The 2024 IDC report on midmarket process automation reveals that while many organizations pursue automation to enhance efficiency, productivity, and quality, less than half complete their automation pipelines due to resource constraints. Successful organizations share traits like strong planning, citizen developer programs, and the ability to link automation to financial outcomes. These companies are more likely to expand budgets and use tools like process/task mining and GenAI. Workflow automation, forms automation, and data integration are among the most impactful technologies. The report stresses the need for planning, training, and measurable outcomes to scale automation success.

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