How process automation can help your business

How can process automation help your business to be more efficient and productive, and what you can do to achieve it

What is business process automation?

Process automation is the functionality used within the software that completes data input or other tasks without the need for anyone to perform these tasks manually.

The term business process automation is a term used when a series of activities take place when a manual action is performed. For example, when the status of a quote is accepted the following actions are performed:

  • A purchase order is created
  • Stock is allocated to that order
  • An invoice is created
  • The accounts team is notified by email or SMS

How can business process automation help my business?

Process automation can help businesses in a range of different ways, but ultimately it will help your bottom line by making your team more efficient and allowing them to focus on important tasks by freeing up their time from admin jobs that can be performed behind the scenes. Other benefits also include:

  • Reduce bottlenecks
  • Reduce input errors
  • Minimise loss of data
  • Improve communication
  • Improve transparency

What processes can be automated?

Depending on the software you are using or even the type of business you are will depend on how far or how many processes you can implement. The processes that are automated are generally where you need to input data in multiple places, create documents (purchase orders, invoices, delivery notes, etc) and send emails to other departments or customers to keep them in the loop.

In terms of Zigaflow, you can automate an endless number of processes, a few examples include:

  • Send a chaser email after 3 days when the status is not changed
  • Generate a purchase order and/or invoice when a quote is approved
  • Schedule a task for a maintenance contract
  • Create a new customer record for a newly generated lead
  • Change the status of delivery not when a delivery eForm is signed
  • Send emails to customers and staff informing them of changes to their orders

Which processes should be automated

Every business is unique, so processes will be unique as well. If you want to make your business more efficient then you need to identify where the issues are. As an example, if your sales team are spending a lot of time inputting data, then creating automation that will input that data in multiple places will help free up their time.

How can Zigaflow help?

Zigaflow offers flexible and configurable automation software that puts you in control, with the ability to automate the majority of business processes from that initial point of contact to signing a new contract.

You create and configure automation to do exactly what you need them to, without the expenditure for custom software development. See how Zigaflow can help your business with a FREE 30-day trial.