A guide on how to pick your Business Automation Software

How to pick your business automation software

In today’s digital age, many businesses are moving towards automating their business processes- and for good reasons. The reasons why businesses need to automate their processes cannot be overemphasized. Incorporating automation technologies in your business can help lower costs, improve productivity, reduce delays, minimize errors, and improve customer satisfaction.

But how then do you select the right automation software for your business? In this article, we highlight 5 tips to help you pick the right automation software for your business. 

But first, let’s start with the basics:

What is Business Process Automation?

Simply put, Business process automation (BPA) is the use of technology to automate repeatable, day-to-day tasks. It helps businesses streamline their processes such that there is an increase in efficiency and reduction in the time taken to get the work done. 

How to pick your Business Automation Software

1) Identify your repetitive tasks

Your business processes are a combination of various other processes that are being carried out by different individuals within your organization. Therefore it is important to identify bottlenecks and repetitive tasks.  

To get started, you can create a visual representation of your current workflow as this will help you understand your business workflow better and identify the repetitive tasks.

Then, you can create an ideal workflow that improves your existing workflow and may simplify the process. 

Compare both side-by-side and you have a plan to work with.  


2) Define your automation goals

Once you identify the problem, the next step will be to define your business process automation goals using your current manual process flow as the benchmark.

Your goal could be as simple as reducing cycle time on a process or optimizing resources for more productive tasks.


3) How easy is it to use this software?

One of the biggest challenges when introducing new technology is the culture change that comes with it. 

Choosing a solution that is easy to use, and also easy to maintain will ensure your team are on board as quickly as possible.


4) Involve your team

It might take a while for the whole team to get accustomed to the new way of working. That is why it is important to involve them right from the first step and include them in the discussions so that they are made an integral part of the decision making process. 

Providing a clear transition path from the current manual process to the new automated system and giving them adequate training to help them get up to speed would go a long way in making your transition successful.


5) Aim big but start small

Adopting a business process automation software is something that can change how your business handles future processes. When making the transition to automation, you may want to start with baby steps and give yourself time to utilize the tool in the right way. 

Test the software on a few small processes and scale up slowly to rope in more complex workflows. 


Business automation software offers an innovative, hands-free solution for your regular business tasks. Taking the time to select the right solution will ensure that you get the best return on your investment and experience the many benefits that business automation can bring your way.

Save time and money! Learn how to automate tasks and be more productive. Get 3 ways to use Gmail to hack your productivity.

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