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The Best Process Automation Software for Business Owners

Process automation makes better use of your company’s resources. 

Technology handles the tedious tasks involved in a workflow, which lets employees spend more time on complex work. And with employees not touching this recurring work, the risk of error is significantly reduced. Instead, the software has been set with specific rules to carry out the work in the right way – repeatedly. 

But these rules need to be carried out perfectly in order to see an improvement in efficiency and productivity. That means the right tool needs to be used. But with the endless lists of process automation software, it can be challenging to know which is the best choice. 

In this article, we’ve wrapped up everything you need to know to pick the best process automation software for your company. 

What is process automation software?

Process automation software harnesses technology to document and automate business processes. It is typically comprised of three primary functions: 

  • Reducing the need for manual input
  • Centralizing information
  • Mapping your recurring processes 

The design of process automation software is used to reduce errors, identify/remove bottlenecks, and automate repetitive tasks. When used effectively, organizations see an increase in cross-departmental communication, more streamlined operations, and added transparency. 

Best process automation software

Here are our top picks for the best 10 process automation software on the market: 

Process Street

Process Street houses all of your team’s process management documentation where workflows can be tracked and recurring tasks can be automated. You can easily map out your processes and turn them into actionable workflows with the no-code workflow builder. Thousands of integration capabilities can then be applied to these processes to create a more streamlined experience. 

Pros: 

  • Offers integrations with thousands of popular work platforms
  • Includes an easy-to-use workflow builder
  • Setting up automations is straightforward with little learning curve  

Cons: 

  • Pre-made template library can be difficult to navigate

Zapier

Process Street's top process automation software options #2

Zapier is a tool designed to automate any repetitive tasks between two or more work applications. Zapier tells one app to perform a specific action when an event occurs in another app. These automations are called zaps and can be applied without any coding experience.

Pros: 

  • Great customer support
  • Error tracking makes it easy to spot any problems 
  • Integrations are available with over 2,000 applications (including Process Street)

Cons: 

  • If-then functions only account for two stages of conditions 
  • Development of API connections is lacking 

Make (formerly Integromat)

Make allows users to build, design, and automate anything from complex workflows to simple tasks. You can send information between thousands of work apps to better customer experience and sales potential. 

Pros: 

  • Provides excellent flexibility when creating/updating complex integrations
  • Data storage allows you to save data and results for further integrations 
  • More technical possibilities to integrate with more complex processes 

Cons: 

  • Lacks educational resources
  • Has a steep learning curve

Workato

Process Street's top process automation software options #3

Workato is an integration-led automation platform that helps users automate their processes across on-premises and cloud apps. With Workato, you can easily streamline your quote-to-cash processes where you need to send information between various apps (such as Process Street, Salesforce, Bill.com, and more).

Pros: 

  • Empowers users to create complex integrations without needing any coding experience 
  • Simple UI offers easy navigation 

Cons: 

  • Steep learning curve associated with formatting complex process integrations
  • Debugging is challenging 

Microsoft Power Automate

Process Street's top process automation software options #4

Microsoft Power Automate is an excellent tool for automating tasks or processes that take place between different platforms. An example might be sending alerts if a tweet (with a relevant keyword) was retweeted X amount of time. It integrates well with other native Microsoft tools and is best for improving time management and staying up-to-date on your current workload. 

Pros: 

  • Approval processes can be streamlined 
  • Easy for beginners to use  
  • An excellent option for departments wanting to automate their daily tasks 

Cons: 

  • More complex process scenarios aren’t catered for
  • Workflows can’t be changed once you run them 

How process automation software can benefit your company

Here are some of the benefits you can receive when you use process automation software

Increase productivity 

Your workforce will immediately feel the difference once you implement business process management software. All repetitive, manual work will now be automated and necessary information sent to multiple work tools. This will make their workday more productive, which will then enhance their overall productivity. 

Reduce errors 

As humans, we’re prone to making mistakes. But process automation software can significantly reduce the risk of these errors being made. Employees can focus more of their attention on complex tasks, while recurring work is done error-free by technology. 

Better communication 

It can take time and effort to effectively communicate across teams or departments. Process automation allows you to see exactly where stakeholders are with their work. You can see if most of the work has been completed or if a nudge might be needed. 

If an employee is well behind on their work, you don’t need to send endless emails. You just have to check the workflow system to track their progress. 

Easily juggle multiple tasks 

All your onboarding tasks, reports, approvals, requests, and more are located in one place.  You can juggle multiple tasks without losing any momentum or feeling lost. That’s because everything you need will be quickly accessible, automatically delegated, and organized according to importance.

More trust 

Micromanagement isn’t well-liked by anyone. Your employees want to come to work to do what’s expected of them and perform well while doing it. But they also want to feel trusted while doing the work. Business process management tools let managers increase this trust because each task can be clearly outlined with all objectives defined. 

Implementing and using process automation software effectively

Here are the best practices for implementing and using your process automation software: 

List the tasks you want to automate 

You want to first map out the processes you wish to automate. From here, you can identify any recurring or tedious tasks and automate them. 

Determine each process’s requirements

You need to know what management tools and other resources you need for each process. This might include stakeholders, software, data, hardware, and permissions. It’s best to consider who will be using the process automation software and if they’re equipped to use it. 

Pick the right software for your team 

To get the most out of your automation software, you need to pick one that’s the right fit for your team. You want to consider: 

  • Compatibility: Make sure your automation software works and can be integrated with your existing work applications. 
  • Flexibility: You want your automation software to adapt as your organization scales and changes. You want to avoid investing in a tool that will soon become obsolete as your business grows. 
  • Ease of use: You don’t want to invest in process automation software with a steep learning curve. Your employees should be able to start using the software without extensive training. 
  • Cost: Different process automation software tools differ in price. Pick a solution that fits your budget. 

Test, test, test 

You want to test all your data inputs and outputs, alerts, and other rules you’ve set up before you begin using it in a live environment. This will avoid any disruptions and ensure these processes (and relevant automations) work as expected.

Make your processes live 

All your automation tests have worked as expected. It’s time to introduce these processes to your employees and get them trained on how to use your automation software. Bumps may arise during this implementation phase but that’s to be expected for any new system. Stick with it and you’ll see a significant improvement in productivity and efficiency. 

Keep optimizing 

As your business grows and changes, you might need to adjust your organizational processes to fit them. The most important thing is to regularly review your process and its automations to ensure that they still meet company needs and objectives. Employee feedback is one way to gain great insight into how you can improve. 

Your software will make or break your automation efficiency

Process automation software means nothing if you haven’t picked one that caters to your company’s needs. 

And it certainly won’t provide you with the benefits of efficient process automation if you don’t implement it well enough into your existing work systems. 

Testing is crucial. Demos are a great way to find out if a specific process automation tool is the right choice for you. 

Book a demo with Process Street to see how efficient process automation can be applied to your workflows today!

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