If your company is still completing most — or all — tasks manually, it’s time to make a change. There’s only so many hours in the day, so it’s important to get the most from them. Automation allows you to maximize productivity while minimizing costly human errors, so it can seriously inflate your bottom line.
The main secret to boosting productivity through automation is taking the time to do it right. No two companies have the same needs, so create a unique plan catered to your organization.
4 Tips to Make Your Automation Initiative a Success
Set Your Priorities
Take inventory of your current processes and procedures to determine where automation is needed most. Knowing where you’ll get the most value from it will give you a great starting point. In time, you might decide to automate even more aspects of your business, but starting in the right place sets the tone for future success.
Use One Portal
Automation is supposed to save time, not make things even more confusing. Organizing all tasks under one portal will make things much easier, as employees will only have to log in to one interface to access all functions. This saves the hassle of having to remember multiple passwords and usernames, and also allows people to move seamlessly from one task to the next.
Provide Formal Training
If your employees don’t understand how to use the software, you won’t get very far with automation. People learn in different ways, so gather everyone together for formal instruction on the automated technologies, and also provide each employee with a written manual to reference. For automation to be a success, you need the team to know how to properly enter workflows, make changes to processes as needed, and troubleshoot.
Don’t Automate Everything
Some processes are an obvious choice for automation, but others should be left to a human. Clients enjoy interacting with people, not automated software. Working with a person creates a bond that retains clients. Companies become much more interchangeable when clients don’t have a personal relationship with anyone in the business, so don’t turn your team into a bunch of robots.
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