Consider Automating These 6 Areas Of Your Business Today

Feel like you're throwing away valuable time? Automate these areas of your business to save time and money.

Do you ever wish you had more time? Does it feel like you and your employees don’t have enough hours to get everything done?

You’re not alone. In fact, this is why automation is so incredibly popular. It gives you back valuable time every day to grow your business in new and innovative ways.

There are so many areas of business you can automate. In fact, you’ve likely never even considered most of them or all the time and money you could save by doing so.

1. Simple Account Management

How much time do you spend on accounting every week? Maybe you have a spreadsheet with conditional formatting to remind you about who to invoice or which accounts are late. Of course, then you have to enter all the customer details every time you create a new invoice or order.

Why not automate your accounting? Believe it or not, it can actually even help reduce common accounting mistakes. With automating, you can generate and send out invoices automatically. Customer details can be pulled automatically from emails, contact forms and more. You reduce the menial aspects and accomplish more.

2. Improve Team Management

Bringing up even the idea of automation can be tricky. While many fear it’ll take jobs, the truth is, it has the power to make the workforce far more pleasant. In one study, 73% of employees believe technology can’t replace the human mind – and they’re right.

What technology can do is make team management much more efficient so team members have more time to be creative. Automation tools can pull notes from emails, contact details and chats between team members into a single app. It can even help track trends to see where team members might be having the most trouble, predict potential delays and send alerts to keep things on track. More time for creativity means teams are happier and more efficient than ever before.

3. Record Keeping Isn’t A Chore

Record keeping is one of those tasks that’s a necessary evil. However, it doesn’t have to be such a boring, menial chore. Many record keeping tasks can actually be automated. Most of the time, record keeping involves entering the same details two or more times.

For instance, if HR wants to keep track of how many days an employee has taken off already, they would first need to go through their emails or forms to manually enter all vacation requests and approvals. Then, they’d have to enter those details into their main system to generate a report. That’s if they’re not just using paper forms or spreadsheets.

Automating record keeping means you could use a single system to grab approvals automatically from emails or other communication methods, enter them into a single integrated system and be ready to create a report whenever you need it. By reducing the manual aspects, you save time and record keeping is more accurate and not such as chore.

4. Keep Track Of Assets

Asset management is nothing new and neither is the need to automate asset tracking. In fact, a 2013 study predicted 66% of warehouses were planning to invest in better technology by 2018 to automate inventory tracking and management.

Of course, it’s not just physical assets you have to manage either. Digital asset management must be priority too, but that shouldn’t mean having to use multiple systems and an insane amount of manual tracking.

Automating asset management means every step is automatically recorded as it happens. When a new asset arrives, it’s scanned into the system. When it’s moved to another department or used, it’s scanned again. The same holds true with digital assets. Just upgraded your systems? Record the change when it happens.

By adding in automation to asset management, you save valuable time, reduce errors and make your business more efficient.

5. Get Control Over Emails

Did you know approximately 269 billion emails were sent daily in 2017? If that’s not mind-blowing enough, that number is expected to grow to 333 billion per day by 2022. Now, think about how all that email overload is affecting your employees.

What if you could automate the email process? Yes, it’s definitely possible. Automatically organize emails based on various filters to prioritize emails, sort them by type and gather notes. Automating just this one area could save your business hours every week.

6. Master Marketing

You might have considered at least some automation when it comes to marketing. However, have you automated tasks like:

  • Lead nurturing
  • Blog posting and sharing
  • Social media posting/sharing
  • SEO auditing
  • Data analysis
  • Segmenting leads

All of these tasks can be automated to some degree. Since marketing is a must, why not automate and spend more time creating awesome products and services to create loyal customers?

At KOI, we love the idea of making your business easier to run through automation. We also believe every business, no matter the budget or size, should have access to the tools they need to automate and manage daily business tasks. That’s why we built our all-in-one business management software so you can do more while paying less. Consider partnering with KOI today and find out for yourself why KOI is the best and last Business Management Software you’ll ever need.


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