Automation is essentially the application of technology, programs, robotics and processes to achieve outcomes with minimal human input. Fundamentally, this means that there is an initial input that then creates a ‘domino effect’ that results in a piece of measurable output.
Automation removes manual intervention at different stages of a process, sometimes from different people from different areas of the business, which elongates a process in both time and complexity. In this session, we’ll talk about the problems this manual intervention causes generally, as well as how automating and streamlining processes in your business can save time and minimise additional workload – helping to ensure your people can focus on core business priorities.
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Generally speaking, most users will have the ability to create Teams Approvals, build Microsoft Forms and Microsoft Booking Appointments – all of the foreground automation examples we shared on the webinar.
Should this not be suitable for your staff, you can put administrative actions in place to reduce user functionality (ensuring only certain people can action automated processes), however this tends to be applicable for much larger organisations.
A good example would be using the data you capture using Microsoft Forms to connect with new prospects or existing customers – based on the information and permission they have provided. Remember – communications can be automatically sent to each respondent too, saving you even more time.
To add to that, including a Microsoft Booking link in your emails is a great way to encourage more appointments. In our experience, customers appreciate having the control themselves to book a call back at a time that suits them – helping you to prepare for sales meetings and convert prospects into customers.
A really common concern, trying to implement automation across every process from day one probably isn’t the best path to follow…
We would recommend implementing change in bite-size pieces and articulating the benefits of the output to affected staff. For example, if a new automated process saves someone time, frees them up to focus on their core responsibilities or removes dull administrative processes etc. they’re sure to come around.
Additionally, I would also suggest that working with a technology partner like Welcomm is a great way to gain staff buy-in, as they can support the transition across the business and help train key personnel – providing transparency to affected staff and helping everyone remain informed throughout a period of change.
Learn more about how Microsoft 365 can support your business. We’d be happy to answer any questions you may have, or give you a demonstration. Get in touch today!