Simplify Your Process

Does your organization have to improve productivity and also reduce costs? In a tough economic climate these efficiencies can be a question of survival.

Process Automation “if done well” can deliver efficiencies:

  • Reduced processing time
  • More consistent outcomes
  • Less training time needed
  • Lower costs

Before we go on, let’s define process automation: per Webopedia, process automation is a general technology term that is used to describe any process being automated through the use of computers and computer software. So if my current manual or semi-automated processes are working well why not just fully automate them?

Considerations before automating your processes:
  • Are there any parts of the current process that are no longer adding any value?
  • Is my current process optimal?
  • Have I documented my current process so that people do it in the same way?
  • How adaptable is my current process?
  • Is the current process as simple as it can be?
  • Do I know how the current process is really performing?
  • Are my people working around the current process?
  • How does my current process deal with exceptions?
  • Is my current process in the best form to automate?
What other things do I need to consider before automating our processes?
  • Is each process step necessary?
  • Can several steps be combined?
  • What is the nature and type of data being collected, processed, and created in each process step?
  • Do we really need that data? Is anyone reporting on it?
  • What are the business rules and are these rules still correct and needed?
  • What are the exceptions to the process? How are we going to automate exception’s?
Final thoughts…

“Could automating manual chaos just give you faster chaos?”
 

With the rapid evolution of technology, Salesforce solutions are ever-changing and improving features. Contact our team for up-to-date information.

Published On: March 28, 2013

About the Author: Paul Selway

Paul is the president and co-founder of Redpath. He works with prospects and customers to help them imagine their future with a Salesforce solution. He was born in England and hails from the Redpath clan in Scotland.