Yo u r C o m p a n y N a m e

Process
Automation
Objectives for Business Process Automation

Identify and eliminate repetitive processes and decrease

01
manual work

Overcome the gap between business and technology by

02
offering automated solutions

Automate the processes and use secured software to

03
perform the different tasks

Aims at cost-efficient, streamlined and error-free

04
solutions

05 Add text here

06 Add text here

2
Table of Contents
01 Current State Analysis
Why Business Process Automation is Required?
Current Challenges Faced by Our Company
Business Process Automation Competitive Landscape
02 Automation Implementation Areas

Marketing Department
Challenges Faced by Marketing Department due to Lack of Automation
Marketing Automation Software
Client Relationship Management (CRM) System
Timeline for Implementing Marketing Automation in Our Company
Marketing Automation Training Programs for Employees
Automation Training Delivery Methods and Costing
CRM Training Programs for Employees
Marketing Automation Impact on Customer Performance

Human Resource Department

Challenges Faced by HR Department due to Lack of Automation
Human Resource Automation Tools
Gantt Chart for Implementing HR Automation in Our Company
HR Automation Training Programs with Costing
How Automation impacts Human Resource Management?

Finance Department
Challenges Faced by Finance Department due to Lack of Automation
Finance and Accounting Automation Tools
30 60 90 Day plan for Implementing Finance Automation
Financial Automation Training Programs for Employees
Finance Automation Training Delivery Methods and Costing
Finance Automation Impact on Company Performance
3
 Table of Content

Current State Analysis

01 • Why Business Process Automation is Required?
• Current Challenges Faced by Our Company
• Business Process Automation Competitive Landscape

4
Why Business Process Automation is Required?
This slide describes the challenges faced by our company such as decreased productivity, diminishing quality, inefficient task management, complicated communication, operational instability etc. which arises the
need for automation.

Routinely tasks consume Due to manual tasks Processing steps are missed
a lot of time which in performed, there are high or documents are misplaced
return give less time to chances of error which leads leading to lack of operational
employees for complex to diminishing quality of stability within the
activities. products and services organization
offered to the customer.

1 3 5

40% Complicated Diminishing

Inefficient
Operational
decrease in Task
Communication Quality Instability
productivity Management

2 4
Employees try to pass on Various departments don’t
information through have access and visibility
conversations, emails, and into the workflow which
phone calls resulting in leads to lack of task
translation loss management

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Current Challenges Faced by Our Company
This slide describes the problems faced by our company at present like duplication of work, lack of customer communication, manual tasks, difficulty in locating documents etc. due to the lack of business process automation in the
company which leads to performance loss.

Duplication of Work 56%

• Wastes time and resources

Manual Tasks
• Leads to recurring tasks or 42%
processes in a business

Lack of customer communication

• Decreases business and 38%
potential clients

Difficulty locating documents

• Complex documentation due 27%
multiple paper based documents

Poor interaction between employees

• Causes translation loss 24%

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Business Process Automation Competitive Landscape
The purpose of this slide is to provide a glimpse of the different business automation processes like file transfers, report generation, order entry, spreadsheet etc. are used by various competitors in the market.

Automation Process About the process Our Company Company A Company B

Automatically pull, process, and push files

to any platform, over any network
File transfers
architecture and ensures security and
compliance.

Automate business reporting, daily or

weekly, by scheduling reports to be
Report generation and distribution
generated and email directly to the
clients.

Sync orders from the order entry system

to the back office automatically for faster
Order Entry
confirmation and shipping, without the
need for data entry.

Provides digital simulation of paper

accounting worksheets and has replaced
Spreadsheet
many paper-based systems in the
business world.

Add Text Here Add Text Here

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 Table of Content

Automation
02 Implementation Areas

8
Automation Implementation Areas
This slide shows the business departments of our company which will be benefitted from the automation such as marketing, human resource and finance.

Marketing
01 •
•
Improve accountability of marketing & sales teams
Target potential customers across multiple channels
• Improve customer relation

Human Resources
Reduce employee turnover due to heightened
02
•
employee engagement
• Improve productivity due to quick processing and
data sharing

Finance and Accounting

03
• Boosts financial processing productivity by
introducing payroll system
• Generates better accuracy, cost reductions, and
scalability

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 Table of Content

Marketing Department
03 •
•
Challenges Faced by Marketing Department due to Lack of Automation
Marketing Automation Software
• Client Relationship Management (CRM) System
• Timeline for Implementing Marketing Automation in Our Company
• Marketing Automation Training Programs for Employees
• Automation Training Delivery Methods and Costing
• CRM Training Programs for Employees
• Marketing Automation Impact on Customer Performance

10
Challenges Faced by Marketing Department due to Lack of Automation
This slide shows the challenges faced by marketing team which leads to introduction of marketing automation in the company. Issues faced by the company are lack of lead conversion, unengaged customers, marketing
inefficiencies, lack of sales and less revenue etc.

79% of leads don’t convert due

to discord between marketing and 01
sales

42% Unengaged customers

02 due to lack of customer
communication and services

55% of time is spent by marketing teams

in creating, scheduling and sending many
types of emails or other communications
03
which leads to marketing inefficiencies

29% revenues due to poor

04 pricing strategies and ineffective
marketing programs

Poor sales and marketing alignment

since its difficult for marketing team to 05
share information or collaborate

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Marketing Automation Software
This slide provides the detail of the marketing automation software like Marketo, Eloqua, Customer.io, etc. They are aptly marketing focused and helps foster leads which will further help the sales team.

Product Details Marketo Eloqua Customer.io Constant Contact

Price Starts at: $1,195/month $2,000/month $75/month $15/month/user

• Email Integration
• A/B Testing
• Robust mobile tools • Lead Management • List-Building Tools
• Track Conversions
• Precise A/B email testing • Lead Scoring • Tracking & Reporting
Features Offered • Delivery Window
• Engagement Engine • ROI Tracking • Social Media Sharing Tools
• Add Text Here
• Micro-targets website visitors • Add Text Here • Mobile Email Marketing
• Add Text Here
• Add Text Here

Category For enterprise For enterprise For next generation For small business

Rationale for choosing Marketo

Nurture prospects via Easy integration

Ease of Low Add Text
multiple channels thus with
use cost Here
increases conversions other systems

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Client Relationship Management (CRM) System
This slide provides the detail of the CRM system which will manage the company’s interaction with the current and potential customers, specifically focusing on customer retention and sales growth.

Product Details Accelo CRM Agile CRM Hubspot CRM AmoCRM

Price $16/month/user $8.99/month/user $13/month/user $15/month/user

Free Version

Free Trial

• Cloud, SaaS, Web

• Cloud, SaaS, Web • Cloud, SaaS, Web • Cloud, SaaS, Web • Installed - Mac
Deployment • Mobile - Android Native • Mobile - Android Native • Mobile - Android Native • Installed - Windows
• Mobile - iOS Native • Mobile - iOS Native • Mobile - iOS Native • Mobile - Android Native
• Mobile - iOS Native

Rationale for choosing Agile CRM

Link data about Answer customer

Low iOS and Android Add Text
companies and questions with live chat
cost apps available Here
contacts easily and email templates

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Timeline for Implementing Marketing Automation in Our Company
This timeline describes the tasks performed such as identification of toughest processes, software budget, free trials, software installation, team training to implement automation in the company.

Identify your requirements Try free trials and Install the chosen software
and goals: versions in the systems
• Email marketing
• Social media management
• surveys

Milestone 1 Milestone 3 Milestone 5

August 23 September 8 September 20

August 29 September 14 September 26

Milestone 2 Milestone 4 Milestone 6

Choose right marketing Budget Evaluation Train the

automation solution based on: • Budget allocated for marketing team
• Features marketing software is
• Ease of use more than
• Integrations 10/month/user
• Support
• Pricing

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Marketing Automation Training Programs for Employees
This slide shows the number of employees selected for various employee training programs in our company necessary to expand the knowledge base for business process automation.

Team A
Program 1
Marketing Automation Mr. R
Mr. S
Foundation course Add Text Here

Team B
Program 2
Lead Capture Mr. T
Mr. X
and Nurture Add Text Here

Team C
Program 3
Automated Mr. V
Mr. W
Campaigns Add Text Here

Team D
Program 4
Improving customer Mr. Y
Mr. Z
lifecycle Add Text Here

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 Automation Training Delivery Methods and Costing
This slide provides the training delivery methods for the certificate courses of business process automation along with the courses completion duration and its cost.

Delivery
Details Cost per person Completion Duration
Methods
• Self-paced online training
On Demand $ 800 40 Days
• Available 24/7/365

• Attend live online courses

eLearning $ 1200 25 Days
• Instructor-led online training

• Traditional method
Face-to-Face $ 1500 10 Days
• In-person training

• Add Text Here

Add Text Here $ 2500 17 Days
• Add Text Here

• Add Text Here

Add Text Here $ 2000 20 Days
• Add Text Here

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CRM Training Programs for Employees
This slide covers the various CRM courses offered for administrators, developers, sales representative and sales managers, with its cost and training modes like classroom, online and onsite.

Offered Courses Training

01 02 03 Cost 04
For: Covers Modes

Day 1- Basics
• Classroom
Day 2 and 3 - Advanced features such as
Administrators automation, process management, and module
$ 800 • Online
• Onsite
customization

Day 1- Basics • Classroom

Developers Day 2 and 3 - Advanced features of software $ 800 • Online
applications to manage customers • Onsite

• Online
Sales Representatives Add Text Here $ 600
• Onsite

• Online
Sales Managers Add Text Here $ 600
• Onsite

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Marketing Automation Impact on Customer Performance
This slide provides the customer performance measurement metrics after introducing CRM system in the organization.

Lead To Win Conversion by Month Monthly Account Retention Rate Qualified Lead to Win Conversion Rate
Account
Captured Leads Qualified Leads
Retention
Sales Accepted Opportunities
99.0% Target: 7.0%
Wins 0

10000 97% 100%

7500 Actual: 6.2% Conv. Rate

Actual: 99.56%
5000 5.5%
100%
2500 5%

0 98% 4.5%
January February March April May June January February March April May June January February March April May June

Customer Lifetime Value Lifetime Value to Customer Acquisition Cost Ratio Monthly MRR Retention / Expansion Rate
MRR Retention MRR Expansion
75 Months $2,586.92 Target: 3.0
Target: 99.0 Target: 3.5
Average Customer Lifetime Average Lifetime Value
100 5%
97
(Spend 5(spend 0%
Customer Lifetime Value %
less) 0 more)
Customer Lifetime
Actual: 99.28 Actual: 2.85%
100 $6000
Actual: 2.8
Value (Avg)

75
Months

$4000 MRR Expansion Rate

50 4% MRR Retention rate
102%
Ratio

25 $2000
2% 100%
0 $0 98%
February April May June January February March April May June
January February March April May June

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 Table of Content

Human Resource Department

04 •
•
Challenges Faced by HR Department due to Lack of Automation
Human Resource Automation Tools
• Gantt Chart for Implementing HR Automation in Our Company
• HR Automation Training Programs with Costing
• How Automation impacts Human Resource Management?

19
 Challenges Faced by HR Department due to Lack of Automation
This slide shows the challenges faced by human resource team which leads to introduction of human resource automation in the company to make HR department more responsive, open, transparent and measurable.

01 02

Solving only 40 to 50% Difficult to shortlist qualified

queries which is a serious candidates quickly since HR needs to read
productivity drain since it is difficult and evaluate all the resumes and find out the best
to answer every employee questions possible fit

04 03

More than 10 days for employees Complex onboarding process

payroll and compensation due to collection of original documents and
management due to multilocation and multi filling up of relevant forms
business presence

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 Human Resource Automation Tools
This slide provides the detail of the HR automation software like bamboo, keka, breathe, cavin etc. They are aimed at reducing time with monotonous tasks and improve database management and payroll systems.

HR Software Pricing starts at Features

• Centralized employee database
• Benefit and payroll administration
• Employee and manager self-service
Bamboo HR $6.19/employee/month
• Global capabilities
• Applicant tracking system
• Time and attendance tracking
• Payroll Management
• Employee Finances
• Statutory Compliance
• Expense Management
Keka HR $8.26/employee/month
• Loans and Bonuses
• Leave Management
• Attendance Management
• GPS Attendance
• Record & track employee sickness.
• Store employee records.
• Shared documents and templates.
Breathe HR $12.42/employee/month
• Export to Payroll function.
• Expenses management.
• Absence management

Rationale for choosing Bamboo HR

Accessible in several Fulfill all the
Low Easy to User
languages and multiple needed
cost adopt friendly
currencies requirements

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Gantt Chart for Implementing HR Automation in Our Company
This gantt chart describes the tasks performed such as gathering requirements, choosing the right software, free trials, budget evaluation, software installation, team training to implement automation in the company.

9th Sept 14th Sept 19th Sept 24th Sept 29th Sept 4th Oct 10th Oct 15th Oct 20th Oct

Gathering
Requirements

Choose right
HR automation
Software

Try free
trials and
versions

Budget
Evaluation

Install the chosen

software in the
systems

Train HR team

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HR Automation Training Programs with Costing
This slide shows the number of employees selected for various employee training programs in our company necessary to expand the knowledge base for business process automation.

$2/ $3/ $4/ $5/

employee/ employee/ employee/ employee/
month month month month

Employee file Employee

Onboarding Payroll
management Separation

Program 4
Program 1

Program 2

Program 3
Includes: Includes: Includes: Includes:
• Basic personnel • Equipment and IT • Gathering and processing • Pay your
records access employee termination employees
• Work permits • Set up employee documents • Tax calculations
• Key employment accounts • Supervising the return of and filing
terms like contracts, access cards and
benefits equipment

Benefits of introducing such Programs

• Simplify data collection • Improving • Enforce retention • Minimize the margins of

and validation communication and policies human error
• Saves the trouble of accountability • Ensure the destruction • Employees get paid
manually updating of any documentation fast
employee records

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How Automation Impacts Human Resources Management?
This slide provides the impact of the automation in human resource management to provide better HR services.

EMPLOYEES TOTAL SALARY

150 200 Total Salary
125
Employees
Number of

In Dollars
100
75 Female
50 100
25 Male
0
0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Total Salary (Year to Date) Average Salary Turnover Rate Absenteeism Rate

6,230,000 32,225 Headcount

1.2% 1,2%
-3,2% -1.2% 40% 0.2% 20.5%
vs previous month vs previous month 123 vs previous month vs previous month
60% -0.5%
Average Age Permanent Rate Vs previous Hired Left
month

32 65% 5 13
0.0% 0.2% 0.0% 0.0%
vs previous month vs previous month vs previous month vs previous month
Male Female

TYPE OF EMPLOYMENT CONTRACT EMPLOYMENT STATUS HIRED VS. LEFT

Employees Hired Employees Left
6% 5%
20%
Student
Temporary
Full Time
Permanent
Part Time
80%
80%
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

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 Table of Content

Finance Department
05 •
•
Challenges Faced by Finance Department due to Lack of Automation
Finance and Accounting Automation Tools
• 30 60 90 Day plan for Implementing Finance Automation
• Financial Automation Training Programs for Employees
• Finance Automation Training Delivery Methods and Costing
• Finance Automation Impact on Company Performance

25
Challenges Faced by Finance Department Due to Lack of Automation
This slide shows the challenges faced by finance team which leads to automate key finance-related tasks like accounts reconciliation, journal entries, and preparing financial statements with minimal human intervention.

Hard to maintain accurate Slow and inefficient

information due to minor process since thousands of
mistakes, difficult suppliers, and transactions are recorded
changing policies manually on spreadsheets

TEXT
HERE

Tight deadlines and massive Poor visibility of all

workload leads to manual the financials leads to
error, misfiled reports, and slow and poor
calculations business decisions

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Finance and Accounting Automation Tools
This slide provides the detail of the finance automation tools like intuit quickbooks, Microsoft dynamics, Xero, oracle netsuite etc. to reduce internal fraud and user error.

Product Details Intuit QuickBooks Microsoft Dynamics GP Xero Oracle Netsuite

Price Starts at: $10/month $5,000/month $9/month $999/month

• Manage your cash, assets, and • Financial management

• Manage Sales and Income • Bank reconciliation
banking • Revenue management
• Keep Track of Bills and Expenses • Keep track of suppliers and customers
Features Offered • Key Reporting
• Track and manage your production,
• Attach documents to your financial
• Inventory management
inventory, orders, returns, and • Order management
• Add Text Here data
vendors • Billing

Who would want it Micro to small businesses Enterprise-level businesses Small businesses Enterprise-level businesses

Categories ranging from analytics to

Integration options Over 400 different apps Wide range of Microsoft apps Over 700 different apps
warehouse management

Rationale for choosing Xero

Easy integration View cash flows, Bank transactions

Ease of Low
with other transactions and account are all automatically
use cost
systems details from any location imported and coded

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30 60 90 Days Plan for Implementing Finance Automation
This slide describes the 30 60 90 day plan to implement financial process automation to become more efficient and strategic thus saves time and money.

First 30 First 60 First 90

Days Days Days

• Identify your requirements • Try free trials and • Install the chosen software
and goals versions in the systems
• Choose right financial • Budget Evaluation • Train the finance team
automation solution

Step 1 Step 2 Step 3

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Financial Automation Training Programs for Employees
This slide shows the number of employees selected for various employee training programs in our company necessary to expand the knowledge base for financial automation.

Program 1 Program 2 Program 3

Standardize Creating a Digital Integrate Different

Financial Process Form and Workflow Financial Processes

Team X Team Y Team Z

Mr. A Mr. C Mr. E

Mr. B Mr. D Mr. F
Add Text Here Add Text Here Add Text Here

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Finance Automation Training Delivery Methods and Costing
This slide provides the training delivery methods for the certificate courses of business process automation along with the courses completion duration and its cost.

Delivery Methods Details Cost per person Completion Duration

• Self-paced online training

On Demand • Available 24/7/365
$ 600 14 Days

• Attend live online courses

eLearning • Instructor-led online training
$ 800 20 Days

• Traditional method
Face-to-Face • In-person training
$ 1,000 12 Days

Add Text Here Add Text Here $ 1,500 15 Days

Add Text Here Add Text Here $ 2,000 12 Days

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Finance Automation Impact on Company Performance
This slide provides the company performance measurement metrics after introducing finance automation in the organization which leads to easy evaluation of financial statements.

Working Capital Account Receivable

In Thousands

8
38
6 6.7
4 5.2 4.8 25
4.3 4.5 4.1 20
3.5 3.2
2 2.5
15
12
2.2 1.8 1.5
0
Jan Feb Mar Apr May Jun July Aug Sep Oct Nov Dec Not Due <30 Days <60 Days <90 Days >90 Days

Days Sales Outstanding Days Payable Outstanding

28 32
Accounts Payable Turnover vs Accounts Receivable Turnover
Finance Balance
Quick Ratio
$202.567 4 3.1
0.8 3 2.5 2.6 2.7
2
2.4
2.8 3
1.9
2.5
2 2.1 2.1 2.4 2.2 2.5
1.5 1.6 1.7 1.8
2 1.2 1.3 1.4
1
1
Current Ratio IN - $250.687 0
Jan Feb Mar Apr May Jun July Aug Sep Oct Nov Dec
0.6
OUT - $200.741 Accounts Receivable Turnover Acounts Payable Turnover

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Process Automation Icons Slide

32
Additional Slides

01 About Our Company

02 Meet Our Team

03 Comparison

04 Quotes

05 Roadmap

06 SWOT Analysis

07 Bar Chart

08 Thanks for Watching

33
About Our Company

Target Audiences
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Preferred by Many
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Value Clients
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Meet Our Team
Designation

Designation

Designation
Name Here Name Here Name Here
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Comparison

80% Users
Text Here
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55% Users

36
Quotes

Tom Abbott

It’s not just about being

better. It’s about being
different. You need to
give people a reason to
choose your business.
37
Roadmap

2016
2018
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2019
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SWOT Analysis

STRENGTHS
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THREATS
S
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WEAKNESSES
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W
OPPORTUNITIES
O
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Bar Chart

100

90

80
80 Product 01
Sales in Percentage(%)

70

60 65

50 Product 02
50
40
42 41
30 35
30
20 25
18
10 15

0
FY '16 FY '17 FY '18 FY '19 FY '20

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Thanks for Watching!

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