A Web Designers Guide to Service Operations Automation

2-Mar 2017

As a web designer, you're an expert at making your client’s website fluid and flawless. But when it comes to your own business processes, are they just as seamless?

To deliver on creative briefs and satisfy client expectations, you need enough time to sit down and listen to their ideas, right? But you can't do this effectively if you’re bunkered down by busywork that eats into your bottom line.

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With that said, here are 5 ways that service operations automation will help you recover lost time (and money) and get you back to doing the work you love:

1. Automate your admin work  

Trying to automate menial tasks on clunky technology is only going to make you more frustrated than you already are. With a smarter business operations platform, you won’t have to put yourself through manual data entry and organization. Here’s how:

Declutter your workspace

Instead of having various apps open for client communication, internal updates, time tracking and invoicing (just to name a few), you can now operate out of a single dashboard. With the right service operations platform, you’ll be able to automate and manage every aspect of your billable work in one shared place! But wait, it gets better...

Utilize your resources

With a Utilization Dashboard, you’ll be able to show everyone in your team just how busy you are, or how busy you’re about to be. If you're managing a project and need to bring more help onboard, you can also access your team's calendars, see who has gaps that need filling and assign them work. This will save you from the painstaking task of sending various emails just to find out who has free time (that they're willing to give up) to help you out.

Meet every deadline

With so many projects going on at once, you might miss an important deadline or forget to chase up an outstanding invoice - and although this was just a genuine mistake, it’ll hurt your bottom line by prolonging the billing process. Stop this from happening again with a smarter software solution that lets you set reminders so that you’re automatically notified when a task or bill is due. This will let you focus on the more important things, like growing your business. And last but not least…

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Be creative!

Signing-off on projects and client feedback is important, so you need a good communication system in place. With a Team Inbox you’ll get access to all previous client communication - so if you’re ever reassigned a team member’s work, all you need to do is go through their communication history to get an idea of what their client’s preferences and needs are.

To learn more about the benefits offered by a modern, user-friendly platform - click here. There's never been an easier way to run your business!

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