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Business Process Automation Case Study

5 min readJun 30, 2020

What is business process automation?

The Council of Economic Advisers has already pointed out in 2016 that 83 percent of jobs with an hourly wage of less than $20 will be replaced by machines and 20 percent will be automated. Therefore, business process automation is really the original data on the basis of data results and business links according to preset rules and permissions to deal with, without every link must be by human intervention, to automatically flow the system to achieve intelligent trigger planned business steps, and ultimately realize the automation of the entire process of the system. Projects, for example, are automated from filling out a project application form to finally completing all payments and the automated management of the project conclusion.

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business process automation
Photo by You X Ventures on Unsplash

What is the ultimate purpose of business process automation?

There are a lot of companies do not know why information technology or business process automation, automate business processes, the essence of the upgrade, not the paper and Excel alternatives, but more concerned about how to improve in data transfer in the timeliness, accuracy and high efficiency and automation. For example, after a salesperson travels and initiates a business trip, the system will automatically update the payroll and add the travel allowance data to the payroll. Complete the application for reimbursement automatically after entering the payment process. That is more concerned with the whole process of the control, rather than from each part of the point to control. Automation to increase efficiency, reduce additional consumption. Among each of the tasks link has the appropriate personnel to participate in, are the process automation part of the sales personnel submit reimbursement claims after, the next is waiting for the money credited into account too. Otherwise, the attached invoice, and with the financial staff to communicate, etc. Links are in fact in the waste of work time the potential increase, or the enterprise’s internal friction.

Business Process Automation for the enterprise bring?

Business Process Automation, not information, we can be regarded as the enterprise’s advances in a means, the ultimate purpose is to promote business operational optimization, to achieve management upgrade. Then, we pursue the business process automation, in the end, can bring what kind of benefit mean? Here are five points we are summarized:

  1. Reduce labor costs
  2. Save time
  3. Reduce the error
  4. Data can be tracked
  5. Statistics and analysis

What signs indicate the need for Business Process Automation?

Business Process Automation concept has gradually into the enterprise’s field of vision and got more and more business owner’s attention. How to reduce costs, increase efficiency, must be The World’s next economic and socially important issue. Specifically, can be divided into the following:

  1. Symptom
  2. employees of their duties
  3. that has been wired under the forms
  4. there are always artificial delay
  5. it is difficult to track the business inside case
  6. the objective error is difficult to accountability

At the right time, doing the highest quality of the right things, it is the small and micro enterprises of survival of the road. But the above link is not absolute, but the point is to be clear, that is, business process automation must be established in the enterprise, the actual pain point of demand, and is not a catch the trend.

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automation
Photo by Andy Kelly on Unsplash

What scenarios are suitable for business process automation?

Similarly, by classifying and summarizing the industries and application scenarios of the small and micro enterprises participating in the interview, the top 10 best scenarios for small business process automation were organized to help companies find better breakthroughs and start business process automation attempts.

  1. Project management automation: Project’ is the core business process of many service companies, which is also the first step for enterprises to carry out process management.
  2. Purchasing management automation: Set the procure process and standards, reduce the complexity of procurement personnel operations, and reduce the communication cost of the procurement process and possible errors in data transmission.
  3. Customer Management Automation: Our well-known concept is that CRM (Customer Relationship Management) can be achieved through process automation.
  4. Purchasing management automation: Sorting, shunting, stratifying orders, and processing them in the hands of multiple people. Many people process orders in parallel, no matter how many orders will affect the high-speed operation of the process.
  5. Reimbursement Management Automation: Different branches, different regions, and different departments have different reimbursement rules. Set up the financial process network through rules.
  6. Financial management automation: The operation of the financial process is also relatively complicated. If you completely rely on offline, whatsapp, and email, sometimes the relevant personnel do not receive the relevant information of the goods to be paid in time, and the efficient workflow is broken.
  7. Inventory Management Automation: Inventory is an important resource for an enterprise and an important part of the well-known concept of ERP (Enterprise Resource Planning).
  8. Personnel management automation: an onboarding contract is automatically generated after onboarding. After signing the contract, it automatically enters the employee form and assigns a job number. Monthly salary, performance appraisal, etc. are all common links in personnel management automation.
  9. Quality and safety inspection management automation: Scan QR code by setting a checklist to fill in online with the mobile phone, and enter the corresponding process link with one click.
  10. Store management automation: Stores are a special segment because sparrows are small and full of organs. A store needs to manage personnel, finance, inventory, orders, purchases, and customers. It can be said to be a small company.

Conclusion:

It is difficult for small and micro enterprises to raise funds, operate and survive, so how to differentiate competition and refine operations is crucial. Bdtask is not only a software company but also hopes to help enterprises optimize business processes and improve management efficiency through business process automation. At the same time, Bdtask also welcomes everyone to communicate on the relevant issues of the report to help small and medium enterprises succeed.

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Bdtask Limited
Bdtask Limited

Written by Bdtask Limited

Bdtask is one of the leading software company in Bangladesh. Bdtask offers various kind of Software & Apps for B2B & B2C. Know More: https://www.bdtask.com/

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