Now that you understand what process automation is, see how to replace bureaucratic and inefficient operations with automated routines, applying the PDCA model in your company:
1. Planning
In the first stage of planning we define some fundamental items for the process to work.
The first point is to establish the objectives and the flow of actions that will guarantee — or bring closer — the desired results.
Setting goals allows us to “predict” some points psychiatrist email addresses for improvement in the future, since expectations give us a path to follow. This concept of predictability is very important throughout the entire process cycle, after all, no one wants to be caught off guard with an unexpected result, right?
In the second stage, we define the methods that will allow us to achieve our objectives. For example:
A sales process may aim to close 10 new deals per month, but how is this possible? What steps within the process will enable the salesperson to achieve this number?
In this example, we can define the methods that will lead to the objectives:
the daily number of prospects needed to achieve this goal;
defining follow-up after each contact;
the establishment of a maximum percentage of discounts for negotiations;
the action plan for dealing with prospects who do not respond to contact;
etc.
As we have seen, the planning stage seeks to provide predictability to the entire process , in addition to defining a work “horizon”, which is nothing more than an objective to be sought by executing the methods contained in the process.
2. Execution
Once the planning stage is complete, we move on to executing process automation, which consists of applying all the methods provided to achieve a result .
More than just execution, this stage of the PDCA cycle also consists of collecting data for future analysis. After all, it is not possible to improve something if we do not know the problem in depth.
Another important point in the execution phase is the issue of communication at each stage: we should not simply have employees execute a series of methods without prior knowledge; we need to train and qualify those involved in the process to execute them .
3. Analysis (or control)