How to Automate Processes Around ERP Without Changing the System

If you're looking for a way to automate processes around your ERP without having to change the system, you're in the right place. Here, we'll show you how to identify parallel spreadsheets, duplicate data entry, approvals via email or WhatsApp, fragile integrations, and manual reports, and how to address these issues gradually.

Identifying the Problems

Before you start automating, it's essential to identify the problems that need to be solved. Here are some signs that you need to automate your processes:

• Parallel spreadsheets: when you have multiple spreadsheets for the same task, it's time to automate.
• Duplicate data entry: when you need to enter data in multiple parts of the system, it's time to automate.
• Approvals via email or WhatsApp: when you need to send approvals via email or WhatsApp, it's time to automate.
• Fragile integrations: when you have integrations that don't work correctly, it's time to automate.
• Manual reports: when you need to create manual reports, it's time to automate.

Mapping the Process

To automate the processes, it's crucial to map the current process. This means identifying all the steps that are taken and how they are taken. Additionally, it's essential to identify the people involved and the systems used.

Measuring the Impact

After mapping the process, it's essential to measure the impact of the problem. This means calculating the time and resources used to perform the current process.

Integrating

With the process mapped and the impact measured, it's time to integrate the systems. This means creating a connection between the systems so they can communicate and exchange information.

Automating

With the systems integrated, it's time to automate the processes. This means creating a sequence of actions that are performed automatically.

Monitoring

After automating the processes, it's essential to monitor the results. This means checking if the process is working correctly and if the problems have been solved.

Practical Steps to Automate Processes

• Map the current process.
• Measure the impact of the problem.
• Integrate the systems.
• Automate the processes.
• Monitor the results.

FAQ

1. How can I identify the problems that need to be solved?

To identify the problems, it's essential to analyze the current processes and check for duplicate work, approvals via email or WhatsApp, fragile integrations, and manual reports.

2. How can I map the current process?

To map the process, it's essential to identify all the steps that are taken and how they are taken. Additionally, it's essential to identify the people involved and the systems used.

3. How can I integrate the systems?

To integrate the systems, it's essential to create a connection between the systems so they can communicate and exchange information.

If you're looking for a way to automate processes around your ERP without having to change the system, you can start diagnosing your process right now. Click here to start.