Here's how you can streamline your business operations using technology.

Yes automation tools are great, but don't automate a bad process. Automated GIGO may be quicker, but it's still garbage. Spend time understanding your existing processes and look to standardise and harmonise the different ways of working. Once you have a process your team is running consistently, then turn your attention to automation to make it more efficient.

There is so many ways to use automation is business today. Many software solutions have these already available included in what you are paying for but go under utilized. Office 365 - use Bookings to automate meeting management. Internet browser plug-ins - I use TextBlaze to automate many repetitive responses & Voice in Voice to automate turning my voice to text over any internet site in Çhrome. Automate your approval processes using Microsoft Lists, Forms and Power Automate- all within your Microsoft 365 subscription. One of my favorite time saving automation tools is MinuteMe. Automation across meeting agendas, minutes, actions & more. If you have ever set up an out of office email message, that’s automation in action so you can do this.

The use of ERP software, leveraged on a correct definition of structures and processes, allows us to generate optimized workflows following KPIs, as well as better feedback and control of our processes

Data analytics can provide you with insights that drive smarter business decisions but you don’t need to spend money on specialized software to get started. If you have ever asked a client if they are happy with your services or products, you are already collecting useful data. Can your team be more efficient? Have them all list every task they do in a week they are doing manually or where they think automation should be available to help. This simple data analytical exercise will unlock many business improvement opportunities. You can track and analyze using a simple spreadsheet. There is a lot of software to help further but many of the software solutions you already use have inbuilt tools to help too.

Client Relationship Management (CRM) solutions are essential in delivering efficient services to your clients. We have many solutions to choose from ranging from $0 so no need to use a spreadsheet which is not really fit for purpose. Most solutions also enable you to customize the database to fit your business, engage your customers and enable you to protect your data and business. Apart from capturing basic client data and correspondence, capture marketing data such as how they found you, what services they value and relevant goals. Key dates with automation around taking action on these and business and client reporting. Third party integrations can also offer additional data and value to your CRM and business.