Can SMBs Benefit From Automation?


Business success depends heavily on well thought-out processes and their ability to reduce inefficiencies. However, managing these processes and ensuring they work efficiently is difficult—especially for smaller organizations undergoing rapid evolution.

Workflow automation allows companies to put time-consuming processes on autopilot. It can benefit a multitude of areas within an organization, helping to expedite sales proposals, simplify new employee onboarding, organize budget approvals and more. And for SMBs that are coping with growing pains, automation can be a great solution for all of the associated workflow woes.

Since SMBs are made up of small-but-mighty teams, they must work diligently to stay ahead of the competition. By using workflow software with pre-built templates, SMBs can leverage that competitive edge and begin automating everyday processes right away—saving both time and money.

Here are some additional ways SMBs benefit from automation:

Reducing Double Work and Inefficiencies

Manually performing the same mundane tasks over and over again is frustrating—not to mention it wastes precious manpower. By automating repetitive processes, employees will gain the extra time they need to complete more important tasks, faster.

Some common repetitive tasks that can be automated include:

  • Time-Off and Leave Requests
  • Reimbursement Forms
  • Budget Approvals
  • Parking Permits

When first incorporating automation tools, SMBs should focus on the most time-consuming processes that they often repeat. And in this case, it helps to consider the 80/20 principle, otherwise known as the Pareto Principle: 80% of wasted time is caused by 20% of a company’s processes. By identifying which processes are consuming the most time, and which processes are repeatable, SMBs can begin to strategically automate and accelerate workflows.

Attracting & Retaining Top Talent

SMBs rely heavily on their employees’ passion and skills to help their businesses grow. For this reason, attracting competitive job candidates and retaining quality employees is essential to avoid turnover and prevent delayed work — and workflow automation can be a huge help.

SMBs can automate various aspects of hiring, including:

  • Collecting Job Applications
  • Sending Offer Letters
  • Executing Non-Disclosure Agreements

Once hired, new employees can easily complete onboarding paperwork via workflow software, oftentimes even before their first day of work, allowing for a much smoother transition.

Some onboarding processes that are easily automated include:

  • Employee Handbooks
  • Privacy Policies
  • Non-Compete Agreements

Additionally, SMBs can avoid the use of costly HR payroll module add-ons by substituting an affordable automation tool that can be used across departments. Automating these processes overall saves time and reduces human error, which in turn improves workplace satisfaction and empowers employees to focus on more strategic, impactful tasks.

Improving the Client Onboarding & Approvals Process

Bringing on a new client is a lengthy process, often requiring multiple parties to provide feedback on proposals and contracts—and getting the signatures needed to seal the deal. For SMBs that already have plenty on their plates, this can be an inefficiency nightmare.

Workflow automation software takes care of the entire end-to-end approval process, quickly moving the contract from key internal stakeholders to clients, then back for final approval—enabling SMBs to close deals quickly and realize revenue faster with digital, legally-binding signatures.

Some approval processes that can be easily automated include:

  • Quotes
  • Proposals
  • Partner Agreements
  • Referral Agreements

The more time SMBs can allocate to focus on their core business tasks and accelerating growth, the more opportunity there is for the company to grow. By identifying repeatable processes and automating them, SMBs can focus on achieving key business milestones and scaling with ease.