Bringing technology into your small Business


As a business owner, it is essential to keep up with the latest technologies to stay competitive. Technology can be your best friend or your worst enemy. It all depends on how you use it and what technology you choose to implement in your workplace. In this blog post, we will discuss how automation can help improve productivity in the workplace by using business process automation software, robotic process automation software, and artificial intelligence-powered processes!

Business process automation can help your company save time, money, and resources. Businesses that automate the most common business processes will benefit from greater employee productivity while reducing costs at the same time. With a centralized system in place, employees can work more efficiently by completing their tasks quickly without being bogged down with repetitive menial tasks.

Company automation removes repetitive work, lowers hours lost on redundant jobs, and improves overall efficiency by making some business operations “automated.” For these and other reasons, an increasing number of businesses are incorporating business automation into their processes.

Here are five different kinds of business automation, functions, and when they should be used.

Types of Business Automation.

Marketing Automation

Companies can create highly qualified leads ready for sales engagement using marketing automation technologies (usually software). These technologies also give a framework for teams to target, plan, execute, and measure the performance of marketing initiatives, making lead qualifying and conversion less complicated.

Marketing automation aims to generate conversions, produce qualified leads, reach scale in the market, and customize messages. Qualified leads are the product of excellent marketing-sales collaboration. It may aid in the creation of sales funnels and result in more pleasant business development and sales experiences for people who want to communicate with prospects effectively.

Customer Service

This type of business automation is used to handle customer support tickets to increase resolution speed and accuracy. For example, chatbots can be deployed on websites for FAQs or during sales calls by agents to minimize time spent researching questions that have already been answered in previous chats.

It would be best if you were sure that automation still feels personalized. It takes time and care. It would help if you made sure to find the proper balance so that your personalization does not appear creepy.

Accounting and Bookkeeping Automation

Companies can save time on accounts receivable (AR), accounts payable (AP), billing, collections, credit card applications, data backup, and other financial operations that must be managed daily or weekly by automating their accounting and bookkeeping functions.

Bookkeeping is made simpler and more efficient through automated bookkeeping software. It minimizes errors in data entry for accounts receivables and payables, and it speeds up the entire accounting process by using automation programs for time-consuming bookkeeping chores. Furthermore, accounting software’s configuration maintains financial records consistent with established criteria.

Process Automation

As far as process automation, companies can benefit from tools that automate business processes like sales pipelines, lead generation, and qualification stages.

Business process automation (BPA) is a kind of automation that goes beyond simple automation and incorporates application integration to assist organizations in increasing their value and efficiency. Robotic process automation (RPA), also known as BPA, is a type of BPA that focuses on automating routine activities. BPA helps businesses generate more value from their computerization investments.

Human resource Automation

A global HR department may use the system’s data to keep track of each employee’s duties and produce ready-to-use reports for managers and leaders. In contrast, businesses may use business automation platforms to evaluate workers’ performance.

For example, suppose a warehouse staff turnover has risen dramatically in the previous 90 days; in that case, the company can utilize an HR tool to automate all elements of human resources administration.

They can incorporate human resource automation onboarding and payroll and critical HR activities such as time off handling, insurance coverage, and other necessities.

HCMMS gives comprehensive information across a variety of operations.

What is the first step to approaching automation?

The first step in automation is to entirely comprehend the current system and identify where automation might be implemented to improve operations.

When selecting automated solutions, consider how they might help you save money and increase productivity, which are the two primary goals of any automated solution. Look for a sales and marketing tool, an integrated accounting platform, an HR management solution tightly linked to your business resource planning (ERP) system, or an ERP system with a comprehensive platform.

There’s no need to second-guess yourself about selecting the ideal platform to address all of your issues. Choose appropriate software for you and your budget, and link them together using basic business automation. Automating connections between critical applications allows you to expand your firm more efficiently while avoiding time-consuming back-and-forth interaction.

A small company is similar to being a carpenter in that you must have the appropriate tools to produce something great and succeed. It would help if you had specific instruments to create something extraordinary and achieve your goal, and you must know how to use them. Because you have a restricted budget, the tools you choose must be essential pieces that will enable you to automate your business processes.

What are some of the most common applications that automate processes?

You’ve most likely heard of Microsoft Office 365 and Google G Suite. These applications are prevalent in the office productivity space. From a technology standpoint, they’re without a doubt the most widely supported. Both Office 365 and G Suite offer a wealth of add-ons that may be readily incorporated to automate various procedures.

The days of manually contacting clients or leads you to have are over. Email applications now exist to auto-respond on your behalf, help you manage your mailing lists, distribute content at specific moments, and the list goes on. At the same time, these tools may be familiar to you for sending simple newsletters, MailChimp’s Marketing Automation capabilities, or Constant Contact’s Autoresponders.

Automating your invoicing for each client you have is a time-consuming task, significantly if your company is growing. Cloud accounting applications can now not only automate your invoicing, but they may also keep track of late payments, allow clients to pay online directly, and more.

Customer support requests, monitoring them, and relying on disorganized email chains are no longer necessary. There is software that enables you to interact with your clients promptly, allows you to keep track of all customer support inquiries, and will allow you to establish unique workflows and actions to automate parts of the support process.

Establish an automated procedure for returning phone calls to keep track. You may enter information into the system about leaving a message for a contact using automation software. As a result, you’ll receive an automatic email: “I just left you a voicemail. Sorry I missed you!” If I don’t hear from you, I’ll follow up the next phone call”.

To be your sales team’s project manager, use automation software. While automation software allows your staff to concentrate on the essential responsibilities, it also keeps track of leads that aren’t yet ready to buy, allowing you to make progress at all levels of the sales funnel.

Sales professionals use automation technologies to manage the contract closing process. When the procedure is well established, sales agents may move leads from one stage to the next, ensuring uniformity and insight into where each lead should proceed.

Leads and clients may arrange their appointments using artificial intelligence (AI) software, free on your calendar. They will be sent a series of emails: an appointment confirmation, followed by reminders days or hours before the appointment. If the customer or lead cancels, the program will immediately notify you to follow up and respond.

Guide to business automation for small businesses.

Who will be the platform’s significant users?: Most significantly, will non-specialists or non-IT staff use the product? If that’s the case, pay particular attention to each product’s ease of use and graphical user interface. Business user reviews should also tell you how easy a given product is for non-IT people to utilize.

Integration: Has each product been evaluated to see whether it works with the company’s current business software? When putting together software, prebuilt integrations will save time and effort. Providers should be able to show integration examples as needed.

Considerations for Compliance: Are there any particular legislation or standards that the system must follow? Automated data transfers might need more security or encryption, especially in sectors that deal with vast amounts of sensitive data, such as healthcare.

Why should small businesses incorporate Business Automation?

Automation lets you gather all workflow elements into a single dashboard, allowing you to track your processes at any time. You maintain control of the process by performing task reviews, approvals, access, and deadlines. Business automation allows you to make conscious decisions and set clear timelines for your stakeholders by simplifying data gathered from all phases of the business process.

Tired of email chains that bury the fundamentals of your workflow? Business processes, which automate manual, administrative, and paper-based activities, replace them. Making copies, obtaining signatures, transferring papers, and processing paperwork are essential but time-consuming business operations. Even minor mistakes in these procedures might be costly; as a result, small businesses are recommended to use business automation in customer touchpoints to make the process more effective and efficient while reducing operational costs.

The ultimate goal of business process automation is to let you focus on more intellectual challenges. Automation works with algorithms to better organize business procedures so that people can perform higher-level tasks rather than dealing with them manually. Your company will have more time and energy to devote to satisfying client demands, building connections, and developing the next big thing.

How does business automation compare to RPA and BPA?

BPA and RPA are both used to automate business functions more effectively. BPA has initially been introduced to the technology sector, and it is possible to include RPA into its platform. Integration, processes, and fees are three critical differences between BPA and RPA.

Process automation (BPA) automates complicated business processes and functions beyond data manipulation and record-keeping, generally using sophisticated technology. It emphasizes “run the business” rather than “count the business” kinds of automation efforts, and it frequently focuses on event-driven, mission-critical core processes.

BPA takes a broader view of the end-to-end process with a more holistic approach. The objective of a BPA is to streamline all administrative operations to make quicker and more correct decisions. RPA, on the other hand, is primarily designed to replace time-consuming human activities with computer software.

Robots are not only able to do things that people can, but they’re also capable of performing tasks that no human could accomplish. Consider RPA bots to be a Digital Workforce made up of robots who can engage with any system or application. Bots can copy-paste, scrape web data, perform calculations, open and move files, parse emails, and other business processes.

BPA software can be integrated into other business processes (ERP, CRM), while RPA systems are designed to work independently of your existing infrastructure. Business process automation solutions can integrate with data sources like databases and applications, allowing for accurate tracking of the entire customer journey through every step to get more.

RPA bots mimic human behaviors, such as logging in and out, copying and pasting data, opening emails and attachments, and filling out forms from an application’s user interface. These bots are ideal for automating business processes since they may work as a person while still maintaining rapid speed, effectiveness, and minimal human involvement.

RPA has evolved past these solutions, albeit in a limited capacity. Bots, for example, have the flexibility to learn over time and intuitively respond to changes in business processes. In contrast, macros are limited to a pre-determined script of fixed, linear commands. RPA can also simplify how users automate tasks by interacting with multiple applications at once.

BPA requires a more complex workflow, with a single processing model being used to generate workflows that link diverse systems. These systems communicate and extract data to automate processes, necessitating APIs and database access; this necessitates significant IT help for coding and development. When utilizing RPA, there is no requirement for an API.

FAQ

What is business automation workflow?

Business automation workflow uses technology to automate routine tasks, allowing staff to focus on higher-value jobs. The price for business automation workflow will vary greatly depending on factors such as what type of process you wish automated and whether or not it requires integration with other software products.

What is the business automation process?

The business automation process is a process that is automated through the use of technology. The business automation workflow can be broken up into three main categories: robotic process automation, machine learning, and cognitive technologies, and intelligent software solutions.

What are business automation insights?

Business automation insights help companies gather and analyze information in their business automation process; this can include data from emails, social media posts, or chat logs that help determine the best course of action for your business to take.

What is business automation software?

Business automation software offers companies the ability to automate their business processes and workflows, including data entry, customer service, or even project management.

James Ndungu

James is a one-on-one business consultant who helps CEOs, executives, and solopreneurs build their personal and professional branding. After working in PR and marketing for multibillion-dollar companies and startups for over a decade, James knows what truly generates conversions, sold-out launches, and New York Times interviews—and it's not understanding the marketing flavor of the week. It's all about how well you connect with people whose hearts are racing and how well you communicate your knowledge to them.

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