In a business environment, Business Process Automation (BPA) is one word which excites the management team. To envisage automating the business processes is a feel-good thing to do. However, when it comes to rolling it out across the organization, the "feel-good" factor vanishes and the implementation process becomes a nightmare, which was initially a surreal vision.
We recommend you begin by answering the questions below, which will help you determine your evaluation criteria:
1) Fully Identify The Needs Of Automation
What workflows and tasks exactly do you want to automate in your business? What specific performance figures do you want to improve? Ask yourself these questions before deciding which automation tool to apply.
2) Make A Checklist Of Features Needed
Depending on your business purposes and goals of automation, your automation software should embrace a number of specific features you need. Do you want to make your marketing efforts more efficient? – Make sure, your tool is able to improve lead generation and build initial contacts with your customers.
3) Strive For Cohesiveness
Make sure, your newly chosen automation tool is capable of easy integration with other systems. You use a lot of digital tools for business running purposes, so do not let them work against each other. Otherwise it could disrupt the whole workflow process and cause more harm than good.
4) Fully Realize Your Navigation Capabilities
Ensure, you and your team will be able to navigate the software without difficulties. If you can not easily set up and use your solution, then most of the time saving advantages will be just negated.
5) Ensure Your Software Will Grow Along With Your Business
Think long term and find a solution, which can scale along with your constantly supporting business. Make sure, your choice is agile enough to grow and adapt to the future needs. So you will not have to worry about outgrowing its features and necessity to switch over to the latest software.
6) Consider Your Service Needs
While choosing the right automation solution, you do not just buy a full package product – you also get a responsive customer service from a provider. You need to make sure, that the company will offer you qualitative ongoing service options available via the most convenient for your methods.
7) Be Aware Of The Security Risks
Choose a solution with all possible security measures applied to repel a potential cyber attack. Digital automation makes business processes simpler and faster, as well as more vulnerable for outside intervention by hackers.
8) Take High Quality Control Measures
Subject your automation tool to the quality control standards to unveil possible bugs. Monitor and measure effectiveness of the applied solution – make sure at the very beginning, that it works as you expect.
9) Study A Proposal Of Ready-To-Use Solutions At The Market
Look around for the right quality solutions and mature tools, that have already proven a return on the investment. Consider functional and operational capabilities of all of the proposed alternatives. If any of them still does not fit you – begin to consider developing a customized solution.
10) Get A Customized Business Automation Tool
Develop your own automation software with the specific features and options needed particularly for your business purposes. A Customized business automation tool will add significant value to your enterprise, accounting it can not just increase efficiency, but also brings a lot of proactive capabilities.