Business Process Automation Solutions Powerpoint Presentation Slides

Business
Process
Automation Solutions
Your Company Name

Identify and eliminate repetitive processes
and decrease manual work
Overcome the gap between business and
technology by offering automated solutions
Overcome the gap between business and
technology by offering automated solutions
Aims at cost-efficient, streamlined and error-
free solutions
Add text here
Add text here
Objectives
for Business
Process
Automation
2

3
01
02
o Challenges Faced by Marketing Department due to Lack of Automation
o Marketing Automation Software
o Client Relationship Management (CRM) System
o Timeline for Implementing Marketing Automation in Our Company
o Marketing Automation Training Programs for Employees
o Automation Training Delivery Methods and Costing
o CRM Training Programs for Employees
o Marketing Automation Impact on Customer Performance
Marketing Department
o Challenges Faced by HR Department due to Lack of Automation
o Human Resource Automation Tools
o Gantt Chart for Implementing HR Automation in Our Company
o HR Automation Training Programs with Costing
o How Automation impacts Human Resource Management?
Human Resource Department
o Challenges Faced by Finance Department due to Lack of Automation
o Finance and Accounting Automation Tools
o 30 60 90 Day plan for Implementing Finance Automation
o Financial Automation Training Programs for Employees
o Finance Automation Training Delivery Methods and Costing
o Finance Automation Impact on Company Performance
Finance Department
Current State Analysis
Automation Implementation Areas
Why Business Process Automation is Required?
Current Challenges Faced by Our Company
Business Process Automation Competitive Landscape
Table of
Contents

4
o Why Business Process Automation is Required?
o Current Challenges Faced by Our Company
o Business Process Automation Competitive Landscape
Current State Analysis
01
Table of Content

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.
5
Routinely tasks consume a lot
of time which in return give
less time to employees for
complex activities.
40% decrease
in productivity
Various departments don’t
have access and visibility into
the workflow which leads to
lack of task management
Inefficient task
management
Employees try to pass on
information through
conversations, emails, and
phone calls resulting in
translation loss
Complicated
Communication
Processing steps are missed
or documents are
misplaced leading to lack
of operational stability
within the organization
Operational
Instability
Due to manual tasks
performed, there are high
chances of error which leads
to diminishing quality of
products and services
offered to the customer.
Diminishing
Quality
This slide is 100% editable. Adapt it to your needs and capture your audience's attention.

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.
6
24%
27%
38%
42%
56%
Duplication of Work
o Wastes time and resources
Manual Tasks
o Leads to recurring tasks or processes in a business
Lack of customer communication
o Decreases business and potential clients
Difficulty locating documents
o Complex documentation due multiple paper based documents
Poor interaction between employees
o Causes translation loss

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.
7
Automation Process About the process Our Company Company A Company B
File transfers
Automatically pull, process, and push files to any
platform, over any network architecture and
ensures security and compliance.
Report generation and
distribution
Automate business reporting, daily or weekly, by
scheduling reports to be generated and email
directly to the clients.
Order Entry
Sync orders from the order entry system to the
back office automatically for faster confirmation
and shipping, without the need for data entry.
Spreadsheet
Provides digital simulation of paper accounting
worksheets and has replaced many paper-based
systems in the business world.
Add Text Here Add Text Here

8
Automation
Implementation Areas
02
Table of Content

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.
9
01 02 03
Marketing Human Resources Finance and Accounting
o Improve accountability of marketing &
sales teams
o Target potential customers across
multiple channels
o Improve customer relation
o Reduce employee turnover due to
heightened employee engagement
o Improve productivity due to quick
processing and data sharing
o Boosts financial processing productivity
by introducing payroll system
o Generates better accuracy, cost
reductions, and scalability

10
o Challenges Faced by Marketing Department due to Lack of Automation
o Marketing Automation Software
o Client Relationship Management (CRM) System
o Timeline for Implementing Marketing Automation in Our Company
o Marketing Automation Training Programs for Employees
o Automation Training Delivery Methods and Costing
o CRM Training Programs for Employees
o Marketing Automation Impact on Customer Performance
Marketing Department
03
Table of Content

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.
11
42% Unengaged
customers due to
lack of customer
communication and
services
29% revenues
due to poor pricing
strategies and
ineffective marketing
programs
79% of leads
don’t convert due
to discord between
marketing and sales
55% of time is
spent by marketing
teams in creating,
scheduling and sending
many types of emails or
other communications
which leads to
marketing
inefficiencies
Poor sales and
marketing
alignment since its
difficult for marketing
team to share
information or
collaborate

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
12
Product Details Marketo Eloqua Customer.io Constant Contact
Price Starts at: $1,195/month $2,000/month $75/month $15/month/user
Features Offered
o Robust mobile tools
o Precise A/B email testing
o Engagement Engine
o Micro-targets website visitors
o Email Integration
o Lead Management
o Lead Scoring
o ROI Tracking
o Add Text Here
o Add Text Here
o A/B Testing
o Track Conversions
o Delivery Window
o Add Text Here
o Add Text Here
o List-Building Tools
o Tracking & Reporting
o Social Media Sharing Tools
o Mobile Email Marketing
Category o For enterprise o For enterprise o For next generation o For small business
Rationale for
choosing Marketo
Nurture prospects via
multiple channels thus
increases conversions
Ease of use Low cost Easy integration
with other systems
Add Text Here

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
13
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
Deployment
o Cloud, SaaS, Web
o Mobile - Android Native
o Mobile - iOS Native
o Cloud, SaaS, Web
o Cloud, SaaS, Web
o Cloud, SaaS, Web
o Installed - Mac
o Installed - Windows
Rationale for
choosing Agile CRM
Low Cost iOS And Android
Apps Available
Link Data About
Companies And
Contacts Easily
Answer Customer
Questions With Live Chat
And Email Templates
Add Text Here

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.
14
o Email marketing
o Social media
management
o surveys
August 23
Milestone 1
Identify your
requirements
and goals:
August 29
Milestone 2
Choose right
marketing
automation
solution based on:
o Features
o Ease of use
o Integrations
o Support
o Pricing
September 14
Milestone 4
Budget
Evaluation
o Budget allocated
for marketing
software is more
than 10/month/user
September 8
Milestone 3
Try free trials and
versions
o Text Here
o Text Here
o Text Here
o Text Here
September 20
Milestone 5
Install the chosen
software in the
systems
o Your Text Here
o Your Text Here
o Your Text Here
o Your Text Here
September 26
Milestone 6
Train the
marketing team
o Text Here
o Text Here
o Text Here
o Text Here

15
01
Team A
o Mr. R
o Mr. S
o Add Text Here
Marketing Automation Foundation Course
Program
02
Team B
o Mr. T
o Mr. X
o Add Text Here
Lead Capture And Nurture
Program
03
Team C
o Mr. V
o Mr. W
o Add Text Here
Automated Campaigns
Program
04
Team D
o Mr. Y
o Mr. Z
o Add Text Here
Improving Customer Lifecycle
Program
Marketing Automation
Training Programs for
Employees
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.
This slide is 100% editable. Adapt it to
your needs and capture your
audience's attention.

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.
16
Delivery Methods Details Cost per person Completion Duration
On Demand
o Self-paced online training
o Available 24/7/365
$ 800 40 Days
eLearning
o Attend live online courses
o Instructor-led online training
$ 1200 25 Days
Face-to-Face
o Traditional method
o In-person training
$ 1500 10 Days
Add Text Here
o Add Text Here
o Add Text Here
$ 2500 17 Days
Add Text Here
o Add Text Here
o Add Text Here
$ 2000 20 Days

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.
17
Offered For: Courses covers Cost Training Modes
Administrators
o Day 1- Basics
o Day 2 and 3 - Advanced features such
as automation, process management,
and module customization
$ 800
o Classroom
o Online
o Onsite
Developers
o Day 1- Basics
o Day 2 and 3 - Advanced features of
software applications to manage
customers
$ 800
o Classroom
o Online
o Onsite
Sales Representatives o Add Text Here $ 600
o Online
o Onsite
Sales Managers o Add Text Here $ 600
o Online
o Onsite

Marketing Automation Impact on Customer Performance
This slide provides the customer performance measurement metrics after introducing CRM system in the organization.
18
Captured Leads Qualified Leads
Sales Accepted Opportunities
Wins
0
2500
5000
7500
10000
January February March April May June
Lead To Win Conversion by Month
Customer Lifetime Value
Customer Lifetime
Customer Lifetime Value
$0
$2000
$4000
$6000
0
25
50
75
100
February April May June
Value
(Avg)
Months
75 Months
Average Customer Lifetime
$2,586.92
Average Lifetime Value
Monthly Account Retention Rate
Account Retention
97%
99.0%
100%
Actual: 99.56%
98%
100%
Lifetime Value to Customer Acquisition Cost Ratio
2%
4%
Ratio
Target: 3.0
5(spend more)
(Spend less) 0
Actual: 2.8
Qualified Lead to Win Conversion Rate
4.5%
5%
5.5%
Target: 7.0%
0
Actual: 6.2% Conv. Rate
Monthly MRR Retention / Expansion Rate
Target: 99.0
97%
Actual: 99.28
100
Target: 3.5
0%
Actual: 2.85%
5%
98%
100%
102%
MRR Expansion Rate MRR Retention rate
MRR Retention MRR Expansion
This graph/chart is linked to excel, and changes automatically based on data. Just left click on it and select “Edit Data”.

19
o Challenges Faced by HR Department due to Lack of Automation
o Human Resource Automation Tools
o Gantt Chart for Implementing HR Automation in Our Company
o HR Automation Training Programs with Costing
o How Automation impacts Human Resource Management?
Human Resource Department
04
Table of Content

Solving only 40 to 50% queries which is
a serious productivity drain since it is difficult
to answer every employee questions
Difficult to shortlist qualified candidates
quickly since HR needs to read and evaluate all the
resumes and find out the best possible fit
More than 10 days for employees payroll and
compensation management due to multilocation
and multi business presence
Complex onboarding process due to
collection of original documents and filling up of
relevant forms
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.
This slide is 100% editable. Adapt it to your needs and capture your audience's attention. 20

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.
21
HR Software Pricing starts at Features
Bamboo HR $6.19/employee/month
o Centralized employee database
o Benefit and payroll administration
o Employee and manager self-service
o Global capabilities
o Applicant tracking system
o Time and attendance tracking
Keka HR $8.26/employee/month
o Payroll Management
o Employee Finances
o Statutory Compliance
o Expense Management
o Loans and Bonuses
o Leave Management
o Attendance Management
o GPS Attendance
Breathe HR $12.42/employee/month
o Record & track employee sickness.
o Store employee records.
o Shared documents and templates.
o Export to Payroll function.
o Expenses management.
o Absence management
Rationale for
choosing Bamboo HR 01
Low cost
02
Easy to
adopt
04
Accessible in
several languages
and multiple
currencies
03
User friendly
05
Fulfill all the needed
requirements

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.
22
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

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.
23
Includes:
Program 1
Employee file
management
$2/
employee
/month
o Basic personnel records
o Work permits
o Key employment terms like
contracts, benefits
Includes:
Program 2
Onboarding
$3/
employee
/month
o Equipment and IT access
o Set up employee accounts
Includes:
Program 3
Employee
Separation
$4/
employee
/month
o Gathering and processing employee
termination documents
o Supervising the return of access cards
and equipment.
Includes:
Program 4
Payroll
$5/
employee
/month
o Pay your employees
o Tax calculations and filing
Benefits of introducing
such Programs
o Simplify data collection and
validation
o Saves the trouble of manually
updating employee records
o Improving
communication and
accountability
o Enforce retention
policies
o Ensure the destruction
of any documentation
o Minimize the margins of
human error
o Employees get paid fast

How Automation Impact on Human Resource Management?
This slide provides the impact of the automation in human resource management to provide better HR services.
24
6,230,000
vs previous month
Total Salary (Year to Date)
-3,2%
32
vs previous month
Average Age
0.0%
32,225
vs previous
month
Average Salary
-1.2%
65%
vs previous month
Permanent Rate
0.2%
20%
80%
Temporary
Permanent
Employment Status
Type Of Employment Contract
5%
80%
6%
Student
Full Time
Part Time
EMPLOYEES
0
25
50
75
100
125
150
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Number
of
Employees
Female
Male
40%
60%
Male Female
Headcount
-0.5%
Vs previous
month
123
1.2%
vs previous month
Turnover Rate
0.2%
5
vs previous month
Hired
0.0%
1,2%
vs previous month
Absenteeism Rate
20.5%
13
vs previous month
Left
0.0%
HIRED VS. LEFT
TOTAL SALARY
0
100
200
In
Dollars
Total Salary
Employees Hired Employees Left

25
o Challenges Faced by Finance Department due to Lack of Automation
o Finance and Accounting Automation Tools
o 30 60 90 Day plan for Implementing Finance Automation
o Financial Automation Training Programs for Employees
o Finance Automation Training Delivery Methods and Costing
o Finance Automation Impact on Company Performance
Finance Department
05
Table of Content

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.
26
Hard to maintain accurate
information due to minor mistakes,
difficult suppliers, and changing policies
Tight deadlines and massive
workload leads to manual error, misfiled
reports, and calculations
Poor visibility of all the financials
leads to slow and poor business decisions
Slow and inefficient process
since thousands of transactions are recorded
manually on spreadsheets

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.
27
Product Details Intuit QuickBooks
Microsoft
Dynamics GP
Xero Oracle Netsuite
Price Starts at: $10/month $5,000/month $9/month $999/month
Features Offered
o Manage Sales and Income
o Keep Track of Bills and Expenses
o Key Reporting
o Add Text Here
o Manage your cash, assets, and
banking
o Track and manage your
production, inventory, orders,
returns, and vendors
o Bank reconciliation
o Keep track of suppliers and
customers
o Attach documents to your
financial data
o Financial management
o Revenue management
o Inventory management
o Order management
o Billing
Who would want it Micro to small businesses Enterprise-level businesses Small businesses Enterprise-level businesses
Integration options Over 400 different apps Wide range of Microsoft apps Over 700 different apps
Categories ranging from analytics
to warehouse management
Rationale for
choosing Xero 01
Ease of use
02
Low cost
04
View cash flows,
transactions and
account details from
any location
03
Easy integration
with other systems
05
Bank transactions are all
automatically imported
and coded

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.
28
o Install the chosen
software in the systems
o Train the finance team
First 90 Days
Step 3
o Identify your
requirements and goals
o Choose right financial
automation solution
First 30 Days
Step 1
o Try free trials and versions
o Budget Evaluation
First 60 Days
Step 2

29
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.
This slide is 100% editable. Adapt it to
your needs and capture your
01
Team X
o Mr. A
o Mr. B
o Add Text Here
Standardize Financial Process
Program
02
Team Y
o Mr. C
o Mr. D
o Add Text Here
Creating a Digital Form and Workflow
Program
03
Team Z
o Mr. E
o Mr. F
o Add Text Here
Integrate Different Financial Processes
Program

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.
30
Delivery Methods Details Cost per person Completion Duration
On Demand
o Self-paced online training
o Available 24/7/365
$ 600 14 Days
eLearning
o Attend live online courses
o Instructor-led online training
$ 800 20 Days
Face-to-Face
o Traditional method
o In-person training
$ 1,000 12 Days
Add Text Here o Add Text Here $ 1,500 15 Days
Add Text Here o Add Text Here $ 2,000 12 Days

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.
31
1 1.2 1.3 1.4 1.5 1.6 1.7 1.8 1.9 2 2.1 2.2
2.5 2.6 2.7
2
2.4
2.8 3.1 3
2.5
2.1 2.4 2.5
0
1
2
3
4
Jan Feb Mar Apr May Jun July Aug Sep Oct Nov Dec
Accounts Payable Turnover Vs Accounts Receivable Turnover
Accounts Receivable Turnover Acounts Payable Turnover
Days Sales Outstanding
28
25
15
12
38
20
Not Due <30 Days <60 Days <90 Days >90 Days
Account Receivable
Days Payable Outstanding
32
4.3 2.5 3.5 4.5 5.2
6.7
4.1 3.2 2.2 1.8 1.5 4.8
0
5
10
Jan Feb Mar Apr May Jun July Aug Sep Oct Nov Dec
In
Thousands
Working Capital
Quick Ratio
0.8
Current Ratio
0.6
Finance Balance
$202.567
In - $250.687
Out - $200.741

Business Process Automation Solutions Icons Slide
32

34
Target Audiences
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needs and capture your audience's attention.
Value Clients
Preferred by Many
About Us

Our Team
35
Name Here
Designation
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to your needs and capture your
Name Here
Designation
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to your needs and capture your

36
Mission
Vision
Goal
needs and capture your audience's attention. Our Mission

Financial
37
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it to your needs and capture
your audience's attention.
Minimum
$30
Medium
$50
Maximum
$80

Address
# Street number, city, state
Contact Number
0123456789
Email Address
emailaddress123@gmail.com
Thank
You
38

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