Neomind

Author: Felipe Borba

  • Hyperautomation: BPM, RPA and AI

    Hyperautomation: BPM, RPA and AI

    Hyperautomation is considered the technological trend of the decade. This is because it transforms the way companies operate, bringing greater efficiency and agility, driving business growth.

    Currently, tools are no longer a solution used only for the execution of repetitive tasks, allowing the creation of systems that learn and adapt as they are used.

    Unquestionably, hyperautomation is the highest point of evolution in the use of technologies. It allows a company to optimize its end-to-end processes and make more strategic decisions, based on real data.

    Check out more about this subject and understand how tools such as RPA, AI, and automation relate to ensure greater productivity for your business.

    How is hyperautomation different from process automation?

    Hyperautomation is a business-driven approach, allowing companies to identify, examine, and automate their processes to the fullest. This strategy is based on the principle of using various technologies, tools, and platforms in an orchestrated manner.

    When we talk about hyperautomation, it means that an organization is combining more than one technological solution in its daily life.

    That is, they are companies that use process management software (BPMS), RPA, AI, machine learning, low-code solutions, and other types of decision, process, or task automation tools.

    Traditional automation refers only to the use of applied technology to perform repetitive tasks.

    Hyperautomation, on the other hand, is an evolution of the conventional interconnecting process chains, from the simplest to the most complex activities. In this way, it provides true digital transformation since it eliminates human intervention in routine and non-value-added activities.

    The use of technological resources is expanded. In this way, decision-making is autonomous, based on indicators updated in real time.

    Much is said about the technologies used in hyperautomation. But it is exactly the integration between them that makes the magic happen.

    Implementing RPA and BPMS, for example, without interconnecting the two tools will not bring results as expressive as an interrelated approach.

    Combining solutions to power hyperautomation

    Hyperautomation can be defined as a powerful union of solutions to enhance the results of organizations. The synergy in the use of the solutions allows you to automate complex tasks with a high volume of data.

    To understand in depth the power of hyperautomation, we will list three basic functionalities of automation: BPMS, RPA, and AI.

    Business Process Management Software (BPMS)

    BPMS is a tool developed to apply BPM concepts and optimize the organization’s processes. It is seen as an orchestrator of tasks, allowing activities to be understood and executed properly.

    The automation of processes happens from mapping and modeling the flow of activity, to monitoring performance and optimization.

    This tool is used to identify bottlenecks and flaws. Through automation, we simplify the process, eliminating redundant activities and optimizing the workflow.

    Robotic Process Automation (RPA)

    RPA is a technology that automates repetitive rule-based tasks that were previously performed manually. Simply put, it is a digital robot that performs activities tirelessly and without breaks.

    With specific and rule-based settings, the robot performs activities accurately, allowing employees to focus on strategic tasks.

    As you can imagine, RPA can be applied in a multitude of processes and routines.

    Artificial Intelligence (AI)

    Artificial Intelligence is probably one of the most noticeable technological solutions in our daily lives. Within organizations, AI offers tools and solutions that increase efficiency, productivity, and competitiveness.

    They are designed to perform tasks that require human intelligence, such as learning, reasoning, problem-solving, natural language understanding, among others.

    Combining BPMS, RPA and AI

    Each of these solutions is capable of bringing numerous benefits to organizations. But when combined, they provide productivity, agility, and efficiency to business routines.

    The combination of BPMS, RPA, and AI allows you to automate complex, high-volume tasks. It combines the accuracy and repeatability of RPA, with the intelligence and adaptability of AI and the orchestration of all this with BPMS.

    To make it easier to understand, let’s look at a practical example. Fusion Platform is a complete solution for the integrated management, digital transformation, and hyperautomation of your business.

    Within a process, RPA can be used to extract information from files, such as contracts, and fill out forms. Or, collect information on external websites, such as the CNPJ search on government websites.

    It is possible to configure a digital robot so that, when a new contract is saved in a specific folder, it scans information and starts a process in BPMS, all automatically.

    Added to this, AI can be used to analyze documents. The user can use the chatbot to get information quickly. Instead of reading the entire document, just ask for the signing deadlines, installation information, involved, among others.

    Within Fusion Platform, all attached text files can be automatically translated with the use of AI.

    Together, AI and RPA are able to collect and process information that feeds the indicators available in the Fusion Platform. This tool is crucial so that decisions can be made with a focus on the strategies and objectives of the business.

    In addition, the tools use machine learning so that there is continuous learning, identification of patterns, and allow adaptations and changes in work routines.

    Where can hyperautomation be used?

    As we have already mentioned, the applications of hyperautomation are many and can be implemented in practically all sectors, departments, and routines.

    AI chatbots can be used in customer service while RPA extracts information from tax coupons in the financial sector. BPMS, in turn, speeds up the approval of flows, such as purchase requests, reimbursement requests, or vacation requests.

    Examples of sectors and flows benefiting from hyperautomation are:

    • Automation of payroll calculations, such as salaries, commissions, vacations and other benefits;
    • Bank reconciliation, where AI and RPA compare statements with internal records;
    • Automate the triage of customer calls so that they are directed to the most appropriate sectors or people;
    • AI can be used to predict equipment failures and schedule preventive maintenance. BPMS sends alerts and agenda notifications about these actions and managers monitor their progress in real time.
    • AI is used to predict future sales by adjusting marketing and production strategies. Data is analyzed and information is generated so that the purchasing area can carry out inventory management with greater propriety.
    • Legal uses RPA to extract information and query the status of processes, and AI to generate or review documents, while Fusion Platform sends them to be digitally signed.

    As you can see, hyperautomation is the revolution that companies need to improve their internal processes.

    Try Fusion Platform for free and see how technology solutions can increase efficiency, reduce costs, improve your company’s quality, agility, and innovation.

  • Process redesign in 4 steps

    Process redesign in 4 steps

    The efficiency and productivity that your company is not achieving is in the redesign of processes that has not yet been done.

    Reviewing, remodeling, and redesigning processes is a very common practice in companies that seek to optimize resources, reduce costs, and adapt to market changes and consumer demands.

    As the company grows or new resources are acquired, it is necessary to implement improvements in the process. This involves a detailed analysis of activities to identify bottlenecks and inefficiencies, implementing solutions that promote integration, agility, and innovation.

    Essential to improve results and ensure long-term success, learn how to redesign processes in 4 steps.

    4 steps to process redesign

    Reevaluating internal processes is a practice that must be carried out periodically in search of improvements and optimizations.

    Companies that have been in business for many years can have complex workflows that are full of meaningless tasks. Redesigning processes allows you to find much more efficient ways to perform daily tasks.

    This tool is even more valuable when the company has quality problems, rework, team burnout, high costs, etc.

    Process redesign is necessary, especially when implementing new solutions, technologies or agile methodologies that require changes in the process flow, adaptation of the team to new production means or integrating areas.

    In general, the method is welcome whenever current procedures are inefficient, have errors or failures.

    If your business has had a high rate of rework and customer complaints, projects are behind schedule and results are falling, it’s time to think about redesigning processes.

    This may seem like a complex task, but in 4 simple steps you can make your company much more efficient and productive.

    Step 1: Identification and mapping of current processes

    Any improvement project starts with the identification and pointing out of failures and inefficiencies. The first step of process redesign is to conduct an extensive evaluation of the processes currently executed.

    Choose an area or process that has been causing problems, such as delays in project delivery. So, describe your steps and assess where the possible problems are, such as bottlenecks or unnecessary activities. From this view, it will be possible to start having insights to improve the flow itself.

    Here it is important to document the steps of the processes. To do this, consider adopting a process modeling tool, such as BPM. Its use ensures a holistic view of the entire flow of activity, favoring the identification of problem points.

    We recommend that you start with processes that will have expressive results in a short time and that are simpler. In this way, the benefits will be quickly felt and the team is motivated to remodel other processes.

    Step 2: Redesign and optimize processes

    With the flaws properly identified, it’s time to create a new way to turn inputs into outputs.

    Often the improvement process involves the use of new tools, such as management software, to automate manual processes and modernize the flow of activities. These solutions contribute to simplifying complex tasks and making information and instructions accessible to all employees.

    Process redesign is often accompanied by the elimination of tasks and integration of activities, making the process more streamlined.

    In Fusion Platform, the redesign is done with a focus on automating activities. Thus, business routines are even more agile and optimized.

    Regarding technology, it is important that the tool used is low-code. In this way, users can quickly customize it as per their needs. Otherwise, you may be creating a new problem, which is depending on a third party every time you need to make modifications to your process.

    All types of change must result in measurable efficiency and quality improvements. Stipulate achievable objectives and goals, and involve stakeholders. No one knows better how the process happens than the people who perform them on a daily basis. Therefore, it is essential to include these parts in the redesign and optimization of the flow of activities. They will be essential parts of the next step.

    Step 3: Test and implement the changes

    With the process properly optimized, test the intended changes. Ideally, this evaluation should be carried out in a controlled environment and by a person who performed the old process.

    It is important that the changes are carefully analyzed, so that, only later, the new process is implemented on a large scale in the organization. In this way, potential problems are corrected and risks minimized.

    At this stage, it is important to set a deadline and measure the results of the redesign, compared to the old process.

    Only after performing the tests and making the necessary changes, will it be possible to implement the new process throughout the organization

    Step 4: Monitoring results and continuous improvement

    Even though it may seem that the redesign of processes has been completed with the implementation, it is an ongoing action.

    For a company to ensure its efficiency and productivity, it is essential that there is monitoring of indicators and results. It is always possible to find new alternatives and means to further optimize processes.

    Companies that adopt the culture of, continuous improvement are constantly concerned and attentive to their results.  They seek ways to increase productivity by adapting to new demands and challenges.

    In Fusion Platform’s Central Analytics, you can track process performance and assess the impact of changes made. As well as checking if the objectives set are being achieved or if there are areas that already need new adjustments.

    Use the data gained from monitoring to identify opportunities for improvement to redesign the flow of activity incrementally, achieving better results.

    Try Fusion Platform to redesign processes and prepare your business for a promising, prosperous, and efficient future.

  • How Fusion Platform’s document typology can help you manage your documents

    How Fusion Platform’s document typology can help you manage your documents

    We know that today one of the great intangible assets of organizations is their data. Organizing and controlling information is only possible when using the concept of document typology.

    This classification system makes it possible to categorize documents based on characteristics, purpose, and context of use.

    With this technique, it is as if you took all the company’s documents and arranged them in order to facilitate access, use, and preservation over time. Information is one of the most important aspects of operation and decision-making. Exactly for this reason the document typology of the Fusion Platform arrives as a guarantee of integrity and accessibility, providing the opportunity for the complete management of documents.

    What is documentary typology?

    The concept is fundamental in document management because it allows you to classify and organize the wide range of information produced by the company efficiently.

    When properly implemented, it is able to categorize documents by type, purpose, and relevance. The coordination of the information life cycle is also benefited, since the legal, operational and informational requirements of the organization are met.

    When the characteristics and nature of document types are understood, it is possible to establish criteria for storage, preservation, and disposal.

    The document typology used in document management software, such as Fusion Platform, guarantees all these benefits, and also the retrieval of information within a digital environment.

    It is the study of the characteristics of the documents, such as: what they have in common, purpose, information, location, among others. The typology understands the types of documents and the configuration they assume according to the activity that generated them, the nature of the content or the recording technique.

    The characteristics of the documents take into account factors such as:

    • Nature: function of the document. Examples: it is a contract, report, correspondence;
    • Format: considers the form of the document: physical, digital, audiovisual;
    • Content: what types of information it contains, such as personal or financial data;
    • Provenance: relates to how this document originated, considering the sector or department that produced it.

    How document typology helps with document management

    Specifically in document management, the typology is very beneficial because it offers tools to classify and organize documents based on their characteristics, purpose, and context of use. By adopting a good management solution, companies improve their data management, storage, and retrieval..

    In this way, it is possible to:

    • Organize and classify: by categorizing documents logically, based on similarities, it is easier to archive or find and retrieve data when necessary;
    • Standardize: Categorizing documents by specific types creates standardization and avoids clutter. This practice brings the benefit of more efficient management, reducing the risk of loss or access errors;
    • Easy access and retrieval: document management software that uses the document typology makes the search and location of documents faster. The corporate environment requires speed and high accuracy for information to contribute to improving results and decision-making;
    • Document lifecycle control: there is total control over data in relation to its retention or disposal. There are documents that need to be kept for a certain period, while others can be discarded quickly. The typology contributes to the application of these policies, and also to the safe and coherent disposal. It is an excellent tool to ensure compliance, legal and regulatory compliance of documents;
    • Information security: confidential and sensitive data must have high levels of security, while other types may have lower levels. In this regard, the typology allows for the implementation of appropriate measures according to the characteristics, such as restricting access or using encryption;

    In addition to these specific aspects, document typography also facilitates communication between teams and departments. It is quickly possible to identify the type of document used, without ambiguity, speeding up the process and reducing the risk of errors.

    Creating and effective typology

    To organize the organization’s documents, it is first necessary to make a survey of all types of documents. Consider its characteristics: nature, format, origin, and function.

    From this, it is necessary to establish criteria and classification objectives, such as subject, date, author, theme, among others. Create a table of document types to list the types and classification criteria.

    This type of organization is applied to all document models, whether physical or digital. In addition, the review must be constant, in search of continuous improvement.

    Fusion Platform’s document typology

    Fusion Platform is an all-in-one platform for document management. Fusion’s document typology structures files into predefined categories, labels, or types.

    With EDM, each file has a specific attribute to make it easier to index and find. That is, they are dates, keywords, authors or other types of delimitations.

    Combined with  the BPM module, Fusion Platform is able to organize documents by moving them to appropriate categories from the moment they are created or received.

    Each company can adopt the type of classification that best fits its reality. The document typology is personalized, providing a more targeted and effective management. In addition, the flexibility allows the classification to be modified to keep up with changes in processes.

    The typology is also an important tool to maintain access control and document security. Basically, some document types may have different permissions so that only authorized users can view, edit, and share.

    In this way, there is compliance, compliance with current laws, such as the LGPD, and, in addition, it also organizes the flow of information.

    Fusion Platform Document Hierarchy

    In Fusion Platform, the document typology obeys a hierarchy that can be defined as:

    • Documentary Species: it is a general category – contract, report, correspondence;
    • Document Family: grouping of documents with common characteristics – supplier contract;
    • Document Type: detailed description considering internal and external elements;

    A good example of what the typology of a document would look like would be:

    • Species: Communication;
    • Family: Minutes;
    • Type: Project meeting minutes.

    There are cases in which the characteristics require some more developments, such as, for example, the date of the meeting or participants.

    In Fusion Platform there is traceability. That is, all access or editing carried out on the documents are recorded. It is possible to verify the user, time and day on which the modifications were made. This type of control ensures greater security and compliance to data and information.

    Try Fusion Platform and use document typology to preserve, classify, and organize company information. 

  • DMN: what is Decision Model and Notation

    DMN: what is Decision Model and Notation

    If you could organize, in a clear and structured way, all possible options, wouldn’t decision-making be easier? It is precisely this type of ability that the DMN provides.

    Being a powerful resource, Decision Model and Notation is an application that ensures a structured and standardized approach for companies to represent, understand and manage business decisions.

    Each choice has a logic involved. What the DMN favors the understanding of this rationality in a visual way. A coherent approach to business management and decisions.

    Understand more about the subject, start controlling the deliberations of your business and have greater transparency in corporate operations.

    Understanding DMN: Decision Model and Notation

    Decision Model and Notation is a modeling language that offers a standard and understandable way to visually represent business decisions.

    The DMN transforms data about business rules into knowledge. It is important because, many times, the sequence of activities to deliver a result is different from the rules used in the process.

    Business rules, per se, are pre-established conditions to determine resolutions for different situations. These rules vary in complexity. Manual and repetitive tasks have simple rules. Complex tasks require rules that analyze various factors until they are solved.

    The DMN is a method that standardizes the composition of decision tree diagrams by automating the underlying logic. Although it can be used alone, it is commonly related to other tools such as process modeling.

    To understand better, let’s consider the procurement process. In the process modeling logic, BPMN will describe all its steps, such as, for example, inventory checking, purchase request, quotation, negotiation, approval, receipt of goods, among others.

    The DMN focuses only on decision-making and not on procedures and tasks.

    In practice, the BPMN defines the steps of the process, the DMN explains the reasons for approvals or rejections. While the former models the flow of the process, the latter models the set of business rules that govern that flow.

    Why use a decision model and notation?

    The use of the tool is suitable for all types of organizations, in all departments where decision-making must be accurate and comply with legislation.

    Currently, financial, environmental, and labor regulations have expanded the use of DMN. Especially in organizations that carry out risk management.

    Operational decisions have a high impact on operations, and can affect the company’s performance. In this sense, the DMN contributes to making complex decisions easily understandable, both for experts and laymen.

    Another important point is that, by automating the decision-making process, there is a reduction in the time needed to make decisions. Consequently, there is greater agility, efficiency, and decisions are more accurate and reliable.

    When there is greater clarity and understanding about the rules of the business, there is greater understanding of the factors that determine the decision. This strategy favors the transfer of knowledge between teams and collaboration between different areas of the business, making all efforts directed to the same goals.

    Benefits of DMN

    Using this type of tool not only allows you to model, but to implement an interchangeable decision model across the organization.

    Among the advantages that can be obtained, the following stand out:

    • Standardization: representations of decisions are standardized so that there is a clear and consistent understanding of the parties involved. It encourages collaboration and avoids ambiguities of interpretation;
    • More efficient processes: modeling and optimizing business decisions allows you to identify and eliminate redundancies, make decisions quickly, and increase the efficiency of processes and the entire operation;
    • Agile and accurate decision-making: with detailed representations, the analysis of stipulated variables makes the decision-making process faster. Mainly, because they are based on pre-defined criteria and relevant information.

    Elements that make up the Decision Model and Notation

    The DMN is basically composed of 4 elements of representation, namely:

    • Decision: action of choosing between different options, based on the available information and established business rules;
    • Business Knowledge Model: It is a source of knowledge within the business. It has the function of storing the origin of the information. For example, decision table, rule or norm;
    • Data input: information provided to the decision model that serves as a basis for the evaluation and generation of the result;
    • Knowledge source: are the standards, policies, regulations, decision-makers and the business culture consulted for the decision-making to be carried out.

    DMN in my business

    Who wouldn’t want to have the decision-making process facilitated?

    The DMN standard defines the requirements for effectively modeling business decisions, including identifying stakeholders, separating documentation, defining evaluation criteria, and performance metrics.

    The model identifies decisions at the logical level, separate from the underlying technical implementations, and uses formal expression language.

    Applying DMN in business follows a roadmap that involves:

    1. Identification of critical decisions: the first step is to identify the critical decisions that are part of the most relevant business processes;
    2. Mapping and documentation: Mapping and documenting the decision-making process associated with each of the critical decisions. It involves finding the guidelines used, the data needed, and the results of each choice.
    3. DMN modeling: decisions are represented graphically with business rules and associated logics;
    4. Validation: testing and validating the effectiveness of representation in decision-making. Perform simulations, impact analysis, or use experts to perform reviews;
    5. Integration with processes: for there to be benefits, the DMN must be interconnected to business operations. That is, configured as a decision support system and workflow automation;
    6. Continuous improvement: once implemented, it is necessary to monitor the result of decisions over time. Analysis of performance metrics and updates to models are necessary to adjust according to changes in the business environment.

    The DMN ensures greater control and transparency to operations, having a significant impact on automated activities.

    There is no doubt that adopting this mapping and notation model brings a number of benefits. With the DMN, your processes become much more efficient, with clear and accurate decisions.

    Take advantage of the best of both solutions, try the Fusion Platform and revolutionize the development of digital solutions.

  • No-code: understand what it is and its advantages

    No-code: understand what it is and its advantages

    Have you ever thought if you could customize and adapt a website or platform without needing any technical knowledge, and without writing a line of code? That’s what no-code offers.

    The main objective of the advent of technology is to bring ease to our daily lives. This has given rise to no-code platforms that allow any type of user to create solutions quickly, hassle-free, and with less investment.

    These tools make it possible to create applications, websites, systems, and automations without the need to write code. Thanks to their affordability, no-code solutions have been gaining more and more popularity.

    Ready to discover everything about no-code platforms and learn how to transform your company, creating features and customizing solutions to meet the specific needs of your business?

    What is no-code about?

    The no-code approach refers to developing applications and websites without the need to write programming code.

    It is designed to be accessible to people who do not have prior or in-depth knowledge of programming. Configuring new features in the system happens with intuitive drag-and-drop interfaces.

    SMBs benefit heavily from no-code solutions because they don’t need a dedicated developer. In addition, digital products become more accessible, making it possible for any good idea to be realized.

    With no-code, internal teams can build apps to automate tasks and processes. Of course, reaping all the possible benefits depends on choosing a solution that really meets the specific needs of your business.

    No-code and low-code are not the same thing

    Although these are two user-friendly solutions that are constantly growing, there are some differences between these platforms.

    Low-code tools allow the use of coding knowledge. These are solutions that have a user-friendly interface, with simple select, drag, and drop features. In this way, users with basic internet knowledge perform incredible customizations. 

    Low-code platforms are more robust and make it possible to create advanced systems, allowing the use of programming languages to customize specific details.

    No-code, as we mentioned, eliminates the need to know about coding. The user can create just by dragging and dropping elements.

    Low-code is an alternative for larger companies that need to create complex applications or customizations.

    Where to use no-code apps?

    Due to their versatility, they can be applied in a multitude of types of reality, with emphasis on:

    • Mobile application development;
    • Process automation: acting mainly on repetitive tasks and workflows;
    • Creation of websites and landing pages;
    • Data management with creation of custom databases and information tracking;
    • Chatbot development;
    • Project Management and Human Resources;
    • Creation of questionnaires and surveys.

    Benefits of using no-code applications

    • Democratization of software development, giving anyone the opportunity to create and customize applications;
    • It’s fast: creating or optimizing apps is done in a short amount of time;
    • There is no need to hire a developer, reducing costs;
    • Intuitive interface that simplifies the process of creating applications;
    • They tend to be cheaper than a traditional development platform;
    • There is greater interdisciplinary collaboration, with professionals from different areas creating solutions together;
    • Reduction of coding errors, since creation is carried out through drag-and-drop solutions;
    • Flexible and adaptable to rapid market and business changes.

    How to choose the right no-code solution?

    As not everything is rosy, customization limitations are one of the main points of attention of no-code solutions. Some very specific or complex needs may not be possible with a no-code platform.

    Another issue is scalability. Generally, these platforms do not allow you to expand to a large audience, due to data volume or user restrictions.

    Although there are certain limits to no-code applications, by choosing the right platform, its use is able to meet the needs of the organization efficiently.

    So, the first action to find the ideal no-code platform is to define what it will be used for? What are the objectives involved?

    The next step is to define the specific needs of the company and point out the resources that are fundamental. Only from this point on is it appropriate to research and find the right platform for your business.

    It is essential to conduct detailed research on the available platforms before making a decision. Today, there are several options on the market, each with its own characteristics and functionalities. If possible, test and try the solutions in your reality. This approach ensures that you choose the one that best meets your needs.

    During the trial period, start building applications or customizing the solutions to ensure that it is a suitable tool that meets your expectations.

    As a recommendation, avoid using a no-code platform to perform very complex activities. Or, combine it with other tools or technologies to create more secure and scalable applications.

    No-code in the management of your company

    As we mentioned, no-code solutions have some limitations, being strongly indicated for the execution of simple tasks.

    When we talk about company management, a more robust solution is needed. This does not mean that it is necessary to add complexity.

     Fusion Platform is a complete solution for managing processes, documents, indicators, risks, and electronic signature. Because it is built in low-code, it has an entirely user-friendly interface. Forms and process flows are built with a drag-and-drop system.

    There are many features of no-code applications within the Fusion Platform. But, by enabling more complex negotiations and scalability, Neomind allows users to write lines of code to optimize the solution for a specific need.

    One of the great advantages of adopting this solution is the opportunity to centralize all company management in a single tool.

    Automate processes and indicators on a platform with an intuitive interface, with a high level of integration with other systems. Take the opportunity to perform all document management and protect the interests of the organization with risk management. The solution also offers subscription management in BPM environments with integration with WhatsApp.

    Undoubtedly, no-code has revolutionized the creation of simple and fast solutions. But it is in low-code that you will find flexibility and complete customization to address complex needs and activities.

    Take advantage of the best of both solutions, try the Fusion Platform and revolutionize the development of digital solutions.

  • Management 4.0: Enhance Results with Digital Innovation

    Management 4.0: Enhance Results with Digital Innovation

    Management 4.0 is a strategy that leverages cutting-edge technology to transform business management. It is a new approach that guides companies toward a path of heightened efficiency, productivity, and greater results.

    Unlike traditional methods, this new era truly revolutionizes business management principles.

    Based on advanced solutions, integrated networks, cloud communication, and in-depth data analysis, it enables a huge leap in how well we manage our businesses.

    In fact, technology is not just an ally but the fundamental basis for this new model.

    Let’s understand what Management 4.0 is, its benefits, pillars, and the technologies that compose it.

    What is Management 4.0?

    Belonging to the 4th Industrial Revolution, Management 4.0 presents itself as the implementation of digital elements to transform businesses.

    In this approach, business management is integrated with advanced technology: artificial intelligence, internet of things, big data, automation, etc.

    This management model is a response to recent administrative demands regarding data collection and analysis for decision-making.

    With the customer at the center of the issue, a series of innovative solutions have emerged to meet their demands, especially with the raise of e-commerce and digital media sales.

    While automation ensures optimization and productivity, Big Data works on structuring various information.

    The combination of these with other technologies enhances companies’ efficiency, whether by anticipating trends or ensuring rapid adaptation to market changes.

    Although its focus is on digitally transforming companies, Management 4.0 goes beyond. It involves restructuring and accelerating processes, changing organizational culture, and fostering innovation and collaboration.

    In summary, Management 4.0 focuses on modernizing the industry with the use of technology, making processes more efficient and accurate, and contributing to observing consumer behavior.

    Pillars of Management 4.0

    The path to the transformations proposed by Management 4.0 is supported by guiding principles that leverage businesses and improve quality and customer experience. Among these, the following stand out:

    Customer Relationship

    Also known as Customer Centricity, this pillar is directly associated with keeping the customer at the center of the business. That is, understanding their demands, desires, and needs.

    The entire purchasing process is different from years ago. Currently, before finalizing any type of purchase, consumers can research the company, the product, and other consumers’ experiences.

    The first Management 4.0 pillar is to deeply understand customers to ensure the best purchasing experiences, loyalty, and recommendations.

    In this sense, decisions, from planning to development and sales campaigns, must focus on the customer.

    Integration among all channels used by the company

    To serve the customer well, there must be integration among all channels used by the company.

    The famous omnichannel is the main tool for this vision. After all, it allows the consumer not to feel the difference between the online and offline worlds.

    With this approach, the customer has total freedom to choose the best way to acquire products or services.

    To provide these benefits, the company needs to develop various service channels. Text messages via apps and e-commerce are great for younger consumers, just as a telephone hotline and physical stores attract more traditional consumers.

    Regardless of the number of platforms used, the focus of this pillar is for the message conveyed to be the same. With the same degree of quality, language, and facilities.

    Besides favoring the consumer, a multichannel company provides an environment conducive to feedback.

    Process Automation

    Focusing on companies’ internal efficiency, process automation is the tool that will ensure productivity and agility.

    This approach allows repetitive activities to be assigned to technology. Thus, there is optimization of operational tasks, allowing teams to focus on strategic activities.

    By making processes more digital, there is greater efficiency, increased levels of productivity, quality in service, information security, among other benefits.

    Moreover, automation enables faster information retrieval. Implementing automation with an integrated management platform makes the operation strategic, based on real-time data and informative reports.

    Data and Information Analysis

    Essential in Management 4.0, data and information are extremely valuable for companies to succeed. They are considered today the most valuable asset of all time.

    Every day, companies gather immense amounts of data, whether internally collected by their professionals and departments or externally by consumers and third parties.

    The collection, crossing, and processing of concrete data allow identifying essential business issues. For example, deciding where to invest resources to achieve better results.

    In this sense, technology applied in Management 4.0 enhances data and information to become rich knowledge for business strategies.

    Benefits of Management 4.0

    The digital transformation enabled by this new management model offers a series of benefits such as:

    ● Operational efficiency;

    ● Agility and accuracy in decision-making;

    ● Continuous innovation;

    ● Customer satisfaction and better experience;

    ● Increased profitability and proper resource utilization;

    ● Flexibility and product customization;

    ● Sustainability;

    ● Teams and sectors united towards the same objective;

    ● Improvement in the relationship between managers and teams.

    ● Technologies used to transform business management

    There are various solutions on the market for Management 4.0 to be implemented and expanded. Some technologies deserve greater prominence, such as:

    ● BPMS: a Business Process Management System is the basis for process automation, control, and management;

    ● CRM: This tool is responsible for managing and improving customer relationships;

    ● ECM/GED: Responsible for organizing and managing documents, digital content, and information directly related to business processes. It assists in the organization of bureaucratic activities and facilitates the search and sharing of files;

    ● Analytics: Responsible for analyzing data to verify if the company is achieving its goals and objectives. It handles a large volume of data and transforms it into useful and easily understandable information. The vast majority of these platforms contribute to collaboration among different teams and sectors. They are composed of elements or make use of the highest level of technology, such as artificial intelligence, cloud computing, robotic automation, among others. Thus, they ensure that communication and document sharing occur with total security and data protection.

    Integrated Management Platform Intensifies Management 4.0

    The purpose of using technological resources is to facilitate the management and control of company processes and activities.

    It is undoubtedly more advantageous to have a single solution to gather and centralize what is essential for Management 4.0.

    Fusion Platform is an Integrated Management Platform, or end-to-end management, and natively includes all the tools necessary for managing business processes, documents, and indicators.

    Considering that each company has its peculiarities, Fusion focuses on modeling, documenting, and automating processes of any complexity.

    It also has an intuitive interface entirely oriented to the user. In other words, it is personalized, developed in low code, and interacts easily with the solutions the company already uses.

    Seize the moment to try Fusion in your company, revolutionizing processes with the support of Management 4.0. Fusion Platform achieves the true digital transformation of your business, helping you achieve the results you’ve always wanted.

  • How to Identify Critical and Prioritary Processes in Management

    How to Identify Critical and Prioritary Processes in Management

    Processes are the foundation for functioning and strategic objective achievement in any business. Being able to execute the management of activity flows effectively can provide significant competitive advantages, especially when it is supported by process automation technologies.

    BPM methodology transforms and enhances your company’s results, making it more efficient and effective overall. A Business Process Management (BPM) solution provides a deep insight into workflow, procedures, and forms. When implemented properly, this method can mitigate errors and bottlenecks.

    If you’ve reached this content, you probably already know how BPM works. However, one of the main challenges before actually deploying it is knowing where exactly to start, and especially which processes to choose for automation.

    To ensure you make specific and criteria-based decisions, we will explain how to identify critical and prioritary processes in your organization.

    What are critical processes?

    Processes are ordered actions that can be sequential or related which, when executed together, produce a planned result. This sequence of activities is directly or indirectly carried out to meet specific customer demands.

    Critical and prioritary processes are the most strategically relevant ones, since their execution is crucial for the company to achieve its strategic objectives.

    Managing critical processes is so important that neglecting them can in fact jeopardize the entire company’s development.

    When a manager knows their business and can identify critical and prioritary processes, goal and objective guidelines become clearer and more accurate, which in turn contributes to productivity, cost reduction, and proper use of available resources.

    So, how do you identify critical and prioritary processes?

    Critical processes are those whose outcomes impact business performance. In this sense, they can also be considered priorities because they have a significant impact on the organization, and optimizing them is essential for management.

    Analyzing the criticality of a process has some biases, such as how they impact the organization, results and strategies, the customer or consumer, and work methods and interactions between processes.

    One way to analyze processes and identify the critical ones is by considering:

    • High risk: those whose poor execution poses risks to the company, such as financial, legal, and operational, among others;
    • Essential: those that, when not performed, make the company unable to carry out its activities. This type of criticality directly affects customer satisfaction, leading to various types of losses for the company;
    • Customer impact: those directly related to the customer, such as customer service, are considered critical because any wrong action negatively impacts the experience and, consequently, the company’s reputation in the market.

    By analyzing internal activities and recognizing one or more of these criteria, a process can be considered critical.

    After identification, process mapping is an essential step before automation. Mapping describes how activities are being carried out currently and how they are correlated with other departments, customers, suppliers, requirements, and such.

    From there, it will be possible to create a new design to execute this process in an optimized and improved manner.

    Critical Processes for BPM

    Specifically, when it comes to Business Process Management (BPM), additional characteristics make a process critical.

    In addition to the impact on results and the customer experience, a process can be considered critical when it depends on others to function correctly, when failures can have severe consequences, when they are based on strict time constraints, and when it is complex with multiple phases, interactions, and decision-making steps.

    Another highlight is that the more a process poses error and failure risks, the greater is its criticality. Of course, this is considering that this set of activities is essential to the organization’s strategic objectives.

    What about prioritary ones?

    Although the analysis of criticality also defines which process is a priority for management, when it comes to process automation, the priority matrix is a tool that exists to make decisions clearer and more assertive.

    This matrix is relatively simple to use to list important points and see where processes are located. Moreover, there is no specific standard or criterion; each company can adapt it as needed.

    It is essential to keep in mind that processes need to meet the organization’s direct objectives. To select them according to priority, some process prioritization matrices can be applied:

    • GUT: considers gravity, urgency, and tendency as selection criteria in demand analysis;
    • CEB: considers the cost, effort, and benefits of the process to the organization;
    • Basic matrix: benefit to the organization, scope of results, satisfaction of internal and external customers, investment, and operability;
    • Effort and impact: considers the effort expended and the impact of the action in achieving the specific objective.
    • Priority matrix: a graphical representation that shows where the process is in relation to impact (x-axis) and maturity (y-axis). Considering points such as impact, maturity, and complexity, which are presented in colors: green (low), yellow (medium), red (high).

    The priority matrix, specifically, allows for a quantitative and qualitative analysis to define priorities. It also provides a graphical representation of maturity within the company.

    How to improve the Management of Critical and Prioritary Processes?

    When a company focuses on managing critical and priority processes, it achieves better results and determines where to allocate its resources. In addition, there is clarity about the impacts on processes and the possibilities for optimization to increase performance.

    And, by understanding how these processes impact the organization, decisions become more precise.

    Managing these processes should be done with a customizable tool that meets your company’s specific demands. This way, you will have information to address potential problems before they occur. Another aspect is reports that allow monitoring the progress of processes.

    With Fusion Platform, it is possible to map and automate critical processes for even better results. The platform is fully user-friendly, customizable, and integrates with third-party systems. It also offers mobility of access anytime, anywhere.

    If you are unsure how automation will benefit the management of critical and priority processes, try Fusion Platform.

    See how real-time process monitoring and performance indicator reports will facilitate management and decision-making. And, they will be strategic for your company’s results.

  • Increase your productivity: 10 tips to apply in your business

    Increase your productivity: 10 tips to apply in your business

    10 tips to increase your productivity

    Increasing productivity is the goal of any company that seeks success. After all, in short, productivity is the relationship between the use of inputs and the quantity produced.

    Thus, increasing productivity is related to producing more with fewer resources. The key issue, though, is to maintain quality and customer satisfaction.

    Increasing productivity is essential for positive results in a more and more competitive environment.

    Although everyone knows, especially managers, the importance of productivity and better results within the organization, it is not uncommon to come across a completely opposite scenario.

    Unproductivity, unfortunately, is a reality in many companies.

    Therefore, it is essential to boost it in practice. So, learn how to increase productivity within your company:

    1. Set clear and measurable goals

    One of the main factors to increase productivity is to establish clear goals and objectives. After all, it is necessary to understand what is expected and the time it takes for its delivery.

    Obviously, these goals need to be feasible and aligned between the company and its workforce. Otherwise, a positive result will not be obtained.

    From the moment employees are clear about their role in the company and their priorities, there is greater engagement. And, consequently, higher productivity.

    To know if your productivity is increasing, you need measurement metrics. In this sense, list a responsible person, to monitor results and analyze whether they are within planned expectations.

    2. Develop strategic planning

    If the goals need to be aligned with the company’s objectives, it is necessary to know what strategies will be adopted for a certain period of time.

    In this way, the elaboration of strategic planning is also a way to increase productivity. But how?

    To carry out strategic planning, a detailed study of the entire environment in which the company is involved is necessary. That is the market, the weaknesses, strengths, opportunities, and threats.

    Thus, this planning will indicate the organization’s guidelines – which have a full correlation with goals, productivity, and professionals’ performance preparations.

    In addition, planning also contributes to the allocation of a monetary percentage for investments that will increase productivity even more.

    3. Invest in technology

    Undoubtedly, one of the main allies of companies is technology. This resource can organize and improve management, processes, communication, and general performance.

    Currently, several platforms and systems guarantee errors, failures, and cost reduction. Including those that are specific to each activity branch.

    It is indisputable how digital transformation is capable of generating great gains for businesses. There is greater ease and speed to perform activities and functions, ensuring greater agility, convenience, and operational efficiency.

    In addition, many software tools assemble information in reports that facilitate decision-making.

    Furthermore, technology has brought mobility, helping managers and professionals to work.

    4. Organize the workflow

    It may happen that unproductivity arises because there is no consistent workflow. In other words, a professional can be overloaded, or an activity can be acting as a bottleneck that delays the entire task sequence.

    In this sense, increasing productivity is related to the best way to carry out activities. And, for that, it is necessary to draw up an action plan, delimiting those responsible, involved, and deadlines.

    Having organization and control over the flow of activities allows you to analyze and identify bottlenecks, failures, or rework.

    In addition, control allows listing which activities do not need to be carried out at all, and can be performed by technology instead.

    5. Automatize your processes

    Increasing productivity is directly related to performing activities that are fundamental and strategic in the best possible way.

    Therefore, bureaucratic activities that are not part of the company’s core business can be carried out with the help of technology.

    In this way, it will be necessary to map the tasks performed daily. This will allow identifying activities that are not connected to strategic objectives and can be automated. Process automatization will allow the activities flow to run faster, better, and with a lower rate of errors.

    Thus, all professional efforts will be focused on those activities that can generate competitive differentials.

    That is, what is repetitive and bureaucratic can be performed more effectively with software such as BPMS.

    6. Include continuous improvement

    At this point, you can already see that the activities and the way they are carried out are the keys to increasing productivity.

    In this way, the continuous improvement methodology allows analyzing the processes so that they have the best performance and execution.

    For this, it is necessary to observe the way it is currently being carried out and its inefficiencies. And then find better, more productive ways to improve them.

    This is a cycle that never ends. From the moment the improvements are implemented, it will be necessary to analyze the results obtained and identify new flaws.

    Even the automatization of processes contributes to this culture, as it provides performance reports, being, in many cases, the solution to improve procedures.

    7. Have good input management

    If increasing productivity means doing more with less, managing all the company’s inputs well is essential, especially when considering the resources needed for production.

    Ineffective stock management, for example, is capable of stopping the production process due to a lack of inputs. Another issue is the misuse of available resources.

    These two points, by themselves, contribute to slowing productivity down.

    Adopting technology to ensure available resources are well managed is one of the main alternatives to guarantee that the company will continue to produce more, with less, and with quality.

    8. Train your professionals

    Potentializing results is linked to making good use of available resources. Therefore, it is necessary that employees develop skills to perform their jobs masterfully.

    Offering courses and training increases productivity within the company, even if indirectly.

    In addition to being a fundamental part of transforming knowledge into better results, training is a way to demonstrate the importance that each employee has for the company.

    In this way, these professionals end up working more motivated and centered, resulting in high performance.

    9. Clear and transparent communication

    Little of what we say will have any effect if there is not assertive communication, which is the passport to success in all areas of a company.

    When people know what is expected of them and are free to express their opinions and provide input, there are extremely positive impacts on relationships.

    This sense of belonging and acceptance contributes to increasing productivity, as it strengthens the bonds between professionals.

    Therefore, invest in tools that can unify and encourage transparent dialogue with bulletin boards, intranet, and management platforms.

    An effective way to contribute to clearer communication is to record and monitor the flow of activities.

    Many BPMS tools allow those involved in a process to know who is responsible for each activity. Thus, when a task happens to be stalled or delayed, it is easy to identify who to talk to and resolve the situation.

    This objectivity provides not only speeding up execution but a correct and positive approach with the professional involved.

    10. Create and cultivate a collaborative culture

    Who has never heard the saying that “together we go further”? And, this is a reality in the corporate environment.

    When there is a network of mutual collaboration, everyone involved is committed to everyone’s success. After all, it is the sum of the small results that makes it possible to reach the stipulated objective.

    In this sense, increasing productivity also involves creating an environment conducive to developing a collaborative culture.

    In addition, this culture can be associated with training, where the professionals themselves pass on their knowledge to other colleagues.

    Increasing productivity in practice

    By following these 10 tips there will be increased productivity. However, like any strategy, this one also requires planning.

    Because of that, we suggest that you start slowly and do what you consider to be a priority first.

    Then, as you see improvement, include the other tools to increase productivity.

    And if you have any questions, or need more information on the subject, just write them here in the comments!

  • ESG: what is it and how it connects to process automatization

    ESG: what is it and how it connects to process automatization

    ESG is a very important tool for organizations. After all, we are talking about management focused on responsibility towards society as a whole.

    Arguably, no business is an independent body. So much so that they need to manage resources and actions to minimize the impact caused by their activities in the society and community in which they are inserted.

    Another issue is that today’s consumers care about the origin of the products or services they acquire.

    It is not uncommon to see news about boycotts of companies that use inputs of dubious origin, for example.

    In fact, there is currently a lot more attention being paid to companies’ positioning regarding environmental, social, and governance sustainability.

    In this sense, ESG is an acronym increasingly present in the corporate environment.

    And, it also became synonymous with competitiveness, focusing on expanding the sustainable and ethical impacts of organizations’ strategies.

    What is ESG?

    ESG is an acronym that stands for Environmental, Social, and Governance.

    It’s a practice that aims to integrate social, environmental, and governance efforts, in other words, business sustainability.

    As companies are not isolated organisms, they need to walk and look for sustainable, responsible, and social welfare-oriented alternatives for their products or provided services.

    ESG emerged in 2004, and is defined as practices that positively impact the environment, society, and the corporate world.

    In this sense, ESG for companies has 3 pillars, each with specific practices:

    Environmental: As you might imagine, this pillar is directly related to practices that respect the environment. ESG sustainability involves responsibility for reducing or mitigating environmental impact. In this way, it includes adopting programs focused on correct waste disposal, recycling, and elimination, as well as circular economy, among others.

    Social: This pillar refers to practices aimed at developing the community economically. Thus, it involves minorities’ representation, equal rights, inclusion policies, training programs, and job security, among others.

    Governance: Corporate Governance is the third ESG  pillar and it seeks to ensure that companies act ethically, and transparently, with compliance and equity. In this way, it aims to improve the entire corporate environment, ensuring the interests of investors and stakeholders are met but in accordance with rules and laws enforced by regulatory bodies.

    Why should my company invest in ESG?

    Arguably one of the main reasons for joining ESG is the responsibility for your company’s practices.

    Currently, consumers, suppliers, and investors are more aware of social issues. They preffer to consume or partner with businesses that care about their community’s well-being.

    However, it’s not just about how the company is seen. Adopting an operation with ESG criteria boosts responsible investors’ adhesion.

    Being responsible, sustainable, and social positioning can increase profitability. After all, consumers accept paying a higher amount if this added value is present.

    In addition, this practice is capable of improving customers’ and consumers’ experiences.

    And, as there are actions to improve and value professionals, turnover is reduced, making it easier to adopt solutions to increase performance and performance.

    In this sense, ESG helps an organization increase its productivity, agility, and relevance.

    In addition, commitment to the company and the business increases, considering that the organizational climate is appropriate and respectful.

    By adopting solutions that improve the way of working, there are greater chances of observing and taking advantage of business opportunities.

    ESG is currently essential for a company to grow and remain in the market in the long term.

    ESG and process automatization

    As mentioned, ESG has practices to reduce waste and improve professionals’ quality of life.

    In this sense, process automatization is directly related to the ESG pillars. After all, it automatizes bureaucratic and unproductive activities.

    If employees waste a lot of time answering emails or doing repetitive activities like taking notes, it is possible that their satisfaction and motivation are low.

    Process automatization facilitates execution, eliminating irrelevant tasks, and increasing productivity and agility.

    On an enterprise scale, automatization streamlines end-to-end processes. It actually blends sustainability goals directly into the flow of business activities.

    In addition, it allows professionals to focus on more strategic activities, creating competitive advantages and, consequently, achieving greater customer satisfaction.

    And since the flow of activities needs to be mapped to implement processes automatization, better ways of execution become easier to find.

    In the same way, business process automatization is directly related to a paperless culture.

    In other words, when document digitalization is included and the use of digital is encouraged, the use of paper and its environmental impact is reduced.

    Process automatization allows for greater information tracking, improved management, and more assertive decisions through the use of accurate reports.

    It also makes it possible to track process performance, identify bottlenecks, and monitor everything based on real data and meaningful metrics.

    Processes automatization allows the company to adhere to a Risk Management program, and fulfill requirements imposed by the ESG, such as:

    • transparent management;
    • recognition of all members of the organization;
    • environmental policies;
    • implementation of reverse logistics;
    • responsible use of natural resources;
    • identification and commitment to the company’s objectives;
    • relationship management;
    • transparent communication;
    • clear, real-time accountability;
    • presentation of financial reports;
    • between others.

    Automatization, ESG, and the Future

    The future is undoubtedly green. In fact, managers of the future will have to make decisions based on reducing environmental impacts. Based on data, values​​, and responsible ethics.

    In this sense, companies need to be prepared to have an increasingly sustainable management.

    As time goes by, this issue will become even more evident and important.

    Solutions that automatize processes allow companies to achieve their sustainability goals, improving, mainly, those areas that have more bottlenecks or that present greater errors and waste.

    The use of software to help execute routines within companies will be essential for those who want to retain clients and professionals.

    At the same time, it allows tracing and achieving competitive differentials.

    The use of technology allows companies that adopt the ESG practice to be ahead of their competitors. Receiving greater emphasis in relation to agility and operational efficiency.

    Obviously, the use of technology needs to be facilitated. Therefore, low-code tools, which can be easily customized by users, are the most suitable.

    In addition, there needs to be integration between the other systems used internally. This allows data to be collected and analyzed globally.

    Implementing ESG companies can still be considered an option. However, companies that already adopt this practice are ahead in the market.

    Environmental issues, proper use of resources, and social well-being are themes that will be increasingly in focus.

    Therefore, talk to our representatives and find out how the Fusion Platform can improve your management and help your business to walk the path of sustainability and social responsibility.

    Did you have any doubts about it? Write in the comments, and we’ll help you!

    Neomind is your business partner toward a greener, sustainable, and automated future.

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