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Bringing Business Process Automation to Your Business – The Beginners Guide

In our previous blog we talked about Business Process Automation (BPA), what it is and how to can help your business. In this blog we are going to be taking a look at how to implement BPA in your workplace/business. 

How to implement BPA in your workplace 

Remember that introducing BPA at the workplace is a challenge; it is not an easy undertaking. Overworking it or going about it incorrectly can have the opposite impact of what you planned, slowing down product development and costing you market share. 

Identify tasks to be automated 

At this stage, the framework for all of your future BPA is established. To determine what to automate initially, you should start by getting feedback from the employees that work for your company and looking at request sheets and client concerns. 

Many, if not all, areas of your company experience bottlenecks in their everyday operations. By getting the input of the people who know it best—your employees—about these issues, you can better identify areas where efficiency can be improved. After realising this potential, it’s important to go to your IT team. You’ll probably utilise a third-party solution, such as Power Automate from Microsoft, but your IT team is still responsible for integrating the software and making sure the integration is flawless. 

If you are fortunate enough not to have any, it can be helpful to conduct a kind of questionnaire to obtain some input from your clients about the things they feel are fantastic about and things that can be improved. This will help you identify chances for automation. 

Outline business goals 

The following stage is to ask yourself three questions: What is my organization’s present goal? Will automation aid in that endeavour? How will I assess my progress? 

Knowing your organization’s goals is crucial since it will help you determine which processes you need to automate to reach them. Finding a mechanism to gauge the success of the change is also crucial; if you don’t, it could be a complete waste of time and resources. This can be done by looking at financial data, employee feedback, or other metrics. 

Select the right tools for the job 

More than you would realise goes into choosing the appropriate instruments. The most crucial requirement is that it be able to integrate with your current tools; make sure the tool can pull data from existing tools to work seamlessly with the information your business already stores. Other requirements include being flexible and scalable with the ever-changing work environment in the wake of COVID-19. It will be beneficial to have the ability to centrally store and secure information so that anyone with access throughout the entire organisation may draw conclusions and make the most of the system. 

Adapt your management methods 

Once having selected the suitable tools and you are convinced they are the tools you wish to proceed with, your management practises will have to change, you need to set-up training and tutorials for the staff who will be utilising the technology day in day out for them to do their job correctly. Creating a culture that’s adaptive to change within your firm is crucial – your employees need to feel included in decisions moving forward and receive education on any adjustments that you determine along the route. 


The final, on-going step is to regularly check the system to ensure that it is improving the productivity of you and your team members. Since these tools are dynamic, they develop and adapt as your business does. Keep your wits about you since what was once the best tool you’ve ever had could quickly become unnecessary and even detrimental to your business. 

Want help with your Business Process Automation? 

Business process automation can save you and your employees so much time by taking care of any menial admin tasks you would otherwise have to take care of. If you would like help with embracing business process automation please do not hesitate to contact us now.