In the digital age, businesses need an automation system. It is a framework that provides an integrated approach to automation. An Automation strategy is essential for businesses to accelerate business processes and digital workflows.

Efficiency, accuracy, and saving are the desires of every business. All of these account for a good customer experience. These goals can be achieved by drafting an Automation Strategy. Technological processes are involved in the creation of an intelligent automation strategy. Survey shows that most automation strategies fail because of managerial and organizational challenges. If an organization wants to build an automation strategy, then specific steps must be followed.

Automation Strategy Example

A business can automate its hiring process when receiving hundreds of job applications. Process automation helps in filtering the best applicant for the job opening.

Importance of Automation Strategies

In this fast-paced digital era, businesses must rely on something other than manual work. Automating things means never doing repetitive tasks again. Technology evangelist Red Hat said that automating things will not let you do them again manually. It would be the first step a business would take for progress and high-level strategy.

Benefits of Developing an Automation Strategy

There are various benefits of automation strategies.

1. Efficiency
2. Productivity
3. Compliance
4. Cost saving
5. Customer satisfaction
6. Reduced errors


Efficiency is the most critical aspect of any business. Organizations keep working hard day and night to attain efficiency. Humans can take a lot of time to do repetitive tasks. Reporting process automation allows robotic process automation to enable robots to perform repetitive tasks. Multiple tasks can be handled quickly. In addition, it provides a better customer experience by taking less time to respond to the consumer’s requests. Software’s are working day and night around the clock. That means that the business tasks are running uninterruptedly. Even if any job needs human participation, then they are set aside for the morning.


Robots are famous for carrying out tasks more quickly than humans. This helps in boosting the productivity of the business. Humans save this time for doing something more productive. Two different types of PA robots can be used to maximize

1. Attended bots
2. Unattended bots

Attended Bots

Work can be done on time if it’s divided efficiently. I don’t need help dividing the work between humans and robots.
Humans can handle customers, and robots can calculate, report, and send notifications. The process may need to be faster because of human participation.

Unattended Bots

Unattended boards take responsibility for themselves, and there is no need for human assistance. This gives a boost to productivity as the panels are working 24/7 around the clock. The business may select the type of board on the nature of the business. Many companies need human assistance, and many don’t. It entirely depends upon the firm.


Traditional app development requires the developers to announce all the entities at the creation time. As the project moves gradually, specific changes are needed. Low code stores the data in a JSON document. Data can load faster. The data can be built with the flexibility of existing at any time. The requirement of interacting with the previous structure gets subtracted. There is no need for restructuring.

Cost saving

maintaining a complex project will require the company to hire engineers and developers. Maintenance is a long process. That could drain the companies’ funds. Modifying the code means getting into details. For this, the services of oh engineer are required who is a professional.

No code development allows custom building. The apps are built without coding, so modification is not needed. Maintenance costs get nullified result of making a no-code app.


RPA can help maintain the regulations. Businesses can now build compliant programs by getting complete control over the process. Using RPA means there is no space for errors. Everything will be accurate without any errors.

Cost saving

Employees can now save time on tedious, repetitive tasks. This time can now be put into creative thinking and formulation of new ideas. A business can now focus more on the high part by using their employee’s precious dying on essential tasks. This helps in reducing the wages for repetitive tasks. This money can now be spent on something that will provide wage benefits to the business.

Customer Satisfaction

The most significant benefit of RP is that it satisfies the customers. Customers are in a rush and want to immediately answer their queries after a long time by automating the process. A business works day and night to provide satisfaction to the customers. Customers’ queries can be entertained quickly and efficiently. The time to answer the questions is reduced from days and hours to Minutes. It will eventually drive positive customer reviews and help maintain a soft image of the business.

Reduced Errors

Errors can cost a lot of a business. These errors can cost billions of businesses as they are the big blunders a company wants to avoid. Businesses can avoid these errors and save money they do automated processes. The workforce will spend their time on a more productive thing rather than dealing with the fallout. Business avoids the time of reworking and costly fines.

How to develop an Automation Strategy?

The following steps are useful for developing an automation strategy.

1. Defining a business
2. Determine priority areas
3. Including technology
4. Plan the project
5. Testing
6. Going live
7. Evaluate everything
8. Starting again

Defining a Business

An organization’s first and foremost duty is to understand who they are. A business must identify the areas that need improvement. Companies have to break down into departments. Then list all the business operations to the relevant department, which is required. Clearly defining everything precisely is essential to follow up effectively.

Determine Priority Areas

After defining the business, it is easy to analyze the areas that need improvement. Even an internal process can be broken down into simpler methods.

Including technology

As the analysis improves, the business can determine which areas need improvement. The advent of modern technology has made it mandatory for organizations to adopt it. Various tools and applications are available that fit the business. The most intelligent thing for a business is to use a system that is fit for all operations.

For instance, a customer can send a complaint directly to the concerned person instead of a business inbox. The email doesn’t have to wait in the inbox. Integrating the automation system helps send complaints to the concerned person. Digitizing processes means the business can do many simple tasks that will save time. Business tasks that require too many actions can be automated by creating a priority list.

Plan the project

After finding out the processes, assigning different categories, and evaluating each step, it’s time to start the project. It’s time to take your first step toward project delivery. Milestones have to be achieved within time. Now is the time to work with developers and vendors to bring out a plan. All the relevant teams must also be incorporated into the process. Cost remains an essential point of concern. The complex and soft costs must be evaluated for delivering a successful business project.

Businesses must take time and must only create some transformations at a time. If a business tries to move ahead by working on multiple projects simultaneously, it will result in complete chaos. This requires the company to move slowly and gradually by giving the staff time to learn and use technology. A road map must be followed.


Testing, again and again, will result in bringing out a more effective strategy. Real-time testing will help in finding issues on a large scale. This is because the systems are now cloud-based. Assistant can be tried in a test environment. There is no need to sign up for long-term contracts.

The effectiveness of the system helps in tracking the deliverables. Stakeholders acquire an important place in a business. They must be included in the trial system to attain the most out of it. The key to success is when everyone involved in the industry is happy.

Going live

After testing the system successfully, it’s time to go live. Add this stage. Everything has to be communicated to get them fully trained. Going live comes with the app comes with the application of the project plan that the business has created.

Follow the plan and remove errors that come in between. Discussed the problems with the project team for a solution. A session for the discussion of problems must be arranged. It will help bring the team together on one platform where they can move together and learn to overcome every obstacle.

Evaluate everything

After going live, every business can reflect on what they have learned and what can be improved. What was the requirement of the company, and how much has been achieved? All of these can be evaluated in a formal follow-up meeting. After going live for months or an entire year, the business can demonstrate its value to the company.

Starting again

Digital transformation does not halt after its creation. Digitization means developing each day. Businesses can get a comparative advantage by going digital by making changes over time. Ever-growing and evolving technology can be put to great use.

Advantages of Automation for Business Success

An organization can aim big by using an automation strategy. The human workforce can be used for more important tasks rather than repetitive, tedious ones. Streamlining processes helps in the reduction of errors. Consumers are satisfied with fast responses. The productivity of the business is improved as it uses an efficient system.

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