Almost every organization has work that repeats itself: copying data between systems, writing up meeting notes, answering the same kinds of inquiries, producing reports. Each of these tasks takes a little time, and together they eat up whole days every month. This service finds them and hands them over to automation.
How the work is done
- Mapping. We sit down with the people who actually do the work and document the processes as they really run, not as they are written in the procedure manual.
- Finding the bottlenecks. We pinpoint where the most time is lost and rank each spot by how much it could save against how complex it is to implement.
- Building and running. We set up the automations and the connections between your existing systems, and run them alongside the old process until it is clear that everything works.
- Training the team. Practical, hands-on training for the people who will use it day to day, because a tool nobody knows how to operate is a wasted tool.
What gets measured
Before we start, we agree on clear metrics together, such as hours of work saved, response time to customers and number of errors, and we come back to them a few weeks later. If the numbers have not moved, we keep fine tuning.
Which systems
The work is done on top of the tools you already have: CRM systems, spreadsheets, email inboxes, cloud storage and task management tools. There is no need to move to a new platform.
