Not sure what to automate? We’ll help you.

Process automation is changing the world of business as we know it. It has gone from being a process for large corporates to something accessible to all businesses. This process of simplifying workflow is saving employers and employees a lot of time. This is in addition to the obvious cost savings. This thought is all good and well, but what processes can a business actually automate? Let’s take a look at how to use automation in South Africa.

25 processes you could automate

  1. Data scraping and extraction processes: For example, scraping data from old websites. This is then saved in an Excel or Word document.
  2. Website monitoring: See which parts of the website are receiving the most traffic. It can also identify the source of the traffic.
  3. Web testing: Ensure that your new site is working as it should by automating the testing process.
  4. Reporting: Set up monthly reports by specifying the data range, source, and frequency.
  5. Data analysis: This is a time-consuming task. It also runs the risk of losing or misinterpreting data. Automation handles this process quickly and effectively.
  6. Email response: Ensure that potential customers receive a timely response. Do this by creating auto-responses sent based on keywords found in the email.
  7. Track users: Keep track of what your team is doing by automating application monitoring. It can also be used for timesheet management.
  8. Scripts: Use RPA to replace the language used by Python and PowerShell. This ensures that they can solve issues without your help.
  9. Ensure compliance: Seamlessly manage data to ensure compliance.
  10. CRM and email: RPA can learn and can determine the correct response to an email received. This frees up the time that would have been spent responding.
  11. Employee onboarding: Send and submit forms electronically. This reduces admin time spent on the task.
  12. Cloud implementation: Ensure that your business and all its systems are connected and centralized. This will allow it to run as smoothly as possible.
  13. Invoice management: Update your payment systems to send out invoices regularly. It can also allocate payments received.

We’re halfway there, keep reading for more automatable processes!

  1. Event-driven reaction: Be notified as soon as a task is updated or if a system change occurs.
  2. Data validation: Cross-examine available against multiple sources quickly and effectively.
  3. Updating data: When new data is received it can be added to the system and replace existing data.
  4. Data backups: Schedule regular backups to secure data. You need to be prepared should the worst happen, and the system fails.
  5. Diagnose and repair faults: Put in place a system that can assess and repair any faults. It should also provide a detailed report on the events for you to refer to.
  6. Employee recruitment: When receiving job applications, use certain keywords to separate candidates.
  7. Payroll management: Ensure that benefits, deductions, and monthly salaries are paid. Employees can also update personal data to ensure that records are up to date.
  8. Inventory control: Digital systems can state how much stock is leftover. It can also place orders to replenish it when it reaches a certain threshold.
  9. Application processing: Regardless of the industry you’re in, you will more than likely have some sort of application process. Safely compile forms, monitor progress, and deliver a decision using a digital platform.
  10. Track your fleet: If you are in logistics, you need to know where your vehicles are. You also need to be aware of the wear and tear experienced, and any repairs needed.
  11. Marketing: Schedule social media posts to go out as well as campaigns and measure the results.
  12. Supplier management: Record invoices and automate payments based on contractual obligations. Don’t let anything slip through the cracks again.
Contact us today to find out how automation can transform your business.