Team Management Through Defined Processes and Automation

by | Aug 21, 2020 | Business Automation

Automation is commonly portrayed as an essential tool for marketing, and it is. However, there is also a real benefit to team management by automating certain repetitive processes. For the majority of small business owners, time is the most important product. Through business process automation, you could go from your company owning you to you owning your company. Your team will benefit from this shift by not only having more time to focus on their higher-value tasks but also experiencing better collaboration and communication.

Business automation could help your organization become much operational and help you accomplish improved economic outcomes quicker. Companies have already noticed their revenues increase by more than fourteen percent while costs go down more than 12 percent in the sales department. A large part of that is by helping team members get on the same page.


  • Allow your team to test and execute solutions

Explore the ideal automation tool and designate a group of employees who are responsible for analyzing and executing it. This strategy helps ensure that your team members feel like they’re part of the process and that you are trying to help them, not criticize them. Give them the chance to feel more confident in embracing new technology.

  • Get employee buy-in

Getting your team members to buy into new automation processes is the most crucial part of executing automation and strategic processes in your business. Once you pick an automation tool, ensure that your staff is appropriately trained and experienced in employing it. Then, ask your employees to assess which elements of the automation they enjoy the most, as well as which functionalities would most benefit their productivity.

  • Keep an eye on reporting

Be certain that you are meeting your automation goals when you set them. You must have the appropriate reporting devices at hand the moment you start your new process. That enables you to perceive how automation technology is implemented by your staff and the effects it is having.

  • Choose and configure tools to enhance team productivity

Choosing the correct tools is half the battle; automation can improve team management by ensuring consistency among your business systems and facilitating collaboration. For example, you might need to have the tool incorporate with your CRM so that your sales and marketing teams are on the same page. You may also want to

Be sure to consider the setup costs, monthly fees, as well as the possible savings you will acquire by implementing automation. Look for ways that you can take time-consuming tasks off your team’s plate in order to free up their time for more profitable activities.

  • Develop automation tools

You will need to create a few measurable goals for you to determine if your first effort at automating your business processes is effective. Keep in mind that your goals will massively depend on that.

For example, you might have a few objectives in accounting. If you automate customer invoicing, you could measure the amount of time and money saved on processing invoices. Such metrics will not only help the cash flow of your business to be enhanced but also help you understand how your team’s resources are being allocated.

  • Plot your automation and strategic processing strategy

Do you want your automation processes to be prioritized? Then you will need to plot your automation approach. What will it look like for your trade? It will depend very on the things you prioritize.

Let’s take marketing automation as a sample. You are going to require to the plot, in any case, one campaign, which takes somebody from signing up on your form to a sales or purchase appointment. That’s what you need to do if your business prefers to automate email marketing.

You will like to plot their route on a paper or a whiteboard. You will also prefer to begin with what the sign-up form will look like and the things they are going to get after they sign up. That could be a book, white paper and other stuff.

  • Begin small and scale-up

You might have a list of stuff you wish to automate after you learn where time could be saved. You’d be better off by implementing a single business automation process at a time instead of trying to execute everything at once. That could be overpowering for your commerce and employees.

Instead, what you could do is to choose one process to automate. You must be able to begin small and scale up after. That will offer your employees enough time to change and incorporate every variation one by one.

  • Consider long term

Think about what will make the most sense in the end when you’re automating. You need to ensure that no matter what solution you utilize has the versatility to grow and adapt to upcoming changes in your development process.

Avoid becoming reliant on an automation solution you have no or restricted control over. In fact, it is one of the many concerns surrounding third-party apps and cloud-based systems. Consider customized solutions to better serve your unique team.


When organizations execute strategic process automation the proper way, the outcome is nearly always the same. Your team experiences greater efficiency and communication, while your business drives up revenue, lessens costs, and saves time. That is surely a recipe for success.

You can surely do the same for your business as long as you follow such business automation insights mentioned above.

At Masterly, we see you as the superhero and we make it our mission to be your sidekick as you aim to grow your business idea from a concept into one superhuman force that can’t be reckoned with.

So suit up, business owners talk next time! Your Masterly Team


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