Business process automation has proven to be an effective solution for addressing the challenges faced by companies, such as data management, increased competition, cybersecurity, and labor shortages, while ensuring growth. Here, you will find key insights to help you identify areas in your business that could benefit from automation through six simple and repetitive tasks to automate. As you will see, getting started with automation is far less complex than it seems.
1- Approval Processes and Hierarchical Approvals
Time is money, and automating approval processes—whether hierarchical or not—saves valuable time. With tools like Microsoft Power Automate, requests can be routed to the right people based on predefined criteria, reducing approval times. Beyond accelerating processes, this automation lessens employees’ mental load, allowing them to focus on more complex and strategic tasks. It also ensures better traceability of requests and more efficient management of approvals, preventing delays and oversights.
2- Document Storage
By using an automatic email classification and document management system, documents are stored and categorized automatically without human intervention. This approach saves significant time by eliminating the tedious and repetitive task of manual filing, while also making document searches faster and more efficient.
3- Automated Alerts and Detection Systems
Automated alerts trigger actions in response to key events. For example, an automated alert could be sent to a management department following the signing of a sales contract. This automation enables department managers to track processes effectively and allocate resources accordingly. Alerts can also be set up to detect anomalies or production issues, helping to reduce risks, speed up response times, and facilitate communication across different departments. These triggers can also respond to various internal or external actions, such as new comments on social media.
4- Resource Request Process
Efficient resource management is crucial for a company’s profitability. Automation provides a powerful solution to streamline processes and prevent costly errors. Whether it concerns human, financial, material, or time resources, well-structured processes are essential for optimal use. By leveraging Microsoft Power Platform tools, advanced automations can be implemented to intelligently direct requests through the appropriate workflows. For businesses with field teams, a well-designed application simplifies activity coordination, ensuring that the right resources are available at the right time. Intelligent automation balances speed and accuracy, creating a more efficient and cost-effective operational environment.
5- Document Creation and Partial Completion
With advanced tools and intelligent systems, businesses can automate a significant portion of document creation and completion processes. This automation often begins with the automatic capture of data from various sources, such as online forms, emails, or databases. These data points are then used to pre-fill relevant fields in documents, significantly reducing the time and effort required to finalize forms or contracts. This automation ensures document accuracy from the outset, preventing manual input errors.
6- Sentiment Analysis
Integrating artificial intelligence into your automation processes can revolutionize how customer and partner interactions are managed. Microsoft cognitive services allow businesses to quickly assess the predominant sentiment behind each communication—whether from social media, feedback forms, or emails. For example, if a customer expresses dissatisfaction with a service, sentiment analysis can detect the negative tone and keywords. By combining this information with Outlook and Microsoft Forms, an escalation process can be automatically triggered to the appropriate manager, enabling quick intervention and proactive problem resolution. Sentiment analysis, when integrated into automation processes, helps anticipate potential issues and adjust responses accordingly, strengthening customer relationships.
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Power Platform and Kezber: The Perfect Automation Duo
As a long-time Microsoft partner, our experts have mastered the implementation of business solutions using the Power Platform. This Microsoft platform represents a significant advancement in process automation. By combining tools like Power Automate, Power Apps, and Power BI, it enables businesses to optimize their operations and improve efficiency seamlessly. Imagine consolidating all your resources—Excel files, Outlook calendars for each team member—and synchronizing them to streamline your operations. By leveraging automation and the capabilities of the Power Platform, you can transform the way you work and reach new levels of performance.
Unlock Your Business’s Potential with Automation
Automation allows businesses to overcome current challenges such as data management, increased competition, cybersecurity, and labor shortages. By identifying and automating simple and repetitive tasks, like those outlined in this article, you can simplify daily management and focus on what truly matters.
Have questions? Contact our team of experts to discuss business process automation.
