Automation has the potential to raise global productivity by up to1.4% annually, according to a report by McKinsey. With this in mind, it isn’t surprising to that we are seeing a huge spike in automation—31% of businesses have fully automated at least one function.  

If you aren’t part of that 31%, it’s time to make automation a priority to save you and your team energy and time. Check out these 3 high impact automations that could make your day that much easier:

Reduce manual data entry 

Uploading paper-based documents to your system can be painful. Not only do you need to manually scan the document, but because of its format, you are unable to search the data on the document. 

Introducing OCR (Optical Character Recognition) processing services to convert PDFs into digital data and then uploading the information into your database can provide you with agility and security, and save valuable time. 

With the help of an intelligent automation platform, you can use this technology to digitize documents. This will allow those in your organization to access the data from the cloud as well as search for the data. Storing the data within the cloud enables you to keep the data secure and allow remote access based on permissions. 

The banking industry and trading companies highly benefit from this technology: reviewing past records, payment receipts, and credit history would be incredibly tedious without OCR technology. 

Restaurants can also leverage the power of OCR with an intelligent automation platform to convert PDF menus into digital data. This can be extremely useful for restaurants and food delivery companies who utilize online ordering—the use of this technology reduces operations cost to onboard merchants and decreases the time it takes to upload documents. 

Revolutionize remote offboarding 

While traditional in-office offboarding certainly wouldn’t be described as a piece of cake, remote offboarding makes the process even more complicated. Remote offboarding poses potential threats to your organization including device vulnerability, data and security breaches, and network connectivity risks. 

 So how can you make this process easier for your HR team and for your employees? 

Bringing automation into your offboarding process can save valuable time and mitigate the risk of security breaches. If you are relying on a manual off-boarding process, it can take days or even weeks to successfully terminate a former employee’s licenses, permissions, and devices. 

Here’s an example of how automation can ease the entire process: 

As soon as the termination notice comes into your HR department, you can create a deprovisioning ticket. From there, the ticket triggers a chain of actions in your offboarding workflow, removing the employee from groups and your directory. You can then automate the deprovisioning of data, network, and system access. Automation can even help render the employee’s devices useless upon termination. Your HR team can isolate the laptop/computer by disabling the USB port and prohibit connection to your company’s network.

Make the most out of buyer intent 

Knowing when to follow up with prospective customers and understanding what they are interested in is extremely valuable to your company. G2 is a tech marketplace that allows you to search, review, and manage different tech software. Companies can utilize the buyer intent data from G2 and operationalize the follow up with the help of a bot. 

Integrating a bot into your lead process allows you to:

1. Receive instant intent notifications that can be sent to your messaging software (Slack, Microsoft Teams, etc.)

2. Notify the appropriate sales rep

3. Automatically catalogue the lead into your CRM

4. Incorporate your lead enrichment tool to extract lead information

5. Set up a trigger to reach out to the appropriate lead

This process allows you to quickly take action and engage with prospects at the most opportune time before other competitors reach out to them. Additionally, adding a bot to glean G2 intent data can drive the alignment between sales and marketing to make decisions across different channels. 

Looking to learn more about how BT professionals are incorporating automation into their daily lives? Join Systematic and start asking your questions to nearly 2,000 BT folks!

Mary Hodges
About Mary Hodges

Mary previously worked in IT recruiting and is thrilled to bring her community building skills to the business systems community.