Business, Productivity

8 Business Automation Tips to Boost Your Productivity

If you see into the future of business growth and tech trends, you will see tips on topics covering from responsive Web design to richer website animation.

If you see into the future of business growth and tech trends, you will see tips on topics covering from responsive Web design to richer website animation. Among the most important of these trends, you will find business processing automation. This is a powerful tool that does it possible for businesses to streamline the growth of their business through decreased overhead and improved customer satisfaction.

Here are eight tips that will help you to automate your business:

1. Start Small and Scale-Up

Once you understand where the time can be saved, you may have a list of things you had like to automate. Rather than trying to achieve everything at once, you will be better served by adding one business automation process at a time.

Much like people who are striving to lose weight, you might want to make every difference at once. That can be overwhelming for your staff and your business. In the end, like trying to losing weight, the changes do not stick.

What you can do is choose one process to automate. Start small and then scale up. This gives your staff enough time to adjust and integrate each change one at a time.

2. Know What Needs Automation

Automation opportunities are endless. You can automate accounting, your sales process, marketing, and even some facets of customer service.

You need to determine what you had like to automate first. Analyze your business and where vital resources are being spent.

Do you find that there is a lot of time being spent on email and social media marketing? Those are 2 things that can be automated quite easily.

Do you want something like ICR in your business? That is Intelligent Character Recognition, which can take scanned handwritten notes, and turn them into searchable digital documents. That can be much easier if you are a note-taker. You can scan and throw away those stacks of notebooks you have been keeping around for years.

3. Map Your Automation Strategy

When you have your automation processes prioritized, you will need to map out your automation strategy. What will view like for your business? It depends on what do you prioritize.

Take marketing automation, for instance. If your business chooses to automate email marketing, you are going to need to map out at least one campaign that needs someone from signing up on your form to a purchase or sales appointment.

You will want to map out their journey on a whiteboard or paper. You will want to start with what the signup form looks like, and what they are going to get for signing up. That could be a white paper, form.

4. Choose Automation Tools for Your Business

You can have the best business automation goals and strategies in place, but without the right tools, you can be losing money.

No matter what you choose to automate first, you will have a similar process to discover the right tools for your business.

Start by recognizing your budget and what are the features you will need the most. You will also need to know what systems the tool will need to unite with.

For instance, in an accounting automation solution, you may need to have the tool integrate with your CRM.

When you are evaluating tools, be sure to consider set-up fees, monthly costs, and potential savings on the platform.

5. Make Decisions Based on Data

When you first set-up business process automation, it is rarely perfect the first time. That is why reporting is so essential. You need to be sure that your data is showing you the right story.

From there, you can make changes to process and test some aspects of your process. You want to keep developing things but do so based on data, not a knee-jerk reaction.

6. Set Automation Goals

To know if your first try at automating business processes is successful, you will need to set some measurable objectives. Again, your goals will depend on what

For instance, in the marketing automation example above, you may have some goals. You can have a purpose for signup changes, for the percentage of email open rates, and the percentage of people who buy.

These metrics will enable you to track each step of the customer’s journey and make adjustments along each step.

In accounting, you will have different metrics. For example, if you automate customer invoicing, you will want to track the amount saved processing invoices. You will need to follow the amount of time it takes for vendors to pay.

Those metrics can improve your business cash flow.

7. Choose the right tool

Any enterprise would achieve the desired results when the foundation is laid right. For an automation action, the kind of tool you choose is pivotal to decide the outcome. The market is teeming with automation and BPM tools, where their agents tout their product to be the best. Make sure you opt to the tool that accurately suits your organizational requirements in terms of scalability, level of capacities, the types of users. For example, some tools are designed to offer application development capabilities, while some are developed for transparency and process tracking. Also, “it is essential to pick an easy-to-use software which non-technical business users can simply adopt without having to depend on high-priced consultants.”

8. Get Employee Buy-In

Obtaining employee buy-in is going to be an essential part of achieving automation in your business.

You can choose to ask staff what they want out of an automation tool as you are assessing your options. When you select an automation tool, make sure that your employees are well trained on using it.

The more convenient they are using the tools, the more likely they will be to use them. That will turn into revenue and cost savings for your business.

9. Check Reporting Daily

When you arrange your automation goals, you want to be sure that you are meeting them. It is essential to have the proper reporting mechanisms in place as soon as you begin your new process.

That enables you to see how your employees adopt the new technology and what kind of difference it is making to your bottom line.


This quick survey of the top best practices in business process automation should give you a great idea how to go about implementing a detailed program plan for your business. To proceed additional, you will need to have a shortlist of the best business automation applications on the market, to flesh out a suitable candidate. When you look over the list, pay attention to those that offer a free trial, which should give you the first path to have a good feel of the software in terms of your employees who are continuing to use them.

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