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