5 key automation features that ensure successful process management

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Business processes in today’s digital world are smarter than they ever have been. The advent of automation gives companies tremendous ability to better control processes that keep their company going.

But with the sheer number of ways to incorporate automation into the workflow, how do companies know that they are making the most of this technology to handle their processes more effectively?

Firstly, researching process automation platform capabilities and how they relate to your own processes is critical. Inside the Zoadesk Framework, here are five main process management features that help companies automate their processes on a wide scale.

1.  Process mapping

The first step towards large-scale process optimisation is the creation of process maps. We allow the presentation of complex workflows as a simple, visual map which helps your team members understand existing processes.

A process map helps companies to see each of the systems they are using and how they interact. For instance, several workflows involve processes performed by various departments – a process map shows the impact of change through an enterprise.

When outdated or inefficient systems are detected, they can be fixed or eliminated altogether, and workflows can then be re-evaluated.

Process maps allow for improved visibility and greater control of processes of any size. Collaboration is accomplished by the increased transparency within an enterprise. It will ensure systems continue to become more effective and streamlined.

2. Automated workflows

Workflows are repeatable sequence of activities. Many companies digitally manage their workflows – but that doesn’t necessarily mean they’re as productive or effective as they might be. For example, approval procedures are infamous for causing delays because they are manual and time-consuming. But this need not be the case.

Organizations can automate their processes using workflow automation, while reducing miscommunications and delays. Modernizing structured workflows helps workers to reduce repetitive administrative activities and remove bottlenecks in processes.

3. Robotic process automation (RPA)

RPA can be used to build bots for high-volume tasks which automatically complete manual, repetitive tasks at a rate far faster than humans. Because of a set of instructions, bots are able to interact with applications through their UIs, removing the need for manual tasks for human controls.

Your team members are free to spend more attention on their core work, without the need to key in data or complete routine activities.

RPA greatly increases the pace and efficiency of management processes. Removing human error increases the reliability and inefficiency of current compliance systems and reduces regulatory risks.

The drastically reduced time for completing tasks will minimize costs and improve the time-to-value, making RPA an integral feature for process automation. Some key RPA solution providers are UiPath, Automation Anywhere, and BluePrism.

4. Document generation

The elimination of paper-based processes is one of the most important steps in digitizing your business. Manual document creation is time-consuming, inefficient and exposed to mistakes. However, with automation, the generation of a detailed and compliant document takes just a few seconds.

Using the generation of records, or our automated document generation, data can be used in just a few clicks to build and fill forms, sales orders or contracts. Pre-approved business models ensure that the resulting document complies with internal and external regulations at all times.

Saving and accessing digital files is easy and intuitive, without the need for paper documents.

5. Process intelligence

Data is one of the most important commodities on an enterprise. It gives feedback and insights that can guarantee future growth and progress. Hand processing data can be time-consuming and sometimes tedious, involving spreadsheets and re-entry of data.

Process intelligence tools, however, offer large-scale, enterprise-grade analysis without the need for manual collation.

Organizations gain full insight into the output of their workflows by using a process intelligence. It is easy to see where changes can be made with the data analysis and customizable analytics.

Process intelligence harnesses the power of artificial intelligence, collects and analyzes raw data without the need for spreadsheets. Therefore, process intelligence is a critical resource for making changes and enhancements that are of long-term benefit to the organisation.

The key to embracing process management improvements

The business climate is drastically and quickly shifting. Organizations are modernizing and digitizing their systems in order to keep up with rivals-process automation is one of the most successful ways to do this.

Zoadesk is at the forefront of process automation and provides the most extensive and sophisticated tool set available. Organizations should pick the technologies that best fit them with a wide range of capabilities, and incorporate an automation strategy that lets them make the most of process automation.


Start creating and managing workflow today

Whether you need to close leads faster, streamline your processes, streamline your expenses, or ensure that new team members are engaged, workflow management software can be helpful.

Workflows can make your business more agile and efficient, increase employee performance through collaboration and clear instructions and boost your bottom line, all while automating repetitive tasks and creating useful documentation for critical processes.

Zoadesk offers a process management tool that can be used to address issues in all business units. If you’re ready to deploy reliable, trouble-free workflow management software, sign up for our pilot programme.

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