- The problem
- Staff re-type the same information between systems, chase the same paperwork and send the same emails every day.
- Potential benefits
- Fewer manual hand-offs
- Fewer copy-and-paste errors
- Time back for work that needs a person
- How we approach it
- We map the process as it really runs, automate the predictable steps first and leave clear checkpoints where judgement is needed.
- For example
- A new client signs up online; their details flow into your accounts package and a welcome pack is sent — no re-typing.