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Work Flow Processes


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Work Flow Processes

  1. 1. Business Process Automation: Increasing Your Profits – The Automated Way. For Individual and Business Owners Solution
  2. 2. Featured In: WinAutomation Software Trusted By 50,200+ Users Around The World Automation Partner
  3. 3. Famous Clients Of WinAutomation
  4. 4. Hallmarks of A Successful Company “ In today's tough business climate, many companies succeed by running financially efficient operations … At the end of the day, all businesses need to sell stuff as quickly as possible and then turn those sales into cash…" - Charles Carlson, contributing editor of  Dow Theory Forecasts , an investment newsletter. - Business Week, Dec 23, 2002
  5. 5. Hallmarks of A Successful Company “ The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency . ” - Bill Gates, Founder, Microsoft
  6. 6. Hallmarks of A Successful Company “ Automation is about building a sustainable, automatic source of income.” - Timothy Ferriss  Author of #1 New York Times Bestseller “The 4-Hour Workweek
  7. 7. Premise Of A Simple Solution <ul><li>We help Automate Critical </li></ul><ul><li>Repetitive & Labour Intensive Computer Work Flow Processes. </li></ul><ul><li>Keeping Human Involvement </li></ul><ul><li>to as low as possible - to even Zero – End-to-End </li></ul>
  8. 8. BPA Workflow : Evaluate Process ‘ Record’ and Optimize (removing redundant steps, shortening the process) Speed up process Automate (reducing human input as much as possible) 1 2 4 3
  9. 9. BPA – 3-Pronged Approach <ul><li>People </li></ul><ul><li>Software/Applications </li></ul><ul><li>Process </li></ul>PEOPLE SOFTWARE/ APPLICATION PROCESS BUSINESS PROCESS AUTOMATION
  10. 10. It’s How Far You Wanna Take It… <ul><li>“ The Limits Of Automation </li></ul><ul><li>Is Only Your Imagination </li></ul><ul><li>And Structure of Work Flow </li></ul><ul><li>Process. </li></ul><ul><li>The Possibilities Are </li></ul><ul><li>Endless!” </li></ul>
  11. 11. What Can Be Automated <ul><li>Mechanical , Repetitive Process </li></ul><ul><li>Well-Defined Process (That You Know In Advance Will Happen) </li></ul><ul><li>Human Involvement with no ‘Creative/Emotional’ element (e.g. clicking and print) </li></ul>
  12. 12. What Cannot Be Automated <ul><li>Human Involvement with ‘Creative/Emotional’ element </li></ul><ul><li>(e.g. writing an response to a question on the spot) </li></ul>
  13. 13. Automation – Robots In Action <ul><li>You Can See Automation In Action </li></ul><ul><li>Mimics Human Actions, Inputs, </li></ul><ul><li>Clicks, Keystrokes, </li></ul><ul><li>Mouse Movements, </li></ul><ul><li>Via Macro Recording (GUI), Image Recognition and Pre-Defined Actions, </li></ul>
  14. 14. Automation – Behind The Scenes <ul><li>You Cannot See Automation. Happens Behind The Scene </li></ul><ul><li>Example: Screen scrape data, </li></ul><ul><li>Pulling of Data from Excel, FTP </li></ul><ul><li>Via Pre-Defined Actions </li></ul>
  15. 15. Where Automation Offers Max Value? <ul><li>Processes That Are Repetitive And Mundane </li></ul><ul><li>Processes That Are Labour Intensive And Time Consuming </li></ul><ul><li>Processes That Demand Speed and High Degree Of Accuracy </li></ul><ul><li>Processes Involves Many Applications </li></ul>
  16. 16. Example of Business Process
  17. 17. Business Process Considerations <ul><li>Inputs (Files, Faxes, Database etc) </li></ul><ul><li>Outputs (Desired results) </li></ul><ul><li>Conditions (If/Else) </li></ul><ul><li>Flow Control </li></ul><ul><li>Loop </li></ul>
  18. 18. Business Process Considerations <ul><li>Triggers (Execute at specific events) </li></ul><ul><li>Exception/Error Handling </li></ul><ul><li>(What happens after in event of failure?) </li></ul><ul><li>Variables </li></ul><ul><li>Schedules </li></ul><ul><li>Flexibility (Power to customize) </li></ul>
  19. 19. Data Management – Sample Workflow 1 : Convert data to various format (word doc, excel, text, pdf) Save Into Files/Folder That You Can Rename Download Data from Database (e.g. SQL) Start Print Job
  20. 20. Data Management – Sample Workflow 2 : Define Duplicate Data (In excel rolls and columns) Churn Reports (e.g. Quotation, Purchase Order, Tax Invoice, Forms, Claims etc) FTP Reports to server (Upload) Fill in data (variable) (e.g. excel format) Email Sent Out (e.g. Clients, Employees,Partners) Save Into Files/Folder (Renamble) Start Print Job
  21. 21. Data Management – Sample Workflow 3 : Define Duplicate Data (In excel rolls and columns) Churn Reports (e.g. Quotation, Purchase Order, Tax Invoice, Forms, Claims etc) Email Sent Out (e.g. Clients, Employees, Partners, etc) Fill in data (variable) (e.g. excel format) Fill in data Email Notification (On Successful Deployment)
  22. 22. Research - Sample Workflow 4 : Copy/Scrape Data (e.g. Pull images, get text, take screenshots etc) Paste Data (e.g. text, doc, excel etc) Query Search Engine (e.g. Google, Yahoo, Yahoo answers etc) Saved to file/folder (Re-namable according to variable you set)
  23. 23. Benefits – Recapped #1… <ul><li>Save On Thousands Of Repetitive Keystrokes, Mouse Movements and File Operations </li></ul><ul><li>Avoid Delays, Mix-Ups. Critical Errors When Sending of Important Reports & Data </li></ul><ul><li>Eliminate Damaging Bottlenecks </li></ul><ul><li>Save Time on Labour Intensive, Time Consuming Duplicate Data Entry </li></ul><ul><li>Slash Operational And Sales/Marketing Cost </li></ul>
  24. 24. Error/Exception Handling - Sample Workflow 5 : Error Report Successful Unsuccessful Download Data (e.g. SQL) Job Complete Notification via Email (To key personnel)
  25. 25. Set Up WP Blog - Sample Workflow 6 : Customize And Save Settings Open Up FTP and Upload Files (e.g. themes, plugins, main files, images etc) Log into system with (username and password) Loop (for specified no. of times) (With a different set of variable data to create multiple blogs) Set Up All Required Variables (e.g. excel) 1 4 3 2
  26. 26. Schedule Backup - Sample Workflow 7 : Backup Files, Folders Schedule To Run At Specified Time (e.g. 2pm daily) Saved to file/folder (Re-namable according to variable you set)
  27. 27. Application Integration - Sample Workflow 8 : Launch Metastock and Scan Saved Filtered Stocks Results (In Excel and Take Screenshots) Application1 Application 2 Schedule To Run At Specified Time (e.g. 2pm daily) Download Stocks Data (Using ICOMM Downloader) Log into website and paste stocks screenshots
  28. 28. Offline To Online Interaction - Sample Workflow 9 : Log into website (e.g. SMS website) Key In Data Into Fields (e.g. Name, Phone number etc) Key in variable data (e.g. In excel format) Execute Job (e.g. Send SMS)
  29. 29. Encapsulating Knowledge - Sample Workflow 10 : Log Into Platform/Application Save Actions Macro Record Mouse Movements, Actions (GUI Automation
  30. 30. Benefits – Recapped #2… <ul><li>Medium Savings On Each Job – Build Up To HUGE Savings When Multiply Several Times </li></ul><ul><li>Not Get Bogged Down In Mundane Tasks To Engage In Higher Value Work and Making Critical Strategic Decisions </li></ul><ul><li>Shortcut Your Way To Higher Efficiency and Productivity – With Lesser Effort </li></ul><ul><li>Encapsulate Vital Knowledge – For Training and Passing On To Successor – Ensure Seamless Transition </li></ul>
  31. 31. Examples of how you can automate your work <ul><li>File Related Examples: </li></ul><ul><li>Batch rename files </li></ul><ul><li>Batch delete files </li></ul><ul><li>Batch move files </li></ul><ul><li>FTP Related Examples: </li></ul><ul><li>Download and Delete files from FTP server </li></ul><ul><li>Synchronize FTP sites </li></ul><ul><li>Macro Recorder Example: </li></ul><ul><li>Application Automation using Macro Recorder </li></ul>
  32. 32. Examples of how you can automate your work <ul><li>Text Files Related Example: </li></ul><ul><li>Remove comments from log file </li></ul><ul><li>Excel Related Examples: </li></ul><ul><li>Mail Merge using Excel </li></ul><ul><li>Copy Data from an Excel file to </li></ul><ul><li>another </li></ul><ul><li>Examples with Triggers: </li></ul><ul><li>Automate Daily Backup </li></ul><ul><li>Monitor Server Uptime </li></ul>