Top 10 leaders of their view on Automation

Automation has been a big buzzword in the tech world lately, and for good reason.


Programming a process to run on its own based on various data inputs eliminates the need for a human operator, saving a company time, money and frustration.

This can be especially helpful in streamlining workflows within a business. For example, automating things like invoicing etc.

So how are today's top technology leaders automating their internal processes? Ten members of Forbes Technology Council offered a glimpse into their automated operations.


1. Implement Automation Where It Makes Sense


Not every business process is a good fit for automation, so each business must decide which processes are best suited for it. Processes that are time and resource intensive and subject to human error should be the first processes to be investigated for automation. If these can be accelerated with automated processes, then that permits more focus on other business practices. - Alexandro Pando, Xyrupt


2. Take Existing Manual Processes And Slowly Insert Tools To Improve Them


Rather than building end-to-end solutions to automate whole parts of your business, an iterative approach can be cheaper and quicker to go live. For example, find a manual process for which simple tools can be inserted to make that process quicker. Over time, as these tools get more and more sophisticated, you may organically evolve to a fully automated process. - David Murray, Doctor.com


3. Automate For Internal And External Engagement


Automation is fundamental to scaling marketing for us. Not only is it critical for optimizing our internal workflows, but also to drive revenue, since 60% of the B2B buying process is done online. We use Marketo and Salesforce as our core systems and use additional solutions such as Bizible, Everstring and various ad platforms. We collaborate on Google Drive internally. - Leah Allen, Model N


4. Implement Automation To Handle Repetitive Tasks


We process nearly 300 new hires every year for our mid-sized company. That means uploading names, addresses, dates of birth and other employee information into several systems such as travel and expense, payroll and insurance. We programmed a software program we call Rosie the Robot to take on this cumbersome, manual task off. What took a human 30 minutes per new hire takes Rosie five minutes. - Kevin McCarty, West Monroe Partners


5. Automate Small Tasks For A Large Impact


We use tools that enable automation of small tasks. One example is automating sending emails at times that are most convenient for our partners. This enables us to stay in touch with partners around the world without having to worry that we might be disturbing them when they are with their families or elsewhere. It took just a few minutes to setup but has saved us weeks in missed connections. - Anand Sampat, Datmo


6. Create Automated Connections Between Various Software Solutions


We developed a code-checker and time-tracker to automate some software testing and reporting workflows within our development team. Both software solutions integrate with our project management suite, which doubles as our customer relationships management and human resources tool. This consolidated platform alone has saved the company countless hours of work, made management more transparent, and improved the quality of deliverables. - Maxim Garkavtsev, Qarea Limited, Testfort Inc


7. Audit Your Processes For Potential Optimization


If you haven’t done an optimization audit recently, it's time to identify the data entry processes, approval processes and review processes that require the most user input. Measure these processes by the number of clicks and levels, as well as interactions and cycles. Those with the highest numbers have the highest need and return on investment (ROI). Work with your vendors or internally to develop solutions. - Kyle Pretsch, Lucky Band Jeans


8. Leverage Transformational Projects To Kick Off Automation


We recently decided to modernize our enterprise resource planning (ERP) and CRM platforms. We plan on using this as an opportunity to automate business processes wherever and whenever we find the opportunity. Transformation initiatives are perfect opportunities to find inefficiencies that can benefit from digital technologies to automate the majority of manual processes and allow resources to focus on more value-add activities. - Joe Logan, Graphic Controls


9. Fully Understand The Manual Process You Want To Automate, Then Code Them Step-By-Step


First, you need to understand the manual process that you are trying to automate. Then, translate each step into an executable strategy by breaking down each step into smaller tactical steps that can be simply coded. Check each step and fine-tune. Every solution for every step should have the flexibility to evolve and “talk” with the other parts of the system. - Karin Lachmi, Bioz


10. Focus On Your Core And Automate Everything Else


We automate sales processes with trigger-based email messaging, rules-based lead qualification and funnel management. We use data-driven marketing automation for social media and advertising campaigns. We've even deployed bots for customer service, calendaring and dev ops. This helps us to stay focused on our core competencies so that we can sustain, grow and thrive. - Apurva "Apu" Kumar, LotaData, Inc.


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