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XaitPorter
Co-authoring and automation solution for complex documents
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Quickly and accurately price combinations of interdependent products and services
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Guided proposal creation for comprehensive, winning proposals
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The smarter way to respond to RFIs, DDQs and security questionnaires
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The easiest way to create interactive and custom mini-websites
XaitAI
The X factor for analyzing and writing winning bids and proposals
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Xait
15.07.2015
-3 min
Before we dive too deep lets talk about some of the benefits of automating your processes. If we boil down everything, you want to automate processes to increase your revenue/profits and cut expenses. This could be an increase sales, in knowledge, in leads, in conversion rates etc. Directly relating to increasing any number of the aforementioned metrics is decreasing the time it takes to complete those tasks. Simply put, the less time you spend accomplishing a given task, the more valuable that task becomes.
A simple real world example of this would be;
Automate a few processes and now your team of 10 takes 1 week to submit a proposal and you've made an additional $10,000. So what are 4 thing should look at first when trying to automate some of your business processes?
Many companies begin to look at automation because they have a big unyielding process they know takes up too much time and money. So they start with their most complex problem and work backwards. What they should be doing is looking at their most basic processes and automate those first. Are you consistently running reports that should be automated, put in a dashboard and sent to stake holders on a weekly basis? Are you emailing a document back and forth with revisions when you should be building an automated workflow? There are probably tens, if not hundreds of these simple processes that should be tackled before you take on your "giant."
Many times an employee who is not overseeing an automated process is afraid of it. Why? They think they will be "automated" out of a job. You must build a culture of support around automation and get your employees to understand just because part of their job is now being assisted by an automated process, it doesn't mean they are any less valuable. It means they have more time to utilize their expertise instead of figuring out how to get the job done within their job.
Write them down. Every step of every process you are looking to automate should be written down in detail. This will give you clear picture of each step within a process and will allow you to red-line every aspect that has the potential to be automated, combined or in some cases eliminated. This step may seem a bit tedious but, guaranteed if you have more than 1 person working on a process, they will all have a different idea of how that process works so getting everyone on the same page regarding your processes is a must.
Now that you understand where your gaps and needs are, you can begin to search for the tools that will help you accomplish your goals. These might be in house or you may need to bring in technology partners. Remember to not only look for what you need NOW but also what you will need in the FUTURE. Understand your long term plans as well as your vendors long term plans. The partnership will only get better if you are each heading in the right direction.
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Xait
Xait is redefining document collaboration. We believe that document collaboration should be about improving both quality and productivity. And this is exactly what we help our customers do with XaitPorter. By removing interruptions in the document creation process, we provide our customers with focus.