Andy Neumann, managing director at SharePoint specialists OBS, says many businesses are still unsure which parts of their organisation could benefit from automation and has revealed five processes which can be easily automated.

Key Processes for Intelligent Automation


Writing for, Mr Neumann notes one of the key parts of the business that can be automated is IT. Many businesses still rely on someone from IT to fix technology issues, but this isn’t the best approach to take, as it might mean the most important issues aren’t addressed first

Roles & Vacancies

Human resources (HR) often takes up a lot of resources within a business, as it has to deal with such a wide variety of complex tasks. However, every part of an employee’s time at the company can be automated, from role and vacancy management to performance management.

Performance Management

Performance management is an effective way to track and identify key team resources within your business – helping you position the right team members in the right areas to elevate your business.

Payroll Automation

Anna Johansson, a writer for, says that although many businesses are reluctant to do it, automating payroll tasks can save a lot of time. In fact, an average payroll manager could save almost eight hours every month by automating these tasks, she notes.

Customer Relationship Management

Customer relationship management (CRM) systems can help keep relationships between businesses and clients personal by managing the huge amount of data required to personalise marketing campaigns. Automation can help scale these systems and allow businesses to cope with volumes of data processing.

Records Management

Document and records management can be automated too, as can invoices, claims and bookings. By automating these tasks, businesses reduce the risk of duplication and data loss – minimising risk and ensuring complete accuracy when carrying out operations.

How Does Intelligent Automation Help Businesses?

“Improving performance, compliance and productivity are key goals for any business,” Andy Neumann he explains. “By automating these five processes, most businesses can achieve significant savings and operational efficiencies.”

The impact of automation can be seen for front and back-end processes for a range of industries including telecommunications, insurance and financial services. By enhancing operational efficiencies, businesses can stay agile and compete against new disrupters – futureproofing their interests in a competitive marketplace.

Learn More About Our Intelligent Automation Software Today

Cortex’s Intelligent Automation software is designed to be as simple as possible to integrate within your existing infrastructure. With no code needed, the software can become part of your daily operations with minimal disruption – preventing the need for a ‘rip and replace’ solution. Combined with our Digital Evolution strategic approach to success, Cortex’s platform goes beyond basic automation capabilities to help you realise your vision. Find out more about our automation and orchestration software today.



Author: Laura Varley