Efficiency through automation

Anna Stubbs • November 20, 2023

The past few years have forced us to rethink the way we operate our business. The barrier of procrastination has been removed and we’ve had to adopt new technology and automate our processes.

Technology exists to increase efficiency, but it can be a double-edged sword. When you apply automation to an efficient operation, it will magnify the efficiency. However, automating an inefficient operation will magnify the inefficiency. In other words, we must first ensure our systems and processes are efficient before introducing automation.

Start by reviewing all of your existing technology, processes, and systems to determine any that are obsolete. For example, texting for business is now the norm; instead of calling customers to remind them of an appointment, first, send an automated text message asking them to reply ‘yes’ to confirm attendance. This will reduce time spent on follow-ups and no-shows.

There are many benefits of improved systemisation and technology adoption:

1. Leverage. Getting more done with less effort (e.g. automated monthly management reporting systems).
2.
Consistency. Guaranteeing output quality (e.g. a templated proposal or pricing tool).
3.
Efficiency. Automating manual tasks using technology (e.g. auto-coding of transactions using Xero).
4.
Risk management. Removing the risk of human error (e.g. an automated bank reconciliation).
5.
Scalability. Systemising processes to enable growth without increasing your workload (e.g. a point of sale cashbook system).
6.
Saleability. Increasing the value of your business by automating as much as possible.
7.
Induction and training. Minimising hands-on training by having robust systems for new team members to follow.

The cost (and disruption) of any new technology or automation must be clearly outweighed by the benefit or time saving. Don’t adopt shiny new technology for the sake of it.

In order to achieve these benefits and avoid systems or processes which serve no useful purpose, it’s important to complete a full technology review. We can help you review your current ‘app stack’ and identify areas where you can utilise automation and apps to increase efficiency.

“Be not afraid of growing slowly, be afraid only of standing still.” - Chinese Proverb
By Anna Stubbs April 28, 2026
Running a business costs money. There are always costs, overheads and supplier bills that mount up – and these expenses will gradually chip away at your cash position, making it more difficult to grow and make a profit. So, what can you do to reduce your spend levels? And what impact will this have on your overall margins, profits and ability to fund the next stage in your business journey?
By Anna Stubbs April 28, 2026
You know that an accountant can look after the books and keep your numbers in good order. But have you ever thought about the additional services and advice that an accountant can bring to you as a fully fledged business adviser, coach and mentor? Let’s explore what other business-critical services your adviser could offer:
By Anna Stubbs April 28, 2026
To understand the financial position of a business at a specific point of time, look at the balance sheet. The balance sheet may also be called the statement of financial position. Together with the Profit and Loss Statement, and possibly other reports such as the Statement of Cash-flow, these reports provide a complete understanding of the financial position and business performance. So what’s involved: The balance sheet has three sections: assets, liabilities and equity.