How SMBs automate their business processes: the top 5 airSlate automation use cases
Business process automation has helped many businesses navigate through the challenges of the pandemic. The fast-paced adoption of digital technology not only allowed for streamlining business processes by eliminating inefficiencies but also made the transition to remote work smoother. According to a recent report, the global business process automation (BPA) market is expected to reach USD 19.6 billion by 2026, at a growth rate of 12.2%. This means that in the coming years we’re going to see more automation technology deployed for a vast range of use cases.Business process automation has helped many businesses navigate through the challenges of the pandemic. #nocode #BPA #automation @airSlateAcademy Click To Tweet
The business process automation story would not be complete without mentioning robotic process automation (RPA) and workflow automation. RPA can be used to automate routine business processes and workflows using software bots. No-code bots are pre-programmed to mimic human behavior while performing monotonous, rule-based tasks. End-users don’t have to touch a single line of code to leverage these bots in a specific business process or workflow. This is why no-code RPA can fit into a vast variety of scenarios ranging from automatic email response generation to using a combination of bots for automating a particular workflow.
In this blog, we’ll walk you through airSlate’s RPA use cases for automating contract management, student registration, patient intake, employee onboarding, and other business workflows. For more use cases, enroll in the Automation in Action: Industry Use Cases course at the airSlate Academy and learn how to apply automation in your organization’s processes.
Table of contents:
Top 5 airSlate business process automation use cases
Still think of business automation as a sophisticated and frightening technology? Watch the video below to dispel the myth:
1. Contract management
Contract management can turn into a burdensome process, especially when it comes to handling paper-based contracts. A typical contract can take up to 30 hours to negotiate and modify. Still, even when digitized, contract management is often prone to bottlenecks and inefficiencies. Getting a contract approved and signed by multiple parties, implementing role-based access control, and distributing roles to each party requires a decent amount of time.
Apart from that, there are other risks associated with inefficient contract management such as loss of revenue, missed renewals, outdated information, compliance failure, etc. Leveraging automation technology can eliminate the risks mentioned above, thus making the contract management process more streamlined. According to ContractWorks, 70% of businesses are willing to adopt contract management software after the events of 2020, along with eSignature and collaboration tools.
airSlate Business Cloud solutions span PDF editing, eSignature workflows, and robotic and document process automation. airSlate’s automated workflows helped Claremont Graduate University speed up its adjunct contracting process and eliminate redundant physical paperwork and multiple digital backups. The deployment of eSignature allowed the institution to reduce document turnaround times from one and a half months to a few days.
Enroll in the free Automating Contract Management course at the airSlate Academy to learn how you can automate contract generation, route contracts between the parties involved, and track all the changes during the negotiation process.
2. Student registration
Registration is the process of collecting and storing required information about users in a database (register). The registration procedure is a typical requirement for most organizations that provide customers with a service. It allows customers to sign up for an account or service from a specific organization. Businesses utilize the data entered during the registration process to get a better understanding of customer needs, form proper offers, and as a result, build fruitful cooperation.
Leveraging airSlate’s no-code Bots helped when automating student registrations for IATDE (in at the deep end), a local swimming school. airSlate made IATDE’s reservation forms available using public links which eliminated the need for manual form completion, thus reducing document error. Now all customer information is captured and automatically updated in the school’s system once a form is submitted. Automating the registration process with airSlate also prevented documents from being misplaced, which made the overall service faster, and resulted in fewer customer churns.
If you want to learn how to automate student registration workflows in your organization, enroll in the free Automating Student Registration course at the airSlate Academy. This course shows you how airSlate automates the student registration process by collecting student information via digital forms, assigning roles to individuals in a workflow, and storing and processing the data collected.
3. Patient intake
The healthcare industry has seen a surge in the adoption of automation technology after the pandemic outbreak. According to Statista, in 2020, 90% of large healthcare organizations had an AI and/or automation strategy, while 34% of respondents had already adopted automation solutions. One of the areas where healthcare facilities struggle to be more efficient is patient intake. During the pandemic, many hospitals were overwhelmed with the need to gather and process patient information while ensuring complete security and compliance.
airSlate helped T2 Biosystems streamline, accelerate, and secure their patient intake procedure. Before airSlate, T2 had been using word processors for handling patient forms and sensitive information. Due to the compliance process for obtaining medical data, T2’s inability to revisit their forms and complete them at a later time without having to restart an entire workflow was causing delays. By integrating airSlate into their Salesforce processes, T2 Biosystems could easily share forms with end-users and secure partially completed information for future use.
To make your healthcare facility more efficient and less reliant on physical paperwork, enroll in the free Automating Patient Intake course. Learn how to improve the patient registration process by replacing paper-based forms with configurable web applications and reduce the time it takes to process them from hours to minutes.
4. Employee onboarding
Before the pandemic, many HR processes were predominantly paper-based — employee onboarding, record management, policies and procedures, administration, etc. This has changed over the course of the pandemic with business automation becoming more common in the HR industry. According to Gartner, 17% of organizations use some form of AI-based HR automation and another 30% will do so by 2022. In a recent study, Deloitte identified that over 50% of standard HR processes could be automated using RPA tools.
Deploying airSlate can help in automating industry-specific repetitive HR tasks, such as employee on/offboarding, attendance tracking, data management, HR analytics, and more. It takes only a few steps to configure your onboarding workflow in airSlate:
– add the job offer and other docs with all the necessary fillable fields to your flow;
– create roles for everyone involved in the Flow (the employee, responsible HR managers, IT specialists), set access permissions and assign the fields in the documents to the roles you’ve created;
– add Bots that would send email notifications and route documents from role to role based on the conditions you’ve set;
– share the Flow with recipients.
Alternatively, you can use a pre-configured employee onboarding process flow to automatically collect new employee information for future use.
To learn more about no-code HR automation, enroll in a free Employee Onboarding Course at the airSlate Academy. It will take only three hours to get certified in onboarding automation fundamentals! Here you will get detailed step-by-step instructions on how to automate the onboarding processes in your organization in the most efficient way possible.
5. Price quoting
According to McKinsey & Company, over 30% of sales activities are highly automatable with today’s technologies — these include sales strategy and planning, lead identification, configuration, price and quotation (CPQ), and many more. Overall, sales automation has proven to increase customer-facing time, customer satisfaction, and efficiency by 10% to 15%, and sales potential is uplifted by another 10%. Aberdeen’s study suggests that CPQ-enabled sales reps require 27% less time (3.6 hours) to produce a typical quote or proposal than those not using CPQ.
Owing to a vast selection of capabilities, airSlate can be used to automate sales workflows. Although airSlate is not strictly geared for sales automation, its configurable no-code Automation Bots allow for setting up a fully automated price quoting workflow tailored to the specific business process you have in mind. To master the different types of airSlate Bots developed for price quoting automation, enroll in the free automation courses listed below:
- Pre-fill from Google Sheets Bot (pre-populates a Slate document with data from a specific Google Sheet).
- Export to Salesforce Bot (uploads a completed Slate document to Salesforce records).
- Email upon Slate Opening Bot (sends automatic notifications each time someone has edited or completed a Slate).
- Remind Step to Complete Slate Bot (sends automatic reminder emails to all workflow participants about roles that need to be executed to complete a Slate).
- Save to Google Drive Bot (archives completed Slate documents to your Google Drive account).
If you still have questions or want to upgrade your sales automation skills, enroll in the free Automating Price Quoting course at the airSlate Academy. In this course, you will learn how to enhance your price quoting workflow, minimize manual data entry, improve collaboration between teams and departments, and reduce the time it takes to close sales deals.