Automations
Definition
Automation relies on a predefined set of rules and logic to complete a task or sequence of tasks without requiring manual intervention. Repetitive tasks, regularly scheduled tasks, and critical tasks such as notifications that are triggered by an activity or event are commonly automated.
- Visibility and transparency – automation improves the visibility of processes through visual dashboards and flows. KPIs can be tracked more easily, in-depth reports are generated faster and the time to react to certain shortcomings falls significantly. A more transparent view of the business fosters better understanding of what is required of them, how their work fits in to the overall goals of the business – the result is greater accountability.
Features
Building a seamless, automated customer experience has historically been a challenging, time-consuming, and code-intense task. 3B builds automation with Salesforce tools that permit rapid design and configuration of process logic, permitting automated steps in processes that enhance and simplify the end-user experience.
- Fast and seamless integration – analysts identify the criteria, events, and values to automatically trigger updates or create new records, submit emails or complete tasks. Where required, the system automates workflow to obtain approval for an action. 3B does the heavy lifting and leave the button-clicking to you.
- Increased productivity in less time – through application of business rules 3B can automate standard internal procedures so staff is not spending valuable time on tasks like manual record keeping, updating status, and working out data segregation.
- Document management – storing documents in the right folder and moving documents manually from folder to folder is time-consuming and prone to error. With an automated flow, document management is well-structured and well-controlled. File structure organization and document retrieval is simplified. and confidential data can be secured with role-based access. What you get is increased employee productivity with virtually no errors.
Summary
Automation reduces costs, increase efficiency and streamlines processes.
The candidate onboarding process begins with reviewing applications and searching the talent pool. Having located candidates, contact must be made by one or more of several channels e.g., email, SMS, phone – to inform them and schedule interviews. Candidates who pass this stage go the next stage, which may be presentation the client. The steps and stages in the workflow are a subject to automation. When a step is complete – the system triggers notifications and presents the next step or stage in the process. Aside from the actual interviews where you need to be present, everything else can be automated quickly and easily, saving you endless paperwork, the back-and-forth emailing to book a slot, and ultimately the low productivity as a result of an inefficient process.
Applying automation to candidate onboarding (and recruitment tasks as a whole) ensures a smooth transition from one task to the next, keeping relevant candidates in the loop and providing visibility into the status of the process to your clients.
Automating business processes creates a consistent, reliable standard, and reliably documented outcomes. Standardization increases trust in the process, builds the reputation of following reliable, professional, repeatable procedures. Automation is a key to operational excellence that meets and exceeds customer expectations by consistently delivering in step with promised standards.
