Selecting Processes and Data to Enable Successful Automation

Posted on Posted in Robotic Process Automation

Business process automation gives a number of benefits to your enterprise. For one, it streamlines otherwise tedious processes, leading to much faster turnaround times. Secondly, it frees up your teams to do more productive and creative tasks. And of course, automation allows you to save on costs and service your customers better. Getting the work done faster also gives you the time to service more clients.

But for automation to be effective, you need to do it the right way. There is no “one size fits all” solution here. Business process automation has to be tailor-made to fit the specific needs of your company. To achieve that, you need to choose the right processes to automate, gather enough data, and teach the AI how to adapt.

Choose the Right Process to Automateselecting processes and data for automation

Because of the benefits of business process automation, you may be tempted to apply it to everything immediately. But implementing it carelessly may end up costing you more. Thus, you must identify the right process to automate.

Tasks like invoicing, ordering, approval of budgets, and others are popular choices for automation. Humans are good at repetitive tasks like these but are prone to errors and biases. Machines, on the other hand, are excellent at doing repetitive tasks without being prone to those same errors. Additionally, thanks to machine learning, they can adapt and adjust their algorithms in time.

As much as possible, avoid automating tasks that require lots of human intervention, like customer service. Things that require human intuition and creativity are best left to people, of course.

Gather Data About That Process

AIs can learn, but they require data to learn. Much like human students, AIs need material to build upon. So you have to feed it with as much data as possible that’s relevant to the business process you’re automating.

For example, if you want to automate flight bookings, get the numbers for the following: peak dates, off-peak dates, average number of passengers, average number of bookings per day, and many others.

Find Useful Patterns and Relationships with the Data

Just gathering data is not enough. With machine learning, you also need to teach the AI how they are related with each other, as well as useful patterns to look out for. Going back to flight booking, one useful pattern is during off-peak periods, the average number of bookings per day is much lower. In turn, so are the average number of passengers for that period.

When the AI knows these patterns, it will know what to expect and can adjust to situations better. This is the good thing about machine learning – the business process automation system can correct itself when it isn’t level, like a plane on autopilot.


Keeping these tips in mind will help you automate your business better. Also, you’ll get better ROI with the business process automation systems you pour money into, which is the most important thing for any business person. Do it the right way, and you’ll leverage the power of AI to grow your company further.

If you’re a client looking for an agile development team for your automation project, please don’t hesitate to contact us today.

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Financeonline – 8 Best Practices in Business Process Automation
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