Getting Started with Business Automation

Introduction

Business automation can transform your operations, but knowing where to start is crucial. This guide walks you through the essential first steps.

Step 1: Identify Repetitive Tasks

Look for processes that:

• Are performed frequently (daily/weekly)
• Follow clear rules and logic
• Require minimal human judgment
• Take significant time

Examples:

• Data entry between systems
• Invoice processing
• Email responses
• Report generation

Step 2: Map Your Current Process

Document everything:

1. List all steps in the process
2. Identify who performs each step
3. Note how long each step takes
4. Mark decision points
5. Highlight pain points

Step 3: Calculate ROI

Use this formula:

Time saved per week × Hourly cost × 52 weeks = Annual savings

Example: If automation saves 10 hours/week at €50/hour: 10 × 50 × 52 = €26,000 annual savings

Step 4: Choose Your First Automation

Start with a process that:

• Has high ROI
• Is relatively simple
• Will show quick wins
• Has stakeholder buy-in

Step 5: Pilot & Scale

1. Pilot phase: Test with one process
2. Measure results: Track time saved, errors reduced
3. Refine: Fix issues and optimize
4. Scale: Apply to similar processes

Common Pitfalls to Avoid

• Automating broken processes (fix first, then automate)
• Starting too big (start small, prove value)
• Ignoring change management (train your team)
• Not measuring results (track everything)

Next Steps

Ready to start? Contact us for a free automation assessment where we'll identify your top 3 opportunities.