Why Is It Worth Starting Process Automation With So-Called Quick Wins?
Process automation is essential to digital transformation in the financial sector. Yet organizations often wonder where to start. Rather than tackling the most complex initiatives, many now prioritize "quick wins"—swift, straightforward automations that yield measurable results quickly.
Why does this approach work? And how can you find your own "quick wins"?
What are quick wins in automation?
- Processes or process fragments that can be automated within a few weeks
- They don’t require changes to the key IT architecture.
- They deliver fast results: time savings, fewer errors, and improved customer experience.
Why start with quick wins?
- Fast return on investment (ROI)
Projects lasting weeks, not months, make it possible to quickly see the financial impact. - Building trust in automation
Employees and decision-makers see that “it works” and are more willing to support further stages. - Opportunity to test approaches and tools
Quick wins allow for testing of selected technologies (BPM, RPA, integrations) in a real environment. - Reducing resistance in the organization
Quick results help convince skeptics and show the value of automation.
How to identify quick wins in the organization?
- Analyze high-volume, low-complexity processes.
- Check where many manual, repetitive tasks occur.
- Look for areas where delays or errors are particularly costly.
- Ask operational teams – they often already have ideas for improvements.
Examples of quick wins in banking and insurance
- Automatic email classification and forwarding to the right team
- Document generation (e.g., contracts, confirmations) based on form data
- SMS/email notifications on case status
- Collecting data for reports from various sources (e.g., system exports)
- Handling customer inquiries via a simple bot (e.g., FAQs, statuses)
How to ensure quick wins are not just a one-off success?
- Document results and measure ROI
- Communicate achievements within the organization (e.g., newsletters, meetings)
- Build a backlog of further initiatives.
- Provide support from the IT team and a technology partner.
How a well-planned digitalization allowed the creation of a fully digital process in just 5 months?
Quick wins are the best way to start process automation without risk and without multi-year projects. Instead of waiting for the “perfect moment,” it’s worth starting with simple improvements that bring real results.
👉 If you want to identify quick wins in your organization and implement them with an experienced partner, contact us; we have people for quick victories!
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