Learn about business automation types and their beneficiaries

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Business automation refers to the use of technology to perform certain business tasks

Blog / Tech News
Learn about business automation types and their beneficiaries
Learn about business automation types and their beneficiaries
Whether you run a small business or a large enterprise, business automation is an excellent way to streamline processes and drive business growth, automation tools are designed to replace human labor with automated labor so you can put those human resources to work elsewhere at work.
To realize the full potential of business automation, companies need to use proven automation software and best practices in all business streams - From creating faster digital customer experiences to streamlining internal processes, however, not all solutions contain the full range of technology needed to automate the business from start to finish, which can lead to many point solutions, higher costs and inability to expand, and to learn more about the importance of automation in the business and its types, read on.

What is business automation?

Business automation is a term for using technology applications that perform recurring tasks, freeing up employees for higher value work, including business process automation (BPA), robotic process automation (RPA) and AI automation.
Years ago, business automation required huge centralized computers and a team of experts to maintain them, and today, cloud-based automation platforms put functionality within the reach of companies of all sizes.

Benefits of business automation

One of the most important advantages of business automation that will help us reduce costs, increase the efficiency of the company and improve operations, is the following:

1. Saving time

The company's business automation provides a lot of time for workers who usually spend long hours daily completing simple or routine tasks, such as entering contacts into a database, searching for documents or updating inventory.

2. Cost reduction

When implementing the business automation system, significant costs are created due to the installation, licensing and maintenance of these solutions, however, the investment made in the short or medium term is recovered, because through better use of resources, for example, using less printed paper or improving the load on the task forces, organizations can significantly reduce their costs.

3. Low probability of errors

Mistakes are significantly less likely to be made when automating the business, the procedures to follow are known to employees, i.e. they learn to use the technology to make it friendly to them. In this way, it is easy for them to do their job properly, continuously executed processes always guarantee the best results.

Types of business automation:

After we understand the meaning of business automation, below are the types of business automation common, which you can implement in your own business:

Basic automation:

Basic business automation requires simple, primitive tasks and automates these tasks using little or no coding. Basic automation tools digitize repetitive tasks - helping to eliminate errors and speed up the pace of transaction work. Business Operations Management (BPM) and RPA are examples of basic automation.

Process automation:

Process automation manages business processes for standardization and transparency, process automation is often handled by dedicated software, and can increase productivity and efficiency - while also providing valuable business insights, process mining and workflow automation are examples of process automation.

Advanced Automation:

Advanced business automation combines humans and machines to integrate multiple systems across the enterprise, and by supporting the most complex processes, advanced automation relies on unregulated data along with machine learning, natural language processing and analysis.

Smart Automation:

Driven by artificial intelligence, smart business automation means that machines can "learn" and make decisions based on the situations they encountered and analyzed, for example, in customer service, AI-backed virtual assistants can reduce costs while enabling smarter interactions between customers and human agents, and the result is a better customer service experience.

Examples of automation of business operations

Below is a sample of business operations that benefit from automation:

Preparing new staff:

The integration of a new employee is an important business process involving many low-level but accurate tasks, from filling out employee forms and scheduling training courses to completing tax documents and creating bank accounts. Business automation eliminates a lot of paperwork, ensures that all steps are completed and managers and staff are kept informed.

Setting up new customers:

In the financial services industry, banks and other finance companies need to carry out background checks for new customers and inform appropriate local and federal governments when they join them as part of the requirements of your know-your-customer rule. Business automation can help streamline these processes by using artificial intelligence to automate many manual steps, and faster and automatic processes improve customer satisfaction.

Support to the Office of Information Technology Services:

The volume of IT tickets received typically exceeds the ability of IT staff to handle them in this case, business automation programmes can analyse, classify and direct tickets received to the relevant support staff, Provide service updates to customers and alert IT workers to problems requiring immediate attention for compliance reasons Among other core tasks, advanced automated help desk tools include artificial intelligence to predict, manage and solve common user problems.

Marketing Automation:

Marketing automation software allows companies to target customers with automated marketing messages across channels including email, websites, social media and text messages to generate expected customers for sales, technology is part of customer relationship management, or CRM, and is usually used by marketing departments as a way to remove recurring tasks from employees' workflows and increase overall marketing efficiency.

What business should you automate?

Some factors that could indicate the need for automation include:
  • Large size of tasks
  • Multiple persons required to carry out tasks
  • The sensitive nature of time
  • Significant impact on other processes and systems
  • Need for compliance and auditing pathways
If the activity meets all the above criteria, it is very likely that you need to automate your business process.
To give you a clearer picture, here are some of the most common automated processes in institutions:
  • Email and Payment Notifications
  • Help desk support
  • Making case studies for clients
  • Data collection and migration
  • Backup and Restore
  • Staff member's leave requests
  • Buy
  • Contact Centre Operations
  • Sales Orders
  • Tracking time and attendance
  • Payroll
  • Invoices
  • Groups
  • Product Launch
  • Sponsoring Opportunity
Here are some indicators on how automation works:
  • Start with a clear understanding of the tasks involved, who is responsible, and when each task is performed.
  • Make sure you have clearly defined targets when automating a business process, this will save a lot of time in course correction.
  • Measuring results through a gradual approach, with many organizations disappointed when results are not achieved overnight.
  • Invest sufficient time in staff training and work in the adjustment period.
  • Build a long-term view of a good ROI experience.
  • Use ready-made solutions when available.


The business automation system thus helps companies streamline complex services, reduce their costs, streamline information transfer, organize different processes, monitor real-time progress and allocate resources appropriately, and the long-term benefits of business automation are improved efficiency, stability and productivity.

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