Automate the easiest processes first.
Pick rote tasks where there is no human value-add. Automation lets you avoid human error while saving time in execution.
Build a culture that embraces automation.
While that sounds “big company,” it’s actually more applicable to small businesses (and easier to pull off).
Employees are often reluctant to embrace automation because they’re concerned they’ll automate themselves out of a job. Yet in most businesses, the highest performers tend to automate the most, whether formally or informally. (That’s one reason why they’re top performers.) Those are the people who automate themselves out of the current job and into the next job.
When you talk about automation, talk about the benefits to employees, both in their current functions and in how it will allow them to grow into higher-level positions. Automating easy processes first will allow you to walk the talk.
Developing Return on Investment Projects
Pick a function with a solid ROI. Then pick another function. Once you get a few wins under your belt, your employees will be asking you to automate certain functions. You won’t have to push your employees; they’ll pull you in.
Pick a technology partner.
If you reach the point where you want to bring in a vendor, the key is to look out a few years and ensure your partner has the right level of scope, innovation, and technology, and can scale with you.
Think about where you want to be in three years. Make sure your vendor can support that vision and the economics work for your business.
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