Decision Automation Streamlines Business Processes and Reduces Errors
While we all make critical decisions every day based on our experience, education, training, and critical thinking, there are many decisions that we make based on some fairly simple rules. For instance:
In some organizations, these decisions are made manually, by a human being, as part of the process or workflow. Naturally, there are some issues with this approach.
The examples from the above "Practical Uses" section are taken from real-life use cases we've seen implemented by our customers.
During the planning and implementation process, decision points and process hand-offs are identified and discussed. Is this a repeatable, predictable decision that has a low number (or no) exceptions? If there are exceptions, are they simple enough to simply be part of the rule? If the answer is "Yes" there is a strong likelihood that the decision can be automated.
This means a business rule must be created. Let's look at the example, "If the amount is greater than $50,000, then it needs to be approved directly by the CIO." And create a business rule that will automatically route a funding request for over $50,000 to the CIO for approval.
We've created a CapEx Approval process with all the required steps and approvals. Once the CapEx Request is approved by Finance, we add a decision point called "CFO Approval." Then we create a new rule that checks if the amount submitted in the request form was more than $50,000. The logic is:
Now there can be no uncertainty when a request is submitted because the business rules automatically route large requests to the appropriate resource. That resource (in this case the CFO) can use their knowledge and analytical tools to determine if the request should be granted. In this case, there is now both an automated and human element to the process needed.
We have a variety of resources to help you on your journey to an automated workflow.
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