Community Discussion
Community Discussion

What Business Processes Should You Automate First?

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8/20/2026 10:46:26 PM

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Business automation can reduce repetitive manual work, improve accuracy, speed up processes, and allow employees to focus on higher-value activities. However, organizations should prioritize the right processes rather than attempting to automate everything at once. Processes that are repetitive, rule-based, high-volume, time-consuming, and prone to manual errors are often good candidates for automation. Examples include approvals, invoice processing, employee onboarding, lead assignment, notifications, reporting, and data synchronization.

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Community Member
8/25/2026 11:01:41 PM
Organizations should not start automation by asking, "What can we automate?" They should ask: "Which business process creates the greatest measurable value if we automate it?" The best initial candidates are usually processes that are: Repetitive High-volume Rule-based Time-consuming Error-prone Dependent on manual data entry Frequently delayed by approvals Examples include: Employee Request → Approval → Notification → Record Update or: Customer Order → Validation → Approval → ERP Update → Customer Notification Power Automate, Dynamics 365, Business Central, Azure services, and custom APIs can be combined depending on the complexity of the process. However, automating a badly designed process can make the problem worse. Organizations should first simplify and standardize the process, then automate it. A useful prioritization framework is: Business Impact × Frequency × Manual Effort × Error Risk ÷ Complexity Organizations should also consider security, exception handling, audit requirements, integration dependencies, and long-term maintenance. The best automation is not necessarily the most technically impressive automation. It is the one that produces measurable business value with manageable complexity.

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