If you have ever found yourself spending a significant amount of time on the computer completing repetitive, manual, low-value tasks or projects that require more work from your hands than your brain, it may be time to consider using a process automation solution.
Nearly all businesses will be able to find manual work tasks related to HR, sales & marketing, accounting & finance, operations, purchasing & inventory, or IT & security that can be automated.
Department / Function | Tasks to Automate |
| Human Resources | - Payroll processing
- Vendor cost analysis
- Audit trails
- Archive & clean up
- Employee onboarding & offboarding
- Job posting distribution
- Group email and notifications management
- Employee benefits and insurance election
|
| Marketing & Sales | - Social media updates
- Competitive intelligence research
- Customer behavior data management and analysis
- Contact list segmentation
- Email or sales automation
- Sales or marketing platform maintenance
|
| Accounting & Finance | - General ledger accounts reporting
- Data migration between accounting reports
- Billing & invoice generation, and distribution
- Data pulls for reporting
- Collections & revenue cycle management
|
| Operations & Purchasing | - Inventory monitoring, replenishing, and status notifications
- Inventory, pricing, A/P reporting, and report distribution
- Updates to product catalog (i.e. SKU numbers, serial numbers, pricing, etc.)
- Vendor & supplier onboarding
|
| IT & Security | - User access and account maintenance
- Data consolidation, clean up, and de-duplication
- File transfers between systems
- Integration of customer facing website and internal systems
|
