6 simple tasks to automate for maximum efficiency

Business process automation is proving to be an effective solution to the challenges facing companies—such as data management, increased competition, cybersecurity and labour shortages—and ensuring their growth.

Here are 6 simple, repetitive tasks you should consider automating. As you'll see, getting started with automation is much less complex than it sounds.

1- Approval and hierarchical approval processes

We don't want to sound cliché, but time is money! Automating the approval process, whether hierarchical or not, saves precious time. Using solutions like Microsoft's Power Automate, all company requests can be directed to the right people based on predefined criteria, accelerating approval times. In addition to speeding up processes, automated approvals reduce the mental load on employees, enabling them to concentrate on more complex, strategic and value-added tasks. It also ensures better traceability of requests and more efficient management of approval processes to significantly reduce delays and oversights.

2- Document saving and archiving
By using an automatic email classification and document management system, documents are saved and filed automatically without human intervention. This approach not only saves time by avoiding the tedious and boring task of manual filing but also makes document retrieval quicker and more efficient.

3- Sending alerts and setting up detectors
Automatic alerts involve generating automatic actions in response to key events. For example, an automated alert could be sent to a management department after the sales team signs a lucrative contract. This type of automation enables managers in specific departments to follow up and better plan the necessary resources to carry out the contract. Alerts can also be set up to detect anomalies or production problems. This reduces risks, speeds up reaction times, and facilitates intra-department communication. Automatic alerts can also trigger various actions, whether internal or external, such as new comments on social media.

4- Resource request processes

Managing resources efficiently is critical to a company's profitability. Automation offers a powerful solution for streamlining processes and avoiding costly errors that can compromise profitability. For human, financial, material or time resources, well-established processes are essential for optimal utilization. By combining the various tools in the Microsoft Power Platform, we can set up advanced automated workflows that intelligently direct requests to the appropriate processes. For companies with teams in the field, a well-designed application facilitates the coordination of activities, ensuring that the necessary resources are available at the right time. Intelligent automation combines speed and precision, creating more efficient and cost-effective operations.

5- Creation and partial completion of documents

Thanks to advanced tools and intelligent systems, companies can automate a significant part of the document creation and completion process. This type of automation often begins with automatically capturing data from various sources, such as online forms, emails or databases. This data is then used to pre-fill relevant fields in documents, substantially reducing the time and effort needed to finalize forms or contracts. Moreover, this approach guarantees document accuracy from the start, avoiding manual input errors.

6-Sentiment analysis and opinion mining

Integrating artificial intelligence into your automation processes can revolutionize how customer and partner interactions are managed. Thanks to Microsoft's AI services, you can quickly understand the prevailing sentiments behind every communication, whether it's from social media, feedback forms or even emails. Take, for example, a customer expressing dissatisfaction when receiving a service. Using sentiment analysis, negative tones and keywords are detected. Combining this information with Outlook and Microsoft Forms automatically triggers an escalation process to the appropriate manager. Company representatives can intervene rapidly and resolve the problem as quickly as possible. Integrated into automation processes, sentiment analyses enable businesses to anticipate problems and develop solutions to address them—all while strengthening customer relationships.

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Power Platform and Kezber: The winning duo for your automation needs

As a long-standing Microsoft partner, our experts are masters at implementing Power-Platform-based business solutions. This Microsoft platform represents a significant advancement in process automation. Combining tools like Power Automate, Power Apps and Power BI allows companies to optimize their operations and increase efficiency. Imagine combining all your resources, Excel files, and the Outlook calendars of every team member and synchronizing them to streamline operations. By harnessing the automation and performance possibilities of Power Platform tools, you'll transform how you work and reach new heights.

Unleash your company's potential with automation

Automation gives companies the opportunity to overcome challenges, including data management, increased competition, cybersecurity and labour shortages. By identifying and automating simple, repetitive tasks, such as those suggested in this article, you can simplify your day-to-day management and focus on what really matters: growing your business.

Do you have any questions? Contact our team of experts to discussautomating your business processes.