Automate Firm Processes

There are a myriad of things that keep business leaders awake at night: competition, regulatory risks and client demands, for example. But one thing many are not taking advantage of is the chance to automatize firm processes as a way to cut down the amount of time needed to turn around, eliminate mistakes, and improve overall efficiency and profitability.

The purpose of automating a process is to shift a task from a lengthy, manual step-by-step workflow to a simplified, efficient digital structure or function that is triggered by the entry of data or another event. This allows employees to concentrate on more important tasks that improve employee satisfaction, build stronger relationships with customers and establish your company as a reputable and reliable business.

For instance an attorney’s office could have a long workflow that requires the gathering and review of numerous documents, including engagement letters, court pleadings, agreements, and contracts. Automating workflows that direct these documents to the right person at the right time will allow you to accomplish more billable work in a day, while reducing the risk of compliance and providing customers with a faster and personalized experience.

Understanding the existing website workflow is key to automating processes. A systematic and thorough approach helps businesses avoid wasting time on a complex and ineffective processes, while also building confidence in automation technologies. The first step is to determine whether a process is worth it and assessing the ease with which it could be converted into an automated workflow.