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The Power of Automating Your Workflows to Achieve Operational Success


There’s been a lot of buzz about automation in the events industry, and with good reason — it’s a solution for both time management and project management, all in one. With automation tools, you can ensure consistency in your workflows without having to worry about touching every single step. 

But not everyone is on board with automation just yet. There’s a common misconception that authenticity is sacrificed when adopting automation but rest assured: those two concepts can live happily ever after in your business.

If you’re wondering whether automation is for you, the answer is simple: YES! Here are four reasons to start automating your workflows and reclaiming your time once and for all.

You will save time.

This is an easy one: When there’s less you must do manually, you can reallocate that time elsewhere. Simple! If you don’t have to create a new invoice every month or send an onboarding email for every new client, you will save time without a doubt. For example, instead of going back and forth with paper documents or random files on an event seating chart, you can use a collaborative tool like Prismm so that not only is everything organized in one place digitally, your clients are able to collaborative throughout the planning process. It’s simple and efficient for vendor teams and clients to work together in Prismm on floorplans and seating, saving so much time while enhancing visualization of the event’s design while it’s still in the planning stages.

You will improve employee engagement.

If your team is constantly bogged down and carrying the weight of those necessary-but-annoying tasks, there’s a good chance that morale is low. By building automated solutions into your business, you can clear their plates of those pesky to-dos so they can focus their energy on making a greater difference in the company. (Bonus: When engagement rises, so does productivity!)  

You will keep clients satisfied.

A consistent brand experience is vital to the client journey. Since automation fosters consistency, your clients will feel more at ease knowing everything is running like clockwork. They’ll know exactly when to expect their invoices, how to schedule a meeting, and where to log in to your collaborative software. Today’s client is heavily tech-reliant and will appreciate your use of automated solutions to make their—and your—life easier!

You will increase output.

More time means more output; it’s as simple as that. When you and your team don’t have to spend all of your working hours in the weeds, you can focus that energy on active, profit-driving activities, whether that’s sales, client work, or business development. You may find that you have more capacity to take on extra work or expand your packages to offer more to each client. And, when output increases, so too does your bottom line.

Getting your systems into shape takes time and effort, which is why entrepreneurs tend to put it off for more pressing needs. But that’s also why many business owners end up with bare-bones operations that they can get by on but will not contribute to the growth of their companies. It’s time to get out of this limiting cycle and make a change once and for all.

Jennifer Taylor is the principal of Jen Taylor Consulting, a consulting firm that works with creative businesses of all sizes to implement streamlined workflows and organized systems to find more time and space for business growth and personal development.

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