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Automation Priorities

Korcomptenz - Total Transformation Blog - Automation Priorities

Posted on August 27, 2019

What Processes Should I Automate First?

You’ve heard a lot about the potential for automation to benefit your business. You’ve investigated the software available and you’re about to make a purchase, but then you consider the hundreds if not thousands of tasks that take place every day in your organization and you’re left wondering what to do first.

Where am I going to get the biggest benefit with the least disruption and risk? You’re convinced that if only you can get it right automation is a huge opportunity for you, but if you should get it wrong it could be a huge step back and delay reaping the benefits for years.

The question is how to get it right in the first place, like the old adage about which came first, the chicken or the egg. Here are a few important tips to get started right:

  • Manual, back office tasks like entering invoices in your accounting software or even sending invoices to customers are the proverbial low hanging fruit of the automation world. These processes can and should be automated first and foremost.
  • Tasks involving copying and pasting from one system to another should be up next in the queue. Whether you’re copying from an email to a CRM or an accounting system, or from a CRM into your accounting system, or from your accounting system into some kind of report, automation should have a huge impact.
  • Monitoring and maintenance related tasks also have huge potential, things like checking to make sure a server or system is up and running, taking a snapshot of diagnostics or other metrics on a regular basis, or some other repetitive data capture for compliance or another purpose.
How Automated Is Your Organization
  • Tasks that involve consolidating data from different systems like building reports or even creating a complete view of a customer for customer service also have potential but could be complex and should lower in your priority list.

If you still need help, fortunately Korcomptenz has a strategic approach that’s right for you. One that will maximize your return on investment and free up valuable resources for more critical thinking and problem-solving tasks, improving customer service and growing your revenue.

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