{"id":2112,"date":"2024-07-24T13:30:26","date_gmt":"2024-07-24T13:30:26","guid":{"rendered":"https:\/\/encorsa.ro\/part-3-ghid-practic-selectarea-si-stabilirea-prioritatii-proceselor-care-vor-fi-digitalizate-si-automatizate\/"},"modified":"2024-10-31T10:05:54","modified_gmt":"2024-10-31T10:05:54","slug":"selecting-and-prioritizing-processes-for-digitization-and-automation","status":"publish","type":"post","link":"https:\/\/encorsa.ro\/en\/selecting-and-prioritizing-processes-for-digitization-and-automation\/","title":{"rendered":"Part 3. Practical Guide: Selecting and Prioritizing Processes for Digitalization and Automation"},"content":{"rendered":"<h2><b><span data-contrast=\"auto\">Selection Criteria for Potential Automation Processes<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/h2>\n<p>&nbsp;<\/p>\n<p><span data-contrast=\"auto\">Whether we are just beginning our digitalization and automation process or have already started working on it in a less structured way, it is necessary to establish the selection criteria based on which we will select the processes that will be modernized and possibly completely transformed through digitalization and automation. The most commonly used criteria are:<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><b><span data-contrast=\"auto\">a. Volume and Frequency<\/span><\/b><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><span data-contrast=\"auto\">Repetitive processes executed frequently are good candidates for automation. For example, in the finance and accounting department, it would be desirable to select processes that occur daily (payments, receipts, etc.) versus processes that occur monthly (reports).<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li><span data-contrast=\"auto\">Processes that operate with high transaction volumes are suitable for automation because humans handle large data volumes less effectively than computers, which process data quickly.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><b><span data-contrast=\"auto\">b. Standardization and Predictability<\/span><\/b><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><span data-contrast=\"auto\">Processes with clear and well-defined rules are better suited for digitalization, and implementation will be easier and faster.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li><span data-contrast=\"auto\">Workflows with sequential and logical steps can be digitized more quickly and at lower costs than processes that run in parallel or rely on multiple human decisions.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><b><span data-contrast=\"auto\">c. Maturity and Stability<\/span><\/b><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><span data-contrast=\"auto\">Stable processes that are not frequently subject to change are also excellent candidates for digitalization and automation because they involve fewer adjustments over time.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li><span data-contrast=\"auto\">Well-documented and understood workflows can be digitalized more easily because the process analysis is more straightforward, leading to fewer implementation roadblocks.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><b><span data-contrast=\"auto\">d. Complexity of Decisions<\/span><\/b><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><span data-contrast=\"auto\">Tasks requiring decisions based on simple rules can be more easily algorithmized and then executed automatically.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li><span data-contrast=\"auto\">Processes with limited branching options will be easier to implement versus complex processes with multiple dynamic conditions.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><b><span data-contrast=\"auto\">e. Potential for Time Savings<\/span><\/b><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"6\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Processes that include many time-consuming activities when performed manually are excellent candidates for digitization and automation.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><b><span data-contrast=\"auto\">f. Potential for Reducing Human Errors<\/span><\/b><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><span data-contrast=\"auto\">Processes involving tasks prone to errors, when performed manually, are suitable for automatic execution.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li><span data-contrast=\"auto\">Processes requiring high precision and accuracy can also benefit significantly from digitalization and automation.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><b><span data-contrast=\"auto\">g. Business Impact<\/span><\/b><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><span data-contrast=\"auto\">Processes contributing to strategic objectives are preferred.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li><span data-contrast=\"auto\">Projects with a potentially high impact on customer and employee satisfaction are also successful candidates for digitalization.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><b><span data-contrast=\"auto\">h. Technical Complexity<\/span><\/b><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><span data-contrast=\"auto\">Processes requiring integration with existing systems may be complex but offer greater benefits through digitalization and automation, by unlocking data flows between systems.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h2><b><span data-contrast=\"auto\">Evaluating Processes for Digitization and Automation<\/span><\/b><\/h2>\n<h2><span data-ccp-props=\"{}\">\u00a0<\/span><\/h2>\n<p><span data-contrast=\"auto\">After establishing evaluation criteria, determine which criteria are mandatory (must-have) and which are optional (nice-to-have). For optional criteria, establish their importance (e.g., on a scale of 1 to 5). Then follows the actual evaluation of processes, where each process is first assessed against the mandatory criteria, eliminating unsuitable candidates. The remaining processes are then evaluated against the optional criteria, and the score obtained will be weighted by the criterion&#8217;s importance. For the top five processes (based on score), conduct:<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><b><span data-contrast=\"auto\">a. Cost-Benefit Analysis<\/span><\/b><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><span data-contrast=\"auto\">Estimate the costs of implementing automation.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li><span data-contrast=\"auto\">Calculate potential savings and long-term benefits.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li><span data-contrast=\"auto\">Determine the return on investment (ROI) period.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><b><span data-contrast=\"auto\">b. Risk Analysis<\/span><\/b><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h2><b><span data-contrast=\"auto\">Methods for Prioritizing Processes Accepted After Evaluation<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/h2>\n<p>&nbsp;<\/p>\n<p><span data-contrast=\"auto\">The first method for prioritizing is the natural outcome of the proposed evaluation method, namely, the weighted priority score method, where processes are selected based on the calculated score while also considering the results of the cost-benefit and risk analyses.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span data-contrast=\"auto\">Other simpler options for evaluating and prioritizing processes could be the &#8220;Quick Wins&#8221; method, which suggests classifying them into four quadrants (a 2&#215;2 matrix) based on potential impact and implementation effort:<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<ol>\n<li><span data-contrast=\"auto\">High impact, low effort (Quick Wins)<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li><span data-contrast=\"auto\">High impact, high effort (Major Projects)<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li><span data-contrast=\"auto\">Low impact, low effort (Quick Improvements)<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<li><span data-contrast=\"auto\">Low impact, high effort (Reevaluation)<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p><span data-contrast=\"auto\">Start with processes in quadrant 1 to demonstrate the value of digitalization and automation and to gain stakeholder support for broader initiatives.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span data-contrast=\"auto\">We can also apply the iterative method, in which we first select simple processes and then gradually increase their complexity, adapting as we learn and gain trust and support.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h2><b><span data-contrast=\"auto\">Conclusion<\/span><\/b><span data-ccp-props=\"{}\">\u00a0<\/span><\/h2>\n<p>&nbsp;<\/p>\n<p><span data-contrast=\"auto\">Efficiently selecting and prioritizing processes for automation is fundamental to the success of digital transformation initiatives. By applying appropriate selection criteria, carefully evaluating each process, and using optimal prioritization methods, you ensure that resources are optimally allocated, achieve rapid tangible benefits, and support the realization of the organization&#8217;s strategic objectives.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Selection Criteria for Potential Automation Processes\u00a0 &nbsp; Whether we are just beginning our digitalization and automation process or have already started working on it in a less structured way, it is necessary to establish the selection criteria based on which we will select the processes that will be modernized and possibly completely transformed through digitalization [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":2077,"parent":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"articol-tip2.php","format":"standard","meta":{"footnotes":""},"categories":[131],"tags":[167,168,145,169,170,171,172,173,174,175,176,177,178],"class_list":["post-2112","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articles","tag-analiza-cost-beneficiu-en","tag-analiza-riscuri-en","tag-automatizare-procese-en","tag-eliminare-erori-en","tag-ghid-automatizare-en","tag-ghid-digitalizare-en","tag-impact-aface-en","tag-impact-afacere-en","tag-prioritizare-procese-en","tag-procese-repetitive-en","tag-quick-wins-en","tag-roi-en","tag-standardizare-en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Part 3. 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