We all love to see our business grow, but we rarely consider if we are ready for this expansion. As your business expands, the need for an efficient and streamlined business process becomes apparent. In business, as with health, prevention is indeed better than cure. There will come a time when you realize you should have switched to BPM or workflow automation long back. By this time, though, you have faced severe loss of revenue, lost clients and maybe even had some bad PR. So, how to decide when to go for automation is the big question. Let us help you find an answer to that.

Before we go further, it is very important to know which process to automate. A good approach is to select a process that is already standardised, automate it, and use it as a stepping stone for further automation.

Here we list some signs that will help you know if you need to go for automation-

1. Miscommunication is in the air

If miscommunication is the kryptonite of your business and emails aren’t solving the problem either, it’s time to seriously consider automation. With all the communication that happens in a day, it is possible to overlook an important mail amidst all the acknowledgment mails and other less important ones. Suppose the creative lead sends a mail containing content for the new website to the development team, but it gets buried under a heap of other mails. This will lead to a significant delay in website completion. This may not be much of an issue for an in-house project, but what if it is a website for a client?

Automation removes this problem by providing an instant notification and chat/comment system for each task. Information and data reach the right people at the right time, streamlining the entire process.

2. Resources allocation is unclear

For any growing business, small or large business, resource allocation is very important. If not done properly, this can lead to significant losses. If your business processes constantly need more resources than you what initially planned, then something is not going in the right direction for you.

Automated workflows help you correctly calculate what resources are needed for a task, and also monitor their use in real time

3. Accountability is absent

Everyone can make mistakes, even the best of us. But in an organizational ecosystem, mistakes can be costly. When the workflow is managed manually, it is a difficult task to appoint someone who is accountable for every step of the process. It slows down process, and is not free from issues like finger pointing, excuses etc. If your workflows are suffering because of this, it is another sign that you need to automate.

Automated workflows help you clearly articulate and assign tasks to the relevant team members and map their progress real time. They help provide an option to assign step by step accountability, without adding to the workload of employees.

4. No progress on task status.

Manual workflows are dependent on manually generated reports to review progress of tasks. Such reports do not give real time information about the progress made, and are often several days old. To increase credibility with your clients, you need to meet your deadlines, and for that, you need to always be aware of task progress- an impossible task with manual workflows.

Automated workflows come with built in analytic tools, that allow you to review task progress, deadline, team performance, assess key performance parameters — all in real time.

If you have a process that has one or more of these issues, it is time you look for an automation solution for it. These are just some of the pointers that hint you need to go for automation in your business environment. If you are still not sure, or have further doubts, feel free to contact IBISM. We will happily provide you a free demo of what you can achieve with automation, and provide answers to any other queries that you might have.

Published on Apr 13, 2018