Frequently Asked Questions

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Usually, when you have a manual process* with more than 20 requests** per month that connect with more than two departments. It´s when you hear constantly:

• Who should approve this?
• Do you know who has this information about “customer X”?
• I can´t find the email with the attachment
• I need to type the same information into three different software
• “Finance” is asking for the info again, but we can´t find it

Look for employee facing processes:

• Repetitive administrative tasks (data entry, reporting).
• Routine communication (emails, notifications).
• Manual data processing and analysis.

Identifying which processes will benefit most from automation is crucial to maximise efficiency gains and return on investment.

Look for a process that involves:

• Multiple departments,
• Communication by email and phone
• May need evidence in the future for customer service or compliance. 
• Repeats during a week or month (more than 10)

Some examples at https://makesimple.co.nz/documents

Return on investment can be measured mainly by reducing costs, such as repeatable activities such as sending or following up emails or replying to information in multiple systems. You can also understand the impact on customer experience (NPS) that will affect revenue (cross and upsell). More information at https://makesimple.co.nz/documents

While automation offers numerous benefits, it also has potential risks, such as implementation errors, job displacement, security vulnerabilities, and overreliance on technology. Understanding and mitigating these risks is crucial for successful automation projects. Create your automation roadmap with https://makesimple.co.nz/documents

With a wide range of automation tools, selecting the one that best meets your organisation's needs can be challenging. Factors such as scalability, ease of integration, cost, and specific functionalities required should be considered. Talk to us to understand the benefits and risks of over 20 solutions in Australasia.