How to Automate Your Business: Step-by-Step Instructions

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Step 1. Select what the automation system will work with
First, it is necessary to determine what the automated system will have to do. To do this, you need to answer the following questions:

What do the company's employees do?

What problems do they face when performing routine operations?

Let's consider the most common actions leads for commercial real estate of employees of a modern company:

Operator . Accepts the application and includes it in the appropriate list.

Manager . Receives and approves the order, issues an invoice.

Accountant . Accepts payment, sends the order to production.

Production . Receives information and fulfills the order.

Manager . Provides the client with the finished order.

It seems to be simple and fast, but in reality any of these actions may be accompanied by some difficulties that the management is simply unable to notice and prevent in time. This is why it is necessary to think about how to automate business processes, for example, in an online store.

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All the described actions are accompanied by work with data. Therefore, first of all, it is necessary to automate the information base.

Adviсe:

Start automation with problem areas that slow down the work of all parts of the production process.

Assign a specific employee to oversee a specific process and be responsible for its implementation.

Set up automatic transfer of project implementation data.

Step 2. We summarize the data in tables
How to automate business_database

Data is a company's property that requires especially careful and accurate handling. If the information is collected in one place and reliably protected, then the work progresses faster and without any problems, since you do not worry about where to look for the necessary data. To achieve this, you need to determine:

what information does the company use;

by what characteristics or categories they can be segmented.

To improve the efficiency of working with clients, you need to have their contacts and know their history. To organize competent management, you need to remember previously completed tasks, personal data and contacts. To complete an order, you need to have information about it and know the deadlines for its execution. It is easier to track the timeliness of payment on invoices if they are collected in one place.

Therefore, the entire flow of information must be segmented according to the following parameters:

Customers.

Orders.

Employees.

Bills.

These are four key tables that will help you understand in part how to automate your business.

How to achieve multiple growth in traffic and sales from your website?
Alexey Boyarkin
Dmitry Svistunov
Head of SEO and Development
Read more posts on my personal blog:

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Technical condition of the site.
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Let's move on to the lists. For example, in the "Customers" table you place all the information about them: name, details, phone/address, name of the contact person. The "Employees" table will contain the following columns: full name, position held, salary, date of employment, contact information.

The "Orders" table may include a description of the order, information about the persons responsible for its timely execution, and its status. The "Invoices" table is filled with the following data: the name of the company to which the invoice is issued, the amount with and without VAT, advance payment, balance.

Adviсe:

Monitor the timeliness of database replenishment (if other sources of information suddenly become unavailable, and the database does not contain all the necessary information, then it will be problematic to perform any actions).

There shouldn't be too many tables . Start with the most necessary ones, test them, edit them, and then make new ones.

To automatically transfer data from one table to another, use related fields . For example, if you list your customers in one table, you won't have to manually enter them again when you need their data.