Streamlining business operations can transform a company’s challenges into opportunities for enhanced productivity and profitability. Streamlining means simplifying processes in a sequence of activities performed regularly to achieve a particular goal. It also involves eliminating unnecessary steps or tasks. 

How are you helping your clients in streamlining business operations this year?  

Your goal as a consultant is to provide client management solutions for streamlining business operations to improve efficiency and increase profitability. This involves reviewing processes and implementing new strategies that can take time and are best completed in small steps. 

Although your clients want immediate results, it is important to help them understand how the processes contribute to their overall organization’s performance goals. Focusing on efficiency is key.  

Many organizations struggle with processes that waste resources and affect productivity and growth. Therefore, when streamlining business operations, areas to help your client include identifying redundant tasks and improving outdated or inefficient processes.  

For example, a company might have several departments that use their own forms and have their own procedures. They are wasting time replicating data. As a consultant, you can help with consistency by developing company-wide forms and procedures. Unnecessary duplication can be reduced, thus improving workflows and eliminating bottlenecks.  

Streamlining business operations through automation
Pete Linforth from Pixabay

Tips for Streamlining Business Operations  

The right strategy and tips for streamlining business processes can make all the difference. Here are some tips to achieve this: 

Automate processes first. 

Keep in mind that when you automate processes, you want to understand the benefits your clients will get out of it. Look for ways automation can help with productivity, reduced errors, planning and scheduling, transparency and data security. 

Understand the process before you automate it. You want your client to get an overall idea of the exact way tasks and processes are done before determining what areas could be improved by streamlining. For instance, mapping out their current processes will help your client visually understand each step in the process. Mapping will also clarify employee responsibilities and the resources they need. In addition, your client will eliminate waste when they find processes that might be interrelated or may not be as important. 

Develop automation as a solution specific to the problem. For example, many companies find that the approval process for workflows can be time-consuming and complex. The goal of your client’s automation might be to design the automation appropriately to help speed up processes and minimize bottlenecks. 

Remember, business processes should clearly contribute to your client’s goals. Sometimes these processes are outdated and need to be updated or improved first, before being automated. Profit Enhancer Analysis is an insightful software that the consultant uses to quickly identify the bottlenecks in their clients’ organization. 

Check the ROI of automation. Automation may be costly when not implemented correctly; so you want to make sure the time and other resources spent do not outweigh the benefits. As a consultant, you can assist your client in taking a strategic approach during the planning stages. It is essential that they understand what the business needs to best extract the benefits. Then, review all the costs, including costs for developing, testing and maintaining the processes.  

Simplify and standardize. Before you get too far ahead of yourself, you want to go through the processes with your client to determine the most efficient way to implement them. It will be worth it to take the time to standardize those processes, so they follow a uniform progression of tasks, instead of a chaotic unorganized approach.

Help your client identify processes that have similarities within multiple departments. The processes might have similar goals but different steps that can be taken by the department that is most efficient. Profit Enhancer Analysis is a powerful software that consultants use to support this transition. 

Think long-term. Recognize that implementation can be a multi-year process. Include a test period. Leave room for growth and changes in your development. Also, put someone in charge of championing the implementation while convincing managers to change. Make sure your client accepts the multi-year commitment and the budget that will go with it. 

Learn from other companies who have had success. One of the biggest challenges organizations have is integrating existing platforms across different departments. Automated and streamlined business processes that integrate well with existing platforms can give huge efficiency dividends, in time and resources. But your client does not want to step completely into unknown territory when they do not need to. Help them to use ready-made solutions that they can adapt from other companies who have had success. 

Have the right strategies and tools. It can be frustrating and overwhelming to improve business processes without the right strategies and tools. Using lean principles is one way to help eliminate waste and improve efficiency and value. Also, consider bringing in technical expertise. Would you subcontract parts of the implementation? Think about solutions from AI-driven business tools, Business Process Management Software, Predictive Analytics Software or other appropriate tools. 

Ask for feedback. Even the most improved processes can fail without proper communication. Keep communication channels open not only to prevent confusion about new process designs or rollouts, but also to get feedback before determining what needs improvement and how it needs to be improved.  

Many people working in the areas you want to streamline might have great ideas. At the least, they can be invaluable in describing how the processes are working and how they can improve productivity and efficiency. 

Be flexible when adjusting based on your results. For example, it can take time to train employees properly and not every employee will be as enthusiastic about the change or get the process down correctly the first time. Plan to have a test period. As employees implement your streamlined processes, monitor key metrics and KPIs to continue revealing areas that could benefit from further streamlining. 

Improve Process Efficiency with The PEA 

With Profit Enhancer Analysis, you will help your client analyze, prioritize, and implement streamlined processes. Profit Enhancer Analysis is an easy-to-use, predictive model software that specifically identifies performance gaps. Take the tour to learn how this software can help you gain the advantage of consulting on the effectiveness and efficiency of streamlining business operations and processes.