Automation is leading to increased efficiency and productivity. It is taking over a huge sway of tasks, liberating teams from burdensome work, and providing centralised, enhanced management information.

But, when it comes to investing in automation, it can be difficult to know where to start. Here are five things you should be automating right now.


For many organisations, travel and expense systems waste a lot of time. And this can frustrate the employees having to deal with the payments, and those staff who want their cash. However, when you use a cloud-based platform, you can automate the full payment lifecycle.

IT support

Today, businesses of all kinds rely on technology. So, should something go wrong, IT teams need to be as responsive as possible. But firefighting remains a huge time burden for many organisations, with responding to and fixing problems, maintenance, and admin taking much longer than it should.

The majority of daily tasks IT teams have to deal with could be automated. This includes software and hardware installations, server monitoring, device provisioning, Active Directory management, file and folder management, and user management. And, when it comes to effective support, 40 to 80% of service desk tickets could be automated[1]. Crucially, doing so would free up IT teams to get on with more important business development and improvement tasks.

Customer support

Improving customer experience is now a top priority for most businesses. But when you rely on human customer service teams, this can be costly. But, a huge amount of customer service tasks are both repetitive and easy, which makes them perfect when it comes to automation. To keep customers happy, organisations should look to invest in:

  • Customer-focused technology that provides information from a client-centric perspective (e.g. customer dashboards, trackers and portals)
  • Automated technology that reduces the administration burden on clients. For example, automated solutions that reduce and even eliminate manual processes
  • Automated solutions that provide a fast and efficient response to common issues and questions.


Today, business security is under threat from cybercriminals. So, using automatic monitoring tools is a must. Especially as such systems can identify unusual behaviour and stop any threats before they become a problem.


Manual processes can lead to over-complicated workflows and data inconsistencies. On the other hand, automation makes it harder for human error to occur, and where it does, provides a digital trail to help resolve any issues quickly and easily. Also, paper records are less prone to loss, misfiling, and compliance violations.

Automation leads to improvements across all parts of a business

For automation to work, processes need to be set up. And establishing these processes often leads to improvements in workflow and consistency across your operations. For example, with SaaS technology, all users and applications share a centrally maintained common infrastructure. This encourages the simplification and standardisation of business processes, saving you time and money.

What’s more, the sheer volume of information and documents that need managing is a challenge for most professional services firms. Particularly with regulatory compliance placing strict rules on how this data has to be stored and processed. But with automation, your organisation can capitalise on the power of this information, and use it to extract insights that give you the competitive edge.

Crucially, in an increasingly competitive landscape, automation can make all the difference between success and failure.

If you’re thinking about investing in automation to aid your organisation’s digital transformation, speak to a member of our team to find out more.


[1] McKinsey