Emerging technologies, such as Artificial Intelligence, suggest that we are on the cusp of a new revolution. Companies that fail to adapt to these new technologies risk falling behind. To keep pace with the changing landscape, business models, marketing strategies, and administration processes must be digitized and automated.

Process automation is no longer an optional feature; it’s an essential component of modern businesses. Adopting automation is particularly beneficial during challenging economic times, as Harvard Business Review notes. Companies that have managed to overcome the pandemic have done so partly because they had a strong technological foundation in their processes.

Process Automation is no longer a nice-to-have; it’s a must-have. Adopting automation is especially useful in challenging economic times. (Harvard Business Review)

How to keep up?

This restructuring requires a new approach to executing tasks. By adopting Intelligent Process Automation, companies can achieve several goals, including:

• Improving employees’ quality of life by giving them time to do more important things.
• Optimizing time management
• Streamlining labour costs to focus on new projects.
• Reducing errors associated with data input and movement between platforms.

Intelligent Process Automation is an innovative technology that combines two powerful tools: Robotic Process Automation (RPA) and Artificial Intelligence (AI). While RPA focuses on streamlining processes, AI analyzes and interprets data.

 Four good reasons to automate your Vineyard:

1. Improved commercial results: By leveraging accurate, well-documented data, Vineyards can make informed decisions based on data analysis rather than intuition. Intelligent Automation’s real power lies in identifying patterns and making predictions.
2. Continuous process improvement: With Intelligent Automation, continuous improvement is achieved because the system’s quality of decision-making improves as it accumulates more data.
3. Competitive advantage: Talent is crucial to Vineyards’ success. By freeing employees from repetitive tasks, Intelligent Automation allows them to focus on more critical business objectives, leading to a competitive advantage.
4. Retention of process knowledge: With Intelligent Automation, processes are stored and emulated. This ensures that a company’s growth is not hindered by the loss of talent due to high turnover.

Which areas and processes should you automate?

Finances:

• Cash Flow Process
• Collection and Payment Process
• Audit Process
• Report Generation Process (Balance Sheet, Income Statement, Financial Indicators)

Sales:

• Sales Tracking Process (Daily, Weekly, Monthly)
• Sales Force Tracking Process
• B2B Consolidation (Automatic Order Enrollment)
• E-commerce Integration to ERP Process
• Stock Control Process
• Forecast Generation Process

Operational:

• Efficiency Control Process
• Shifts Management Process
• Production Planning Process

Prioritizing which processes to automate depends on factors such as time consumption, repetitiveness, and strategic importance. An Intelligent Process Assessment can help determine which processes should be prioritized.

In the next newsletter, we will delve into the report generation process and measuring different KPIs in the Vineyards; explore how Intelligent Process Automation can help gather data from multiple sources (production, sales, tasting room, events, etc.) to create useful dashboards for efficient Vineyard management.

Best Regards

Hector