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Preparing for automation is a vital topic currently discussed in small and large CPA firms. Discussions are ensuing in accounting practices regarding how to leverage tasks and initiate the shift towards business process automation tools. Questions abound regarding how firms get started with automation. This blog will discuss initial steps firms can take towards automation. It will offer tips to make automating business processes easier. It all begins with understanding what business process automation entails and the significance of optimizing processes to take advantage of technological opportunities.
Business process automation is defined by Gartner Glossary as the automation of complex business processes and functions. This is completed through the use of advanced technologies. While business process automation software might be thought of as a future trend, the reality is automation is relevant presently! In fact, over 50% of all accounting firms are initiating some type of automation. For accounting firms, business process automation tools involve machine learning and software which can complete accounting tasks (often mundane) traditionally completed by CPA firm employees. Workflow automation systems begin with knowledge of a firms’ goals and processes.
Efficiency and productivity are common goals of CPA firms. While worthwhile accomplishments, maintaining workflow goals is challenging, especially while navigating remote work transitions, staffing limitations and ongoing technological changes. Recognizing the potential technology has on streamlining processes is a forward-thinking strategy in achieving operational efficiency.
The amazing potential for business process automation software to streamline processes is irrefutable.
A critical stage of automating business processes is examining the processes currently in place.
Once business processes are clarified and organized, it’s imperative to know which activities can be effectively automated.
The goal of automation is to automate tasks, not eliminate job positions. Automation solutions are designed to complete monotonous or repetitive tasks, freeing up human resources to focus on more meaningful work goals. Workflow automation offers myriad benefits for CPA firms.
Automating business processes will have a significant impact on your firm’s ability to service clients most effectively, by reducing tasks and increasing employee availability.
An integral step in automating business processes is to document processes with business process mapping.
Documenting processes with business process mapping is an excellent source to use for onboarding new hires as well as for company training programs.
Automating business processes can be accomplished in-house.
Allowing staff to help with automation solutions is a positive business strategy as is seeking support from a cloud hosting platform.
Cetrom is a successful, well-established cloud-based solutions provider. The company’s niche is entirely centered on supporting CPA firms. Specifically, the company is exclusively devoted to hosting accounting specific applications. Cetrom is committed to providing best in breed security technologies. Their advanced safety methodologies and expertise will keep CPA firms safe and secure when automating business processes.
Cetrom recognizes the value business process automation tools can play in helping CPA firms reach their full potential. The future of automation is happening now. Let the experts at Cetrom launch your CPA firm into the exciting world of automation! Contact Cetrom today to learn more about how we can help answer your questions about business process automation software and other automation solutions.
Cetrom Support fixed all of my problems, their engineers are very professional, courteous, friendly and very efficient. If all customer service out there was like...- Mid-sized