Pulling levers the Right way: Business process optimization for SMBs


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When you have a lot of different business processes and you want to automate them, you will need to consider a number of different ways in which you can do this. It is possible to automate your business processes by using various tools and techniques. How you choose to automate your business processes will depend on the type of business you are running, the size of your company, and how much money you are willing to spend on automation.

If your company has a customer-facing side, then it’s likely that there is also an internal component.

The article is for small and medium-sized business owners looking for new ways in business automation. Post-revenue SMBs who want to increase productivity and efficiency are interested in automating their business process handling.

Revenue-making business owners are interested in customer-facing, back office, internal business processes, and looking for affordable automation.

It’s also useful for non-profit organizations that streamline their internal operations. I will provide you with a few examples of how you can automate your business processes with the help of software CrawlQ to dig into the problem and solutions for this niche.

10 Steps to Business Process Workflow Optimisation

Business process workflow is the backbone of any company, small or large. However, it can be challenging to keep up with the ever-changing trends and technologies in business automation. This article will explore 10 steps to boost productivity and efficiency in your business process workflows.

A well-optimized business process workflow can help improve productivity and efficiency within a company. By exploring different methods and technologies, business owners can find new ways to improve their workflow.

1. Evaluate your current process:

The first step is to evaluate your current process and identify areas to make improvements. It might be helpful to use a process mapping tool to document your current process and track any changes that you make.

Process mapping is a great way to evaluate your current process and identify areas where you can make improvements. It can help you track any changes you make and ensure that your process runs as smoothly as possible.

2. Streamline your process:

Once you have identified areas for improvement, streamline your process by eliminating unnecessary steps and consolidating tasks. This will help to improve efficiency and reduce the risk of errors.

Business process workflow optimization can help to eliminate unnecessary steps and consolidate tasks, improving efficiency and reducing the risk of errors. By streamlining your process, you can make it more efficient and effective, helping your business to run smoother and more efficiently.

3. Use technology to automate your process:

Technology can play a major role in automating your business process workflows. Many tools and applications are available that can help you automate tasks such as invoicing, ordering supplies, and customer service.

Business process automation can help to improve productivity and efficiency by automating tasks that are commonly performed manually. There are a number of different tools and applications available that can automate tasks such as invoicing, ordering supplies, and customer service. Using technology to automate your business process workflows can help to save time and energy and allow you to focus on more important tasks.

4. Utilize cloud-based solutions:

Cloud-based solutions can be a great way to improve efficiency and collaboration in your business process workflows.

Utilizing cloud-based solutions can be a great way to improve efficiency and collaboration in your business process workflows. By using cloud-based software, employees can access files and information from any device with an internet connection, which can increase productivity and help get tasks completed faster. Additionally, many cloud-based solutions include features such as chat functions and video conferencing, which can help improve communication within your team.

5. Streamlined accounts payable workflows:

SMBs are looking for easier ways to manage suppliers and automate their accounts payable processes.

Accountants, bookkeepers, and CEOs want a way to more closely track invoices through the payment process and provide efficient methods of managing inventory across all major bills of materials (BOMs). These features can be implemented by incorporating an ERP solution into the core operations of small business firms.

For example, a firm’s ERP software could be integrated with its accounting system to run reports that detail how much needs to be paid on each invoice received from vendors—and when payments need to be made for them not to incur late fees or penalties due at year-end—or even cut off vendor access if they don’t pay their bills within a specified time frame. Companies that do this find out what they’ve been paying different contractors over the course of a project or quarter so they can make informed decisions about who gets repeat business based on performance instead of price tags next time around.

6. Automating office rent invoicing:

How to automate office rent invoicing using BPO (Business Process Outsourcing)?

There are a few different ways to automate office rent invoicing using BPO. One way would be to outsource the entire process to a company specializing in rent invoice processing. This can be a quick and easy solution but may be more expensive than doing it in-house. Alternatively, you could use BPA software to automate the process yourself. This would require some initial setup time but would save money in the long run.

7. Automating LinkedIn post and profile updates

LinkedIn is a powerful networking tool for business professionals.

However, updating your profile and your team’s profile can be time-consuming. Automating LinkedIn profile updates can help you save time and improve your online presence. You can use several tools to automate your LinkedIn profile updates, including Hootsuite, IFTTT, and Zapier. These tools allow you to connect your LinkedIn account with other online accounts, such as Twitter and Facebook, so your updates will automatically be posted to all of your social media accounts.

8. Using AI for sales pipeline management

Sales pipeline management is a process that helps businesses track and manage potential sales opportunities.

Businesses can automate this process to make it more efficient and effective using artificial intelligence. AI can help identify and track leads, predict customer behaviour, and recommend actions to increase sales conversions.

9. Forecasting business processes with AI

Artificial intelligence is being used more and more to forecast business processes. By using AI, businesses can make better predictions about what will happen in the future, which can help them to prepare for potential problems and take advantage of new opportunities.

How to use AI to forecast business processes?

There are a number of ways businesses can use AI to forecast their business processes. One way is to use machine learning algorithms to predict demand for products or services. This can help businesses plan production and inventory levels accordingly. Another way businesses can use AI for forecasting is to use predictive analytics to predict customer behaviour. This can help businesses optimize their marketing efforts and better understand what products or services customers are likely interested in.

10. Automating content creation with AI

Businesses of all sizes are turning to artificial intelligence (AI) to automate content creation. AI-powered platforms can create high-quality, engaging content for websites, social media, and other marketing materials.

The benefits of using AI for content creation include increased efficiency and lower costs. AI platforms can create content quickly and accurately with little input from humans. This can save businesses time and money on content creation costs.

Additionally, AI-generated content is often more effective if proper target audience research steps are followed. It is more likely to be relevant to customers and resonate with them emotionally. As a result, businesses that use AI-generated content are more likely to see improved customer engagement and better ROI from their marketing efforts.


Business process optimization is a key factor in the success of any small business. By automating processes and using technology to streamline operations, businesses can save time and money while improving customer service and internal communication.