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The Key to Optimal Business Process Automation

Most organizations are fully aware of the changing business landscape brought on by the power of cloud computing. They are also aware of the benefits of using cutting-edge technology to digitally transform and improve how work gets done. Business process automation, for example, is one area that can play a huge part in changing how organizations function.

This post will look at how organizations can achieve real progress in their digital transformation strategy by automating business processes.

Snapshot of the business landscape

The cloud influences many aspects of traditional business, including:

  • Customer expectations
  • How employees engage with their work
  • The way businesses interact with the supply chain
  • The decisions made by IT and other line of business leaders
  • The internal processes organization implement to work optimally

The pace of business is increasing and those organizations who can get to market quicker, provide better customer experiences, and achieve their business outcomes will have a massive competitive advantage over those who have not successfully moved their digital transformation strategy forward.

The best laid plans…

While digital transformation is vital to the growth of organizations of all sizes, many are struggling to succeed in their transformation strategies. Most organizations have developed a strategy to access the benefits of cloud-based technology and transform their business. Forty-two percent of CEOs have given the go-ahead to implement company-wide changes to take advantage of innovative technology. The problem is that these plans are going awry.

Transformation strategies do not fail or stall due to one issue. It is generally a myriad of stumbling blocks that organizations face. Reason include:

  • Lack of communication
  • Delays and bottlenecks
  • Gaps in information
  • Plans being replaced by other, newer plans
  • Attempting too much too fast

To make real progress, organizations must understand the benefits of changing processes, and communicate with each other every step of the way. A way that organizations can help solve the above transformation stumbling blocks and help implement digital transformation across department is by automating important business processes.

There are many business processes that will benefit from automation, but the key to success is choosing the right ones to begin with.

Tread lightly and go far with your business process automation

The strategy for implementing business process automation can be seen as a microcosm of a greater digital transformation process. While it may be tempting, organizations shouldn’t look to automate all their processes at once – just like they shouldn’t attempt to digitally transform in ‘one fell swoop’.

To have the best chance of success with process automation (and digital transformation as a whole), an incremental approach should be adopted. When an organization considers migrating to the cloud, for instance, they don’t just up and leave their current IT environment and start blindly piling files and resources into the cloud. They must take a measured approach and migrate workloads and data in stages.

This makes the move easier and, importantly, allows the business to continue with the vital day-to-day work that doesn’t stop for a large update. Process automation is the same.

Some processes should be automated first and can ultimately provide a quicker route to success than attempting to automate every mission-critical process straight away. Complex processes can be gradually automated over time and this will be much easier to accomplish if there is a foundation of automated processes already in place.

These processes are among the first that businesses should look to automate:

Sales pipeline

Manual processes slow down sales reps—creating inefficient email exchanges, slow sourcing of information, etc.—and create uninspiring experiences for customers. Sales proposals should be one of the first processes you should automate—from managing approvals to auto-generating branded sales proposals and maintaining audit trails. See our full post on automating sales proposals here.

Message notifications

Traditional processes like message notifications hamper IT teams and should also be one of the first processes you automate. Discover more about how to automate message notifications and routing messages according to their relevancy to the correct employee/group in our full post on automating message notifications here.

HR compliance

Automating HR processes can help your business attract and retain top talent. Automating the employee recruiting process, delivering a better employee experience, and making sure new hires have everything they need to hit the ground running are essential HR practices that can greatly benefit from automation. See our full post on automating HR processes here.

Nintex simplifies transformation – no matter the process

Nintex’s no-code workflow solutions make building simple as well as complex automated workflows easy and intuitive.

Find out how the Nintex Platform can help you transform your business. Get in touch with a representative today. 


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