Guide to Business Automation - Floway
Guide to Business Automation

Guide to Business Automation

Guide to business automation


Are You looking for the most effective way for your business to streamline and automate a wide range of internal operations? Forget about all the HR and finance processes being done manually. Choose BPA software and elevate your company to a new level.

There’s no need to be intimidated by the automation process. We have prepared a concise guide for you on how to prepare your company to level up in the management field.


Do an in-house survey – define your business needs.

You should perform an audit of your company’s existing processes. Interview the employees of each department. Identify together which areas need improvement. The most common are processes related to the onboarding of new employees, HR, and the accounting department. Many processes are run manually, require multi-step approval, and are too time-consuming. Be sure to verify which processes tend to consume the most time and could be automated.

Try to gather information regarding every operational area and function you want to automate. It is important to gain a good understanding of every task, the people responsible for it, what the usual workflow looks like, and what the inputs, throughputs, and outputs are.

Also, you should first identify any requirements the automation software must meet. This will help you find the right solution.


 Examine your IT infrastructure.

For business automation to run properly and to meet all the objectives, you need to ensure that it has the proper IT infrastructure for it.

Will your servers and hardware be up to the challenge? And will all your data be properly secured? These are the key questions you should answer before implementing a BPM software.

Work with an experienced IT partner with expertise in this area to roll-out implementation and development. The best way to do it is through a phased approach. Divide the whole process into individual stages. A successful process automation solution should be implemented gradually.



Design processes / workflows for business automation.

Set clear goals for the automation outcomes and a roadmap for how these will be achieved. This will make it easier for you to oversee the entire process and make modifications when necessary. If you have carried out an audit of your company’s internal processes, you already know which areas urgently need to be automated and how they can be improved.

Try to optimize the decision chain as much as possible. Divide the workflow into stages and shorten the chain of the process itself – including the approvals required and the number of people who must participate in the workflow. The fewer people involved in the process, the more smoothly it will run.


Get your team ready.

The way a company operates is changing due to business automation. These changes entail adapting and re-learning new workflows. The latter involves the need to prepare your team, perhaps even train them on the implemented tools.


Training needs to be part of the process, especially when the work of staff changes as automation takes over some of their duties. Note there is a bright side to this new situation. Now your team members can work on more important and useful tasks instead of mundane admin duties.

Don’t be discouraged by the amount of work that awaits you. Remember that process automation using BPA is a long-term investment. Therefore move forward with a long-term mindset to enjoy the results it will bring.



Confused or uncertain about your company’s business automation process? Let us help you. Inquire our experts about the implementation process. Consult with our specialists and get your questions answered. You can also claim your free DEMO and test the automation process in practice.

Our team provides support during the workflow process design as well as software implementation and additional employee training.


Request Free Demo here

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