will learn it step-by-step.

The Primary Step to Follow While Automating the Business Processes

  1. Firstly, you need to research and find out the task you can automate in the future.
  2. After completing the first step, list down your goals.
  3. Once you have listed the task, select the right automation tools to achieve those particular tasks. While choosing the tool, you should make sure of a few things like:
  • The tools are user-friendly and simple to understand.
  • They are flexible and easily scalable.
  • See whether the selected tools are compatible with the current device stack.
  • Ensure the tools can pull information from existing devices to work consistently with your business’s data as of now.
  • Integrating will assist with putting away and secure data. So any individual who needs access will have the option to pull data and receive the benefits of the framework’s activities.
  1. Set-up a culture that’s available to accept the change. If possible, provide training to your team and keep them up to date with the latest technology.
  2. Oversee the performance of each employee using tools- set your KPIs and monitor whether your team is able to complete their task or not. These tools work dynamically and can help you in measuring the ins and outs of individual employees.

 I hope you can catch up with the above steps. These steps must have helped you with how to do automation?

Now, let’s directly dig deeper and understand its benefits with some examples so that we are clear up with why your organization needs automation? Will this discuss whether it makes a profit or not?

Before describing the benefits of having the business automation, let me inform you that the initial phase of automating your processes requires some investment. But, this sort of investment will give you long-term benefits. Business automation is also not only for big enterprise; it should also be incorporated into Startups, SMEs, etc.

The Benefits to Automate Your Business

Here are only a portion of the advantages to grasp when executing automation in business processes. Smooth out the measures all through your association:

1. Automate Your Emails Sequences- Easy to access and respond to the emails

How long do you spend on your email campaign each day, playing out similar assignments again and again for various customers? Email automation tools help in dealing with those tedious advertising measures. And all you require is the correct tool.

Use smart email automation tools like Sendinblue, ActiveCampagin to gather messages from every one of your records – and naturally sort them for simple handling.

With a single swipe, you can stick important messages to the head of your inbox. These could be the undertakings you have to finish that day or messages with essential data. Or, on the other hand, swipe again to rest them for one more day.

Automate Your Emails Sequences

2. Automate Your Documents & Reporting- Managing of Different Projects

Dealing with your spreadsheets is a relic of times that has gone. Spreadsheets are sometimes inclined to make mistakes, topping them physically takes off a lot of your significant time, and above all – for what reason do it by hand, if you can automate!

Business automation software like ProofHub, Scoro, NetSuite lets you outwardly analyze your business data and effectively make smart reports and dashboards. Set up the KPIs you need to follow and appreciate the information. These tools help you in streamlining the processes, share feedback, collect and share files under one shelter.

Automate Your Documents & Reporting

3. Trace Online Talk About Your Organization- Check Brand Reputation

Need to know how your brand is seen on the web? Google Alerts let you screen your brand or industry and give you moment notices when your keywords are referenced. Boardreader, Followerwonk, are some of the best tools to find, analyze, and optimize your online presence.

Trace Online Talk About Your Organization

4. Oversee Your Competitors- What They are Following and What Profits Them

Continually watching out for every one of your opponents is a horrible job. SimilarWeb gives every one of your competitors a general score dependent on their social media movement, contributing to a blog achievement, SEO, and lead age. It’s incredible software for examination and experiences.

Another incredible tool, WhatRunsWhere, sends you a notification each time a competitor dispatches another promotion or distributes a new substance.


Must Read: 10 Realistic Marketing Strategies for Business- The Only Way to Fly

5. Meeting Automation- Schedule Your Meetings

Arranging your meeting, overseeing it, and afterward leading it deliberately to accomplish a strong result from the conference is all-important for meeting the executives.

Do you regularly end up trading innumerable messages to discover a commonly appropriate gathering time with customers? With meeting planning programming like nTask, NeedToMeet, Meetin.gs, etc. you can propose different meeting times, let others affirm their inclinations, and have a commonly appropriate time booked to your schedules.

Meeting Automation

6. Have Everybody Show Up On Time

To abstain from being late to group gatherings, set up a notice that helps all the members remember the upcoming occasion. Utilize an IFTTT recipe to add a gathering time to your Google Calendar, and send a suggestion to your correspondence channel 30 minutes before your social meeting starts.

7. Share Your Meeting Notes

If you’d prefer to impart the notes from a gathering to all members, utilize an IFTTT  or Zapier to email your messages to each one of those included while making a Google Doc. Along these lines, you can team up and remark on a mutual record rather than twelve messages.

Or on the other useful tools to make a gathering notes report to Evernote each time your meeting begins.

8. Automate Approval Workflows

Automate Approval Workflows

The more your business develops, the more you want to set up a staggered authorization network for workers and administrators. Utilize a device like Kissflow to set up a cycle stream with predefined measure steps like “Approve” and “Give Input,” and include cutoff times for any means. Monitor the improvement of quick updates.

9. Communicate Your Team Remotely- How & What They’re Doing

Utilize Slack bot Howdy to routinely ask your colleagues inquiries like “What are you dealing with?” and “How’s your task going?” This information assists with sparing time during meetings and keeps you refreshed on everybody’s work. This basic business automation hack can give you a brisk diagram of your group’s prosperity.

Communication Tools like Google Drive, Basecamp, Slack, Zoom, Trello, etc.

Communicate Your Team Remotely

10. Automate Your Remote Work Culture

Remote work culture attends an exceptional arrangement of difficulties, and that implies you’ll have to include one of a tool to handle them. At any company, we’re a group of employees, and we’ve to attempt each in the book to sort out what works best when working remotely.

Tools like WorkStatus, Time Doctor, Timely lets you track your employees, monitor your daily achievements, collect them from every teammate, and send out a morning recap of all the team’s happenings in your inbox. Tracking your achievements is as rewarding as staying in touch with your remote team.

Wrapping Up

Automation in the business processes helps minimize redundant tasks and make the team focus on the tasks that need human intellect, and maximize organizational efficiency.

Presently,  the business prospect depends on the innovation that requires an adaptable methodology and dynamic processes. Business consulting companies like SoftwareFirms make you eligible to outlooks your competitors and help you find the right technology to incorporate into your company. We at SoftwareFirms have listed companies with broad IT tools and resources to make business practices easy.