The Benefits of Business Process Automation for Nonprofit Organizations

Nonprofit organizations must stretch their marketing dollars and work to keep overhead costs low. Business process automation (BPA) helps automate different parts of the business process, reducing the time users spend on time-consuming tasks.

When automation is used in nonprofit organizations, it works behind-the-scenes without impacting the organization’s marketing campaigns, fundraisers or other processes. Automation can include:

· Basic automation

· Process automation

· Integration automation

· Artificial intelligence automation

Each of these automation processes can be implemented in a nonprofit with similar benefits.

Nonprofit Organizations and Business Process Automation Benefits

Nonprofits can use BPA technology to enhance and organize workflows, reduce operating costs and free up resources. Key benefits include:

1. Operational Cost Reductions

Running a nonprofit can be expensive. Overhead still exists, and operational costs can be expensive. Automating tasks that do not require human interaction provide cost benefits. These tasks may mean:

· Automating scheduling approvals with one step

· Approving processes automatically

· Updating databases with key donor information

· Sending out automated emails

Automation can take time to put in place, but they can reduce operational costs drastically. When less time is spent on these core processes, manpower can be assigned to other tasks, or staff may be reduced.

2. Productivity Increase

Staff spends less time on repetitive tasks when processes are automated. This staff can be reassigned, or they can spend more time on:

· Fundraising

· Making calls

· Important nonprofit tasks

Freeing up resources allows these resources to work on processes that are more essential to the nonprofit.

Customer service and reaching out to donors is easier when BPA is a part of an organization’s workflow.

3. Reliability Increase

People make errors, but automation systems, when set up properly, add reliability to an organization. BPA virtually eliminates human error, allowing organizations to divert staff away from tasks that lead to reliability issues.

Predefined parameters can be used with automation that allows for batch processing and error-checking. Field verification and flows can be put in place that increase the reliability of your organization.

Salesforce, for example, incorporates Lightning Flow that includes an in-depth Process Builder that allows you to automate business processes and configure the repetitive tasks that are done manually to be fully automated.

Point-and-click automation doesn’t rely on a person’s attention span to reduce errors.

Set the processes up once, and they’ll be reproduced time and time again, following the same flow you created with a builder.

4. Performance Optimization

Performance is key to your operations. Not only will staff be freed up to work on more important tasks, but performance will be increased. Quicker responses can be sent to donors, replies to suppliers is faster and superior service is delivered.

Overall performance inside of the organization is strengthened through automation.

Customer service can be partly automated, too.

Advancements in BPA continues to help nonprofit organizations automate tasks in new and exciting ways. Even chatbots and smart contact applications can reduce tedious tasks, operational costs and boost productivity.

If your nonprofit hasn’t implemented BPA, it’s time to research your options and see how automation can help your organization grows its operations.


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