To drive business growth and beat the competition through automation solutions, it’s very important to strategically automate key processes that not only save time but also enhance productivity and customer satisfaction. Here is a detailed on automation 5 major processes that can impact on your business. 

 Invoice Processing

Automating invoice processing streamlines the entire process from receipt to payment and reduces time. Here is how to automate the processes - 

• Automate Receipt - Use Robotic Process Automation solutions to receive invoices from various sources and classify them automatically. 
• Data Extraction - Digital persons can extract relevant data such as invoice numbers, dates, amounts and vendor details without using manual intervention. 
• Validation and Approval - Implement rule based automation to validate the invoices. 
• > Automatically update your ERP system with approved invoices to ensure accuracy.

Sales Order Processing

Automate sales order processing to enhance efficiency and customer service

• Order Entry - Digital persons can enter sales orders into your CRM or ERP system directly from your customer orders that were received via various channels. 
• Order Fulfillment - To streamline the fulfillment of processes automate various tasks like inventory checks, order confirmation emails and shipping notifications. 
• Invoicing - To ensure prompt billing and reducing delays, generate invoices automatically upon order fulfillment. 
• Integration with customer support  - To keep customers informed about order status, automate updates to the customer support system.

Account Reconciliation

To reduce the time spent on manual matching, automate account reconciliation

• Data collection - RPA bots can collect bank statements, invoices to compare and reconcile accounts.
• Matching and verification - To ensure consistency and accuracy automate the matching of purchase orders.
• Exception Handling - To handle exceptions, establish automated workflows and send them to the finance team for review.
• Reporting - To see management visibility and compliance automate the generation of reconciliation.

System queries and Data integration 

To improve data visibility and decision making automate system queries and data integration.

• Data Extraction - Use RPA to collect data from various sources like databases, CRM, ERP and spreadsheets based on the previous queries.
• Data Transformation - Automate the transformation of data in usable formats that can help in decision making.
• Real-time updates - Based on the data queries set up automated processes to update dashboards and reports.
• Cross-platform integration - To provide unified access to data and integrate different applications. 

Employee Onboarding 

To enhance the new hire experience, automate the employee onboarding process. 

• Workflow Automation - Automate the creation of new user experiences.
• Task Assignments - Based on the previous workflows and triggers, automatically assign tasks to HR.
• Compliance checks - To ensure new hires, compliance form and training modules use automation.

• Benefits of Automation

  • Cost reduction - It helps to reduce operational costs with manual errors and repetitive tasks.
  • Productivity - To contribute directly to help business growth automation free up valuable human resources.
  • Improved accuracy and Compliance - Automation minimizes human errors and ensures compliance.
  • Customer satisfaction - Automation helps to reduce faster responses time, accurate order processing and improves customer satisfaction.

  Conclusion 

  Automation in business processes not only saves time and cost but also operational efficiency and workforce. By automation Automatrix Innovation’s RPA and AI, businesses can gain a competitive edge, drive growth and deliver customer experiences in today’s dynamic market.