CXO

How are you automating your company's business processes?

When a department needs to automate a process, the task falls on your shoulders to figure out the best way to do it. But how do you decide on the most effective solution? Help us build a download to make your decision-making easier! Share your input in this informal survey, and we'll build a checklist you can use to determine what software best meets your automation needs.


The organization looks to your department for solutions to its technology challenges. But how do you respond to the company’s need to streamline business processes such as time and expense reporting, sales activities, staff allocation, and project management?
A recent TechRepublic article, “To protect your resources, track your projects in detail,” examined various types of process automation and discussed some of the PSA (professional services automation) software that's currently available.
Many business processes are directly involved in a company’s quest for efficiency. Whether it’s revenue generation, improved profitability, decreased expenditures, resource allocation, or skill tracking, a number of these processes are still done manually. However, with new technology resources and a mandate to streamline the bottom line, IT departments are increasingly being asked to help automate these processes.

Deciding on the solutions that will meet the automation needs of your organization can be a significant challenge. So to make it easier to determine which software will best support your automation strategies, TechRepublic is developing a download—with your help. The download will include a checklist to pinpoint your needs, along with a series of questions you can ask vendors to determine what software will effectively meet those needs.

Help us help you
For the next week, we're asking you to tell us about your automation needs, experiences, and plans. Simply post a comment below or send us a note describing the business processes you need to automate and how you propose to address those needs. We'll compile all the input we receive, and at the end of the month, we’ll provide a download you can use when evaluating software for process automation.

Here's what we need to know.

Do your internal or external clients need to automate any of the following?
  • Staff, materials, or other resource allocation
  • Staff planning
  • Project management
  • Time and expense reporting
  • Information provided to customers
  • Sales contacts
  • Sales quotes and/or contracts
  • Structured or unstructured information
  • Planning
  • Billing
  • Operations
  • Communications
  • What else? (Tell us what’s missing!)

Are you thinking about—or in the process of—evaluating software vendors who can automate any of these processes?
  • What vendors are you talking to?
  • What questions are you asking them?
Remember, respond before March 21 to have your input included in the download. Your insights will help make our download on the subject a more robust and useable tool for you and your colleagues. Of course, comments after that time are still welcome! Please post a comment below or send us an e-mail. We’ll report back to you on the results.

Editor's Picks

Free Newsletters, In your Inbox