Top 5 Most Effective Tasks to Automate for Business Growth

At mmtm, we regularly onboard clients who devote hours of company time to repetitive admin tasks — preventing business growth. Here are 5 of the most common client workflows we automate in our apps 👇

1. Dashboards & Overviews 📊

Companies need to analyse data to make assertive decisions. While a spreadsheet has lots of data, transforming it into useful, easy-to-read information requires time and can fall victim to data entry errors. By automating this process, you can instantly access vital information, smoothing the path to decision-making. Some of our clients even show these off to their own customers — building transparency and trust!

2. Bulk Imports 🗄️

Nothing is more tedious than onboarding a new customer and manually entering and transferring hundreds of spreadsheet rows into various tracking documents. Depending on the company's size, it can take days, sometimes weeks! It's always great to have an 'import all' button that does all the hard work for you, right?

3. Exporting Reports 📋

Extracting large datasets from an app shouldn't be a manual ordeal. Copying and pasting every row is very inefficient. The ideal solution is a streamlined process that allows users to filter and export their data in a workable format with just a few clicks.

4. Notifications and Calls-to-Action 🔔

Staying up-to-date on key events and performance is crucial for any company's administration. Automated notifications can alert you when your team needs your input. This proactive approach helps address urgent issues, keeps everyone informed, and fosters engagement across the organisation.

5. Scheduling 🗓️

I'm amazed at how often I see Excel spreadsheets used as calendars. Making even minor adjustments, such as updating a customer's address or adding a last-minute note that gets passed to a field operative, becomes a time-consuming hassle. Cloud-based software offers a dynamic solution by providing real-time access to updated information for both administrators and workers. Plus you get a much prettier calendar!

Conclusion

Automating tasks significantly saves time and resources for businesses of all sizes, empowering teams to focus on strategic initiatives rather than mundane, time-consuming tasks. These are some examples, but there are many more tools we've armed our clients with to push through their administrative ceiling.