8 Warning Signs That You Need to Automate Your Business

Key Indicators That It’s Time to Streamline Workflows

With the growing pressure for organizations to reduce costs while delivering more than ever before, many companies, from enterprise to small business, are looking for ways to do more with less. The most common and increasingly more successful solution is to digitize aspects of the company through automation. 

Optimizing business processes through automation is a great way to give your employees more to work with while keeping costs low. Not sure if the time is right to automate? These 8 warning signs are clear indicators that you need to start taking steps to automate your business. 

Lack of Communication Between Teams

Working together provides excellent opportunities for your employees to share insights gained from a combination of their experience and the work they do for your organization. However, lost opportunities due to miscommunications, continuous back and forth, and missed deadlines may signal something other than weak efforts from your teams. 

A lack of communication may indicate that your team is too busy with other menial tasks. Automation can give them the time they need to share ideas, thoughts, and concerns. As a result, your team will have the time they need to build a powerful work culture that empowers them to innovate while enhancing communication between departments and teams. 

High Turnover Within Your Company

One key indicator of whether or not your organization needs to automate is your staff. Are they overworked? Are they frustrated? Are they burnout? As an organization grows, it can be necessary for employees to work more. However, if they’re feeling as though they’re unable to catch up or they’re frequently required to work overtime, it could lead to burnout. 

With more data flowing into your growing organization, your company can struggle to keep up. This leads to increased stress and decreased employee performance. And if they experience this for a lengthy period of time, they’ll often leave to find a less demanding position. Automation can help lighten your employees’ workload by reducing the number of menial tasks required of them. As a result, they can stay on top of their workload and feel confident in their abilities, making burnout less likely. 

Difficulty Filling New Positions

If you’re bringing in new hires that run away as soon as they see your workflows, that’s not a good sign. Often, experienced hires will come from places with certain expectations. And if they see that your workflows are far more complicated than they need to be, they’ll move on from your organization. 

Overly complex systems and unreasonably challenging learning curves are two major deterrents to employee retention. It’s not that people are lazy. It’s that they want the path of least resistance so they can focus on their areas of expertise. Make it easy for them to shine with automated workflows

Rising Costs

Whether it’s from overtime, hiring additional personnel, or fixing an increasing number of mistakes, rising costs can signal that a company is growing. Previous processes that worked fine before may struggle or crack under growing pressure and workloads. This forces you to hire more people to work longer hours whiles wasting time and resources to fix mistakes. 

You can lower rising costs easily by optimizing your business processes with solutions that scale. Reducing manual tasks can cut hours or even reduce the need for entire departments. As a result, your company will stay on top of its workload, collapse its back office, and watch as profit margins increase. 

Poor Customer Satisfaction

When you begin a business, it’s easier to overdeliver on customer expectations. But as a business grows, resources begin to stretch. Gaps in your business processes widen, and customers fall through the cracks. As a result, customers feel as though you’re falling short on what you promised, and they’ll either complain or they’ll leave. 

Automated systems can help cater to customer demands 24/7. Solutions such as chatbots or integrations between various applications and your main CRM can help ensure you don’t miss out on opportunities to deliver.

Missed Opportunities

No business wants to willingly leave money on the table. But if you’re struggling to keep up with your current customer demand, it may end up happening. If you’re frequently saying “no” to new customers, it could be a sign that your business is stretched too thin. Alternatively, if you’re being underbid by the competition, it may be because they’re able to deliver the same results at a considerable discount. 

Because automation frees up time, it gives employees more resources to complete more important, business-specific tasks. But, it also allows companies to take on more customers while delivering results faster. This means higher profit margins and more wiggle room when bidding for new contracts. 

There’s an added bonus here as well: When employees have more time, they feel more empowered to innovate. Automation allows them to look up from the “daily grind” and see market trends. With this insight, they can better prepare your company through innovative steps that can give you the extra edge.

Lack of Transparency 

Manual tasks within a company tend to create data silos. With several different departments utilizing several different workflows manually, it becomes increasingly difficult to track and organize data between different teams. As a result, you lose a transparent view of what is happening within your organization. 

Automation breaks down these data siloes, giving your company needed transparency. You’ll have a far more accurate view of your customers because you’ll reduce duplicate or erroneous data. Additionally, you’ll gain deeper insights into different departments within your company. This can help you spot further inefficiencies, problems, and security concerns.

You Feel Like You Could Be Doing More

Entrepreneurs have gut instincts about what works. As someone immersed in your company, you know where the bottlenecks, inefficiencies, and waste are. And if you’re looking around your organization and it just feels like you’re not where you need to be, as if there’s something holding you back, it’s probably an indication that you need to automate. Trusting in those instincts can help bring your business to the next level. 

How to Start Automating Your Business

Your employees deserve to spend more time on high-level, engaging tasks. And they need to feel connected to the work they’re doing so they feel empowered to innovate. But your business also has demands that deserve to be met: reducing costs, increasing transparency and efficiencies, and remaining competitive by delivering on customer demands. 

Automation is your solution. When you automate tasks, you remove redundancies, reduce bottlenecks, and cut menial tasks. With additional time and resources, your team can focus on far more pressing matters and complex tasks. Unshackled, your business will have the freedom it needs to grow. 

So, how can you take the necessary steps to start automating your business? Consider speaking to a professional consultant with a 100% adoption rate for automated workflows. At Quandary Consulting Group, we leverage the power of Quick Base and Workato to help organizations optimize their business processes.

Reduce menial tasks within your organization and put your employees back in front of your customers while making your business more agile with workflow automations. For more information, contact us today.

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