Implementing automation in business processes: first steps and basic principles

How to start automating business processes?

Transitioning to automated business processes is an important step for any company. However, you need to understand that the preparatory stage is no less important than the transition process itself. To achieve high-quality results of implementing automation in business processes, you should follow a certain algorithm. Below, we will consider specific steps that will help you understand how to start automation at your company:

Step 1.  Define automation goals

This is an important step that helps to identify specific aspects of the business that can be improved and optimized. A clear definition of goals will help to form the fundamental basis for the successful implementation of technological tools for business process automation. 

For example, your goal is to optimize all processes of interaction with partners - document flow, sales, financial accounting, and logistics. This can be achieved by using automation software that allows you to manage your partner network (PRM system). 

Step 2. Analysis of current business processes

This stage allows you to understand which specific processes in the company can be optimized and automated.

Description of business processes

Before automating business processes, it is necessary to reflect their current state, analyze in detail and display all the processes related to your business. 

Identify critical stages

During the analysis, you should identify those stages of business processes that have the greatest impact on the overall performance of the company. These stages are the most favorable for automation, as their optimization can lead to significant improvements.

Step 3. Audit of current automation systems 

For companies that already have their own working system, where some processes are already automated, it is worth answering the following questions:

• Can the existing system be optimized?
• Are there already automated processes that affect the new automation process?
• Should additional processes be included in the current one?
• Is it necessary to integrate different business processes into a single system?

The answers to these questions will help you understand whether the new functionality can be implemented on the basis of the existing system or whether there is a need to consider new solutions. 

Step 4. Choosing tools for automation

After identifying all the necessary processes that require automation, a crucial stage comes - choosing the best software. To optimize business processes, the market offers both ready-made business solutions and the possibility of developing an individual product. 

For example, the multifunctional fdForge platform has many ready-made modules to simplify and automate business processes. They can be combined and adapted to the needs of a particular business. In addition, you can combine business processes of different internal systems, for example, CRM, document management system, or integrate processes of external systems to simplify data exchange with partners and contractors.

The key solutions of the fdForge system include separate sets of tools - KITs - that have the ability to build and manage business processes (implementation of PRM systems, integration platforms, etc.). 

With the help of ready-made modules of the fdForge system, you can quickly deploy, customize and create an individual system that will fit your business.

Implementing automation in business processes has positive results for the company. Optimized processes help to speed up the business cycle, which saves time, resources, and effort, and allows companies to grow faster. Processes become more transparent and accurate, which increases their efficiency, control, and quality. As a result, it allows companies to achieve their automation goals more efficiently. 

If you are facing the choice of an automation solution, leave your contacts in the form. Our manager will contact you, tell you about all the advantages and capabilities of the system and offer the best solution for your business.