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Top tips for automating your business processes

Written by Chris Galt | August 21, 2019


Out with the old and in with the new. Spring clean your business with our top tips for automating your processes.

Yep, it’s that time of the year. Dusters are at the ready and the latex gloves are on. It’s time for some serious spring cleaning. But the importance of planning, decluttering and a renewed focus extends beyond the home. Your small business can adopt these same principles to see it through the latter part of the year - the home stretch for many businesses.

Why migrate to a new system? 

We’ve heard the age-old tale of businesses manually inputting all their data into behemoth-like spreadsheets one too many times. We’re experts at migrating our clients onto cloud-based software and have witnessed the benefits of using cloud-based platforms firsthand. Let’s break things down and look at the benefits.

Improved Visibility 

Being proactive is a better approach than being reactive. It’s pretty simple: you always want to be a few steps ahead of the game. By having better visibility and a greater grasp of what’s going on day-to-day in your business, you’re able to make changes on the fly. Who doesn’t love being on top of every part of their business?

Looking for that ultimate dashboard experience? Talk to us about the game-changer that is Microsoft Power BI!

Greater Efficiency

Trim the fat and streamline your processes. By automating as many elements as possible, you’re able to save time and focus your efforts on the things that matter. Automation is no longer a ‘nice-to-have’; it’s a necessity for achieving operational efficiencies and reducing the amount of grunt work to turn your business into a lean, mean money-making machine.

Spending too much time managing your inventory? Let us walk you through one of our favourite inventory management systems, DEAR Inventory.

Happier Employees 

Tasks that leverage automated platforms are a godsend for employees. By seamlessly integrating and connecting your software, previously complex or complicated day-to-day processes are simplified, ensuring your staff don’t need to waste time fiddling around with spreadsheets or transferring information from tool to tool. Automation also reduces the potential for errors, reducing mistakes and time spent reviewing work. To maximise motivation, give your employees a simple platform that they understand, empowering them to focus less of their time on admin and more of their time on stimulating and valuable work they actually enjoy.

Having trouble keeping track of all that time spent across different jobs? We’re pros with project management software, WorkflowMax.

Top Things to Remember When Migrating to a New Platform

Adopting a new system or software can be a complex and time-consuming process. While we do this every day, we understand that for a lot of our clients it can be an intimidating prospect. Here are our top tips to ensure your migration is as smooth as Steely Dan.

Data Quality

Data comes in a variety of formats, which means that integrating multiple datasets can get pretty messy. Part of your spring cleaning should involve reformatting your data so that everything aligns, allowing your platforms to communicate clearly and efficiently with each other. 

Break It Down

Break it down y’all. No, seriously, break your data down into bite-sized chunks. It’s easy to get overwhelmed during the migration process. There are a lot of moving parts that can be difficult to keep track of. Dividing your data into manageable portions ensures you can work through the process systematically. Creating and working through a checklist is the perfect way to visualise and organise your migration.  

People Power

If you’re moving onto a new cloud-based platform, we’re sure you’re excited to test out the new bells and whistles. But have you taken the time to consider the key people involved in managing and interacting with your new software? The importance of training these people and equipping them with the tools to oversee the transition can’t be understated. These are the champions that will circulate the information throughout your business and make sure everybody is on board.

Feel free to book some time in with one of our BlueRock Digital business systems experts for an obligation-free consultation. We're here to help.