Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
By signing up for your free account, you agree to receive e-mails from Triggre.
By signing up for your free account, you agree to receive e-mails from Triggre.
Last time, we wrote that discovering processes is an essential first step if you want to embrace automation. Once you’ve gone through the three-step plan that we described, you’re ready to answer the next question: Which processes will benefit from automation?
In this blog, we have listed five processes that commonly require automation!
Every company has to deal with tasks that are repetitive in nature. For example, you probably have an on boarding process in place for new employees. This might encompass a variety of actions, such as setting up a new email account, creating a personnel file, and providing a new employee with company regulations.
If you create an application that takes care of, or reminds people of all these steps, including a check-mark list for must-do tasks, you will work more efficiently and save a tremendous amount of time.
Whether you’d like to increase the efficiency of your customer ordering process or your contact with suppliers, automation provides the answer. You can build virtually everything: from a web portal which always shows customers the current status of their shipment to an application providing suppliers with all parcel requirements (including codes and dimensions), which smoothly leads them through the shipment process.
Optimizing your customer service is always a good idea. If customers email you certain information, it is very inefficient and time consuming to manually enter it into your own system. It would make much more sense to provide customers with login data so they can register their questions, remarks, or complaints in a system, which allows you to respond faster.
Another benefit of this method, is that you automatically have a log of old items and it’s exchangeable between employees.
Your employees are more likely to cooperate on automation projects if their own interests are involved. So try to find processes that would probably concern them, such as the submission of receipts for work-related expenses.
If you tell them to upload all receipts to your system by the end of the month so you can process these more easily and pay them sooner, it is a win-win situation: they will get paid on time and your accounting department saves time.
Wherever deadlines must be met, automation comes in handy. Suppose your quoting process involves multiple people who need to approve a variety of things, from price to delivery time.
As you don’t want to keep the customer waiting for a quote, you can make an application that sets approval deadlines and sends automatic reminders. This makes it much easier to meet your customer’s expectations!
