In essence, business process automation can be set up in absolutely any business, but the scale and depth of actions will be different for each company.
First of all, it is necessary to identify the processes that most need automation tools, calculate the time that employees spend on their implementation. The ratio of these factors will provide an understanding: whether the selected elements need software management tools or not.
For small and medium-sized businesses, a basic set of options will be quite sufficient, which will allow you to avoid significant costs for creating personal solutions. Cloud services usually offer a trial period, which allows you to understand whether there is a need to use the full set of features.
For example, a manager receives 15 requests daily. It takes 4 hours to process them, and only after that can the employee begin drafting documents, communicating with contractors, and other tasks.
A month later, the number of customer saudi arabia email list requests increased to 60 per day. Even a full working day is not always enough to process them all, not to mention performing other tasks. In this situation, you can go two ways: expand the staff and hire a second employee or implement a CRM system that can process requests automatically. If the flow of requests continues to grow, it is better to use both of these options.
Large enterprises most often automate not individual tasks, but all business processes as a whole. The costs involved can be quite significant, but this allows for a significant increase in the efficiency of management and control.
Such automation tools are developed individually for each customer and require a thorough analysis of the entire business model. It is possible to refuse to improve the activity, but this will significantly slow down the expansion of the company.
Let us dwell separately on a number of situations in which automation does not make practical sense.
the company is in its infancy;
there are no new counterparties, all relationships are conducted with a stable base of partners;
the enterprise turnover does not exceed 1 million rubles per month;
business processes are subject to frequent changes and do not have a clear algorithm;
the costs of implementing business process automation significantly exceed the potential benefits.
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Types of business process automation systems
The simplest means of business automation can be considered the program Microsoft Excel, also the free online service Google Spreadsheet will do. With their help, you can set up algorithms for calculating indicators that have a numerical expression. Also, the use of these tools allows you to effectively work with the client base, keep track of payments, plan income.
Now let's move on to specialized business automation tools.
Project management systems
"Trello", "Jira", "Asana" are popular software products that allow you to distribute tasks to employees and assign those responsible for their implementation. The author of the goal must clearly formulate what result of the work must be obtained, and the performer carries out the work necessary to achieve the specified result, notes in the card that the task is completed. The author can approve the result or send the material for revision. The project manager must monitor the observance of deadlines by all performers and the quality of execution.
In CRM systems, after work on a task has begun, it is moved to the appropriate section, where all project participants can see it. There is no need to specify separately when the performer will begin work.
Accounting systems
"1C", "Kontur" allow you to automate the management of finances, raw material and product stocks, the preparation of accounting documents, help keep records of salaries, taxes, cash receipts from suppliers, etc.
Systems for monitoring working hours and maintaining labor discipline
"Bamboohr", "Hurma" allow you to control working hours, keep track of days worked and days off, and make vacation applications. Based on the data received from these programs on the number of work shifts, the accounting department then calculates the amount of wages for each employee. Many such systems are able to control whether a specialist is actually at work, and even take screenshots of the workplace at a specified frequency.
"Hurma" automatically calculates how many vacation days an employee has left in the current year. Without this system, the relevant data must be clarified with the HR department or the manager.
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