Intelligent Automation

How You Can Identify the Processes That Can Be Automated

August 12, 2022 · 5 min read

How You Can Identify the Processes That Can Be Automated

Many companies struggle to know where automation should start. Here’s how to recognize the processes that are worth automating first.

Automation can lift performance and ROI, but many organizations struggle to know where to begin. The key is recognizing which business processes are genuinely well suited to automation, then approaching them in a structured way that maximizes the chance of success.

What an Ideal Candidate Looks Like

  • A monotonous, repetitive task that frees human resources for more value-added activities
  • Labor-intensive work that spans multiple application screens
  • A recurring process involving multiple employees
  • A workflow based on data that is already digitally available

A Structured Approach

  • Consult process owners and leaders through brainstorming sessions to surface opportunities
  • Document every idea and categorize it by process type
  • Establish expected value, including time savings, accuracy gains, and job satisfaction, not just monetary ROI
  • Prioritize by implementation ease, systems affected, and quick-win potential before tackling complex automations

The Payoff

Done well, automation can reduce the cost of automated job functions by 30 to 40% while improving efficiency. The hardest part is not the technology but identifying the right process to target first.

Conclusion

By following these systematic steps, organizations can select the processes most worth automating and set their initiatives up for success. A disciplined selection method turns automation from a gamble into a repeatable source of value.

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