6 Processes You Can and Should Automate in Your Business

6 key processes you can and should automate in your business or industry to save time, money and be a successful company

By Claudio Pires
Updated on June 9, 2024
6 Processes You Can and Should Automate in Your Business

There is a limit to what we can do as humans, and having to carry out repetitive tasks in business can get very tiring and cause only little productivity. In this article, you’ll see six key processes you can and should automate in your business or industry to save time, money and be a successful company.

Thankfully, business automation uses computer systems and technology to perform these tasks instead of human resources. Automation aims to boost productivity, lessen costs, and give your business time to focus on value-added tasks such as customer relations.

It allows you, as a business owner, to simplify tasks that would otherwise seem complicated if done manually. It also refines and integrates your processes’ output. Although small and medium-sized business owners didn’t always have access to artificial intelligence, times have changed.

Many small businesses can now work with automation systems and use them to perform repetitive tasks.

In this article, you’ll find the top 6 processes you can and should automate in your business to improve output.

Some key business processes allow for efficiency and smooth workflow; these are the business’s significant aspects to automate. See them below:

1. Automate project reports

Project Management comes with many challenges, and one considerable problem is making reports. Stories are an essential part of project management, and they keep you on track of your deadlines, priorities, and general business progress.

However, reporting can get overworked when done manually and will leave room for errors and flaws.  Making a project report by hand can be tiring and requires many revisions even after writing.

Making project reports by hand can also be time-consuming: gathering data, developing data, double-checking data, and finally processing it as information.

Automating a project report will eliminate errors and give you more time to focus on essential tasks. Luckily, with the advent of automated reporting, project reports have become more comfortable and practical.

Many applications have been created to assist in this effect, such as Slite. It helps you provide in-depth and real-time examinations of ongoing projects. This software allows you to create project reports without the commotion of spreadsheets.

They also have an interactive dashboard that keeps track of timelines, budgets, and assignments.

2. Automate your usability testing

Usability testing is testing your product with real people by getting them to complete a list of tasks while taking note of their interactions. The goal of conducting a usability test is to understand if your business is user-friendly. This is to see if your design is intuitive enough for users to attain their goals.

Usability testing helps you understand your audience and build the right product for your business. You cannot guess what your users will prefer because everyone has unique tastes and backgrounds.

To perform a usability test, you must seek your intended users’ consent and enlighten them on your product testing process. Usability tests will help you see how your audience understands, approaches, and experiences a product.

Maze’s guide to usability testing explains how to automate usability tests for faster and easier results during market analysis or consumer research.

3. Business processes you should automate: Compliance checks

Automated Compliance is a software application category that uses artificial intelligence features and technology to simplify data privacy law compliance processes. These applications provide organizations with workflow capacities related to compliance, including self-assessments, control analyses, etc.

Many tools monitor compliance policies. Any regulations that your organization’s accounts, such as inventories, security measures, privacy policies, etc., are copied into the compliance automation software to note violations.

It helps to streamline regulated aspects of the business and ensure compliance across various levels of the organization. It also points out areas that are being violated and calls for reform. So, industry key processes to automate & save time.

Compliance regulations and security standards can be changed or updated at any time. Compliance automation encourages time management and is more cost-effective than manual efforts.

The compliance automation software ensures your company adheres to the government’s rules and regulations, such as GDPR, the California Privacy Act, and other government policies that may align with your business.

Also, Risk management decisions can be made based on real-time data. This is an excellent automated procedure because it minimizes the number of inadequate or inaccurate reporting mistakes.

4. Automate expense tracking

How often does a significant sum go unaccounted for? There is a missing receipt or the stress it takes when a teammate misses out on some necessary expense information. Do you have to go back and forth to set things accurately again?

An automated expense tracking system allows you to scan your expense receipts from anywhere. Image processing, bill ID, amount, and other information are automatically stored as expense data without requiring manual access. As a result, industry key processes to automate & save time.

An expense tracker allows you to record payments so you know which clients have paid you and which haven’t. Some expense tracking software includes Dollarbird, Hubstaff, Wally, Fudget, and Mint.

Tracking your expenses will help your team and company stay on budget and work towards a productive future.

5. Business processes you should automate: Marketing and customer support

Marketing automation platforms are tools or software that allow you to access market workflows for multiple channels from a single source.

They ease the process of understanding customer behavior and planning marketing strategies accordingly. This gives an idea of how closely marketing automation and customer service are related.

The main idea behind using marketing automation is to boost the efficiency of the regular repetitive tasks that are part of your marketing campaigns. As a result, industry key processes to automate & save time.

Automating tasks that would otherwise be manually performed gives you an extra grip on your marketing efforts. It also allows you to market more effectively on different mediums, such as email, websites, social media, etc., and see where you’re slacking.

Automating your marketing and customer support helps you update your customers on recommendations and updates. Marketing automation will quickly set up multiple tests and help you administer them so you can focus your attention elsewhere.

6. Automate employee analysis: Processes to automate & save time

Diligence from your employees, and your employees are responsible for their results and performance. However, many companies struggle to complete performance reviews because of its time to get them.

Automating the study’s process and content is the best way to heighten participation and ensure on-time completion of performance reviews.

Using an automated system, you can quickly review the process and track progress at any point. You can also set clear timelines and tasks for your employees.

Set up reminders on the software to enable notifications and, thus, manage time.  Automating your employment analysis system will give you access to various data analyses. The main aim of automation is to bring in efficiency, increase productivity, and eliminate mistakes. Keep reading processes you can and should automate in your business or industry to save time, money and be a successful company.

Important tips to help you transition to business automated processes

As you consider automating your business processes, here are five essential tips to help you begin.

Plan Ahead

Automation is a process that requires adequate planning. Be careful about the techniques you automate so that you do not make any slip-ups. Find out what kind of automation will work best in that area of concentration and develop it.

Understand the process of automating

As a business owner, do not make the mistake of automating without fully understanding the process. Take your time to examine the process or get professional help, especially in the areas above where automation eases things.

Estimate Your time/cost savings 

Ensure you estimate the time/cost savings that automating a process will give and compare to the time/cost it will take to automate that process. Make sure to prioritize automating the methods that will save you both time and money.  

Think About the Future

Always consider the best for your company in the long run. Ensure that whatever solution you employ possesses the ability to grow and adapt to future changes.

Work with your team 

Do not try to take on this new procedure alone. Please work with your team, carry them along, and find the right automation tools for these processes.

Business Processes You Should Automate Conclusion

You or your employees do not have to burn out from manually completed tasks when you can easily automate important parts of their processes.

Automating specific processes ensures the accurate execution of significant business tasks. In the long run, automating these procedures will improve consistency in executing your duties.

This allows you to thrive and expand to your maximum capacity because it frees up time and energy to achieve more in other business aspects.

It will also boost customer satisfaction because customers will receive more accurate and consistent products and services. Although the cost of automating your processes may be substantial, the benefits are long-term.

Claudio Pires

Claudio Pires is the co-founder of Visualmodo, a renowned company in web development and design. With over 15 years of experience, Claudio has honed his skills in content creation, web development support, and senior web designer. A trilingual expert fluent in English, Portuguese, and Spanish, he brings a global perspective to his work. Beyond his professional endeavors, Claudio is an active YouTuber, sharing his insights and expertise with a broader audience. Based in Brazil, Claudio continues to push the boundaries of web design and digital content, making him a pivotal figure in the industry.