The Operations Automation Playbook (2022 edition)
Understand the opportunity
There is an uncaptured trillion-dollar opportunity, created by the massively wasteful coordination activities carried out by employees in businesses around the world, every single day. Businesses cannot afford to leave this opportunity untapped, and have implemented broad-reaching, digital transformation initiatives to capture it.
The problem is, digital transformations fail more often than not. That’s because they’re poorly planned, incompletely executed, and – critically – are too often focused on legacy system upgrades, instead of reinnovating the actual interworkings of the business itself: it’s operations processes.
Fortunately there is a better, faster method. But first we need to understand the problem: why do so many leading businesses get digital transformation wrong?
Capture the opportunity
Processes – unlike tasks or projects – are how companies create sustained value. But where SG&A processes have dedicated systems (e.g. ERP for Finance/Accounting, CRM for Sales, etc.), operations processes generally do not live in a dedicated system, leaving operations leads and their teams with makeshift solutions, held up by layers of manual coordination work using email, spreadsheets, chats, meetings, task managers, and other tools.
Our process-focused playbook puts managers into the driver’s seat for automating operations, using a clear, 4-step approach that will generate impact for your business in less than a month. The results of working through this playbook will be a prioritized, operations automation agenda for your business, and your first, fully-implemented pilot process that will help create the early momentum to carry you through your process automation journey
Table of contents
Part I – Understand the opportunity
The 5 misconceptions about process automation
Part II – Capture the opportunity
Find the right tool
Prioritize your automation agenda
Build your pilot process
Run and manage performance
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