Not once. Not occasionally. But repeatedly, every single day.

It might be an HR executive updating employee records across spreadsheets.
An accountant reconciling invoices line by line.
A sales coordinator manually assigning leads.
Or a manager approving the same type of request for the hundredth time this month.

Individually, none of these tasks look serious. But collectively, they form something most businesses never measure:

A silent, compounding tax on productivity.

And it is enormous.

Because while companies obsess over strategy, innovation, and growth…
they quietly bleed time on work that should no longer exist.

This is the real story behind business processes that can be automated.

Not technology. Not transformation buzzwords.

But wasted human effort hiding in plain sight.

And the uncomfortable truth is this:

Most organizations don’t have a talent shortage. They have a process inefficiency problem.

The Real Competitive Advantage Isn’t AI. It’s Elimination of Work.

There’s a misconception in business today. That automation is about technology.

It isn’t. It’s about speed. Companies don’t win because they have better tools.

They win because they waste less time.

Consider two organizations:

• Company A hires more people as it grows
• Company B removes friction from every workflow

After 3 years:

• Company A is slower, heavier, more complex
• Company B is faster, leaner, and more responsive

Same market. Same talent pool. Different philosophy.

Growth does not create complexity. Unoptimized processes do.

This is why modern leaders are aggressively identifying business processes that can be automated, not to reduce headcount, but to increase organizational velocity.

Because in today’s economy:

Speed of execution is more valuable than scale of resources.

The Automation Opportunity Matrix (A Simple Framework That Changes Everything)

Before identifying which processes to automate, leaders need clarity on what is worth automating.

Every business activity falls into one of four categories:

Now here’s the key insight:

Most companies are using their most expensive resource, human intelligence, on their lowest-value work.

That’s the core inefficiency automation solves. Not replacement. Reallocation.

Why Business Processes Need to be Automated

In the modern enterprise, time is the ultimate scarce resource. Yet, walk through the digital corridors of almost any organization, & you will find brilliant, highly compensated professionals buried under an avalanche of administrative minutiae.

This isn’t just an operational bottleneck; it’s a tax on human ingenuity.

The promise of digital transformation has shifted from a futuristic strategy to an immediate operational mandate.

To stay competitive, leaders must ruthlessly identify business processes that can be automated today.

By offloading repetitive, algorithmic tasks to software, organizations can liberate their workforce to focus on heuristic, high-value work, the kind that requires empathy, strategy, and creative problem-solving.

According to a seminal McKinsey & Company global survey on automation, leaders who successfully implement automation see not only dramatic cost reductions but also a profound lift in employee engagement.

A process is a strong automation candidate if it is:

• Repetitive
• Rule-based
• Time-sensitive
• High-volume
• Dependent on approvals
• Prone to human error

If you tick 3 or more, it’s likely automation-ready.

Let’s look into the 25 core operational workflows across five key departments that are primed for automation right now.

1. Human Resources & Talent Management

HR is fundamentally about people, yet it is often drowning in paperwork. Automating these foundational workflows ensures that your HR team can spend their time cultivating culture and strategy, rather than chasing forms.

New Employee Onboarding

The first impression an employee has of your company shouldn’t be a disorganized flurry of PDF forms.

Automated onboarding workflows can auto-generate contracts, trigger IT provisioning for hardware, and schedule mandatory training modules the moment an offer letter is digitally signed.

Time and Attendance Tracking

Manually reviewing timesheets is prone to error and incredibly tedious. Modern HR information systems (HRIS) automatically track hours, flag anomalies, calculate overtime, and sync directly with payroll without requiring manual entry from managers.

Leave and PTO Requests

Instead of emails flying back and forth, automated leave management systems allow employees to request time off through a self-service portal.

The system automatically checks their accrued balance, checks for team calendar conflicts, and routes the request to their supervisor for a one-click approval.

Offboarding and Exit Workflows

When an employee departs, security and compliance are paramount. Automation ensures that access to corporate systems is revoked instantly, final IT assets are tracked, and exit interviews are scheduled automatically, mitigating insider risk.

Candidate Screening

Recruiters spend countless hours reviewing resumes that don’t match the job description.

Applicant Tracking Systems (ATS) can use keyword matching and basic AI filtering to surface top-tier candidates, sending polite, automated rejection emails to those who don’t meet minimum criteria.

2. Finance, Accounting, & Procurement

Finance departments are bound by strict rules and compliance frameworks, making them ideal candidates for automation. Removing human error from these equations directly protects your bottom line.

Invoice Processing

Accounts payable teams frequently suffer from manual data entry fatigue.

Optical Character Recognition (OCR) technology can scan incoming invoices, extract key data points, match them against purchase orders, and route them for approval automatically.

Expense Reimbursement

The traditional expense report is a universal corporate pain point. By using tools like Concur or Expensify, employees simply snap a photo of a receipt.

The system automatically extracts the line items, categorizes the expense, flags policy violations, and deposits the reimbursement.

Accounts Receivable Reminders

Chasing late payments wastes valuable time. Automated billing systems can send a series of escalated, polite email reminders to clients as payment deadlines approach, complete with direct payment links to accelerate cash flow.

Procurement and Purchase Order Routing

When a department needs new software or equipment, the request often stalls in email threads.

Automated procurement software routes purchase orders through the precise chain of command based on dollar thresholds, securing faster sign-offs.

Bank Reconciliation

Manually matching bank statements with internal ledger accounts is a recipe for headaches.

Automated accounting platforms connect directly to your financial institutions, matching transactions in real-time and flagging discrepancies for human review.

3. Sales & Marketing Operations

Salespeople should be selling, and marketers should be strategizing. Instead, both are often bogged down by CRM maintenance and manual outreach.

Lead Nurturing Campaigns

Not every lead is ready to buy today. Automated email sequences can deliver tailored content based on a prospect’s behavior, such as downloading a whitepaper or visiting a pricing page, keeping your brand top-of-mind without manual intervention.

Customer Relationship Management (CRM) Data Entry

Sales reps notorious hate updating the CRM. Modern sales enablement tools can automatically log emails, track phone calls, and update pipeline stages based on real-world actions, ensuring your data remains pristine.

Social Media Scheduling and Publishing

Posting content natively across five different platforms every day is incredibly inefficient.

Social media management tools allow marketing teams to batch-produce content and schedule it weeks in advance, optimizing for peak engagement times automatically.

Lead Scoring

Every lead is not created equal. Automated lead scoring models evaluate prospects based on demographic data and engagement metrics, instantly alerting sales reps when a lead becomes “hot” and ready for a call.

Meeting Scheduling

The back-and-forth email dance to find a mutually open time slot is an absolute productivity killer.

Tools like Calendly allow prospects to view a rep’s real-time availability and book a meeting instantly, complete with automated calendar invites and video links.

4. Customer Support & Success

In an era of instant gratification, customer support automation is no longer optional—it is a baseline customer expectation.

Ticket Triage and Routing

When a customer submits a support request, it shouldn’t sit in a generic inbox waiting for a human to read it.

Automated ticketing systems scan keywords and customer profiles to route the issue to the exact specialist equipped to handle it.

Standard Customer FAQ Responses

A massive percentage of support queries are repetitive (“How do I reset my password?”, “Where is my order?”).

Chatbots and automated macro responses can handle these instantly, resolving customer issues in seconds without touching an agent’s queue.

Customer Feedback and Net Promoter Score (NPS) Surveys

Understanding customer sentiment requires consistent data collection. Automated triggers can send an NPS or satisfaction survey immediately after a support ticket is closed or a purchase is completed, feeding real-time insights back to management.

User Onboarding Sequences

Once a customer buys your software or service, the clock starts on time-to-value. Automated in-app walkthroughs and email drip campaigns can guide users through features based on their specific usage patterns, driving retention.

Password Resets and Account Recovery

Locking yourself out of an account is frustrating. Automating the verification and reset process through secure, self-service workflows saves your support team from handling hundreds of low-complexity tickets every week.

5. Operations, IT, & Supply Chain Management

The backbone of your company relies on smooth operational flows. Automating these behind-the-scenes processes minimizes downtime and maximizes efficiency.

Data Backup and Recovery

Relying on a human to remember to back up critical servers is an existential business risk.

Cloud infrastructure should be configured to run automated, redundant backups at scheduled intervals, accompanied by automated success verification checks.

Inventory Level Alerts

Running out of a flagship product or key component can paralyze a business. Supply chain software can track inventory metrics dynamically and automatically trigger reorder points with suppliers when stock drops below a defined threshold.

Software and Security Patching

Unpatched software is the primary entry point for cyberattacks. IT teams can leverage automated patch management tools to deploy critical security updates across the entire corporate fleet during off-hours, ensuring zero disruption to staff.

Facility and Asset Tracking

Managing corporate hardware, vehicles, or physical space manually is highly inefficient. Automated asset management systems track maintenance schedules, lease expirations, & usage metrics, flagging items that require service before they break down.

Report Generation and Distribution

Managers frequently spend Monday mornings compiling metrics from various tools into an executive summary.

Business intelligence (BI) dashboards can automate this entirely, pulling real-time data into sleek reports and emailing them to stakeholders on a set schedule.

Moving From Friction to Flow

Implementing automation is not about replacing the human element; it is about amplifying it. When you look at the business processes that can be automated, you aren’t looking at a list of jobs to eliminate. You are looking at a roadmap to unlock hidden capacity within your existing team.

The transition requires a cultural shift. Leaders must encourage teams to actively look for inefficiencies in their daily routines.

Start small: pick two or three high-friction, low-complexity tasks from this list, automate them using modern low-code or no-code tools, and measure the time saved. The return on investment will be evident almost immediately.

Kreyon Systems helps you map, measure and automate business processes to uncover growth avenues and profitability for your company. If you have any queries, please contact us.

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Software Product Development Company for Business Process Automation

Are you looking for a Software Product Development Company for Business Process Automation?

Kreyon Systems offers end to end business process automation for clients across many industries, here’s how we do it.

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Quality is about great user experience!

Quality is what everybody searches for!

Quality was then, Quality is now!

Having read these true facts about quality, can you expect your deliverables lacking the same? No. Never. This is where an automated QMS aids you to deal with the concerning issues of conformance, compliance, and low quality and overcome these for a company’s progression.

Whether you are serving IT or healthcare or automobile or anything you say, there always have been and still will be a requirement of a robust system to back you up and re-energize all the business activities.

“Implementing a quality management system into your business is a strategic business decision that aims to help improve performance and provide sustainable business development opportunities.”

Improve the Quality of your Products and Services with a QMS

A QMS once applied, develops excellent opportunities for your business by focusing on its sheer principles of close monitoring and continuous improvement, managing ‘Quality’ across all your business operations.

To implement structured methodologies and record the best practices to be used at all times, one can look upon Quality Management Solutions achieving business goals well aligned with the already set quality standards.

The analysis made between the time span of two years (from 2015-2017) revealed that an overall increase of 7% has been witnessed in the total business(worldwide) using the ISO 9001 certification.

The latest ISO version is 9001:2015 is much simpler and less demanding and closely pays attention to the major quality principles those are:

• Process achievements
• Continual improvements
• Attain customer satisfaction
• Earn good profits

And these are exactly the points matching with the objective’s list of a marketer.

QMS Benefits Boosting your Organization’s Productivity and Performance

It is a fact that when things start getting better, we feel happy and are motivated to give our best which not only improves our efficiency but also enhances our productivity.

Along with this, take a look at some other factors encouraging your business to progress at a fast pace:

1. Clear Visibility with Compliance Ease : 

Many times it happens that companies ignore to be compliance-ready as they do not realize the aftereffects to be faced during internal/external audits. Therefore, ISO certified QMS helps you to effectively comply with the standards to witness unforeseen situations like penalties, incurred costs, etc. It helps build compliance with the ongoing business practices.

2. Customer Focus :

Customers of today are quality-centric and want a proof-of-concept (POC) that the products and services delivered in hand are the best and possess a high-grade quality. Quality management system ensures the same underpinning its quality principles which help you earn customer’s loyalty and gain their vote of trust. We all know how much importance a customer holds in business.

3. Business Agility : 

Agility is something every organization must possess, being able to proceed quickly and understand things clearly. Ultra-flexible is the demand of today and you must keep up to the expectations of your clients and customers, making the workflow processes go smooth and easy. Whether it’s designing, iterating, modifying or deploying, all these must be quality checked using the automated quality managing software and tools.

4. Cost Efficiency : 

With technical advancements coming every day and making every business aspect compact and cost-effective, do you think there is much left to cut? The strategies a quality management system brings, helps you maximize your cost-cutting by streamlining internal processes, automating repetitive tasks and reducing risks, thus improving a product’s quality.

Still, Why have an Effective Quality Management Tool?

Making mistakes while running a business can prove to be costly, and nobody can afford to handle losses and additional costs. A small slip can take down all your investment efforts draining the brand’s reputation along.

Nevertheless, showing trust in quality principles and related software can eliminate such possibilities and avoid making heavy mistakes.

• Your resources are efficiently managed and used
• Enables you to identify new business opportunities and markets to wisely invest in
• Helps you balance and maintain the relationships with the partners, clients, personnel, and suppliers in a well-organized way
• The functionality of the system is user-friendly facilitating to accomplish organizational strategic goals and aims from one place
• Products and services delivered are quality verified and validated which further helps you engage well with users making them happy and satisfied

Hope after getting enlightened with the boons and benefits of quality systems, no second thoughts will emerge in your mind regarding the implementation of such a platform and collaborating it with the existing programs. A business process automation can be very helpful for quality management, efficient administration, scalability and growth of your business.

A business owner cannot see a quality management tool as an option, instead is a must-have as per the operational needs. On experimenting, undoubtedly your business will witness new evolutions in the internal and external processes, rejuvenating one and all.

Danish-Wadhwa

Danish Wadhwa started his career as business developer, but after assisting many companies, he started his own venture. He is the MD and CEO of Webdew. He writes and shares his knowledge on SaaS, cloud computing, digital marketing & social media.

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Traditional businesses are finding it hard to compete with ecommerce stores today. The ecommerce onslaught is still in its infancy but growing at a phenomenal pace.

As per Statista, the retail e-commerce sales worldwide amounted to 2.3 trillion US dollars in 2017 and e-retail revenues are projected to grow to 4.88 trillion US dollars in 2021. And this is just the B2C market ecommerce market.

The market size for B2B ecommerce is even bigger. Frost & Sullivan projects that B2B eCommerce will hit $12 trillion in sales worldwide by 2020.

Simply put, no business can afford to ignore ecommerce. With more than 4 billion internet users worldwide & mobile internet means buying things online has never been easier for the consumers.

Selling your products or services via internet is the way to go. As a business with an eCommerce website, you can create a distinctive brand for your business, showcase your products and grow your business online.

If you’re still thinking whether you should start an ecommerce website or not, please read on why you must build it.

1. Worldwide Market : 

An eCommerce website will help you to reach out to the customers around the world. Your products and services can be offered to people all around the world with an ecommerce website.

There are international courier options readily available these days for shipping your products, payment processing and management has also become easier than ever before.

An ecommerce business offers a wide spectrum of audience and an opportunity for you to increase your sales without much additional efforts.

2. All time Open Store : 

With an ecommerce website, you create a business that works round the clock for you, across time zones and locations. You dont have holidays on internet. So effectively you can leverage all days of the week for your online store.

The ability to sell your products without restrictions of physical stores can boost your sales. You can also augment your local sales by an ecommerce store.

3. Marketing Through Social Media & Search Engines :

A study by GE Capital revealed that 81 percent of consumers perform online research before making a purchase. More and more customers are looking at online before they make a purchase.

When you build an ecommerce portal, you give yourself a good chance to appear in front of the users. Good search engine optimisation, social media marketing will help your website rank higher and will attract more users for your products.

Prominent ecommerce websites also maintain social media channels on FB, Twitter, Instagram etc to engage with their users. These are helpful in branding your company, its products and bringing more traffic to your ecommerce portal.

4. Organised Business :

An ecommerce platform makes operations easier to manage than a physical store. With an ecommerce portal, you have the convenience of adding new categories & products as per your needs.

Tracking the quantity of the inventory, shipping information and overall administration can be enhanced with an ecommerce portal. A good back-end platform will help you manage the operations with ease.

There are wide range of technology tools that can help you with your ecommerce business set-up. Once the online store is set-up, you can run your business from the ecommerce portal. You can track all important customers, inventory, get automated notifications for reordering items and delivery etc.

You can plan your online store with a selected category of products and building things gradually until you can administer things completely from the online store.

5. Customer Experience, Loyalty & Support :

Your online business can shape your customer experience positively. The ecommerce store offers frictionless way to order products, ask questions, and interact with your business.

An online business can cater to the customers at the time of their choice. Today customers are looking for 24X7 support, technology can help in assisting the customers.

With an online store, you can build customer loyalty scores & offer them personalised discounts etc. You can serve your customers, attend to their queries and delight them with advanced service tools in your ecommerce portal.

6. Personalisation : 

One size doesn’t fit all. Personalisation is the way forward, especially on the web. You can track all your customers using ecommerce website. You can maintain their orders, preferences, locations, delivery confirmations, complaints, queries, demographics and other information.

With all the customer information and automated algorithms, you can create product recommendations and suggestions for your customers. The browsing history, location and all other customer information makes it easier for brands to pitch the right product recommendations for their customers.

An ecommerce website helps you build great customer loyalty by  personalised services and taking care of their preferences. Customer loyalty increases with personalisation.

7. Influence with Design :

How do you stand out from the crowd? Well, a lot of the top ecommerce portals use amazing and creative designs. It helps them brand their products better. An eye catching website with creativity, innovation and great designs can do wonders for your branding.

Designs can influence your customers purchase decisions. How you present your products and services, the images, the graphics, the best selling products, recommendations etc. go a long way in increasing sales for your business.

A good ecommerce site will not only bring more revenue for your business, but will also create a stronger brand.

8. Convenience & Great Experience : 

Whether you run a car rental company or sell retail products, the customers are looking for convenience and frictionless ways to get things done.

Ecommerce website offers great convenience for customers to shop things they like, at the time of their choice & get it delivered to their doorstep. Technology is the facilitator in offering great customer experience.

Businesses are looking at making the customer journey smooth. An ecommerce website saves time, provides easy checkout, product delivery, offers a wide range of variety and comparisons for the customers. Not to mention, saving you from the crowded stores.

9. Boost Conversions & Revenue : 

An ecommerce website fares much better when it comes to conversions and revenue. You can have a great website, but if it doesn’t sell your products and services, it will not boost your revenue.

Having an ecommerce website helps you to improve your conversion rate. People are looking at instant options to buy things as and when they can. An ecommerce website that works well on mobile devices helps them achieve that.

No one waits to visit the physical store, if they have a better online alternative available.

10. Higher Profitability & Scalability :

The global ecommerce market is ripe, it is growing rapidly and offering unfathomable scale to businesses of all types.

Traditional businesses involve lot of operational cost for running the brick and mortar stores. Many of these costs are cut down and eliminated by an ecommerce store.

The digital world offers huge scale & unparalleled market size for businesses. An ecommerce store creates an organised business that can be scaled up on customer demand. This is where ecommerce businesses are surging ahead of their traditional competitors.

You don’t need to create multiple physical stores. Infact, the growth is entirely customer driven. Hence even with a smaller physical base, you can server a larger pool of customers in an ecommerce business.

With the advancement of technology, you don’t need a big technology team for running your ecommerce business. All operations can be managed using standard or customized ecommerce portals.

The ecommerce portal will require fewer staff, reduce capital expenses, inventory costs and operational expenditure for the company. It helps to scale efficiently making optimum use of resources and increasing profitability.  

Conclusion :

The growth of ecommerce around the world is a great opportunity for businesses to tap into the online world. While it takes a little bit of effort to set-up things in the first place, the rewards can be disproportionate. This is an opportune moment for businesses to foray into ecommerce and build global companies.

Kreyon Systems is helping companies to launch their ecommerce websites and automating their business operations. If you have any queries for us, please reach out.

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Business process automation is advancing with digital technologies. Many traditional industries and businesses are now adopting digitization and business process automation for their day to day operations. Companies are looking to focus on their core business operations and automating things wherever they can for efficiency and scale. The market for business process automation is growing quite rapidly.

As per Statista, the global market for business process automation is expected to reach 8.2 billion US dollars globally in 2018. In the previous year, 2017, the market for business process automation was 6.6 billion US dollars. The figures for 2019, 2020 and 2021 are 9.7 billion, 11.2 billion, & 12.7 billion US dollars respectively. These include external services, software and internal operational spend for business process automation.

Here we explore some of the latest emerging trends in business process automation software:

1. Customer Service Chatbots :

Business process automation software prioritizes customers service using chatbots. A lot of leading companies around the world are now using chatbots for customer support and enquiries. These chatbots are programmed with AI capabilities and serve customers very well with a lot of basic information and queries.

These systems are also improving the time to respond to customers. The customer service metrics are also closely monitored by the BPA software and escalated to human managers, top management as per the needs.

2. AI for business recommendations :

Dealing with data from multiple sources can be hard. It is also very difficult to make decisions, if you’ré not equipped with the realtime data. Business process automation systems are geared to provide an integrated data repository with all the realtime data collected and analyzed for key business objectives.

The data patterns are automatically discovered by machine learning and AI systems. These systems are able to make good recommendations for the management to optimize their operations. For e.g. these systems are able to predict requirements for procurement, resource utilisation, project outcomes, product/service recommendations for ecommerce portals etc.

When difficult decisions need to be taken that need complex analysis, these systems are highly recommended. The advanced business process automation is geared to provide key insights to the various teams that can lead to improved performance and learnings.

3. Automated Workflows :

There has been proven evidence that suggests company performance improvement using business process automation. The automated workflows and business processes can lead to improved efficiency, timely actions and better results. For e.g. sales persons using automated tools for managing their sales proposals are able to organize work better, they are also able to manage their leads and proposals effectively using BPA tools.

The business process automation software also has workflow configurations to notify the key personnel like the management, clients and teams for taking the actions required. The invoicing payment reminders, quotation follow-ups and pending approvals can be automated using BPA tool.

4. Voice driven Systems & virtual assistants :

These systems are used by reporters and media workers to capture news. The voice recognition systems are used for creating news articles and information to the back-room. Similar systems are also used for enterprise software. For e.g. salespersons can now use voice commands for creating and sending quotations to clients, while they are on the field. The enterprise software uses a voice driven mechanism for performing specified list of actions.

5. Employee engagement and Gamification :

Managing a modern workplace can be a challenging task. A study by Gallup organisation points out that nearly 70% of the workers are disengaged. Business process automation tools can be very helpful with employee engagement.

The business process automation is introducing advanced workflows, gamification for competitive analysis, collaboration and rewards for employees. For e.g. the average time to complete certain tasks is provided to the managers to benchmark the performance of their teams.

The teams are constantly being awarded points for getting things done, while their managers are apprised of their performance realtime. It introduces quick and timely feedback so that corrective measures can be taken and results in high productivity. The onboarding, performance management of employees and working with remote teams are also well organized by using business process automation software.

6. IoT enabled business processes : 

The IoT based systems are used by organisations for managing procurement, supply chain, predictive maintenance, etc. These systems are developed using IoT based sensor devices, wifi internet and centralized software systems. The centralized systems collect data from various devices, track utilisation of resources and their health proactively.

These IoT based systems are being used for lead generation bridging the digital and the physical space. The customer is connected to the internet today, when they are availing products and services from a company, the data gets collected by the company. This data can be used by companies to provide contextual marketing messages to the customers based on location, preference etc.

7. Design centric solutions :

There is great value in simplicity. Organisations realize it and are employing design centric solutions for creating better products and services for their customers. They are using design to create better solutions for customers, internal processes and workflows for seamless working. The smooth flow of information across teams, collaboration with customers & vendors leads to improved efficiency.

The BPA solutions are created keeping in mind the users’ context. For e.g. the dashboards and its information is configured according to the most important information. The dashboards are not static, but dynamic. The information presented to the dashboard is reorganized in terms of priority and importance of work for the day.

Conclusion: 

The IoT based sensor technologies, chatbots, virtual assistants and AI driven business process automation software are now playing a pivotal role in transforming enterprises. The market for business process automation remains quite big and ever growing. There is a great demand for value added technology to drive organisations with efficiency, ease and scale.

The advanced BPA softwares are doing that by managing operations, streamlining processes and helping organisations grow to greater heights. More and more organisations are looking to tap into the power of digital technologies for running their operations.

Kreyon Systems provides business process automation services to clients around the world. Our focus is delivering scalable, secured and comprehensive software solutions for BPA.  If you have any questions or need assistance for BPA, please get in touch.

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Real estate business is dynamic in nature. It requires handling various processes like handling multiple projects, tracking different locations, keeping up to date inventories, selling property, finding tenants, getting investors on board for new developments among many others. The real estate business is complex involving various processes, which are often interlinked to each other. Automation and use of technology improves communication and reduces friction for managing business for real estate companies. A look at how the leading real estate companies are using business process automation to take their organisation to the next level:

1. Property Management:

The way people search properties has changed with the ever increasing use of technology. Finding properties often starts with a search query to find suitable listings on internet. Real estate businesses are now managing their property listings online. They use integrated web applications for listing out office space, warehouses, agricultural, commercial, residential properties for sales & renting. For every property listing, the users can also view google map for locations, images, age of property, floor plans, amenties and associated documents etc. The prospective customers are able to search properties & make online enquiries.

2. Business Processes & automated workflows:

The real estate services can be managed using an integrated web interface. Tracking the property constructions, progress of ongoing projects, property details, renewals of agreements, tasks, emails, documents and all other associated activities is centralised. Automated workflows can help real estate companies to manage the staff workloads efficiently. Regular reminders and notifications can be sent to the staff as well as the management for various activities. These activities can be configured as per the requirements of the business. The system can aggregate data and send automated reports to the managers & executive.

3. Leads & Marketing for properties:

One of the key tasks for real estate companies is to manage their marketing & sales activities efficiently. Generating high quality leads from various campaigns is critical for improving sales. Campaigns can be managed from an integrated web application. The property listings can be uploaded on a dynamic website with images, google map integration for locations and other documents. This results in enquires and qualified leads from the web. The other campaigns, for e.g. radio/tv ads, social media marketing, exhibitions and expos etc can also be managed from the integrated software. The ROI from various property campaigns, their results and business impact can be aggregated and analysed.

4. Projects, Inventories & Assets:

Managing projects and inventories at different locations can be very taxing for administrators. With integrated online software, multiple locations can be managed effectively. The inventory position at any given point of time can be accessed from any place. The project milestones, important events, expenses, budgets, inventory, and manpower can be accessed remotely. The consumption status of various projects can be compared to check for any inconsistencies or variations. The cost & quality control can be done proactively. Companies can also look into the execution details of a project and analyse the bottom line impact of the same. With an automated system, the inventory wastage & asset utilisation also result in increased profitability for projects.

5. Contracts & legal documentation:

When managing multiple sites and locations, it is important to have access to important documents remotely. The contracts and legal documents for properties are prepared with extreme care. The compliance requirements are critical for every project. Licenses, agreements, sale deed, subcontractor agreements, loan related documentation can all be aggregated with an integrated software. Searching and finding information for any property like age of the property, location details, floor plan, title deed etc can be simplified a great deal with digital document management.

The real estate software development involves a system where all contracts for leases, title deeds and compliance are stored with automated reminders for renewals etc.

6. Manage tenants, agents & marketing agencies:

To manage lease renewals for tenants for various facilities across multiple locations can be tedious. The profile of the tenants, rental agreements, renewals of agreements and payment collections can be managed using integrated software. Automated reminders to tenants, designated staff members are sent for these business transactions.

Real estate companies also rely on agents & marketing agencies for selling/renting their properties. It is important to manage these agents and marketing agencies effectively for expansion of the company. The automation can also be used for managing various agents & agencies across different locations. All these agents are connected with the centralised system and can access required information remotely with their mobile devices. The on-boarding of agents and the marketing agencies, their commissions and performance analysis can be done with the centralised software.

7. Vendors, Subcontractors and Bill of Materials:

It is critical to have a system that can help to streamline all communication with vendors, subcontractors and bill of materials information. All vendor profiles, inventory details and rate history can be tracked with the centralised system. This system can also be used to invite the quotations from vendors and subcontractors or for placing purchase orders for different projects. The subcontractor agreements and progress for various projects can be done with the system. For any project, the consumption status and bill of material is accessible, resulting in increased transparency & right use of the inventory. The workflow automation can be configured to pick up any drastic variances in material costs or quantity and immediately notify it to the management or supervisors.

8. Valuation & Advisory Services:

It is crucial to know the worth of your assets. Estimating the right costs and value of your assets can have big financial implications. The current value of the assets determines the costs for selling, renting or leasing the properties. The companies employ valuation and advisory services for determining the worth of their properties. The valuation of the property typically involves valuers for this process. The whole process of property inspection, valuation and finally preparation of the valuation report can be automated. The valuation process enables companies to estimate the value of their real estate assets. The valuation process helps them to prepare a roadmap and financial analysis for properties. The companies can take decisions whether to rent, lease or sell assets and costs for the same depending on these valuations.

9. Analytics for core business services:

The integrated system enables key data points that are essential for thorough analysis. A real estate business has many dynamics and correlating different data points is crucial for taking key decisions. An example of some core business services where analytics is helping these companies:
a) Hold/Sell analysis: The hold/sell analysis enables a company to decide whether to sell the property or hold it. The financial implications of the sales coupled with its impact on tax. These numbers can make or break the company.
b) Bill of materials & costs: The rates at which materials are purchased, their variances across projects and comparison with previous years can be analysed. These data points help in determining the best times to buy material at low costs.
c) Project profitability & ROI: Managing multi site projects is hard. However, when these projects are consolidated with a centralised system, it is easier to analyse them. The project milestones, tasks, material and man power consumption can be compared with previous years and other projects. The project profitability and ROI for investors can also be calculated using these figures.
d) Rentals: The variance of rentals across various properties, total rental amount collected, trend for rentals in various locations can be compared. The rental analysis for different types of properties over a given time period are used for financial projects & planning too.
e) Property Sales: The property sales data enables the estate companies to study timing, trends for various locations. The companies can identify the home value trends, price their properties according to market trends & even hold up sales for getting the best deals. The property data information and algorithms help in providing recommendations and insights to businesses.

10. Accounting & Financial analysis:

A centralised and online accounting system is an absolute must for a real estate company these days. The budgeting & forecasting can be done for various projects. The procurement can be driven from a centralised system resulting in optimised procurement to maximise the cash flow for the business. All material billing, machinery, vehicle deployments and man power costs for projects are tracked. All accounts payable and receivable are maintained at one place. Taxation, compliance and regulatory standards are also enforced as part of this system. For controlling costs, workflow settings can be enabled to notify the designated authority for purchases & approvals for any transactions.

Business process automation is driving the real estate companies to new heights today. The capabilities of technology are redefining the way people transact and manage things. Real estate industry is also benefiting from these developments. The core business activities for selling properties, finding qualified leads for properties, managing projects, portfolio and asset management can be simplified a great deal with automation. Improved service delivery, communications, time to market and new avenues for growth is driving the real estate businesses to  adopt technology.

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