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7 Tips to Improve Business Processes through Automation

Automation Business Processes

Automation is no longer an option for businesses that want to stay ahead of the curve it’s a necessity. The good news is that there are a number of different ways to automate various business processes, like BPA software from Fortra, from customer relationship management (CRM) to marketing and more. 

CRM vs ERP in Business Process Automation

Any business, whether small or large, will have some sort of customer relationship management (CRM) system in place. CRM systems are designed to help businesses keep track of their customers and potential customers, as well as manage sales and marketing efforts.

However, many businesses find that their CRM system is not enough to meet their needs. This is where enterprise resource planning (ERP) systems come in. ERP systems are designed to provide a more comprehensive view of a business’s operations, including inventory management, manufacturing, financials, and more.

As a result, ERP systems can provide a significant boost to a business’s efficiency and bottom line. When it comes to business automation, CRM vs. ERP software are two essential tools that can help businesses improve their processes.

When done correctly, automation can improve efficiency, reduce costs, and give employees more time to focus on higher-level tasks. Not sure where to start? Here are seven tips to help you get the most out of automating your business processes:

1. Clearly Define Your Goals

2. Understand Your Current Workflow

3. Identify Bottlenecks and Inefficiencies

4. Look for Software that integrates with Your Existing Systems

5. Consider the Total Cost of Ownership (TCO)

6. Set Up a Pilot Program

7. Measure the Results and Make Adjustments as Needed

1. Clearly Define Your Goals:

Any business process automation initiative starts with clearly defining your goals. Without having a good understanding of what you hope to achieve, it’ll be difficult to choose the right automation solution and measure the results.

So, what do you hope to achieve by automating a business process? Is your goal to reduce costs, improve efficiency, or free up employee time?

Once you have a clear understanding of your goals, you can start looking for a solution that will help you achieve them.

Your Goals

There are a number of different factors to consider when choosing an automation solution. You’ll need to take into account the size and complexity of the process, as well as the resources you have available. It’s important to select a solution that is scalable and can be easily customized to fit your specific needs. 

The benefits of business process automation are well-documented. But in order to realize those benefits, you need to start with clearly defined goals.

Without knowing what you want to achieve, it’ll be difficult to choose the right solution and measure the results.

2. Understand Your Current Workflow:

In order to automate your workflow, you first need to understand how it currently works.

Map out each step of the process from start to finish so you have a clear picture of what needs to be automated.

This will also help you identify any bottlenecks or inefficiencies in your current workflow. 

3. Identify Bottlenecks and Inefficiencies:

One way to streamline your business workflow is to identify any bottlenecks or inefficiencies. These areas are usually the most obvious candidates for automation.

For example, if you find that your employees are spending a lot of time on data entry, then automating data entry would likely be a good place to start.

Bottlenecks and Inefficiencies

By automating this task, you can free up your employees’ time so they can focus on more value-added activities.

Another area where you may be able to improve efficiency is in your communication channels. If you find that you and your team are spending a lot of time emailing back and forth, consider setting up a chat system like Slack. This can help reduce the amount of time wasted on unnecessary correspondence.

Finally, take a look at your overall workflow and see if there are any steps that could be eliminated or consolidated.

For example, if you have two teams that are working on similar tasks, see if there’s a way to combine their efforts so you’re not duplicating work. By streamlining your workflow, you can save time and resources while making your business more efficient.

4. Look for Software that integrates with Your Existing Systems:

When considering different automation solutions, be sure to look for software that integrates with your existing systems.

This will make it easier to implement and maintain over time. It will also help ensure that important data isn’t lost in transition.

5. Consider the Total Cost of Ownership (TCO):

When evaluating different automation solutions, it’s important to consider the total cost of ownership (TCO).

This includes not only the initial price tag but also ongoing costs such as maintenance, support, upgrades, etc.

Be sure to get a complete picture of all costs before making a decision so there are no surprises down the road.

6. Set Up a Pilot Program:

Once you’ve chosen an automation solution, set up a pilot program so you can test it out in a real-world environment before rolling it out company-wide.

This will give you an opportunity to work out any kinks and make sure it meets your needs before making a larger investment.

7 . Measure the Results and Make Adjustments as Needed:

Finally, once you’ve implemented an automation solution, take some time to measure the results against your goals.

If necessary, make adjustments along the way so that you can get the most out of your investment.

By following these tips, you can streamline your business processes and reap all the benefits that come with automation.


As technology advances, so too must businesses. Automation is no longer optional; it’s essential for any business that wants to stay competitive.

The good news is that there are a number of different ways to automate various business processes, from customer relationship management ( CRM ) to marketing.

When done correctly, not only can automation improve efficiency and reduce costs, but give employees more time to focus on higher-level tasks.

To get started, simply follow these seven tips for improving business processes through automation: define clear goals, understand current workflow, identify bottlenecks inefficiencies, integration, total cost ownership ( TCO ), set up pilot programs, measure results and make adjustments needed.

With little effort Automation may just be the secret sauce needed to push business to the next level.

Hi, I'm Michael, a research writer with expertise in technology, education, business, finance, insurance, real estate, and legal insights. My goal is to share the newest updates and trends from these industries with you.

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