Basics of Business Process Automation

business-automation

Automating your repetitive tasks lets you work on high priority items.

Leaving those extremely huge excel sheets behind might sound scary or exciting depending on how easy it is for your workers to adapt to change. We work with our clients to design, plan, and implement business automation and reporting software. Similar to or sometimes including “robotic process automation”, this type of software focuses on streamlining tedious, complicated, or repetitive tasks. If this sounds like something you need, let us know!

Let's talk Business Automation.

What is Business Process Automation

What does automation mean in business?

Automation can refer to something as conceptually simple as automatically generating and emailing a report to stakeholders to using OCR to analyze and sort documents and route them to the correct department. In short, business automation involves the use of automation to increase productivity. We have experience with a variety of clients and can assist you in identifying what processes are good candidates for automation and will work with your budget.

"Business Process Automation" (BPM), refers specifically to a system in which automated business processes are managed collectively to improve an organization’s overall workflow in terms of achieving greater efficiency, adapting to changing business needs, reducing human error and clarifying job roles and responsibilities.

What can I automate in my business?

Good candidates are processes that can be improved via automation are report generation, scheduling, double-checking data, and in general many processes that are currently completed using very large spreadsheets. While the advantages of automation include speed and efficiency on the part of the machine, the importance of a human worker to supervise, review, and provide feedback on the work produced by the machine cannot be under-stated. As the machine is much more efficient than a human - an incorrect decision programmed into a machine can be spread much wider and much more efficiently than by a human.

Why is automation important in business?

Implemented humanely and with feedback from all levels of a business, automation can assist employees at all levels maintain compliance with internal and external policies and regulations, improve reporting, and bring attention to inaccurate assumptions about how a business is actually being run.

Should all companies automate their business?

No. It all depends on what type of company you have and if it is ready to scale its capacity. The SilverLogic develops software that helps companies automate the most repetitive, boring tasks that are a part of their business, like entering line items into a billing system, keeping track of employee on-boarding and certifications, version control for tasks that have multiple employees working on them, or keeping a centralized record of all communications with customers and clients.

CTA STOP LOOKING AT SPREADSHEETS

 

Case Study: ALFBoss

Take ALF Boss, a resource center for Florida’s Assisted Living Facilities. The software we helped ALF Boss build is time, money, and headache saver for the organizations that use it.

Florida has well over a thousand assisted living facilities, each one with its own nuances and internal rules and regulations. All of these facilities operate under a standard state license, and they can add any of three supplemental licenses for extended congregate care (ECC), limited nursing services (LNS), and limited mental health (LMH).

Each of these comes along with a dizzying array of training and certification requirements for employees (as they should) that are governed by Florida’s Agency for Health Care Administration (AHCA). An assisted living facility, in order to operate safely and legally, needs to make sure that 100% of its employees are obtaining and maintaining the appropriate certifications and trainings 100% of the time.

Without a centralized way to track this, it’s a mess. Trainings can be online or in-person, they last for different durations of time, and often need to be completed in sequential order. Without centralized automation solutions in place, this tends to take place across mountains of emails and multiple spreadsheets with multiple owners - it’s a situation ripe for oversights and human errors, and organizations found to be out of compliance with AHCA (even accidentally) face heavy fines and possible closure.

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ALF Boss needed a solution that was specific to their needs and had several capabilities not found in any off-the-shelf Business Automation software. ALF Boss needed a system that:

  • Had all of ACHA’s licensure and certification requirements built in
  • Knew which employee titles corresponded to which required trainings
  • Kept track of when these trainings were necessary, when they were completed, and when they were set to expire
  • Alerted employees and management when a deadline was coming up
  • Flagged management if anything across their organization was currently out of compliance

By working with us, ALF Boss was able to make this idea happen and created hyper-specific piece of software that did all of the above and then some. By starting with ALF Boss’s exact needs in mind, we were able to create a product that was fast, efficient, easy to use, and did exactly what they needed to do.

We hate to hear someone say, “I hate my CRM,” or, “My software doesn’t do [that],” because we know it doesn’t need to be that way. We’re just as excited about business automation software as we are about all the cool consumer-facing products we’ve built over the years.

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