KM Component 46 – Process Automation

Stan Garfield

Stan Garfield

February 24, 2022

Process automation provides tools that automate previously manual processes, such as producing proposals, creating presentations, developing products, managing surveys, and managing reporting. Many business processes have been automated with commercially available or custom applications. 

Those that are knowledge intensive can be considered for inclusion or integration with a KM initiative. Examples include proposals, presentations, product development, surveys, and reporting.

In proposal production, much of the content is standard boilerplate and can be reused as is on each proposal. Some content must be modified slightly but is typically included. And some content is unique to the particular opportunity and must be tailored extensively. A proposal automation tool can help streamline the effort required, allowing most of the time to be spent on the custom content, and creating a consistent and appealing format.

Presentations are similar in that they combine slides reused from the past, modified slides, and new slides. There are often problems with inconsistent formats, outdated information, and missing content. A presentation creation tool manages slide content in a library, ensures that the latest versions are used, and enables useful features such as synchronized audio recording. This allows presentations to be delivered as recorded slideshows, which can be used for training and to ensure the highest quality of narration.

The University of Michigan’s PLM Development Consortium defines Product Lifecycle Management (PLM) as “an integrated, information-driven approach to all aspects of a product’s life – from its design inception through its manufacture, deployment and maintenance, culminating in its removal from service and final disposal.” For more, see What is PLM?

If you use surveys to understand user needs and satisfaction, you need tools to conduct, collect, and publish survey data. Automated survey administration, data collection, and results compilation makes it easier to do this regularly.

For regular metrics reporting, applications that prepare monthly reports with a minimum of human intervention allow the members of the KM team to spend their time on tasks worthier of their skills. Metrics data provided with a minimum of effort through automated systems can be put to productive use. If you find that staff members are consumed for days at a time each month producing reports, you should purchase or develop systems for collecting, distributing, and publishing data on key performance metrics.

These and other knowledge-based business processes should be reviewed and considered for inclusion in your KM program. Some will be too big on their own, but some will fit well with other KM components and can be tied in as appropriate. Process automation applications can embed knowledge sharing in the routine operations of a business, improving the flow of knowledge across the enterprise.

Other Processes to Automate

  1. ERP (Enterprise Resource Planning)
  2. Staffing
  3. Expense reporting
  4. Project management
  5. Travel reservations
  6. Learning
  7. Research & Development
  8. Manufacturing Execution
  9. Distribution, logistics, and inventory
  10. Scheduling
  11. Transaction Processing
  12. CRM (Customer Relationship Management)
  13. Sales management
  14. HR (Human Resources)
  15. Financial planning and budgeting
  16. Operations support and modeling
  17. Process control
  18. Idea management and innovation
  19. Customer support
  20. Market research, competitive intelligence, and customer intelligence


Here are three examples of process automation from Hewlett-Packard.

  1. HP Proposal Web – automated proposal generation

  1. HP Presentation Builder – automated presentation generation

  1. HP Reporting – automated metrics report generation

Stan Garfield

Stan Garfield

Please enjoy  Stan’s additional blog posts offering advice and insights drawn from many years as a KM practitioner. You may also want to download a copy of his book, Proven Practices for Implementing a Knowledge Management Program, from Lucidea Press.  And learn about Lucidea’s  Presto and SydneyEnterprise with KM capabilities to support successful knowledge curation and sharing. 

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