• Return to our Main Site

    • Help with...

    How can I streamline and automate some of our business processes?

    One of the biggest advantages technology has produced is the ability to take time-consuming or repetitive tasks away from employees, freeing them up to work on more valuable contributions. From back-end accounting and financial automation to communicating with customers, discover both what is available and where it is important to not go wrong when automating tasks to streamline and become more productive.

    Ways to help you deal with it:

    Action plan

    Streamline your sales process

    Effort: High
    Impact : High
    Your sales process is the engine that powers the business. Maintenance and improvements are essential to making sure it runs effectively.

    ACTION PLANS are a structured list of steps designed to help you approach tackling a particular business challenge.

    • We explain why each step is important
    • Customise by setting your own completion dates and assign tasks
    • Helpful tools are provided for certain steps
    • A downloadable PDF version of each action plan is available

    Action plan

    Choose a business process that could be automated

    Effort: Medium
    Impact : High
    Identify the parts of your business where automation could be beneficial and understand where the human touch is still necessary.

    Action plan

    Make a decision about which technology is right for your business

    Effort: High
    Impact : High
    Once you’ve identified the business needs new technology could support, it’s time to research and choose something that’s right for your organisation.

    Guide

    An introduction to streamlining and automating your business processes

    Automation is not just for large enterprises. Read our guide on how to apply automation to your business in a strategic, cost-effective way.

    GUIDES break a challenge down, providing important context and real-world experiences.

    • Based on SME experiences, not corporate jargon
    • Filled with real-world stories
    • Achievable steps every business can take

    Other support that's available

    Demystifying business automation

    Demystifying business automation

    When some people think about automation they immediately conjure up images of artificial intelligence and robots. Capgemini looks at common misconceptions about intelligent automation.

    A more engaged workforce

    A more engaged workforce

    Raconteur makes the argument that a workplace with more automation in place becomes an environment that has both employees who are truly able to exercise their skills and a competitive edge.

    How other businesses have tackled something similar

    Real business story

    Check technology meets your standards before automating processes

    Automating processes at the right time allows businesses to improve productivity, efficiency and accuracy.

    Real business story

    Staff perform better when they’re engaged with your company’s vision and values

    So, you’ve decided on your company’s values and might even have the perfect vision statement. The next step is getting employees to engage with your vision, something that's a common challenge.

    Real business story

    Investing in your business is the key to a lasting future

    One of the most important things you’ll do is to invest in your business. But before taking the plunge, it is vital to plan thoroughly, know your finances and set clear goals.

    The questions lots of businesses are trying to answer

    What issue is keeping you awake at night? A bit of targeted support is often all you need to overcome those challenges.

    Select a topic

    Digital

    How can I improve the digital presence my business has? How can I streamline and automate some of our business processes? How can I understand what digital tools or support my business needs? How do I effectively seek external digital support? How do I know if my technology is robust enough for growth? How do I assess and choose the right technology to improve business operations? How do I work out the best digital sales channels to use? How should I best budget and plan for new technology investments? How should I go about collecting data to improve my business? How should I use the data I have to improve decision making?

    Leadership & Strategy

    As a leader, how do I learn to trust others within my organisation? How can I balance short-term needs with long-term targets? How can I reflect on my own strengths and weaknesses as a leader? How do I learn to become a better leader? How do I improve the communication in my business? How do I apply learnings from other businesses to my own company? How do I get better at noticing and reacting to warning signs? How do I get staff interested in our vision and values? How do I give my team autonomy and get better at delegating? How should my role as a business leader evolve with the company’s growth?

    People & Team

    How can I develop career paths for my staff? How can I develop the skillsets of my workforce? How can I improve my hiring and onboarding practices? How can I increase staff engagement and motivation? How can I keep my best members of staff? How can I reduce employee turnover? How can I run a better appraisals process? How do I deal with a challenging member of staff? How do I manage an effective remote workforce? How should I performance manage my staff?

    Planning

    How can I balance ambition with setting realistic goals? How can I get staff interested in the financial situation? How can I work out what required skillsets are missing in the business? How can I define and communicate my vision for success? How can I get better at looking internally at my business? How can I make my business more resilient to change? How do I ensure my business can navigate a dip in trading? How do I better inform my business plans? How do I know when to invest in my business? How do I know when to scale up my business?

    Sales & Growth

    How can I get a better return on investment from my marketing? How can I identify new customers to target? How can we better serve our most loyal customers? How can we develop new products and services? How do I create targets and KPIs for my staff? How do I benchmark my business against competitors? How do I build a network to support my business? How do I develop a clear unique selling point? How do I financially plan for new opportunities? How do I make sure my team and processes are ready for growth?
    All