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Automating some of your business tasks can definitely be a win-win decision.

Automation completes tasks faster and can increase how accurate they are performed. You will come out ahead with more time on your hands, and being more efficient at your job.

You may be wondering what tasks can be automated in your business, and since there are so many it may be hard to know where to start.

So first, let’s walk through several common ways our lives are already automated.

Computers have made our lives very automated and simple. Typing has replaced writing, robots have taken over basic manufacturing actions, calculations and analyses are performed in seconds, and even our preferences can be interpreted and applied to increase our “user experience”.

Next, the internet continues to increase the level of automation through email, video conferences, access to news and media, and online services such as cloud storage, blogging, personal finance, stocks, shopping and more.

Now, with some fresh examples of automation on your mind, how do we get started automating small business tasks for your business?

Easiest First

Automate the easiest tasks first and work your way to automating the more difficult and complex tasks. This may include processing invoices, paying bills on time, staying organized, or some rote task where no human value is added.

Another approach may be to eliminate or minimize paper-heavy tasks. This will require some creativity and brainstorming on your part. Here at Lucid Books, we improved our project management by automating with Asana. Once our projects were entered and customized in to the system, our communication and productivity increased significantly.

Once several tasks have been successfully automated, create a company culture that supports automation. Many employees think that automation will eliminate their job, and for some industries it may, except employees who automate themselves out of a job will have skills that are in demand, whether inside or outside your company. Once your company is able to support automation, employees will understand the benefits and value they can add.

Professional or Administrative Tasks

Hiring, accounting, budgeting and training can get out of control or become a heavy burden if not somewhat automated. Because these tasks are more complex, outsourcing is a great option and can be considered one way to automate.

Should you want certain tasks to stay inside your business, I suggest looking into:

  • QuickBooks or Xero for accounting
  • Asana or Do for task management
  • BambooHR or iCIMS for human resource
  • Salesforce or InfusionSoft for customer relation management.

Be Sure To Record Your Progress

Continue to automate as much as possible, yet take on one task at a time. Whether you succeed or fail, keep track of your attempts and the results that come. If productivity and efficiency is growing, keep automating! If your efforts are being wasted consider postponing automation for a while until a better opportunity arises.

Remember, automating business tasks can be difficult or nearly impossible. It takes plenty of awareness and creativity, which may not come to you very easy. They don’t for me, but I have learned as I go.

Thank you for reading my post! Please feel free to comment or leave any suggestions below.


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