4 Tips for Effective Business Process Automation

by Alex Mansour

4 years ago · 3 min read

In today’s world, business process automation is helping companies achieve spectacular results. Automation can make any business more efficient. While the degree of automation might vary from one industry to the other, the benefits are clear in all industries.

According to a recent study, the business automation industry is expected to reach USD 18.45 billion by the year 2023. This is a strong indicator of the high demand for tools and services that enable business automation.

Reduced labor and higher process efficiency are just two of the numerous benefits that automation tools can bring to a business. Despite the undeniable advantages, automation tools should be used carefully.

The following are the most important considerations to keep in mind when you’re considering automating any business process. By doing so, you take advantage of this promising technology while avoiding its downsides.

1. Start with Clear Automation Goals

Before you start hiring developers to automate/digitalize everything in your business, you should first have a clear idea about why you’re doing it. In order for an investment in such services to pay off, you must have a pre-defined set of goals that you want to achieve.

The best way to do this is to start by asking yourself: Why am I doing this? Starting with the end goals in mind won’t only help you achieve a high return on your investment, it’ll also help you hire the right developers/buy the right automation tools.

If you don’t have a clear idea of why you’re automating a process, you’ll end up spending too much money without getting the intended results. After the automation process is complete, you might find out that it wasn’t worth the hassle in the first place. That’s why setting goals are the first step.

2. Hire the Right Professionals

Business automation/digitalization is a broad field. There are many industries out there with different requirements. Just like in any other business project, hiring the right people is the first step to success.

The question now is how do you know that you’re hiring the right people for the job? The answer is simple, which is relevant to the work samples. For example, if you’re a hotel owner who is trying to automate their booking process and other client-staff interactions, your best bet is to hire people who have worked on a similar project.

By doing so, you’ll reduce the risk to a minimum and will have a better idea about the expected outcome before the project even starts.

3. Avoid Over Automation

This is something that usually occurs when businesses get carried away with automating their processes. Unlike what most people think, not everything that can be automated should be automated.

Sometimes, automating specific tasks can result in an overall poor user experience for clients interacting with your business. While automating repetitive and time-consuming tasks can save a business a lot of money, some tasks require that human touch.

Making your business sound like a robot is an unwanted side effect that can result from over automating client-facing tasks. To help your business become more efficient without lowering client satisfaction, you should think about the user experience before automating anything.

4. Get a Custom Automation Solution

While it might be tempting to get a pre-made automation solution that costs less, it’s not a smart thing to do. No two businesses are the same, including yours. Getting a solution that isn’t tailored to your exact needs is something that you should avoid at all costs.

It’s true that getting a pre-made solution might save you some money in the short term. However, in the long run, this will do more harm than good. A custom-made business automation solution is a worthy investment that pays for itself.

Business Automation: Success Stories

There are plenty of successful business automation stories out there. Businesses that have significantly reduced their operational costs using modern technologies aren’t exactly hard to come by.

At B5 Digital, we’ve done plenty of automation projects. These include contract leasing managementproprietary analytics, and ads optimization software.


No matter what kind of business you have, automation is something that you must consider if you want to remain competitive. Ignoring such powerful technologies will make your business fall behind compared to your competitors.

When done right, automation and digitalization solutions can completely transform a business in terms of efficiency and overall profitability.

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