Digital Transformation Guide

Automate the Most Boring Tasks First

Start where automation pays back fastest: the repetitive tasks nobody enjoys.

One of the most basic mistakes is adopting new technology without a long-term plan. Our approach is to improve the most boring tasks first, planning every process around your business goals.

Use technology to eliminate human error

Automating boring tasks increases productivity and staff morale - and makes adopting new systems far easier. One task we often automate is invoicing. Using a CRM or an online accounting platform, staff still enter data and send invoices manually; automated, a process that takes hours is done in seconds, error-free.

You already use more technology than you think

Without realising it, every department already relies on technology day to day:

  • Accounting - Xero, QuickBooks, Sage or other accounting platforms
  • HR & Finance - CRMs, BA platforms, online payments: Stripe, PayPal, Sagepay
  • Marketing - social media and email marketing platforms
  • Planning - BA and BI systems
  • Manufacturing - stock and inventory platforms, barcoding and scanning

All departments collaborate, so all these systems should talk to each other. Every business is unique - the technology should adapt to yours, not the other way round.

Legacy software and human transformation

Digital transformation has to be adapted to each individual. Off-the-shelf or legacy software isn't adaptable, so people invent time-consuming workarounds. Automating those tasks, or integrating legacy tools with new systems, increases performance without disrupting the business.

We've automated and transferred data across many platforms to save time and licensing costs - sales CRMs (Salesforce, Zoho, Dynamics 365), BI (Power BI, Cassandra) and specialised software (Proclaim, Act, Commusoft, Alpha Anywhere).

Pick your most boring task and we'll show you, with a working proof of concept, how many hours it gives back.

See it working first

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Prefer to talk? Call 01704 639121 or email [email protected].

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