Five Processes Every Small Business Should Automate

Five Processes every small business SME should automate - Wyzer Work - Workflow Automation

Small businesses need to leverage technology, especially automation to remain resilient to the changing market environment. Across industries, automation has become a key to success. But there is a common misconception that automation is reserved for large corporations with thousands of business processes. Chances are, as a small business owner, you are already using some automation tools in your business and personal life. 

For small businesses – things like on-boarding new hires, processing purchase orders, and handling time-off requests are core business activities and are essential to smooth operation. However, as with most small businesses, they’re riddled with inefficiency. Employees waste too much time chasing paperwork and correcting mistakes, leading to a waste of valuable resources. Often, small businesses don’t even have the right skilled workforce.

Process automation (or workflow automation) software removes these inefficiencies and improves productivity. Modern systems reduce data entry and errors when filling out forms, automatically send to the right people for approvals, send notifications and reminders, and facilitate record keeping.

Incorporating automation technologies in your business can help increase agility, lower costs, improve productivity, reduce delays, minimize errors, and improve customer satisfaction.

Whether you are an independent consultant, entrepreneur or a small business owner, adopting an automation strategy across your company, is made simple with the Wyzer Work solution. As an out-of-the-box ready to use solution, Wyzer Work has a friendly and intuitive user interface. Allowing you to set up processes in a matter of minutes. 

By automating some of your systems you could eliminate some of the stress and gain more time within your role.

These are the top 5 things that every small business should automate:

1. Human Resource Management

Human resource management is an essential part of every company. Whether it’s hiring new employees, training, or ensuring that local labour laws are complied with, HR processes are a vital part of every company. 

But common HR tasks such as for instance the leave approval process may end up sucking enormous time from your employees and the repetitive HR tasks can become cumbersome hence leaving room for human error. 

Wyzer Work HR suite of apps, allows small and medium businesses (SME’s) to fully automate processes such as;

  • Leave approval
  • New hire onboarding
  • Performance tracking

Through Wyzer Work, your company can design, streamline, integrate, and deploy necessary services swiftly at a considerably lower cost as well as reap other indispensable benefits: 

  • Improve productivity due to quick processing and data sharing
  • Reduce employee turnover due to heightened employee engagement
  • Slash down storage and printing costs associated with paper-based processing 
  • Enhance organizational growth through efficient hiring at an optimal operational cost
  • Make intelligent business decisions with insightful reports

2. Marketing

The need for (and the use of) marketing automation is growing, due in part to the growing number of channels through which consumers interact with brands. This is particularly true for growing companies, who find it increasingly difficult to maintain 1:1 relationships with every lead, prospect, and customer. 

Automating your marketing strategies like emails, takes out the repetitive task of typing out each message to a client, one by one by setting up general messages like ‘thank yous’, ready to be sent out when needed, thus giving you, the user more free time to focus on the other things. 

Wyzer Work allows businesses to leverage marketing automation, hence deliver the right messaging to the right customers at the right time – in less time and with greater accuracy thanks to the ability to better integrate your data, build behavioural profiles, and understand your audience’s needs in the moment. You’ll respond to leads faster, move prospects through the marketing funnel with efficiency and with greater personalization, more readily convert prospects to customers, and ultimately boost the bottom line.

3. Finance and Accounting

Automating your business’s accounting needs such as payroll and invoice processing will bring greater opportunities. Automation will help reduce transactional and routine tasks such as data entry, bookkeeping and compliance work. It allows accounting and finance professionals to focus more on value-added services.

Some of the other core benefits of automating your accounting needs include:

  • Time and money savings. 
  • Improved accuracy. 
  • A better understanding of accounting. 
  • Thorough, customisable reports. 
  • Faster customer payments. 

4. Client Onboarding 

In small businesses, obtaining clients is a primary objective for growth. Thus, the more clients you have, the more your business grows. Your business’s onboarding procedure is an introduction to how your company operates and is crucial to ensuring customer satisfaction. These factors would directly impact your renewal rates. Streamlining and automating customer onboarding processes allows your customers to set up without delay, with more accuracy. It also reduces management costs and facilitates faster billing and revenue. 

Wyzer Work customer onboarding provides a Smoother, swifter setup and therefore happier customers.

5. Covid-19 measures

As the storm of Covid-19 continues to wreak havoc, small businesses must rapidly adapt their internal operations to limit the spread of the virus whilst maintaining ‘normal’ business activities. Wyzer has developed a custom set of process apps that will allow businesses to automate internal processes related to Covid-19 measures. For instance, the ‘Back to Office’ process will allow employees safely return to office by following a return to office process established by your organization, such as booking specific desks or attaching proof of wellbeing.

Written by Liliana Ratushnyak, Product Owner at