Ops Automation: A Modern Approach for 2024 and Beyond

Jump to section

Getting ready for your automation journey? Be sure you have the basics right first with our Ops Automation Guide.

Ops automation is a game-changer for midsize businesses looking to optimize their operations, enhance efficiency, and gain a competitive edge. This comprehensive guide explores the transformative potential of ops automation, its numerous benefits, and how to seamlessly integrate it into your business with WorkDone.

What is Ops Automation?

Ops automation refers to the use of technology to perform routine, repetitive tasks that were previously handled manually. It spans various domains, including IT operations, business process management, and billing, providing significant improvements in efficiency and accuracy.

Key Areas of Application:

  • IT Operations: Automated monitoring, incident response, and software deployment.
  • Business Processes: Automated data entry, customer relationship management (CRM), and finance operations.
  • Manufacturing: Production line automation, quality control, and inventory management.

Automation has evolved significantly from simple mechanization to advanced AI-driven processes. Key milestones include:

  • 1960s: Introduction of programmable logic controllers (PLCs).
  • 1990s: Rise of enterprise resource planning (ERP) systems.
  • 2000s-Present: Integration of AI and machine learning in automation.

Benefits of Ops Automation

Efficiency and Productivity: Automating tasks reduces the time and effort required, allowing employees to focus on more strategic activities. For example, after implementing our automation solutions, WorkDone customers have quickly achieved goals that seemed unattainable before, like: 

  • Shortening their order-to-cash cycles 
  • Hitting order-to-cash health rates above 90%
  • Carrying on without disruption when losing a critical employee


Cost Savings: Automation has proven to significantly reduce labor costs and minimize errors, driving substantial savings for businesses. According to McKinsey, businesses using robotic process automation (RPA) in operational centers have reported cost reductions of 30% to 60% by automating manual and repetitive tasks, while also improving delivery quality.

Error Reduction: Automated processes can dramatically reduce human errors, particularly in data-intensive tasks such as financial reporting. Research by Bain and McKinsey found automation in operations centers can reduce operational errors by up to 50% in data-heavy functions like finance​. This not only increases accuracy but also helps businesses avoid costly mistakes.

Scalability: Automation enables businesses to scale operations seamlessly without a proportional increase in resources. WorkDone’s scalable solutions grow with your business, supporting expansion without the headache of hiring additional staff.

Key Components of Ops Automation

Software Tools:

  • Robocorp: Offers open-source automation tools.
  • UiPath: Known for its robust robotic process automation (RPA) capabilities.
  • WorkDone: Provides custom AI automation solutions that deliver ROI for our customers. 

    For example, WorkDone’s Corporate Memory® protects your undocumented process knowledge—even after a key employee leaves. It leverages AI to determine the best way to do things. It delivers a clear picture of how the business operates, empowering managers to make better decisions.

Hardware Requirements: Optimal automation requires compatible hardware. WorkDone works with your existing infrastructure to minimize additional costs.

Human Resources: While automation reduces the need for repetitive tasks, skilled professionals are still necessary to manage and optimize these systems. 

Best Practices for Implementing Ops Automation

Planning and Strategy

  1. Assess Current Operations: Conduct a thorough assessment to identify processes that can be automated. WorkDone quickly finds the best high-ROI automation opportunities for our customers.
  2. Capture a Baseline Corporate Memory®: WorkDone’s AI securely observes your day-to-day processes securely and documents every single one. This insures your company against losing knowledge when you lose a key employee. WorkDone intelligently analyzes this baseline Corporate Memory® to:
    • identify best practices
    • suggest high-ROI automation opportunities
    • automate your operations assessment
    • provide a line of sight into operations for managers
  3. Set Clear Objectives: Define your automation goals clearly. Determine what you aim to achieve, such as cost reduction, improved accuracy, or enhanced productivity.

Implementation Phases

  1. Pilot Projects: Start with small-scale projects to test automation solutions. This helps in understanding the impact and refining processes before a full-scale rollout.
  2. Phased Rollouts: Expand automation gradually to other areas of the business. This controlled approach ensures smoother transitions and minimizes disruptions. Prioritize processes with the highest potential for impact and ROI.

High-ROI Ops Automation Use Cases

Finance and Accounting: Automating invoice processing, expense management, and financial reporting can significantly reduce processing time and error rates. A Deloitte report indicates that finance departments implementing RPA saw a 40-60% reduction in processing costs.

Customer Service: Chatbots and automated customer service platforms can handle routine inquiries, freeing up human agents for more complex issues. According to Gartner, chatbots can reduce operational costs by up to 30% in customer service.

Human Resources: Automating HR processes like employee onboarding, payroll, and performance management can enhance efficiency and employee experience. Research by PwC shows that HR automation can lead to a 20-40% increase in efficiency.

Supply Chain Management: Automation in supply chain processes, such as inventory management and order processing, can significantly improve accuracy and reduce lead times. A study by BCG found that automated supply chains can reduce logistics costs by 15%.

IT Operations: Automating IT tasks like server maintenance, software updates, and network monitoring can prevent downtime and enhance system reliability. According to Forrester, companies that automated their IT operations saw a 50% reduction in system downtime.

Security Considerations

Ensuring data security and compliance is crucial in automated operations. Refer to the NIST Cybersecurity Framework for guidelines on securing automated systems.

  • Data Security: Implement robust security measures to protect sensitive information throughout the automation process. These measures include encryption, access controls, and regular audits.
  • Compliance: Ensure your automation practices align with relevant industry standards and regulations, such as GDPR, HIPAA, or PCI DSS.
  • WorkDone Advantage: Consider leveraging WorkDone’s solutions, which include built-in security features to safeguard your data and maintain compliance.

Change Management and Technical Support

Common Challenges

  • Resistance to Change: Anticipate and address employee concerns about automation. Communicate the benefits, provide training, and involve employees in the planning and implementation process. Use resources from the Prosci Change Management Framework to facilitate this process.
  • Technical Issues: Be prepared for potential technical challenges during integration. WorkDone offers continuous support to help guide you on your automation journey.


By following these best practices, you can successfully implement Ops Automation and unlock its full potential for your business. Remember, WorkDone is here to support you throughout your automation journey, offering tailored solutions, expert guidance, and ongoing assistance.

Future Trends in Ops Automation

Read a deep dive on our predictions for AI in 2025 and beyond.

Emerging Technologies

  • AI and Machine Learning: These technologies are enhancing decision-making capabilities and optimizing operations further.
  • Predictive Analytics: Predictive analytics is becoming integral to ops automation, helping forecast trends and make data-driven decisions.

Industry-Specific Innovations

  • Healthcare: Automation of patient data management.
  • Finance: Streamlining transaction processing.
  • Manufacturing: Advanced robotics for production lines.

The Role of IoT

IoT devices collect real-time data, feeding into automated systems for improved decision-making and operational efficiency. WorkDone’s solutions incorporate IoT to enhance automation capabilities.

Ops Automation ROI

WorkDone Implementation ROI

A midsize manufacturer with $318 million in revenue engaged WorkDone to optimize their order-to-cash process. The results were substantial:

  • Revenue Gain: $3,345,078
  • Labor Cost Savings: $217,571
  • Cash Conversion Cycle Gains: $1,539,609
  • Annual Capital Cost Savings: $177,055

By transitioning their manual, error-prone O2C process to a near error-free workflow with continuous optimization cycles, they not only improved their cash flow but also decreased their order processing costs.

Industry Benchmarks

To gauge the performance and benefits of automation in leading companies, refer to industry benchmarks from sources like Deloitte’s Automation with Intelligence report

Getting Started

Ready to revolutionize your operations? Start with a customized ROI estimate from our tech experts and discover how our automation solutions can transform your business.

Initial Steps

  1. Assess Your Operations: WorkDone offers an easy assessment to identify automation opportunities.
  2. Set Goals: Define what success looks like for your business.

Ready to take a test drive?

Lift profitability with WorkDone. Start with a custom ROI estimate from a tech a expert.

Learn More about AI Automation

Artificial Intelligence (AI) has recently been the subject of much debate and speculation. ...
Companies like British Petroleum have firsthand experience with the breathtaking cost that comes ...

In the current dynamic business environment, the mastery of the Order-to-Cash (O2C) process ...

Download Mergers & Acquisitions Brochure

Download Order to Cash Brochure

Download Corporate Memory Brochure

Download Ops Automation Guide