Turning manual work involving Excel, email, forms and data entry into an automated workflow.
Many businesses still run processes that are largely manual: data that gets retyped, quotes drawn up from scratch every time, forms processed in isolation from each other.
Automating business processes removes that manual work. Think of a system that automatically pulls data from a form, an integration that syncs data between two systems, or a tool that generates documents automatically.
I start by mapping out the current process and then determine which part is best suited for automation - often that's not the entire process at once, but the part costing the most time.
From automatically processing forms and documents to integrations between systems that currently work in isolation.
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Mainly processes that recur often and require little judgment: data entry, document processing, standard emails and reporting.
Not necessarily. Automation is often added alongside existing software, for example through an integration or an additional tool.
Start with the process that currently costs the most time. In a short conversation, we'll look together at a logical first step.