25 Apr Efficient organization through process automation
When a company reaches a certain level of complexity in terms of number of documents, financial transactions, customer relations, etc., efficient organization is essential. Process management is one of the best business organization systems that gives companies complete control of all material, financial, human and technological resources. Implementing a Business Process Management (BPM) platform to automate processes will empower you to easily organize everything.
A process can be described as a set of activities that are carried out in a coordinated manner to achieve a certain objective. Each process includes workflows that must be defined and monitored from start to finish for proper execution. Many processes are currently performed manually, with frequent loss of control, bottlenecks and human errors. Every day appointments are scheduled, documents are reviewed, approvals are requested without specialized process management solutions to help control these tasks.
Each business sector encounters its own challenges when it comes to process management. The health sector has demanding record management with sensitive data such as medical records and electronic signatures. The financial services sector focuses its needs on the automation of debit and credit transfers, and payment systems. While the retail sector requires integrated automation with CRM and ERP systems that manage marketing strategies to logistics issues.
BPM solutions allow people, processes and data to be connected throughout the entire company so that work can be done quickly and efficiently, saving time, money and improving customer satisfaction. In addition, it allows users to track the status of processes from beginning to end in real time, giving them greater control. Furthermore, each transfer of data and information is documented for further analysis and continuous improvement.
The company must begin by defining the processes that take place in each department (strategic, operational and support) and establish the relationships between them. With a process automation platform, you can draw a diagram with all the elements involved, with connecting lines to define the required actions. The objective of process automation is to achieve the highest quality of all tasks with less effort and complete clarity and traceability of workflows and the tasks and responsibilities of each person involved in the workflow.
When the initial diagram is ready it can be executed and after monitoring, it can be modified as many times as necessary to achieve optimal performance. All this can be done without programming a single line of code.