Business process automation. Sounds complicated and difficult but we promise it’s not Rocket Science. Automation can be explained by something as simple and as common as making coffee. A coffee machine only requires you to put the pod in, press a button and PRESTO! On the other hand, if you were to make your coffee the old school way, you would have to take several additional steps to get the same result and it would be significantly more time consuming. So essentially the process automation provided by the coffee machine gives you one of the most valuable things in life, TIME! The time you save thanks to process automation can be allocated towards more productive areas of your life, like watching the new season of Game of Thrones.
So, how can I get started implementing Automation to my Business Process you ask?
- Map out the whole process. – As a business owner, you need to know how every process of your business works. Map out the steps and determine what the outcome of each process is.
- Look at how many steps there are. – Once you map out your process, you will be able to identify how many steps you have. This is important because every step can significantly influence your outcome. If the steps haven’t been clearly established, then the outcome would vary every time.
- Identify the platforms or systems that can help you. – Once you’ve got your workflow built, it is important to know what platforms or systems can help you. In our case, we use Zapier to trigger the automation. For example, if you want all attachments on all your email messages to be saved to a folder, you can trigger this platform to filter all your messages that have attachments and save it to a storage cloud like Dropbox or Google Drive. Imagine all the time it would take if you were to save each attachment and upload it to Dropbox one-by-one.
- Figure out how to automate together. Determine if all your the systems or platforms speak to each other and if they can be integrated. Once you’ve done this, it’s easy-peasy. However, if they can’t be integrated, you need to find another way or another system to use.
Now that you know the steps, you just need to think of your processes that need automation. If you don’t know what processes in your business need automation or you’re still stuck on why you need automation, contact our team or slide into our DMs, we would be happy to help out.