Select the tool to automate your processes
Posted: Sun Dec 15, 2024 7:09 am
You can rely on people interested in reducing the workload and on the leaders of each team to determine delivery times, dedication times per task, etc.
This way, you can also measure the time that human talent spends completing each task. This way, you can eliminate steps or simplify them when applying automation.
2. Establish the company's business objectives
Once you have identified the problem and the tasks that require the most time and attention, you must move on to the next phase: determining what your objectives are with the adoption of process automation.
Are they related to performance? To time reduction? To less participation of your workforce? To reducing human errors?
Instead of creating goals based on one of the questions above, you may want to embrace automation to address this set of problems.
3. Model the process
It is important that before modeling the process you consider creating a diagram that allows you to know how the tasks will be automated, once you start using a software . Some of the data that you can use to start giving body to the automated process are:
Process name.
Objective (we saw it before).
Justification.
Scope.
Participants.
Process diagram.
4.
The next step is to select the software that will help you automate tasks based on the goals you have previously set.
Consider that there are different tools that help you automate processes, but not all of them are designed to cover specific needs.
So before you start the consideration and decision process, you need to pharmaceutical email list look at how it adds value to your goal achievement. Would this work for you?
It is also important that the provider you decide to hire helps you model the process in a beta mode or tailored to your business, and see in real time how your model works.
Consider that depending on your needs you may need more than one provider that allows you to manage your tasks in a synchronized and automatic way.
5. Train human talent
In times of change, your workforce may put up a bit of resistance, but because process automation is a vital step, you must take the time to train them.
Consider that automation exists to execute repetitive tasks; however, these workflows do not manage themselves. They must be operated efficiently by your team to understand how the architecture of these software works to achieve simpler tasks.
This way, you can also measure the time that human talent spends completing each task. This way, you can eliminate steps or simplify them when applying automation.
2. Establish the company's business objectives
Once you have identified the problem and the tasks that require the most time and attention, you must move on to the next phase: determining what your objectives are with the adoption of process automation.
Are they related to performance? To time reduction? To less participation of your workforce? To reducing human errors?
Instead of creating goals based on one of the questions above, you may want to embrace automation to address this set of problems.
3. Model the process
It is important that before modeling the process you consider creating a diagram that allows you to know how the tasks will be automated, once you start using a software . Some of the data that you can use to start giving body to the automated process are:
Process name.
Objective (we saw it before).
Justification.
Scope.
Participants.
Process diagram.
4.
The next step is to select the software that will help you automate tasks based on the goals you have previously set.
Consider that there are different tools that help you automate processes, but not all of them are designed to cover specific needs.
So before you start the consideration and decision process, you need to pharmaceutical email list look at how it adds value to your goal achievement. Would this work for you?
It is also important that the provider you decide to hire helps you model the process in a beta mode or tailored to your business, and see in real time how your model works.
Consider that depending on your needs you may need more than one provider that allows you to manage your tasks in a synchronized and automatic way.
5. Train human talent
In times of change, your workforce may put up a bit of resistance, but because process automation is a vital step, you must take the time to train them.
Consider that automation exists to execute repetitive tasks; however, these workflows do not manage themselves. They must be operated efficiently by your team to understand how the architecture of these software works to achieve simpler tasks.