Begin with BASICS of Automation“The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency.” – Bill Gates That’s how we, at FieldAssist, approach every execution. The idea is to identify critical and mature business operations, list them by diminishing priority and execute them one by one. It’s rather simple for anyone to fall for the pitfalls of new opportunities that Technology brings to Business. Labelling nascent processes as “Must Have” or “Non-Starters” usually either delays execution or creates ambiguity within the team. To build further perspective, in the context of SFA implementation, these core business processes could be – Shop Visit, Order Booking and Journey Planning. Following matrices can further help you narrow the count of processes that require automation:
- Too minor – A process that is too simple or too small – for example, it has fewer than 5 or 6 steps, or takes less than 10 minutes to complete manually.
- Too infrequent – A process that is run infrequently, such as once or twice a year, is not a great candidate for automation.
- Too qualitative – Processes that largely require human or qualitative analysis and action are not suited to automation.
- Be minimalist – Initially, we focus mainly on 3 things – User should be able to see right products, right outlets for the day and order should be passed on to the Distributor.
- Focus on Team not the software – Idea is to listen to all the things User has to say, even if it requires to solve the problems not related directly to App. Eg. Internet Issues, Phone Settings.
- Let go off manual processes – Once the adoption shoots up, we ask our customers to switch to Digital DSR by FieldAssist and let go off manual DSR and WhatsApp Reporting.
- Maturity – Once the bread and butter is covered, now focus shifts from adoption to introducing new features to Field Users to keep it engaging and driving execution in field through the App.