• David Remington

Automation - little changes to propel your business forward

With the evolving technological landscape, it’s getting more and more complicated to keep up with the advances in technology. Questions are being asked within various industries - how do you safeguard your business against pressures from agile, digital companies? Does this mean investing heavily in IT?

It’s very easy to follow the latest tech fads, and spend a lot of money to get answers, but the most important understanding is the motivation behind the desire for companies to change their processes.

Organisations want to be more efficient and cut costs, while delivering enhanced client service. But how can this be done?

By taking small steps toward automating manual processes, process efficiencies can be realised almost immediately. For example, you can automate large document review workflows, automatically assign project tasks and deadlines, automate document and contract assembly, send documents for e-signature and trigger email alerts and communications, all offering an improved client experience, with efficient processes in place.

Those efficiency gains can be passed on to clients, which helps you to stay competitive and win new business.

When you’re using automation and project management tools to run your projects and tasks, you can capture analytics and provide important insight into what's working, and what can be optimised further to drive continuous improvement of processes. This keeps driving the innovation, quality, consistency and transparency of your service delivery.

Many businesses have historically been risk-averse, but by establishing the highest value automation opportunities, the benefits can be huge— you can automate boring administrative work so that employees can focus on tasks that are more valuable to the business, both from a profit-making point of view and professional development standpoint.

Understanding and documenting a process requires skill and can be a daunting and complex process. Instead of focusing on the entire workflow, start by automating the small, repeatable tasks. Automation is an evolution, and businesses will find that taking small steps can generate value that lasts and grows. Remember - this process does not happen overnight!

Single-sign-on (SSO) is the perfect example of a quick-win that a business can adopt to help kickstart automation. With SSO, there’s no need to remember multiple usernames and passwords, offering staff the ability to automatically log in to numerous platforms, saving IT time in helping with password resets and login issues.

The same benefits can also been seen when integrating platforms like Box and Salesforce. As staff can access everything from one system, there is no need to waste time replicating processes. Combine this with electronic signature and signed documents will automatically be added to the relevant folder and trigger workflows to move forward in a more timely manner.

So where do you start? Begin to take small steps toward cutting costs, engaging clients in new ways, and managing projects more effectively by automating the tasks that impede efficiency and innovation. Once you’ve mastered how to do that, you can start to supercharge your processes and begin to invest resources for the future rather than the past.

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