Strategic plan, optimization and automation of business processes

The painThe owner hears about optimization and automation but does not understand what it means for their business or where to start.

• Optimization;
• Automation as part of overall optimization;
• Methods and approaches for identifying where optimization can be applied;
• Employee checklist, overall plan;

The resultThe participant understands the essence of optimization and automation, methods for finding where to apply them, and the role of checklists and an employee's overall plan.

The painBusiness processes rely on people and manual management: mistakes and unnecessary costs keep recurring, and it is unclear exactly where money is being lost.

• The concept of business process assessment and its role in optimization;
• Identifying areas where automation should be applied;
• Automation of business processes across different areas, aimed at increasing efficiency, reduces operating costs and minimizes errors related to the human factor: how it works.

The resultThe participant understands how business process assessment reveals areas for automation and how automation reduces costs and human-factor errors.

The painSoftware in the business was bought chaotically: the programs are not integrated with each other, their potential is not used, and new solutions are chosen blindly.

• Accounting programs and systems for different industries, taking taxes and finance into account;
• How to properly build a system when there are different programs, locations, and types of activity;
• What to consider when selecting software and choosing companies that provide automation.

The resultThe participant understands how to use the potential of existing software, build a system from different programs, and correctly choose software and automation contractors.

The painKnowledge about optimization remains theory: the owner has never tried to describe a process, draw up a plan and checklist, or find an area for improvement.

• An example of a business process;
• Drawing up a plan;
• Drawing up a checklist;
• Identifying an area for optimization or automation;
• Homework assignment.

The resultThe participant describes a business process in practice, draws up a plan and checklist, and identifies an area for optimization or automation.

The painWithout feedback, the owner is not sure whether they described the process correctly and drew up plans and checklists for employees properly.

• Describing the business process for the homework and explaining why it was chosen;
• The logic of structuring a business process;
• The logic of drawing up plans for employees;
• Checking the checklist.

The resultThe participant consolidates the skill: understands the logic of structuring a business process, drawing up employee plans, and checking a checklist using their own example.