Customer success is one of the key pillars of MasterBase®. We know that to implement a digital process it is not enough to acquire a technological platform.
Our 18-year history serving thousands of users distributed in more than 10 countries and in different industries has allowed us to witness the experience of multiple companies. We highlight the success of many of them in the first months, but we are also attentive to those who are trapped without knowing very well how to move forward.
This guide has as main objective that all our clients succeed with their digital initiatives, that they can improve their business by automating manual tasks today and manage to free up time to devote to the heart of your business.
For the digital execution process to be successful, whatever the automation, close and attainable goals must be set.
Trying to digitize all the processes at once, will lead us to spend a lot of resources on projects that will last over time and employees will be discouraged from the change that does not come.
Analyze if your processes meet some of the five
characteristics that make them good candidates
Start small by gaining broader support and
demonstrating the value of the new approach to
Always go from less to more, from
simple to complex.
Identify the urgent or critical need
List the steps that make up the
Select the Quick Win Process
as the starting point.
QWP are processes that allow you to achieve the immediate success of automation and create the surprise factor. The key is to show results quickly that accelerate the momentum of the digital innovation initiative.
A digital execution has a certain degree of uncertainty, so it is important to emphasize agility and speed.
To do this, three key aspects that drive the automation of digital processes must be identified:
The starting point is to identify the right projects, which must combine Quick Wins Process (QWP) and high-value initiatives.
This is born when modeling the process, where it is crucial to visualize the complete need for automation.
In addition to choosing the right projects, you also need to find the right people for the work group.
Some tips to build that team that will successfully address the first processes; Start with no more than three people, Work together in and with the business and Find people who want to solve business problems.
Having chosen the project and the people in charge, it is necessary to define the execution process to shape the solution.
Generate a set of practices used in agile project management that emphasizes daily communication and flexible revaluation of plans that are carried out in short and iterative phases of work.
MasterBase® Process Automation Platform helps organizations transform information-intensive business processes, reduce manual work and errors, minimize costs and improve customer engagement.
We assist companies, regardless of their size, industry or business function to ease implement our automation process solutions to deliver dramatic results that mitigate compliance risk and increase competitiveness, growth and profitability.
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