Faster. Smarter. Better. We hear this combination of words so often, and it’s because we all recognize that, in today’s time- and resource-pressured business environment, they ring true as common aspirations.
Despite that, we’re still holding on to time-consuming and cumbersome processes—all tied to those spreadsheets, emails, phone calls, Post-it notes, and calendar reminders. Yes they’re proven. And they work, but they put your team and your business at a disadvantage.
The good news is that there are easy-to-use tools that can set you on the path to faster, smarter, better—and help you find more time to work on what matters most.
In a recent post introducing a new infographic, we covered the 3 Ways Automating Processes Empowers Your Finance Team: saving time, saving money, and reducing errors—benefits that all organizations strive to gain.
Here’s a concrete example of that strategy from one of our Quick Base users:
Tim’s initial job description revolved around working on variable sales compensation. With Quick Base, he was easily able to build a compensation app to handle quota credit. Now, information is quickly pulled in, calculations run, and reports created. Custom dashboards and reports now give sales reps and managers access to data that’s relevant to them - from at-a-glance summaries and stack ranks to month-over-month comparisons.
The time savings achieved through automation has, in Tim’s words, “Turned sales compensation from a full-time job to an asterisk next to my job title.”
With more free time at his disposal, he’s now focusing on strategic processes, helping his company determine whether they should concentrate on greater operational efficiency, invest in sales and marketing so that they continue to grow, or strike a course somewhere in the middle.
Tim’s story illustrates how finance professionals are empowered through process automation.
We understand though, that the hardest step with anything new is often the first step. Here are a few ideas to help you get started.
With this information in hand, it’s time to think through the goals of each process you’ve identified and decide where automation has the greatest potential to make an organizational impact.
Are you ready to take the next step? Download our new eBook: The 5 Step Blueprint for Automating Your Financial Processes to learn more about how to work through the full automation process. You’ll soon be on your way to saving money, saving time, and reducing errors—and on the road to a smarter, faster, and better way to work.