What is process automation?

In most businesses, there are tasks that are repetitive and time consuming. Maybe you need to enter data into a spreadsheet, or copy information from one system to another. Often these tasks don't make you money, they're just "something you have to do".

Process automation lets computers take care of those repetitive tasks, so that you can focus on work that's more important – things like helping your customers, creating products, and building your business.

Why should you use it?

  • Get more work done with less effort – you can simplify your operations and focus on the big picture
  • Improve the quality and consistency of your work, by adding automatic quality checks and reducing human error
  • Enable your business to scale effectively with growth, because automated processes can quickly scale with minimal cost

Common automation applications

  • Sending emails and SMS
  • Integrating software
  • Extracting website data
  • Generating reports
  • Streamlining processes
  • Analysing data
  • Spreadsheet macros
  • Web browser plugins
  • Interactive web tools
  • Working with APIs
  • File creation/conversion

Problems that process automation can solve

  • Business problem

  • With process automation

  • Operations are slowed down or bottlenecked by manual processes

  • Process automation: Eliminate bottlenecks and increase your capacity

  • Struggling to keep up with business growth

  • Process automation: Streamline your work and simplify the process of scaling up as you grow

  • Increasing costs from trying to scale inefficient processes

  • Process automation: Lower costs by improving the efficiency of your business

  • Dealing with regular mistakes caused by human error

  • Process automation: Reduce mistakes with automatic checks and balances

  • Copying and re-entering information from one system to another

  • Process automation: Automatically move and update data across your systems

  • Spending long hours keeping up with admin work

  • Process automation: Automate tedious and boring work in your business

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Examples of process automation

Timesheet invoice generation

How it works
  • Staff log the time they spend on jobs into a project/job system
  • Each week the business runs a billing cycle, which downloads all of the timesheet information
  • This information is automatically processed to separate it by client and job
  • Work is combined into a single invoice for the client with all of the job details
Business benefits
  • Eliminates manually entering/copying details into the invoicing system
  • Avoids the risk of forgetting to invoice work that has been done, or making entry mistakes
  • Speeds up the process of invoicing customers, helping you get paid faster

Cheapest courier selection

How it works
  • In an ecommerce store, a web browser plugin adds a new tool inside the software
  • When dispatching orders in the ecommerce software, activating the tool starts an automated process
  • The tool cycles through each order, requests courier pricing, and selects the cheapest option
Business benefits
  • Improves the speed of the dispatch process, allowing for more orders to be sent
  • Staff working on order processing don't need to manually repeat the same action hundreds of times
  • Reduces the risk of human error in selecting and booking the cheapest courier

Purchase follow ups

How it works
  • When a customer makes a purchase, the order details are downloaded from the ordering system
  • Depending on the product purchased, the customer is added to a specific email list
  • The customer is sent a series of emails about their specific product, with additional tips and info
Business benefits
  • Improved customer satisfaction and more repeat customers
  • Reduced after-sales support needs, with fewer questions or problems

Other services

Task management systems
Task management

Organise, prioritise, and manage all of the tasks in your business effectively.

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Business software systems
Software systems

Utilise modern software to structure and systemise your business operations.

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Digital documents and forms
Digital documents

Eliminate paper and simplify the work required to create professional documents, proposals, and forms.

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