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Process automation tools are capable of automating most of your company’s operations.
They also centralize information, making it easy for everyone to access it quickly.
Automations can even remove bottlenecks and reduce errors.
This page will guide you through the best process automation tools available and help you choose the best one for you.
A process automation tool replaces the need for humans to execute a sequence of activities.
You can use it to automate nearly all aspects of your business and in all departments.
These tools can handle complex processes critical for your company to grow.
Essentially, there are three types of automation tools you should be aware of:
The process management software you end up choosing depends on your company’s needs and size, but here’s how they differ.
Macros date back to when Excel was born.
These very basic tools don’t do well with large sets of data. Instead, they can create spreadsheets, shortcuts, and remove duplicates.
This makes them not only the easiest of the three but also the less capable.
These process automation tools are quite easy to use and perfect for beginners.
They are no-code and rely on their drag-and-drop functionality. This means that everyone in your company can benefit from using them.
RPAs are especially useful in running all day-to-day company processes. From opening emails, building a workflow, and monitoring security systems, RPAs are a great all-rounder.
ITPAs are particularly popular in the IT sector.
They differ from RPAs because RPAs can automate a large variety of daily processes without using advanced techniques.
ITPAs are capable of automating all processes, including very complex ones. For example, ITPAs can handle, monitor, and configure virtual servers.
We’ve created a list of the 5 process automation features all tools should have:
Your tool of choice adds value immediately. It should also be able to handle multiple processes with ease. Ensure that you can utilize the tool throughout your organization and on a day-to-day basis.
Look for tools that offer as many integrations as possible. This will make your life much easier because it will eliminate having to jump from one app to the next.
It should go without saying, but a good automation tool should have a clear and user-friendly interface.
Any tool you ever buy should come with added support. Whether it’s phone or email-based, adequate support should always be available.
You’ll want a process automation tool that you can personalize to meet your needs. Find one that is as visually appealing as it is customizable.
Here’s a comparison of several popular process automation tools currently available on the market.
Is the interface user-friendly interface?
Yes, especially good for beginners
Can it handle any process irrespective of complexity?
It can handle all processes
Is support available?
Yes, there are video tutorials, community forums, and over-the-phone support
Are integrations available?
Yes
Personalizable?
Somewhat
Features:
Pros:
Cons:
Is the interface user-friendly interface?
Yes, both for beginners and for advanced users
Can it handle any process irrespective of complexity?
Can handle all processes
Is support available?
Yes, there is comprehensive Help Center available, FAQs, along with email and chat support
Are integrations available?
Yes, thousands
Personalizable?
Yes
Features:
Pros:
Cons:
Is the interface user-friendly interface?
Yes, for developers
Can it handle any process irrespective of complexity?
It can handle most processes
Is support available?
Yes, there are video tutorials, guides, and over the email support
Are integrations available?
Yes
Personalizable?
Yes
Features:
Pros:
Cons:
Is the interface user-friendly interface?
Yes, both for beginners and for advanced users
Can it handle any process irrespective of complexity?
It can handle many processes
Is support available?
Yes, there are video tutorials available
Are integrations available?
Yes
Personalizable?
No
Features:
Pros:
Cons:
Here are our top tips for implementing and using process automation tools effectively:
This will allow you to analyze your business requirements and clarify what needs to be automated first.
Make sure to read as much about their features as possible. Verify which tools fit your business objectives.
Only choose the tool that offers adequate support and a knowledge base. You don’t want to buy software that delivers no training on how to use it.
Before implementing any changes, ensure you test them first. And keep in mind that it may take some time for the results to show. Sometimes you’ll have to keep tweaking things until they start working as expected.
Below you’ll find testimonials from some of our clients that have successfully used Process Street to automate their work:
“Very user-friendly. Workflow automatization is a great tool. I love how you can schedule the workflow runs and it reminds you when it needs to be run. We use checklists daily to ensure we comply with our business needs.”
Ebano C., Senior IT Support (medium business)
“Straightforward interface and a great set of tools to help map processes. I like the conditional logic feature, which allows you to hide or show elements of the process based on the options/outcomes you choose.”
Matthew P., Strategic Account Manager (small business)
“I love how Process Street makes it so straightforward, especially when it comes to highly detailed work like onboarding new staff and other similar processes. You can modify their pre-made templates to suit your needs or build your own from scratch.”
Sam O., Regional Property Management Director (small business)
Deciding on an automation tool can be tricky, as there are many currently on offer.
So before you take your pick, ensure that it fits with your business objectives. And you can also take advantage of our must-have features list to help you select the best tool.
But what are the benefits of using process automation tools?
Here are just a few: