White Paper

Process Automation: A Framework – One Page Summary

By CUNA Councils

posted 09.04.2019 (o & me)

This is a one page summary of the full white paper

Manual processes are often characterized as time-consuming, error-prone, old-fashioned, and expensive. Additionally, there are opportunity costs associated with continuing to use manual processes when automated processes are appropriate for those tasks. If more operational processes could become automated, credit unions may be able to reallocate resources and make more efficient use of employee time and skills. Finding ways to automate processes can enhance precision, jobs, and cost controls.

In this white paper from the Operations & Member Experience Council, we examine:

  • The basic meaning of process automation and the benefits it can offer credit unions and their members.
  • How credit unions can determine or prioritize the functions that can be automated.
  • The organizational and cultural shifts that need to occur to start down the path of process automation.
  • The types of process automation that credit unions are successfully implementing.

This is the first in a series of white papers about process automation, from foundations and frameworks to intermediate and advanced applications in the future.

This resource is only available to members. Please login to download or explore member benefits and join today

 

Cross-Council White Papers

Discipline Title Author Date  
 
FINANCE
 

Preparing for Liquidity Exams – One Page Summary

CUNA Councils 10.30.2019 
 
FINANCE
 

Preparing for Liquidity Exams

CUNA Councils 10.30.2019 
 
TECH
 

Powered by Technology: Defining Effective IT Leadership

CUNA Councils 10.30.2019 
 
TECH
 

Powered by Technology: Defining Effective IT Leadership – One Page Summary

CUNA Councils 10.30.2019 
 
HR & OD
 

The Great Potential Debate

CUNA Councils 10.07.2019 
 
HR & OD
 

The Great Potential Debate – One Page Summary

CUNA Councils 10.07.2019 
 
CEO
 

Performance Through Purpose: Leading a Purpose-Driven Organization

CUNA Councils 09.10.2019 
 
CEO
 

Performance Through Purpose: Leading a Purpose-Driven Organization – One Page Summary

CUNA Councils 09.10.2019 
 
TECH
 

The Human Firewall: How Your People Protect Your Systems and Data

CUNA Councils 09.09.2019 
 
TECH
 

The Human Firewall: How Your People Protect Your Systems and Data – One Page Summary

CUNA Councils 09.09.2019 
 
LENDING
 

Lending Leadership – Sparking a Passion for Credit Union Lending

CUNA Councils 09.06.2019 
 
LENDING
 

Lending Leadership – Sparking a Passion for Credit Union Lending – One Page Summary

CUNA Councils 09.06.2019 
 
M & BD
 

Talent Wars: The Competition for Skilled Digital Marketers

CUNA Councils 09.05.2019 
 
M & BD
 

Talent Wars: The Competition for Skilled Digital Marketers – One Page Summary

CUNA Councils 09.05.2019 
 
O & ME
 

Process Automation: A Framework

CUNA Councils 09.04.2019 
 
O & ME
 

Process Automation: A Framework – One Page Summary

CUNA Councils 09.04.2019 
 
LENDING
 

Navigating the Rising Rate Environment - One Page Summary

CUNA Councils 07.18.2019 
 
LENDING
 

Navigating the Rising Rate Environment

CUNA Councils 07.18.2019 
 
CEO
 

The Evolution of Organizational Growth - One Page Summary

CUNA Councils 07.17.2019 
 
CEO
 

The Evolution of Organizational Growth

CUNA Councils 07.17.2019 
 
HR & OD
 

The Diversity Advantage: Credit Unions as Champions of Inclusive Leadership

CUNA Councils 07.16.2019 
 
HR & OD
 

The Diversity Advantage: Credit Unions as Champions of Inclusive Leadership - One Page Summary

CUNA Councils 07.16.2019 
 
FINANCE
 

Focus on Product Profitability: Analysis and Execution in the Race for Real Growth

Karen Bankston 07.11.2019 
 
FINANCE
 

Focus on Product Profitability: Analysis and Execution in the Race for Real Growth – One Page Summary

Karen Bankston 07.11.2019 
 
O & ME
 

Operations & ME Leadership – Who Owns Digital Banking? – One Page Summary

Beth Stetenfeld 07.08.2019 
 
O & ME
 

Operations & ME Leadership – Who Owns Digital Banking?

Beth Stetenfeld 07.08.2019 
 
TECH
 

Technology Leadership – Who Owns Digital Banking?

Beth Stetenfeld 07.08.2019 
 
TECH
 

Technology Leadership – Who Owns Digital Banking? – One Page Summary

Beth Stetenfeld 07.08.2019 
 
M & BD
 

Marketing & BD Leadership – Leveraging Data Analytics & Business Intelligence – One Page Summary

Beth Stetenfeld 06.13.2019 
 
M & BD
 

Marketing & BD Leadership – Leveraging Data Analytics & Business Intelligence

Beth Stetenfeld 06.13.2019 
 
LENDING
 

Lending Leadership – Leveraging Data Analytics & Business Intelligence

Beth Stetenfeld 06.13.2019 
 
LENDING
 

Lending Leadership – Leveraging Data Analytics & Business Intelligence – One Page Summary

Beth Stetenfeld 06.13.2019 
 
HR & OD
 

HR Leadership – Developing Initiatives: Project Management Strategies

Tracy Scott 06.06.2019 
 
O & ME
 

Operations & ME Leadership – Developing Initiatives: Project Management Strategies

Tracy Scott 06.06.2019 
 
HR & OD
 

HR Leadership – Developing Initiatives: Project Management Strategies – One Page Summary

Tracy Scott 06.06.2019 
 
O & ME
 

Operations & ME Leadership – Developing Initiatives: Project Management Strategies – One Page Summary

Tracy Scott 06.06.2019 
 
M & BD
 

5 Stars or Bust: Digital Reputation Management

Nancy Mann Jackson 05.15.2019 
 
M & BD
 

5 Stars or Bust: Digital Reputation Management – One Page Summary

Nancy Mann Jackson 05.15.2019 
 
FINANCE
 

Merging for Growth: Reducing Complexity to the Process – One Page Summary

Craig Guillot 05.14.2019 
 
FINANCE
 

Merging for Growth: Reducing Complexity to the Process

Craig Guillot 05.09.2019 
 
CEO
 

Why Leaders Fail

Beth Stetenfeld 05.09.2019 
 
CEO
 

Why Leaders Fail – One Page Summary

Beth Stetenfeld 05.09.2019 
 
FINANCE
 

Spotlight on Liquidity Management: Addressing Risks in a Rising Rate Environment

Karen Bankston 12.12.2018 
 
HR & OD
 

Creating an Employee Value Proposition

Beth Stetenfeld 12.11.2018 
 
TECH
 

Third-Party Management: An Evolving Framework for Technology Vendor Relationships

Karen Bankston 11.28.2018 
 
M & BD
 

Digital Metrics: Strategies and Tactics for Measuring Channel Effectiveness

Nancy Mann Jackson 11.26.2018 
 
M & BD
 

Digital Metrics: Strategies and Tactics - One Page Summary

Nancy Mann Jackson 11.26.2018 
 
CEO
 

Practical Paranoia: Handling Disruption from a Position of Strength and Flexibility

Beth Stetenfeld 11.09.2018 
 
LENDING
 

The Military Lending Act: Putting Compliance into Practice

Beth Stetenfeld 11.01.2018 
 
O & ME
 

Agility: Facing Constant Change

Beth Stetenfeld 10.24.2018