Automatización de procesos empresariales

Process automation allows companies to save time and resources. Find out why it is important and how to develop this action. 

Business Process Automation (BPA) is the use of a technological solution to automate repetitive operations. These are developed in several steps involving one or more information technology systems.  

In this article, we not only tell you what it is and what its benefits are. We also give you the keys to implement it in your organization.

Why is process automation important in a company?

Automation is part of the digital transformation strategy and its characteristics depend on the specific needs of each industry. Also, as processes are different in each company, it requires complex solutions tailored to the organization. 

Process automation is important because, through a technological solution, the usual operational tasks are transformed into automatic processes. This action may require one or more software to digitize the procedural steps. For example, managing documents, delegating tasks, and communicating progress to the employees involved in the process. 

In this context, even the smallest error can generate problems of inefficiency, communication failures, and failure to meet deadlines. This is where automation appears with the aim of optimizing workflows and improving the efficiency of operations.

The key to achieving this effect is to have an integrated solution.

In other words, it should not be an independent automation system, because in this way we will solve tasks in isolation, the work will become complex and we are likely to duplicate tasks.

What benefits does automation bring to organizations?

As we can see, automation brings great advantages. Here are some of the specific benefits:

  • Reduce costs: 

    By achieving greater efficiency in processes we make better use of resources. For example, with automation, we free up man-hours and reduce the use of paper and the costs associated with printing.  Although the automation system also entails installation and maintenance costs, in the short or medium-term this investment is recovered.

  • Save time:
    since a clear process allows us to:

    • perform tasks faster and more efficiently, 
    • have information in real-time and optimize management,
    • and reassign a task in a simple way without cumbersome information transfers.

  • Minimize Errors: 

    Manual data entry carries the risk of a mistake or omission. Automating is very unlikely to happen.

  • Improve execution and response time

    This benefit is seen especially in customer service. Because the centralized repository, such as the one offered by Coldview, gives quick access to always up-to-date information. On the other hand, integrating with the Customer Portal facilitates self-management and relieves the burden on the area in charge of customer service. At the same time, it provides an omnichannel experience.

  • Traceability of the process:

    Enabled users will be able to follow the progress of the process, with real-time information.

  • Improve communication:

    The different departments of the organization can request and share information in a simple way. In turn, the system ensures that the data reaches the right person in full.

  • Obtain information to optimize:

    What processes can be improved? At what point in development is progress slowing down? These are just some of the questions that can be answered with the reports, as the actual data allows you to evaluate and detect opportunities for improvement.

What tasks can you automate with Coldview?

Now, we will tell you which tasks you can automate and which tools are suitable for this purpose.

  • Manage large volumes of information: For example, with Coldview ERM (Enterprise Report Management) you can store, index, classify and compress large volumes of information from different sources and formats. Define the rules that will govern these actions and get results in real-time.

  • Document Management: With Coldview ECM (Enterprise Content Management) you can manage all documents from a single platform. The system automatically recognizes, indexes, and manages more than 200 digital file formats.

  • Information Lifecycle: Coldview ECM also offers automatic Information Lifecycle Management (ILM). In this way, the retention of each information asset is regulated according to internal policies and regulations.

  • Sending invoices and statements: You can automate and customize the sending of these types of documents with Coldview CCM. In addition, the platform performs automatic quality control.  A clear example of the positive impact of this action is the Telcel success story.

These are just some of the automation that you can perform through Coldview. 

In addition to contemplating the requirements of each industry and organization, we create specific solutions to comply with regulations. For example, in Mexico, we have launched Coldview REPSE, which guarantees the regulatory compliance required by the Registry of Specialized Services Providers or Specialized Works. It is an integrated solution that automates the management of supplier information and its exhaustive validation to avoid non-compliance.

In conclusion,

Automating processes save resources such as time, money, and workers’ productive hours. At the same time, it makes management faster and more effective, enhancing interdepartmental communication and process monitoring. 

It’s time to automate your organization’s processes. Get in touch and find out how we can do it together.

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