Different approaches to business processes automation in different industries: examples of successful implementations
Business process automation, with Microsoft Dynamics 365, is a solution for increasing overall business efficiency, regardless of the field in which it works. It is the automation of basic cyclical business processes, which were usually performed manually. Approaches to business process automation differ depending on the industry specifics in which companies operate. However, to make a CRM system 100% helpful and increase the company's efficiency, its implementation must comply with the main algorithm of action.
The main stages of business process automation
Creation of a general architecture of the automation processes, which will make it possible to determine the phasing of the CRM system implementation;
Development of BMPN diagrams of business processes, which will serve as detailed visual instructions;
Creation of a technical task (this stage should be the most balanced one). It is essential not only to write down a detailed technical task but also to approve it and have a common understanding of all its parts for both the customer and the executor;
Selection of the necessary software based on individual business needs and tasks;
Configuring the system and mastering the product by users;
Launching the system, making changes and corrections if necessary;
System maintenance, updates, and support.
Advantages of automating business processes with Microsoft Dynamics 365
A set of software products from Microsoft allows you to increase the efficiency of business processes in various industries. Increasing work efficiency, digital transformation, and innovative technologies—these are what unite today's successful companies that use Microsoft products. Below, we’ve presented the benefits of using Microsoft Dynamics 365 in different industries, with successful cases from companies that are among the best in their industries.
1. Customer service:
tracking interaction with customers (purchases, preferences);
help to create personalized offers and increase customer loyalty to the company.
Example of successful implementation: According to the Forrester Consulting study in 2023, the implementation of Dynamics 365 Field Service brought the company $42.65 million in revenue in three years, with an investment of $9.5 million, giving an ROI of 346% with a payback period of less than six months.
2. Operations:
help to optimize supply chains;
balance tracking control in real-time;
the ability to forecast demand and create an appropriate offer;
cost reduction.
Example of successful implementation: The world-famous American company AccuWeather has been using Dynamics 365 for a long time to process 17 billion API requests, providing customers with critical information in real-time.
financial accounting automation;
resource management.
Example of successful implementation: Renault Sport Formula One Team used Microsoft Dynamics 365 to optimize their financial processes. Thanks to successful resource management, the company was not only able to establish itself in the top 10 Formula 1 teams in the last decade but also approach leadership positions.
4. Marketing:
lead management;
conducting email marketing campaigns;
analysing the marketing campaign effectiveness.
Example of successful implementation: Campari, one of the well-known producers of alcoholic beverages, used Dynamics 365 to create a single platform to manage customer interactions, automate marketing campaigns, improve data analysis, and improve sales performance.
project planning, tracking, and analysis;
ensuring effective interaction between the team and stakeholders.
Example of successful implementation: HP Inc., using Microsoft Dynamics 365 to manage its global projects and business processes, was able to improve collaboration between departments, automate business processes, reduce operational costs, and improve analysis and project management.
Business process automation is an opportunity to free company resources from performing various daily routine tasks and to focus more on implementing strategic tasks. When, how, and where should you start automating your business? Our specialists have long known the answers to these questions. Contact the Progresia experts!