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You certainly, at some point in your career, have heard of Process Automatization, haven’t you?
This is because this element is becoming increasingly more popular every day, due to its numerous benefits.
Based on this, many people seek to understand its concept and operation, so they can apply it in large or small businesses.
If you want to learn a little more about this subject, go ahead!
First, do you know what a process is?
Defined by a set of activities performed within a certain sequence, a process has the objective of achieving a result, delivering a product or a service.
Generally, they are performed with some regularity. Check this example:
An employee of a company requests his vacation. Once this is done, your request needs to be approved by his/her manager who, upon completion, will then forward the demand to the HR team. The HR team, on its side, will get in touch with the requester, providing him with the necessary information.
In this way, we can conclude that a process has an input, a trajectory, and an output, thus generating a flow.
What is process automatization?
Many people end up confusing the terms “automatization” and “automation”. Do you know the difference?
- Automatization: this procedure consists of using technology to carry out tasks that, until now, were carried out manually. This practice aims to improve the progress of an organization’s workflow. It’s important to emphasize that, when implementing this modus operandi, you won’t be replacing human work, much the opposite. The purpose of automatization is to help professionals with optimizing and favoring activities carried out by them on a daily basis;
- Automation: method in which processes are performed through technology (with mechanical or electronic devices), replacing human work.
Benefits of process automatization
By including this method in your business, you will quickly realize that its use will bring about numerous positive changes for your institution. Among them we can mention:
- Time optimization: imagine that you need to send an email manually every time you perform a given activity. It’s a simple task if you need to do it once. However, we know that based on increased demand, this procedure will need to be performed multiple times in a single day. So you will agree that the possibility of an automatized process that sends the email “by itself”, after the user completes the activity, would be much more practical, wouldn’t it?;
- Reduction of error chances: taking advantage of the hook of the previous example, it’s clear that the possibility of errors in repetitive actions performed manually is extremely high. By automatizing processes, users’ work will be made easier and, with that, human error will be reduced;
- Cost reduction: accessing documents (which previously would have to be delivered via mail or other means of transport) through your computer screen is a beautiful example of how we can reduce expenses;
- Easily accessible data: with the centralization and ease of acquiring information about your processes, generating reports immediately, management is integrated and it is easier to draw up plans and goals for your institution, making decisions more effective;
- Increased production: along with time optimization, there is the logic that: the faster we can complete our tasks, the more demands we will be able to meet.
These are some of the countless benefits of this production method that is growing and developing every day in our country and in the world around us.
How to apply process automatization?
As with any migration or change, implementing this improvement can cause setbacks or even disagreements among those involved.
Therefore, it’s important that everyone is on the same page. And, above all else, there should be planning, clarity, and transparency in operations.
It’s important to emphasize that process automatization is not only used in large companies or institutions.
Process automatization in small businesses contributes to growth and evolution in a sustainable way.
Check out some tips that can be used to start an automatization:
Know why: first of all, you need to know why you want to automatize your processes. Understand how the flow occurs in your company, what are the main challenges, and which situations exactly need improvement. In short, it’s essential to understand your organization’s “pains” and then get your feet wet.
Plan: this action consists of structuring what will be implemented. When we deploy a new method for accomplishing something, we do it with the aim of evolving, of obtaining advantages. Therefore, it’s important to have in mind, beforehand, what your final objective will be. That is, create goals that you want to achieve at the end of this new training.
Create: in this step, we must create the processes that we will use. Here we create of tasks and determine executors, as well as adjustments for a clear view and easy access to users, which must be performed at this point.
Test: it’s considered one of the most important steps for the implementation of anything. Everything that was structured, planned, and created will now be tested by the users who will be the executors of these processes. In this step, it’s important that any error, inconsistency, or unfavorable detail is reported to the creative team. In this way, it’s possible to correct and/or reformulate what was delivered.
Implement: at this point, everything should already be validated and ready to be applied in the production environment. It is in this part of the operation that the innovations created will be part of the daily lives of users. Which, in turn, will exercise their predetermined functions, with the objective also previously defined.
Follow up: over time, you will have to follow up on the results presented by the newly implemented method, through reports and indicators. It’s always worth remembering that everything is subject to evolution, innovation, and change. That is, always be aware of the information around you so that your company’s flow can always be improved and updated.
Which platform should I use?
Currently, as the idea of automatizing processes is growing at an accelerated pace, several platforms are being created to meet the demand.
It’s important that you check whether the resource being offered will meet your actual need.
It’s also worth mentioning that you will gradually implement and modernize your processes.
Therefore, look for a platform that will allow you to create complex flows which are easy to handle at the same time.
Technology brings us great changes. That’s why we can’t help but take advantage of it, using it to boost sales, win customers, please employees and increase productivity, generating a great cost-benefit for your institution.
In this sense, Fusion Platform is an extremely prepared platform to offer the best for your organization. With a friendly concept and easy customization, Fusion allows your processes to be created based on the low-code concept.
In addition, there are modules for capturing data and generating indicators and reports to facilitate and improve management.
And before even thinking about investments, you can try Fusion Platform for free for 15 days at your company.
So, did you like what was presented? Are you ready to leverage your business using automation?
If you have any questions or have something to share about the article, write us here in the comments!
