Workflow Analysis: Your Path to Successful Automation
Workflow Analysis is the most crucial step in my service. It helps you free up time and grow your business faster. My analysis offers clear insights rather than general assumptions.
Understanding Your Workflows
Many business owners make the mistake of rushing to solutions, thinking, “I just need to connect X and Y!” However, I believe it’s essential to step back first to avoid extra work later.
My process begins with Process Mapping. I don’t just ask what you do; I outline the journey of a single piece of data. I identify where the data starts and where it should end up (like a created invoice). This mapping shows every unnecessary copy-paste, duplicate data entry, and manual email, ensuring that your investment addresses the most enormous inefficiencies.
Finding Hidden Time Wasters and Risks
The most significant issues are often hidden. I specialize in identifying inefficiencies and legal risks that others may overlook.
For example, you might not realize how much time you spend switching between your CRM and spreadsheets, reformatting dates, or confirming data. These small tasks can waste hours and be prone to expensive errors, but are simple to automate.
Additionally, for small and medium-sized businesses in the EU, each manual workflow could pose a legal risk. I look for GDPR issues, such as personal data stored in outdated spreadsheets or risks associated with manual email forwarding. My analysis serves as a compliance check, ensuring your automation is compliant from the outset. I also convert your informal rules (like “If the client makes over X, send them to Marcus) into clear logic for automation.
Your Customized Action Plan
After this detailed analysis, I provide you with The Automation Blueprint. This isn’t just a report; it’s a clear action plan.
The Blueprint includes:
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The Workflow Diagram: A visual map showing the manual steps we’ve removed and the new automated process.
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The ROI Projection: A straightforward calculation that estimates how many hours you’ll save each month, the cost savings from fewer errors, and the overall return on your investment when we implement the changes.
This analysis proves that automation is not an expense; it’s a wise business choice. It gives you confidence and clarity as we move forward.