Digital Process Automation, or DPA, fills the gap that can speed your processes and get your valuable team members out of repetitive manual tasks.
Speed is critical for businesses, from the sales process to billing to order fulfillment. Unfortunately, one of the most essential elements of your business - its people - can also be the factor that slows down your processes the most.
A sales rep puts in an order only to have to wait for discount reviews and approvals. An order gets delayed between being placed and being fulfilled. A candidate decides to accept an offer from another company because their paperwork was delayed. There are likely steps in these manual and repetitive processes and don’t need a human to handle. Automating them could accelerate these processes and improve the outcomes.
Even if the problem isn’t this severe - even if your staff is on top of everything, all of the time, without any errors - there are undoubtedly tasks that they are handling that are time-consuming, repetitive. These tasks delay them from working on projects that provide more business value.
Digital Process Automation, or DPA, fills the gap that can speed your processes and get your valuable team members out of the middle of manual tasks. And if you’re using Salesforce, you already have a powerful tool that can help you implement DPA. It is estimated that data errors and faulty information cost U.S. businesses $3 trillion every year. With effective automation, business-process data is transferred directly between applications, eliminating the risk of human error, and ensuring that valuable information retains its accuracy.
However, DPA isn’t about automating an entire process, end-to-end. Instead, it’s about automating the parts of the process that make sense, which will provide the most significant benefit. And while Salesforce offers a key piece of the DPA puzzle, there are a few elements that will be pivotal to making sure you get your project done right.
Salesforce offers tailor-made features to automate your processes, but you need to start on the right foot to take advantage of them.
As mentioned above, DPA isn’t about replacing a process end-to-end with automation, but instead is about building a hybrid that puts humans where they need to be in the process and automating the pieces that make sense.
To do this, however, you’ll first need to get a top-down view of your processes and then break it into component parts. From there, you can analyze which steps make sense to automate.
For instance, if you were looking to improve your order process, you’d start by taking a high-level view of it. Map out the steps - from a sales rep inputting an order from the field through your sales app all the way to the order being handed off to the manufacturing floor or warehouse for fulfillment. What’s the flow? Who owns which pieces? Where are the hand-offs? And what are the sub-steps under each step?
“DPA isn’t about replacing a process end-to-end with automation, but instead is about building a hybrid that puts humans where they need to be in the process and automating the pieces that make sense.”
loss due to data errors
time wasted analyzing data
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