How to Automate
Business Processes

1. Buy a used car, open a bank account, and set up a sole pro­pri­etor­ship (start­ing capital).
2. Per­form main­te­nance and refu­el (resource provision).
3. Place an adver­tise­ment (mar­ket­ing, advertising).
4. Meet the client, sign a con­tract, and make the pay­ment (real­iza­tion).
5. Hand over the keys and pow­er of attor­ney for the car, agree on the return method (deliv­ery and prod­uct support).
6. Col­lect the car, keys, and close the con­tract on the agreed date (end session).

• Core: Deliv­er results to cus­tomers, such as extract­ing, pro­cess­ing, and pack­ag­ing oil for an oil company.
• Sup­port: Dis­trib­ute resources and sup­plies, such as mate­ri­als, labor, and equip­ment repair for an indus­tri­al elec­tron­ics factory.
• Man­age­ment: Con­trol spe­cif­ic aspects, such as sales over­sight, logis­tics prob­lem-solv­ing, and devel­op­ing a 5‑year growth strategy.

Advan­tages of Adopt­ing Busi­ness Process Man­age­ment (BPM)

1. Indus­tri­al Enter­pris­es: Orders, mate­r­i­al pro­cure­ment, pro­duc­tion, pack­ag­ing, deliv­ery, and reporting.
2. Haz­ardous Indus­tries and Extrac­tion: Robot­ics and con­vey­or sys­tem improve­ments, envi­ron­men­tal pol­lu­tion con­trol, and resource con­sump­tion monitoring.
3. IT Com­pa­nies: Task man­age­ment among pro­gram­mers, testers, and sales­peo­ple, tech­ni­cal sup­port, bug track­ing, and ²⁴⁄₇ online resources.
4. Ser­vice Com­pa­nies: Indi­vid­ual ser­vices and phone con­sul­ta­tions requir­ing CRM sys­tems, doc­u­ment flow management.
5. Bank­ing: Client data­base main­te­nance, unbi­ased loan deci­sion mech­a­nisms, online bank­ing, and fraud prevention.
6. Ana­lyt­i­cal, Legal, and Research Cen­ters: Mon­i­tor­ing and ana­lyz­ing large, reg­u­lar­ly updat­ed data­bas­es, sta­tis­tics, and dis­as­ter prevention.

What Should Not Be Automated?

• Cus­tomer Prob­lem-Solv­ing Inter­face: Auto­mat­ed book­ing sys­tems are excel­lent, but com­plex phone trees can frus­trate customers.
• Final Deci­sion-Mak­ing: Sys­tems can be hacked; over­turn­ing a crit­i­cal deci­sion isn’t always possible.
• Trans­la­tion: A native speak­er out­per­forms auto­mat­ed trans­la­tion tools.
• Emer­gency Response: Data col­lec­tion can be auto­mat­ed, but human inter­ven­tion is cru­cial in emergencies.

How to Write a Busi­ness Process Properly

1. Iden­ti­fy Process­es for Automa­tion: Deter­mine which process­es can be auto­mat­ed, such as task trans­fers, pro­cure­ment, and logistics.
2. Uni­fied Data­base: Cen­tral­ize data and ensure indi­vid­ual access levels.
3. Data Entry Tem­plates: Stan­dard­ize forms for data input.
4. Built-in Cal­cu­la­tion For­mu­las: Auto­mate tax, VAT, and report­ing calculations.
5. Noti­fi­ca­tions and Reminders: Use mass and seg­ment­ed mail­ing, reminders with­in the admin pan­el or on smart­phones for quick response.

Pop­u­lar Types of Automation

• Ama­zon Web Ser­vices (AWS): Com­pre­hen­sive busi­ness automa­tion with vir­tu­al infrastructure.
• Pub­lic Offer or Dig­i­tal Con­tract: Elim­i­nates the need for fax­ing signed doc­u­ments, offer­ing ²⁴⁄₇ access and history.
• Apps for Finance, Ana­lyt­ics, and Man­age­ment: Tools for cus­tomer inter­ac­tion, week­ly newslet­ters, and notifications.

Con­clu­sion