When you automate your business processes, it allows you to get organized in your business. The organization can then help you grow your business. With automation comes techniques that can help you streamline your processes. To clarify things, let's take a quick look into the components of automation and then, later on, we will do a deep dive into each component to automate your business processes.

What does it take to automate your processes?

As we take a high-level view of the components of automation, keep in mind that it's all about organizing your processes to grow your business. Below are the components:

  • Define: look at your business to see what processes you can automate
  • Determine: once you define which processes to automate, you need to prioritize the order in which you will automate processes
  • Describe: after prioritizing the order, it's time to explain what the purpose of each process is
  • Develop: after creating the purpose for each process, you are ready to create the details steps that will provide details regarding each process
  • Deliver: the last component is that you organize all of your detailed processes together. Now you can create the documentation that will be given to those within your business

Defining your processes

When it comes to automating a business, it is important to take a broad look at what your company excels at, and what your business goals are. Take a look at your processes, and try to find areas where employee knowledge falls through the cracks. These are the areas that need more focus.

Try to automate areas that are already flowing well on their own. Do you find that your team is falling behind on client follow-ups? Do your sales and marketing teams struggling to find new content/new ways to nurture leads?

Try to find ways to make struggle points a focus, by automating other processes. Are there on-boarding documents that you can have pre-prepared with clickable fields? Do you have forms you can send to clients that would make specific procedures easier?

Determining your priorities

Priorities are constantly changing in a business. One quarter it may be retention, while during another it may be sales. Having priorities and making sure your team is laser-focused on them, is very critical. Clear priorities help the whole team center their work on a common goal.

These ideas translate into your processes as well. What are your priorities in your processes? Is your priority to get an in-depth look at work culture for future employees? Is your preference to equip your team with the tools necessary to drive sales? Figuring out what your priorities are within the process can help you determine what steps to take first, second, third, etc.

Describing your purpose

We have all seen mission statements. These are generic common ideals that a business strives for. But, think, more importantly, on what your goal encompasses. Is it your purpose to serve? Is your intention to give knowledge? Maybe your purpose is to inspire? What is the driving purpose behind your business? Make sure you and your team know what your purpose is. Then have the shared commitment and passion for working consistently toward realizing that purpose.

Developing your purpose

Once you know what your goal is, and your team is on board, collaborate to create a strategy that will help your purpose blossom into your product. If your purpose is to serve, are there platforms available to help you serve customers? Are there remote-work communication platforms that can help team members work together better? Perhaps there a CRM one of your team members know about that can help better nurture the client/company relationship.

Additionally, there are other questions that you can ask for. Do you have courses for your team members that may help address current issues? Perhaps books that might benefit your team? Having an open floor for suggestions and improvements, while fostering a culture of being open to change can go miles in helping you completely embrace the purpose of your business.

Delivering your documentation

Communication is one of the most important parts of a successful remote team. When it comes to providing documentation, consider your options, and then choose the best fit for your team. Is there a remote-work platform like Basecamp where you could post important documentation? Email? Website portal? HR management platform? Gamification?

However you’re managing your remote team, it’s important to continually take a look at the big picture (turnover, significant issues, future goals). But, remember to take a look at the smaller scale items (topics for upcoming meetings, the layout/efficiency of meetings, etc.). Consistently re-evaluating and cultivating a remote workforce that works as a cohesive team should always be an essential goal.

In closing, these blogs are written for those who are looking to hire remote teams and for those working on remote teams. Our entire purpose is to help business owners who are hiring remote teams to streamline their processes better, and also to help make their organizations successful.

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