From paper to automated processes - Microsoft Power Platform

Introduction

The old ways of managing business processes are being dismantled to make way for a new conception, driven by disruptive technologies such as AI, and process automation.

While digital transformation continues to grow, some businesses still rely on paper for their operations such as document approvals, task assigning and project tracking.

The goal of business process automation (BPA) is to boost productivity, cut costs, and enhance customer and employee experiences.

How to identify Paper-Based Processes

• Do you repeatedly enter data into spreadsheets to complete tasks?
• Have you encountered issues with colleagues submitting incomplete or inaccurate forms?
• Do you often follow up with colleagues for their written responses?
• Have you spent hours searching through filing cabinets for specific documents?

Business Process Automation (BPA)

BPA leverages technology to digitize and automate mundane, and manual processes efficiently. It helps streamline simple and complex processes, such as employee onboarding, invoice approvals, contract, and leave management.

Microsoft provides the following technologies under the Power Platform to help you build business process automation solutions:

• Power Apps – build online forms.
• Power Automate – automate repetitive processes.
• Power BI – analyze and visualize data.
• Copilot – AI assistant that streamlines workflows.

Example Automation Candidates

• Document Approval System
• System Audits and Reporting
• Action Tracking System
• Leave Management
• IT Support Desk Ticket System
• System Access Request
• Budget/Claims Requisition
• Employee Timesheets Plans
• Projects/Documents Tracking
• Employee Onboarding/Exit

Conclusion

With remote work limiting the ease of passing physical documents between colleagues, it’s time for businesses to embrace digital transformation, adapt, and move forward.

Could Power Platform replace your paper processes?

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