Modern trends in business process automation

In this article, we will look at five trends in automation of business processes, and discuss them application company.

One of the main trends in automation is the collection of customer data. If managed correctly, this can significantly improve business performance. Structuring data collection and analyzing it enables companies to attract and retain customers effectively, meet their needs, monitor the quality of collected data, and increase profits.

As businesses grow, so does the volume of data that needs to be processed and preserved. Tools such as the following come to the rescue:

• CRM systems
• CDP systems
• DMP systems

The difference between these platforms lies in the type of data they collect, the sources they use, and how they benefit the business environment.

For example, DMP (Data Management Platform) helps companies set up advertising strategies and reach specific audience segments. Services offering advanced analytics and reporting tools are suitable for this purpose, such as Adobe Audience Manager and Oracle BlueKai.

CDP (Customer Data Platform) creates continuously updated customer profiles that are constantly enriched with new information. They typically store the entire digital history of a client: interactions with content, sessions on apps and websites, as well as information about visits to offline events and stores.

The primary goal of CDP is to provide a unique user profile for better understanding and delivering personalized service experiences, as well as improving engagement. Notable services include Rontar, RetailCRM, and MindBox.

A CRM system (Customer Relationship Management) is used to manage potential and current clients, as well as plan future communication with them. It collects less information than other systems but retains only data related to direct company-client interactions. In a CRM system, you can store details of various interactions: support requests, previous purchases, records of phone calls with managers or voice robots, chats with chatbots.
Examples of such tools include Bitrix24, amoCRM, and Zoho CRM.

If you learn to properly collect and store the data you receive, you will be able to transform your business into a successful, customer-oriented, and growing product.

Automation of work with customer data

Another major trend is the rise of no-code services, which allow users to create applications and automate business processes without needing programming skills. These platforms offer a range of ready-made tools and interfaces through which users can build an application by simply dragging and dropping elements and configuring logic.

Let's explore when no-code services are used:

Website Development: There are website builders that offer pre-designed templates, allowing you to create diverse web pages from small landing pages to full-fledged online stores. Some popular examples include Tilda, Wix, WordPress, and Squarespace.

E-Commerce Constructors: Platforms that enable you to choose a suitable design, customize content, and manage e-commerce operations. Notable examples here include Shopify and AdvantShop.

App Development: Using similar services, you can create interfaces, configure functionality, and publish apps on Google Play and the App Store. Services like Adalo, Bubble, and OutSystems can help with this task.

No-code services

Digital Twins is gaining popularity in the field of business process automation. It represents a virtual model of an object, process, or system created based on data gathered from various sources. This model can be used for simulating and optimizing business processes, enabling companies to predict outcomes and conduct scenario analyses, thereby making informed decisions to drive business growth.

Here are some commonly used tools for creating Digital Twins:

Mindbox: A platform for creating and managing customer digital twins. It serves as a tool for collecting, storing, and analyzing customer data, facilitating the creation of personalized marketing campaigns and individualized offers.

RetailCRM: A customer relationship management system that also includes digital twin features. It allows for gathering and storing information about customers, their purchases, preferences, and interactions with the company, ensuring a personalized shopping experience.

Loyverse: A loyalty management and rewards program platform that also incorporates customer digital twin creation.

These tools make it easy to gather and analyze customer data to deliver personalized solutions and enhance the level of service provided.

Digital Doubles

Document workflow integration has also become part of daily life for many companies. Traditional manual document management can not only be labor-intensive but also prone to errors. An Electronic Document Management System (EDMS) automates the processes of creating, editing, approving, and storing documents; provides easier access to them, improves control over work processes, and enhances information security.

EDMS can be divided into custom development and off-the-shelf solutions. Let's examine each type separately:

Custom Development
This approach allows you to tailor the document workflow to your business's specific needs, fully adapting the system to your working processes, thus ensuring efficiency and ease of use. If you're interested in custom development, you can find out more about our EDMS development service.

Off-the-Shelf Solutions
These are template-based services that offer a wide range of functionalities and are ready for immediate use without requiring development from scratch. Examples of such systems include 1C, InDocs, and Documentolog. They are often offered as services or software packages that can be integrated with existing systems or used as standalone products.

The choice between custom development and off-the-shelf solutions depends on the organization’s needs and capabilities. Custom development guarantees flexibility and alignment with business processes, while off-the-shelf solutions offer quick readiness and vendor support.

Document management systems

Data analytics is becoming increasingly essential. It allows companies to process large volumes of data and extract key insights for decision-making. Optimized Business Intelligence (BI) systems provide real-time tracking of critical metrics, perform data analysis, and generate reports. This helps companies make informed decisions, identify new opportunities, and improve business efficiency.

Here are some notable services:

QlikView

• Enables users to create interactive reports, charts, and dashboards for analyzing information from multiple sources.
• Features flexible pivot table options, data filtering, and dynamic visualizations.

Tableau

• Makes it easy to create informative panels, diagrams, and reports.
• Provides a suite of tools for working with data, including aggregation, filtering, linking, and calculation capabilities, along with real-time data interaction.

Power BI

• Capable of visualizing and analyzing data from different sources, creating dynamic reports and interactive dashboards.
• Offers a broad range of features, including ETL (Extract, Transform, Load) tools, powerful data modeling functions, and seamless integration with other Microsoft applications.

Optimized BI analytics

Indeed, one of the most popular trends today is artificial intelligence (AI), which offers promising possibilities for using algorithms and analytical models to process and analyze vast amounts of data. Systems involving neural networks can automatically recognize images, texts, and sounds, learn from experience, and make predictions. AI also enables companies to automate routine tasks, make automated decisions, optimize processes, and enhance customer service quality.

Artificial Intelligence