Insights and Resources
Top 8 questions when evaluating automation solutions
ARTICLE | March 06, 2023
Authored by RSM US LLP
When looking for automation solutions, it’s easy to get caught up in the allure of the technology, believing software alone will solve the problem. Too often, however, this thinking leads to only treating the symptom without fixing the root cause, resulting in frustrated users, concerned stakeholders and a less than satisfactory ROI.
Before deciding on any automation solution, take a step back and analyze the end-to-end process to determine where the problem really lies. Confirm that the process is optimized and applies leading practices prior to applying any technology. Then you can move forward and choose the solution(s) that will give you a big payback across your full business process.
With the right tools in place, business automation software can help significantly reduce the time, cost and risk of your business processes, deliver a better customer and employee experience, and poise your organization for growth and scale.
The answers to the following eight common questions will help you better evaluate whether a business automation solution is right for your middle market business.
Something to consider: Do you already have the right tools?
With a thorough assessment, you may discover that technology solutions you’re already using have capabilities you haven’t tapped. In today’s SaaS environment, technology vendors are releasing functionality with regular frequency—and your subscription pays for it! It’s not uncommon to find you already own a solution within your organization that can be further leveraged or optimized.
Something to consider: Automation as a springboard
When a service provider relies on a client’s data to serve that client, automated data management processes can provide value for both parties. For example, a tax compliance provider that automates data ingestion can spare both its client and its employees the time-consuming, low-value tasks of data gathering and cleaning. This can also improve transparency and reduce the risk of human error in moving data. And when data analytics systems complement the automation solutions, the efficiencies gained can translate to timely insights.
RSM will work collaboratively with you to deliver innovative automation solutions based on your business goals. Our focus is to understand your business challenges and, tapping into our global team of business, industry and technology professionals, create tailored solutions that extend the benefits of automation across your entire organization.
Call us at +1 213.873.1700, email us at email@example.com or fill out the form below and we'll contact you to discuss your specific situation.
This article was written by RSM US LLP and originally appeared on Mar 06, 2023.
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