Automation Guidebook
Optimize Your Back Office Strengthen Below the Surface
A survey found that 60% of customer dissatisfaction sources originated in the back office. According to KPMG, only 20% receive automated alerts when service goals are at risk. Manual operation are making more and more challenges for enterprises.
It's time to optimize back office's operational performance with automation.
A recommended process list
for back office operation to apply Automation
Administration
Time attendance comparison
Document processing
Assignment management
Travel & expense
Meeting arrangement
Finance & accounting
Invoice checking
Invoice incoming/ outgoing
Financial statement checking
Payroll automation
Contract reviewing
Purchasing
Purchase order creating
Order making
Service charge reporting
Customs procedure handling
Product information updating
Human Resources
Employee onboarding/ offboarding
Employee data management
Tax code checking
Labor contract updating
Salary & allowances processing
IT
Software installing
Servers & apps monitoring
Data back up & migration
User emails creating & updating
Alerting
High Potential for Automation
Average Potential for Automation
Low Potential for Automation
High Potential for Automation
Average Potential for Automation
Low Potential for Automation
Explore Guidebook for:
The mindset of focusing on back office instead of front office only
Automation success stories in back office
Process priority to apply automation in back office
Back office processes before & after automation application
- The best practice to ensure success with AI-driven technologies
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