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Automating the business is a necessity for companies that want to remain competitive. No wonder, a survey by Salesforce, with 600 CIOs and other decision makers in IT, showed that 91% of them perceive the increase in demand in this regard. Because it is a change that affects the organization as a whole, putting it into practice involves several actions and investments.

However, considering that it gives a competitive advantage to the enterprise and improves its results, generating both public satisfaction and production quality , it is worth doing.

See below for the main steps to do so!

1. Understand your business

Automating the business is not a transformation that can be done just by adopting any technological solution. Not only because each company is different, but also because of the diversity of options available in the market. Yet, the way this is incorporated also impacts the return it offers.

Thus, understanding the enterprise itself is the first step towards making the right decisions about which means and modes should be used, directing the investment to what really adds value to maximize the results from it.

In order to achieve this objective, it is essential to map all corporate processes, building a design of the operational flow. After all, this action allows:

  • identify bottlenecks ;
  • check for repeated or unnecessary tasks ;
  • know the areas most dependent on manual activities .

2. Have a well-structured plan

After understanding how your business works in practice, it’s time to plan how to automate your business. For this plan to be well structured, it must cover everything from the necessary resources to the intangible factors that influence its results .

For example, for the enterprise to operate in the Business Agility model , in addition to automation, a change in mindset is essential. Thus, it is necessary to consider the corporate culture at this stage.

In addition, it is essential to be clear about the points of attention within this digital transformation process , given the reality of the organization. Especially because these elements demand more time and attention.

3. Know which sectors to prioritize

As it is not feasible to make this complete transition at once, to automate the business, it is necessary to establish priorities. More than that, the order in which sectors or processes will be automated is also reflected both in the efficiency of this transformation and in the results resulting from it.

When creating the implementation schedule, take into account some criteria to define what is most urgent, such as:

  • relevance to the final product or service;
  • demand for optimizations ;
  • biggest gaps — repetitive tasks, bottlenecks, unnecessary actions, etc.;
  • performance and ability to add value .

4. Study the necessary tools

Have you ever noticed how much automation and AI are linked? After all, Artificial Intelligence is a means of controlling several activities at the same time, without depending on any human action. But are its benefits right for your company?

Reflections like this have become important when automating a business. It is hardly possible to find a single fully compatible tool to carry out this transformation.

Thus, researching and studying what is available is essential to make the right decisions about it. To get started, seek to know more about the necessary technologies, such as:

  • ERP or Enterprise Resource Planning ;
  • CRM or Customer Relationship Management;
  • BPM or Business Process Management Systems;
  • RPA or Robot Process Automation;
  • integration platforms;
  • chatbots;
  • cobots.

5. Choose solutions suited to the business reality

In the early days of digitization of the corporate environment, software was standardized and there were limited options for them on the market. Currently, this type of solution comes in different formats: programs, complete systems, modular, in the cloud, bots , etc.

Therefore, companies can choose and should do so according to their reality, so that technologies add to the results. In this sense, the deep understanding of how the enterprise that was collected works as a basis.

In practice, to automate a business it is necessary to consider:

  • work dynamics between the stages of the flows and the collaborators;
  • organizational goals ;
  • the team’s ability to use the tool and its usability ;
  • implementation and maintenance costs .

6. Prepare and Empower the Team

As seen, the team is an extremely relevant factor for the success of a company’s automation . After all, it is employees who work closely with technology in this scenario.

However, this level of digitalization requires routine changes that are often resisted. Therefore, preparing the team is essential, avoiding problems in the progress of operations.

Another point of attention is that the adaptation process must be carried out through practical training, so that activities are carried out correctly. Finally, meetings in which both reasons and gains related to changes can be analyzed, in order to engage workers .

7. Use indicators for monitoring

When automating a business, two steps are involved: implementation and maintenance . In both, monitoring via indicators allows:

  • identify difficulties;
  • anticipate future problems;
  • perceive opportunities for improvement.

Digitization itself facilitates such monitoring, since all processes are completely recorded. In addition, the choice of metrics is another factor that helps in this context .

For example, when it comes to performance, it is necessary to measure delivery time, volume and quality, controlling both efficiency and effectiveness. After all, mistakes generate rework, which reduces productivity.

8. Adopt a management system

Finally, the adoption of a management system, which organizes and integrates other solutions or processes, allows managers to obtain a complete view of the enterprise. From this, advantages arise, including:

  • greater use of opportunities;
  • reduction of errors and reworks;
  • ease and speed to anticipate failures;
  • increase in quality and productivity;
  • decrease in operating costs.

Automating the business is a decision to achieve better corporate results. Just to give you an idea, with this, production grows and the company becomes economically sustainable. In other words, it is a choice capable of making the organization remain competitive in the market .

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