How to fix fragmented business processes with automation

Table of contents

  • What fragmentation costs your business
  • How do I automate my business processes
  • What are the 4 stages of process automation
  • Prioritizing what to automate processes first
  • Choosing the right process automation software
  • How can AI automate business processes
  • What is the problem of fragmentation and how can it be solved
  • Real examples of fixing fragmentation
  • Getting started with automation
  • Why peripheral automation works for fragmentation
  • Common automation mistakes to avoid
  • Stop accepting fragmentation as normal
  • FAQs

Your finance team uses one system. Sales uses another. Operations works in spreadsheets. HR manages everything manually. Every department has its own way of doing things, and nothing connects.

Fragmented business processes cost more than most companies realize. When systems don’t talk to each other, people waste hours copying data between platforms. Information gets lost. Errors multiply. Decisions get delayed because nobody has complete information.

Business process automation fixes fragmentation. But automation isn’t about buying software and hoping it works. You need to understand what’s broken, where automation helps most, and how to implement it properly.

Here’s how to fix fragmented processes and get operations running smoothly.

What fragmentation costs your business

A landscaping company tracked billing time before automating workflows. 30 hours per billing cycle went to manual processes. After implementing business automation software, that dropped to 4 hours. That’s 26 hours recovered every cycle, hours that cost money while adding no value.

Time wasted on manual work

Manual data transfers between systems consume productive hours. A real estate firm managing 15+ business units with 1,000+ employees saw billing accuracy improve 80% after fixing fragmented processes. Before automation, errors required constant fixes, damaged client relationships, and delayed payments.

Decisions made on incomplete information

When data sits scattered across disconnected systems, managers can’t see the complete picture. A Fortune 500 manufacturer managing 1 million+ records across two separate CRM systems had no real-time visibility. Critical decisions were made on partial information or outdated reports.

Approval workflows that crawl

Manual approval routing wastes everyone’s time. The real estate firm saw 60% reduction in approval dependency after automating workflows. What used to take days now takes hours.

How do I automate my business processes

Start by documenting how work actually flows through your organization.

Map current reality, not policy

People often work around official processes. Document what actually happens, not what’s supposed to happen. Talk to people doing the work daily. An infrastructure company discovered team members spent hours manually tracking SharePoint permissions across multiple sites. Nobody had documented this hidden cost.

Identify system handoffs

Every time information moves from one system to another creates potential problems. Manual handoffs waste time and create errors. Map every handoff point. The Fortune 500 manufacturer found data entered in one CRM system required manual re-entry in another, creating duplicate records and inconsistencies.

Track time spent on each step

Measure how long each process step takes. You’ll find surprising bottlenecks. The landscaping company discovered they spent 30 hours just on billing, time nobody had properly measured before.

Find duplicate work

When systems don’t connect, people often do the same work multiple times. Data entered in the CRM gets re-entered in the ERP. Information from operations gets manually transferred to finance.

What are the 4 stages of process automation

Business process automation typically follows four stages, each building on the previous one.

Stage 1: Task automation

Automating individual tasks within processes. Examples include automatic data entry, scheduled reports, or email notifications. Quick wins that save time on specific activities.

Stage 2: Process automation

Connecting multiple tasks into automated workflows. Approval processes, order fulfillment, or billing cycles run automatically from start to finish. The landscaping company’s billing workflow automation reached this stage.

Stage 3: Integration automation

Connecting multiple systems so data flows automatically between platforms. No manual data transfer. The real estate firm integrating Business Central with their CRM and HRMS reached this stage.

Stage 4: Intelligent automation

Adding AI and machine learning to make smart decisions. Predictive analytics, anomaly detection, and adaptive workflows. The most advanced stage where systems learn and improve over time.

Most companies progress through these stages gradually. Start with task automation, then move to full process automation.

Prioritizing what to automate processes first

You can’t automate everything at once. Start with processes delivering the biggest impact.

High-volume repetitive tasks

Tasks performed frequently offer the best automation ROI. If your team does something 50 times per week, automating it saves significant time. An airport implementing document management reduced manual document handling by 90%, massive savings on a high-volume process.

Error-prone manual processes

Processes with high error rates cost money to fix. The real estate firm’s 80% billing accuracy improvement came from automating error-prone manual billing workflows.

Approval bottlenecks

Workflows requiring manual routing and follow-up slow everything down. Automating approvals delivers immediate visible results. The 60% reduction in approval dependency happened because automation eliminated manual routing.

Data transfer between systems

Any process involving copying information from one system to another should be automated. Manual handoffs waste time and create errors.

Choosing the right process automation software

Not all automation tools work the same way. Choose platforms matching your needs and existing technology.

Native integration capabilities

Platforms built on unified ecosystems integrate more easily. Microsoft Power Platform, for example, connects seamlessly with Dynamics 365, Teams, SharePoint, and Office 365. No custom development required for basic connectivity.

The landscaping company deployed 60+ Power Platform applications automating workflows across their business. Native integration meant applications connected to existing systems without expensive custom development.

Low-code/no-code options

Business automation software requiring professional developers for every change creates new bottlenecks. Low-code platforms let business users build and modify automations themselves.

Scalability

Your automation needs will grow. Choose platforms scaling easily as you add users, processes, and complexity. Cloud-based solutions typically scale better than on-premise systems.

AI capabilities

Modern business process automation includes AI for intelligent decision-making. Predictive analytics, anomaly detection, and smart routing add value beyond simple automation.

How can AI automate business processes

AI adds intelligence to automation, moving beyond simple rule-based workflows.

Predictive analytics

AI analyzes historical data to predict future outcomes. Cash flow forecasting, demand prediction, or identifying late payment risks. Business Central includes AI-powered late payment predictors helping companies manage cash flow.

Natural language processing

AI understands and processes human language. Automated document classification, email routing, or customer service chatbots. A marine offshore service provider implemented document management with AI-powered search achieving 90% search efficiency.

Computer vision

AI “sees” and interprets images and documents. Automated invoice processing, quality inspection, or document digitization eliminates manual document handling.

Intelligent routing

AI determines the best path for workflows based on context. Approvals route to the right people automatically. Customer inquiries go to the most qualified service rep.

Anomaly detection

AI identifies unusual patterns indicating problems. Flagging fraudulent transactions, quality issues, or process deviations before they become expensive problems.

What is the problem of fragmentation and how can it be solved

Fragmentation happens when business processes span multiple disconnected systems and manual steps. Information gets trapped in silos. People waste time transferring data manually. Errors multiply. Decisions get delayed.

The core problem

Different departments optimize locally without considering the complete business process. Each part might be efficient, but handoffs between parts create inefficiency and errors.

The solution

Business process automation that connects systems and eliminates manual handoffs. Not just automating individual tasks, but creating integrated workflows spanning the complete process from start to finish.

A conglomerate tracking ESG metrics needed unified data across 20 KPIs with 300+ validation workflows. Fragmented systems made this nearly impossible. Integrated automation delivered 90% reduction in project setup time and 95% data quality index.

The solution requires mapping complete end-to-end processes, identifying all system handoffs and manual steps, implementing automation connecting systems, integrating data so information flows automatically, and training people on new integrated workflows.

Real examples of fixing fragmentation

Infrastructure company: centralizing permissions management

Multiple SharePoint sites with no centralized permissions view. Team members spent hours manually tracking who had access to what. Automated permissions extraction using PowerShell. Centralized management interface in PowerApps. 90% reduction in manual work. Centralized visibility. Compliance assurance.

Landscaping group: end-to-end workflow automation

Manual multi-channel communication. Inefficient billing taking 30 hours per cycle. No visibility on work orders. 60+ Power Platform applications for workflow automation. Custom invoicing and work order management. Integration with line-of-business systems. Billing time reduced from 30 hours to 4 (86% reduction). 100% visibility on work orders. 5 minutes to invoice a work order.

Real estate firm: integrating disconnected systems

15+ business units with 1,000+ employees using Tally for financials. Manual error-prone processes. No real-time visibility across business units. Migrated to Dynamics 365 Business Central on cloud. Integrated with LeadSquared CRM and Zing HRMS. Developed custom sales and billing modules. 80% improvement in billing accuracy. 60% reduction in approval dependency. Real-time financial insights across all business units.

Getting started with automation

Ready to fix your fragmented processes? Here’s your action plan.

Week 1: Assess current state

Map your most painful processes. Document where fragmentation causes problems. Identify manual handoffs and disconnected systems. Talk to people doing the work daily.

Week 2: Calculate the cost

Measure time wasted on manual processes. Estimate error correction costs. Calculate delays from slow approvals or missing information. Put numbers on what fragmentation actually costs.

Week 3: Prioritize opportunities

Rank processes by impact and feasibility. High-volume repetitive tasks usually offer quick wins. Error-prone processes deliver immediate quality improvements.

Week 4: Choose first pilot

Select one process for initial automation. Pick something painful enough to matter but simple enough to succeed quickly. Define clear success metrics.

Month 2: Implement pilot

Deploy automation for your chosen process. Involve people doing the work. Train thoroughly. Measure results against your success metrics.

Month 3 and beyond: Expand

After successful pilot, expand to other processes. Use lessons learned to implement faster. Build momentum with visible wins.

Advaiya helps companies implement business process automation fixing fragmented workflows. As a Microsoft Solutions Partner, Advaiya delivers integrated solutions leveraging Power Platform, Dynamics 365, and other Microsoft technologies.

Get expert guidance on fixing your fragmented processes. Advaiya’s team can assess your current state, identify automation opportunities, and implement solutions delivering measurable results.

Why peripheral automation works for fragmentation

Peripheral automation enhances existing systems instead of replacing everything at once.

Work with what you have

Instead of ripping out systems that partially work, peripheral automation adds targeted integrations and automations around them. Lower cost, less disruption, faster results.

Phase implementation

Automate business processes one area at a time, learn, then expand. Spreads investment over time and reduces risk compared to big-bang replacements.

Enhance existing investments

Many companies already own platforms capable of supporting automation but aren’t using them fully. Power Platform applications built around existing Dynamics 365 or Office 365 deployments leverage licenses you already have.

The infrastructure company didn’t replace SharePoint. Automated permissions management around it delivered 90% manual work reduction cost-effectively.

Common automation mistakes to avoid

Automating broken processes

Don’t automate processes that are fundamentally broken. Fix the process first, then automate it. Automating inefficiency just gives you faster inefficiency.

Ignoring the people

Technology alone doesn’t fix problems. If people don’t adopt automated processes, you haven’t solved anything. Change management matters as much as technology.

Trying to do everything at once

Big-bang automation projects often fail. Start small, prove value, then expand systematically.

Choosing the wrong platform

Platform selection impacts long-term success. Consider integration capabilities, ease of use, and scalability before committing.

Skipping training

People can’t use what they don’t understand. Invest in proper training matching how people actually work.

Stop accepting fragmentation as normal

Fragmented business processes aren’t inevitable. Companies mentioned here faced severe fragmentation. Manual processes. Disconnected systems. Wasted time. Costly errors.

Business automation software fixed these problems. But success required more than just buying software. Understanding what was broken, choosing the right approach, and implementing systematically made the difference.

Your fragmented processes cost money right now. Every hour spent copying data between systems. Every error from manual processes. Every delayed decision from incomplete information.

But you can stop the bleeding. Automate processes that waste time. Connect disconnected systems. Give people tools that help instead of hinder.

Advaiya specializes in fixing fragmented business processes through automation. With expertise in Microsoft Power Platform, Dynamics 365, and enterprise architecture, Advaiya helps companies implement solutions that work.

Schedule a consultation to fix your fragmented processes. Get assessment of your current state, identification of automation opportunities, and roadmap for implementation delivering measurable results.

FAQs

Q: What processes should I automate first in my business

Ans: Automate business high-volume repetitive tasks, error-prone manual processes, and approval bottlenecks first for quick ROI and visible results. The landscaping company started with billing automation consuming 30 hours per cycle. After automation reduced that to 4 hours, they expanded to other processes.

Q: How long does business process automation implementation take

Ans: Pilot implementations for single processes typically take 4-8 weeks. Comprehensive automation across multiple processes takes 3-6 months. Timeline depends on process complexity, system integration requirements, and your team’s availability. Start small with pilots delivering quick wins, then expand.

Q: Can small businesses afford process automation software

Ans: Yes, cloud-based process automation software like Microsoft Power Platform offers subscription pricing accessible to small businesses. You pay for what you use without large upfront investments. Many companies already own licenses through Office 365 or Dynamics 365 subscriptions.

Q: Will automation eliminate jobs in my company

Ans: Automation typically eliminates tedious manual tasks, not entire jobs. People shift from data entry and manual routing to higher-value work requiring judgment and creativity. The real estate firm’s 60% reduction in approval dependency didn’t eliminate positions but freed people for strategic work.

Q: How do I measure ROI from business process automation

Ans: Measure time saved on manual tasks, error reduction, faster cycle times, and improved compliance. Track before and after metrics. The landscaping company measured billing time (30 hours to 4 hours), the real estate firm tracked billing accuracy (80% improvement), and the infrastructure company measured manual work reduction (90% decrease).

Ready to fix your fragmented business processes? Contact Advaiya for expert assessment of your automation opportunities and implementation roadmap delivering results like 90% manual work reduction and 80% accuracy improvements.

Authored by

Yash Singalkar

Yash is an Associate Principal at Advaiya and is a technology enthusiast specialized in business applications and analytics. He has been an integral part of Advaiya for over seven years, contributing to myriad deliverables involving business intelligence, technology marketing, and business consulting.

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