35 processes you should be automating now!

by Apr 9, 2021

Bogged down with manual tasks? There’s a fix for you. Each of these processes can be automated in hours. Without developers.

Without code.

Automate these and you’ll be humming.

PROCESSES FOR PEOPLE & CULTURE

  1. Employee onboardings
  2. Employee exits
  3. New starter document requests
  4. Policy sign offs
  5. Quarterly reviews
  6. Hiring requests
  7. Leave applications

PROCESSES FOR IT

  1. Change management requests
  2. Application access
  3. Application removal

PROCESSES FOR HEALTH & SAFETY

  1. Incident reporting
  2. Health & safety inductions
  3. Hazard identification

PROCESSES FOR PRODUCT

  1. New product development
  2. Product changes

PROCESSES FOR SALES

  1. New customer onboarding
  2. Special pricing requests
  3. Price changes

PROCESSES FOR FINANCE

  1. Purchase card applications
  2. Invoice processing
  3. CAPEX requests
  4. OPEX request
  5. Expense reimbursements

PROCESSES FOR OPERATIONS

  1. Non-conformance reporting
  2. Assigning a new contractor
  3. Quality checklists
  4. Log sheets
  5. Idea to initiative evaluation

PROCESSES FOR CUSTOMER SUCCESS

  1. Conducting quarterly customer check-ins
  2. Managing customer complaints
  3. Providing customer support
  4. Manage at-risk customers

PROCESSES FOR REMOTE WORKING

  1. Remote work requests
  2. Remote working policy sign off
  3. Remote workspace setup

Essential Processes for Health & Safety

Looking to upgrade from paper Health & Safety forms and incident reports?

Our latest playbook gives you the processes needed to keep your employees safe at work.

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