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Process Automation Checklist


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Process Automation Checklist Why does your company need to automate business processes? There are three reasons: 1) To reduce business costs; 2) To improve process efficiency; 3) To achieve business growth in the long run. This Process Automation Checklist gives an overview and briefly describes several key techniques for automating business processes.

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  1. Process Automation Overview.
    • Definition. Process automation is a series of activities and tasks dedicated to integrating applications into working environments, re-structuring labor resources, and upgrading or renewing equipment and systems of your company. IT department is the main company division responsible for technical implementation of functions.
    • Goals. There’re three key goals of automation:
      • Restrain business costs and reduce waste.
      • Improve process efficiency.
      • Make a foundation for continuous business growth and development.
      • Techniques. There are three key techniques for automating business processes. They are described below.
        • Extend Existing IT Systems.
        • Purchase Equipment and Tools.
        • Install BPM Solutions.
  2. Process Automation Techniques.
    • Extend Existing IT Systems. This approach means that existing IT systems of your company can be upgraded and extended to fit needs of the working environment and implement new solutions. To follow this approach, you can discuss system extension options with senior management and IT administration of your company.
    • Purchase Process Automation Equipment and Tools. When existing IT systems can’t be improved and upgraded, there’s another way to automate business processes – through purchasing new equipment and systems that can help solve problems. Implementation of this approach requires discussions with senior management and IT administration.
    • Install BPM Solutions. BPM (Business Process Management) solutions offer a complex of tools and options for creating a single working environment for managing business processes. Such solutions include modules that simplify automation. You need to talk to IT specialists to discuss technical issues of the installation and reduce risks.
  3. Process Automation Tips.
    • Mobile Devices. Using handy mobile devices is the simplest way to automate business processes in our office. You can use your Blackberry or another portable device to communicate information to your colleagues, share documents and avoid time wasting.
    • Guidelines and White Papers. Before implementing any of the techniques, you need to develop guidelines for your IT department staff and share copies of white papers between other employees of your company. In such a way, process is likely to be implemented smoother and easier.
    • Cost-Effectiveness. "Extend Existing IT Systems" is the most cost-effective technique for process automation. Think twice before choosing between techniques listed in this checklist. You can use Internet to read through online case studies and learn successful experience of other companies which have already implemented business automation systems.
    • Productivity. ...

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