Getting Started - Process Optimization & Automation Projects

  1. Overview
  2. Process Optimization, Automation, & AI
  3. Getting Started - Process Optimization & Automation Projects

The insider's secret

Process optimization and automation are amazing ways to make your business more efficient and profitable, and can help achieve better experiences for your clients and team.

If you're getting started on a process optimization and automation project with Kuva Media, this help article will introduce the basic information you'll need to get started.

What is process optimization, and what are the benefits?

Process optimization is a systematic method by which an organization identifies the work that is being performed, determines if it's necessary, and develops more efficient practices. It can be achieved in any field, and the benefits can include:

  • Better control over resources
  • Better use of resources
  • Better communication
  • Improved client experience
  • Higher employee morale
  • Increased profits

What is automation, and what are the benefits?

Automation is the use of a system that runs a set of actions in response to some event triggering an action. As an integral part of most of Kuva Media's process optimization services, we will help you take your organziation's toughest problems, and solve them by converting them into automation formulas, like the following examples.

Simple automation example:

If trigger event happens, then perform action.

Intermediate automation example:

If trigger event happens, and condition is value1, then perform action1.

If condition is value2, then perform action2.

There are many benefits of automation. One being that it frees up time for employees to focus on revenue-generating activities and tasks.

Another benefit of automation is that it helps businesses save time, money, and effort, while often increasing client satisfaction, and service quality. Automation is a large component of modern business process optimization.

What information do I need to get started?

We will give you an initial questionnaire will guide you through what we need to know to get started on your project. You can save some time, by preparing this information:

  • What programs, apps, and software you are using in your business
  • Specific processes within your work that you're looking to improve
  • For the process(es) you are looking to optimize and/or automate (sales, client servicing, HR, hiring, etc.), a brief description of your company's current processes and systems

💡Tip: not sure which process(es) you want to improve?

Pay attention to anything in your workday that annoys you, stresses you out, inconveniences you, or costs more than you'd like. It can be helpful to ask any team members at your organization to do the same, for a thorough look at your organization's proceeses.

Write them down and keep a log.

Once we receive the completed questionnaire, our team will:

  1. Identify your goals
  2. Determine what is needed to achieve these goals
  3. Create the optimized process
  4. Install the optimized process
  5. Measure process performance, so that your organization can asses and work on continual process improvement

Ready to get started? Streamline your business, today!

 


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