Here are key things to look out for in right-fit enterprise BPA software, and an overview of a few of your available options.
What to look for in enterprise business process automation software
Your choice of software will affect every aspect of your business — from customer service turnaround time to employee satisfaction and staff turnover. Draw up a shortlist of potential BPA software with the following in mind to ensure you pick the right fit for your business:
Customisability. Out-of-the-box solutions are the most logical instead of creating a completely bespoke software solution, but ensure you do not end up hamstringing your business by selecting a solution that is too rigid to truly meet your automation needs. Prioritise software that allows you to implement highly customisable automations using programmable automation.
This means you can automate any process you want to, no matter how complex. Check out their programmable automation feature in HubSpot, and see how easily you’ll be able to customise and automate your ERP integrations, lead rotations, commission calculations, renewals and more.
Features. Documenting your business processes first can help you identify exactly where you need to automate. This can then be cross-referenced with the features of the enterprise business process automation software you’re considering — can they meet all your needs? You could even create a checklist of features you need to prioritise, like our 3 favourites:
Data Syncing. How easily can you connect your business apps to the platform and keep customer data consistent and up to date? Can data sync in both directions, in real-time and sync historical data as well, to truly simplify data import and export?
Programmable automation. Can you customise automations to suit your changing business processes as your company scales, and customer data increases and processes grow in complexity?
Data quality automation.Dirty data slows your team down and can damage your reputation with employees and customers. Can your BPA software be programmed to clean your data, formatting property values in certain ways (such as updating phone numbers, capitalising letters correctly and more)?
Integrations. How easily can the platform integrate with your existing systems reliably, easily and securely? For example, HubSpot Operations Hub integrates with more than 600 custom integrations in their App Marketplace, including Microsoft 365, ZenDesk, MailChimp and more. And, unlike any other platform, provides real-time, two-way sync of your data to ensure your databases mirror each other across all platforms, all of the time.
Ease of use. If your team can’t (or won’t) use it, any enterprise business process automation software is automatically useless. How easy is the platform to use? Is it designed to boost user adoption through intuitive UI, consistent support and tutorial opportunities?
It’s also worth considering bringing in some extra help when rolling out the software — booking a few training workshops or getting assistance with change management can go a long way to boosting user adoption rates.
Is it an all-in-one solution? How easily can the platform scale with your business? All-in-one solutions require less custom building and can be more cost-effective as a result. They also reduce the risk of API vulnerabilities, flatten learning and adoption curves, and set you up for scalability and growth as one provider can easily match your evolving needs.
4 Enterprise automation platforms you need to know about
Let’s take a look at some options in the enterprise market. It’s not an exhaustive list — it’s designed to get you started, as a basic outline of, and comparison between, some of today’s top players.
Microsoft Power Automate. This low code platform helps everyone on your team build automated processes to boost productivity and increase efficiency. With Power Automate, you can streamline repetitive tasks and paperless processes… but that’s about it.
SAP Intelligent Robotic Process Automation. Similar to Power Automate, SAP Intelligent Robotic Process Automation enables you to redirect resources to high-value activities and processes with the help of intelligent bots.
HubSpot Operations Hub is our enterprise business process automation software of choice. It’s highly customisable to suit your organisation’s unique needs and combines powerful features like real-time data syncing with an easy-to-use interface that guarantees a high likelihood of user adoption. What’s more, it integrates seamlessly with myriad third-party apps, but also with the entire HubSpot Suite.
Chat to us about a personalised BPA strategy and implementation — including change management and training — for your business. Click here and get in touch!
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