How can you choose the right PA tool or platform for your cloud-based business goals?

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Process automation (PA) is the use of software and technology to streamline and optimize repetitive, manual, or complex tasks. PA can help you improve efficiency, accuracy, scalability, and customer satisfaction in your cloud-based business. But how do you choose the right PA tool or platform for your specific goals and needs? Here are some factors to consider.

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Katerina Daralijovska Shemoska

Technology Leader | Low code platforms at ?IWConnect

1 Your business processes

The first step is to identify and analyze your business processes that can benefit from PA. You need to understand the inputs, outputs, steps, rules, roles, and dependencies of each process. You also need to measure the current performance, costs, and risks of each process. This will help you define the scope, objectives, and expected outcomes of your PA project.

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2 Your cloud environment

The second step is to evaluate your cloud environment and how it affects your PA options. You need to consider the type, size, and location of your cloud infrastructure, as well as the security, compliance, and integration requirements of your data and applications. You also need to assess the availability, reliability, and scalability of your cloud services and resources. This will help you narrow down the PA tools or platforms that are compatible and suitable for your cloud environment.

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3 Your PA capabilities

The third step is to assess your PA capabilities and how they influence your PA choices. You need to consider the skills, knowledge, and experience of your team in using PA tools or platforms, as well as the training and support they need. You also need to estimate the time, budget, and resources you can allocate for your PA project. This will help you select the PA tools or platforms that are easy to use, flexible, and cost-effective for your PA capabilities.

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4 Your PA features

The fourth step is to compare the features and functions of different PA tools or platforms and how they match your PA needs. You need to consider the types, levels, and complexity of automation you want to achieve, such as task automation, workflow automation, or intelligent automation. You also need to evaluate the user interface, automation design, testing, deployment, monitoring, and maintenance capabilities of each PA tool or platform. This will help you choose the PA tools or platforms that are comprehensive, robust, and reliable for your PA features.

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5 Your PA outcomes

The fifth step is to test and validate the outcomes and benefits of your PA project using the PA tools or platforms you have chosen. You need to measure the performance, quality, and efficiency improvements of your automated processes, as well as the cost savings, revenue growth, and customer satisfaction enhancements of your cloud-based business. You also need to identify the challenges, gaps, and opportunities for further optimization and innovation of your PA project. This will help you refine and adjust your PA tools or platforms to maximize your PA outcomes.

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6 Your PA strategy

The sixth step is to develop and implement a PA strategy that aligns with your cloud-based business goals and vision. You need to define the scope, priorities, and roadmap of your PA project, as well as the roles, responsibilities, and collaboration of your team and stakeholders. You also need to establish the governance, standards, and best practices for your PA project, as well as the metrics, feedback, and reporting for your PA project. This will help you manage and sustain your PA project and leverage your PA tools or platforms to achieve your cloud-based business goals.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Katerina Daralijovska Shemoska

Technology Leader | Low code platforms at ?IWConnect
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The right PA tool or platform for your cloud-based business goals should offer options for extensibility with other tools, APIs and development of custom code functionality, to overcome platform limitations.

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How can you choose the right PA tool or platform for your cloud-based business goals?

1

2

3

4

5

6

7

1 Your business processes

2 Your cloud environment

3 Your PA capabilities

4 Your PA features

5 Your PA outcomes

6 Your PA strategy

7 Here’s what else to consider

Process Automation

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How can you choose the right PA tool or platform for your cloud-based business goals?

1

2

3

4

5

6

7

1 Your business processes

2 Your cloud environment

3 Your PA capabilities

4 Your PA features

5 Your PA outcomes

6 Your PA strategy

7 Here’s what else to consider

Process Automation

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