What do you do if your business needs to transition to a more automated workflow?

On the journey to automation, diagnosing, formulating and confirming hypotheses is key to success. In order to automate processes, it is first necessary to map them out in detail, not as they are conceived in theory, but as they are carried out in practice. It is common for individuals to alter, add or reduce steps in a given process, focusing on executing it more quickly or effectively, and it is essential to know these adaptations so that the automation generated realizes its full potential. Another point to consider is that processes that do not contribute to generating value should be ELIMINATED and not automated. Go to the gemba, talk not only to those who design the processes but also to those who carry them out and how they do it!

Keep it simple. Automate the most mundane one, that has limited means of improving even if done manually, and the one that people hate doing day in and day out. You ease out the end users by automating the mundane processes and you will get much greater traction on finding support to automate the more critical ones.

Avalie as necessidades específicas do negócio, identificando áreas onde a automação pode trazer maior eficiência e produtividade. Isso envolve entender os processos existentes, identificar gargalos e oportunidades de melhoria, além de considerar os objetivos e metas da organização.

Para fazer a transição para um fluxo de trabalho mais automatizado, é essencial começar com uma avaliação detalhada dos processos atuais para identificar as áreas que se beneficiariam da automação. Em seguida, definir objetivos claros e mensuráveis para a automação e escolher as ferramentas adequadas, como o Power Automate, para criar fluxos de trabalho eficientes. É importante também garantir a formação e o envolvimento da equipe, para que todos estejam alinhados com as novas práticas e tecnologias implementadas.

Identifying and selecting the right processes is often a challenge for many otganizations. While an automation project requires a favourable ROI, alignment to business and strategy is also important as an organization. Using an assessment matrix with right criteria can support selecting most critical processes for automation.

Planeje estrategicamente a implementação da automação, definindo metas claras, identificando os recursos necessários e estabelecendo um cronograma realista. Isso envolve elaborar um plano abrangente que leve em consideração os requisitos do negócio, os custos associados, os prazos de entrega e os possíveis desafios.

o primeiro passo é avaliar os processos atuais, analisando as tarefas repetitivas, demoradas ou propensas a erros. Depois de identificar essas processos, você poderá pesquisar e implementar ferramentas de automação ou soluções de software adequadas. É crucial envolver as principais partes interessadas e funcionários em todo este processo para garantir uma transição tranquila e abordar quaisquer preocupações ou resistência à mudança. Além disso, fornecer treinamento e suporte aos colaboradores que utilizam novos fluxos de trabalho automatizados é essencial para uma implementação e adoção bem-sucedidas.

When transitioning to a more automated workflow, "Plan Strategically" is essential: 1. Develop a clear roadmap outlining the transition phases, ensuring alignment with business goals and timelines. 2. Identify key milestones and deliverables for each phase to track progress and maintain momentum. 3. Consider potential challenges and plan contingencies to mitigate risks, ensuring a smooth transition. Strategic planning ensures that the shift towards automation is systematic, goal-oriented, and adaptable to evolving business needs.

Selecione ferramentas de automação adequadas que atendam às necessidades específicas do seu negócio e dos processos a serem automatizados. Avalie cuidadosamente as opções disponíveis no mercado, considerando sua funcionalidade, facilidade de integração, custo e suporte oferecido. Escolha as ferramentas que melhor se alinhem com os objetivos estratégicos da sua organização e que possam proporcionar os melhores resultados.

In Banks, most back office processes require workflows for automation. Service organizations can reap higher benefits by considering other automation tools such as RPA, API integration to improve the automation potential. Digital data and input formats are essential to an automation and AI can be used when your data is unstructured. While it is suggested to start with quick wins and reduced scope, end-to-end automation is critical with agile planning.

Scoping is a critical task in automation and project management. While task automation provides instant benefits, end-to-end automation is necessary for competitive edge and market growth by setting up new boundaries for TAT, quality and service levels. The end objective of automation is to improve the customer experience leading into growth in the business hence end-to-end delivery should be in mind.

When your business is eyeing a shift towards a more automated workflow, implementing gradually is key. Think of it as acclimatizing to high altitudes; rushing can lead to discomfort, but a steady ascent allows for adjustment. Start with automating a small, manageable aspect of your operations, and observe the impacts. This approach minimizes disruption and allows for learning curves, both for the technology and your team. It also provides valuable insights into how broader automation might unfold within your business. Gradual implementation acts as a series of controlled experiments, each offering lessons for the next, ensuring that when you're ready to scale up, you do so with confidence and clarity.