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Automation Education: How to triage automation opportunities with an effort–impact matrix

Many believe that automation begins with selecting the right tools. It doesn't. It starts with understanding where automation can make the most significant impact.


At Blue Tusk, we often see businesses overwhelmed by the sheer number of automation options, leading to wasted time and resources. Here's how we help our clients cut through the noise using an effort–impact matrix:



1. Identify Opportunities: Begin by listing all tasks and processes that are repetitive or time-consuming. For example, data entry, report generation, or customer follow-ups. These are potential candidates for automation. One client saved over 20 hours a week by automating their data entry processes alone.



2. Evaluate Impact: Assess the potential impact of automating each task. Consider factors like time savings, error reduction, and employee satisfaction. Ask yourself: How much time will this save? Will it improve accuracy? For instance, automating customer follow-ups can not only save time but also enhance customer satisfaction and retention.



3. Assess Effort: Determine the effort required to automate each task. This includes technical complexity, cost, and time to implement. Prioritize tasks that offer high impact with low effort. A client of ours streamlined their invoicing process with minimal effort, resulting in a 30% reduction in processing time.



By systematically evaluating tasks through this matrix, you can prioritize automation projects that offer the highest ROI. Remember, it's not about automating everything—it's about automating smartly.



Curious how this might apply to your workflows? Reach out, and let's explore the possibilities together.


Efficiency Score - See how you stack up


 
 
 

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