Functions That Every Organization Needs to Automate

Abed al hadi Fleifel
June 7, 2023

Organizations always strive to be more efficient and effective in their operations. Technological advancements have paved the way for transformative changes, offering new opportunities to optimize business processes. Automation emerges as a critical catalyst for effective transformation, delivering immediate benefits that propel organizations forward.

By embracing automation, your organization stands to:

  • Save tremendously on costs: While investing in systems may incur upfront expenses, the long-term savings and return on investment (ROI) are substantial.
  • Improve service quality: Whether catering to customers or internal stakeholders, automation empowers organizations to enhance service delivery and exceed expectations.
  • Increase customer satisfaction: Efficient and accurate service delivery leads to happier customers, fostering loyalty and positive brand experiences.
  • Enhance employee performance: Equipping your workforce with the right tools eliminates tedious tasks, allowing them to focus on meaningful work and personal growth. This boosts overall productivity and contributes to organizational success.

What Should You Automate?

After understanding the significance and benefits of automation, the natural question arises: What areas should you focus on automating? This varies across organizations, but in this article, we will highlight three crucial functions that warrant automation.

Human Resources (HR)

Employees in HR spend significant time on tasks like form filling, database updates, request processing, and onboarding/offboarding procedures. These responsibilities often hinder their ability to prioritize essential tasks, such as efficiently and accurately serving employees. Automating HR processes becomes vital to enhance employee satisfaction and enable HR personnel to perform at their best. Key HR activities to automate include payroll, onboarding/offboarding, time and attendance reporting, personnel management, and benefits administration.

Finance and Accounting

The Finance and Accounting teams should focus on managing vendors, customers, and data analysis. Unfortunately, manual processes like invoice handling, paperwork, and constant vendor payment follow-ups consume their time. Moreover, the absence of automation leads to limited visibility into cash flow, spending trends, and overall financial health. By automating processes like sales orders, collections, procure-to-pay, incentive claims, and vendor payments, the Finance and Accounting team can significantly reduce processing time, such as invoice processing, by at least 60%.

Customer Services

In today's tech-savvy and demanding market, organizations are expected to deliver exceptional customer experiences. Waiting in long queues or being placed on hold for extended periods is no longer acceptable. Customers seek accurate and prompt assistance. Automation plays a crucial role in improving customer service. Implementing interactive voice recognition, helpdesk ticketing systems and informative FAQ pages on your website can reduce the effort required by employees to handle customer requests. This ensures a higher quality of service, making your organization the preferred choice for customers.


We are all striving to be the best, to achieve greater efficiency and effectiveness. If your organization has already automated a significant portion of its functions, then you are on the right track and will soon reap the benefits of this transformation. And if your organization is working towards this goal in the competitive era, here are some key considerations to keep in mind as you embark on your automation journey:

  1. Start with the easier processes: Instead of overwhelming yourself with automating the most complex processes right away, begin with smaller tasks and gradually work your way up to automate all your processes.
  2. Educate and engage your employees about the benefits of automation: Ensure that your employees understand that automation will not result in job losses. Instead, it will make them more efficient, productive, and better equipped to excel in their roles.
  3. Conduct thorough research and seek expert advice: If you are new to the world of automation, invest time in researching the best approaches and industry best practices. Consider bringing in experts who can guide you along the way. Over time, you will develop expertise in automation.
  4. Select the right technology: Choosing the appropriate technology requires careful assessment on your part. Look for partners or specialists who can provide you with technology solutions that align with your specific business needs.

By following these principles, you will set yourself on a path towards successful automation implementation, enhancing your organization's performance, and gaining a competitive edge. Embrace automation as a catalyst for growth and stay ahead of the curve!

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