What types of process can be automated?

Automation can be applied to almost any process using any system.

But how to select and and prioritise the processes that yield the most benefit?

When drawing up a shortlist of candidate processes to assess for automation consider the following factors:

Is the process repetitive in nature?

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Do you have peaks and troughs in demand?

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Is the process prone to manual error?

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Is the processes time sensitive?

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Is the process labour intensive?

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Do you experience a high turnover of staff?

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Does the process follow a clear set of rules?

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Have you previously considered outsourcing the process?

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Any number of Finance processes can be automated.

Some of the key processes to consider for automation are:

  • Reconciliations
  • Journal Processing
  • Management Reporting
  • Allocations
  • Month End Close
  • Consolidation
  • Accounts Payable
  • Account Receivable

Any number of Sales and Marketing processes can be automated.

Some of the key processes to consider for automation are:

  • Sales order processing
  • Commission management
  • Sales reporting
  • Call centre augmentation
  • Quote generation
  • List Management

Any number of Operations processes can be automated.

Some of the key processes to consider for automation are:

  • Customer on-boarding
  • HR processes
  • Product on-boarding
  • Fulfilment
  • Inventory Management
  • Vendor Management

Any number of Technology processes can be automated.

Some of the key processes to consider for automation are:

  • Security and account management
  • Support desk augmentation
  • Risk management and governance
  • Asset management
  • Report creation
  • Vendor Management

Any number of Tax processes can be automated.

Some of the key processes to consider for automation are:

  • BAS and others
  • Online filing
  • Tax Analytics
  • Data sourcing and preparation
  • GST Allocation

Any number of Customer processes can be automated.

Some of the key processes to consider for automation are:

  • On-boarding
  • Account management
  • Complaint handling
  • Call-centre acceleration
  • Records Management
  • Reporting

Robots can be used to automate virtually any task..

Get in touch to find out more here

If you would like to learn more about the types of processes we have automated and explore some case studies please get in touch…