Companies that still do a lot of work manually should "upgrade": Especially in the administration of companies, there is often potential for improvement in the course of digitalization in order to avoid careless mistakes.
The management consultant and expert for digitalization, Markus Baulig, reveals ten simple tips on how to implement digitalization easily and smoothly.
Intelligent interfaces
Internal errors, which represent an enormous expenditure of time, are often caused by faulty programs and systems. The reason: If these are not compatible with each other, the employee must intervene manually. Automated interfaces, on the other hand, ensure that data is reconciled and synchronized with each other.
Meaningful plausibility check
The plausibility check is carried out with the aim of checking entered values for correctness. An automatic check of this plausibility informs you immediately as soon as there are inconsistencies and you can intervene as quickly as possible. You can adapt such a check to your personal requirements in the company according to certain criteria.
Control important company key figures
A review of the key figures should also take place digitally. If there is a deviation of such a key figure, you are automatically informed and can act immediately. Entrepreneurial late consequences can thus be excluded from the outset.
Automatic reminders
Important and regular sales tasks should be completed in a timely manner. If an employee forgets one of these important tasks, the automated reminders are helpful. Thanks to them, you can prevent important tasks from being forgotten.
Notifications about current innovations
Whether you want to be informed about news of all kinds, upcoming tasks or customer requests: This works best via so-called push messages. At best, these should be fully automated.
Digital creation and dispatch of outgoing invoices
Manual creation of outgoing invoices is one of the most common sources of errors in businesses. You can minimize such errors by opting for automated invoicing. The dispatch should also be automated. This will save you an enormous amount of time in the business process.
Document Manager
Do you still remember the mountains of paper in earlier times? Those days are long gone, because digital document management has now found its way into most companies. This is efficient, your company should take advantage of this. Collect, organize and catalog your documents and you can save yourself a corresponding clerk. Another advantage: you will no longer lose important documents.
Using fully automatic "macros
Use various commands in your programs like Excel and benefit from these macros. You can adapt these commands to your needs and, for example, collect various customer data in a table. In this way, you'll significantly improve your company's work.
Digitalization in the sales market
Digitize the sales process in your company urgently. If you optimize these processes, you can demonstrably make a higher turnover. Sending e-mails to your customers is just one useful option. It also makes sense to automatically assign customers to your sales representatives.
Digital ways of communication
Do you still resort to ordinary email communication or even "hallway radio"? Then your company is outdated. Better are chat programs like Slack or Teams, which work fast and uncomplicated.
After completing his business studies, Markus Baulig joined his brother Andreas Baulig's consulting business full-time. Today, as Managing Director, he manages the operational business of the consultancy and advises primarily the VIP premium customers on the topics of sales, acquisition and success mindset.
