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Using business automation software to save costs and reduce mistakes

March 19 @ 1:00 pm - 1:30 pm

 

 

Hiring and retaining staff in a tight employment market remains a key challenge for UK businesses, in particular professional and financial services firms.

And compounding the challenges caused by rising salaries and hiring fees, inflated operational costs and an increasing tax burden are placing pressure on margins.

Continuing our series of webinars focused on productivity, we explain how automation software from the Microsoft 365 suite can help you do ‘more with less’ and allow your business to operate more efficiently.

Why you should attend

  • Time consuming manual administrative tasks will make it more difficult to compete with competitors who are ahead of the technology curve.
  • Investing in workflow automation allows your firm to scale quicker as you take on new business.
  • Administrative processes are a bottleneck in your operations and restrict your ability to offer enhancements to customer service.

What you get out of it

  • Understand how automating notifications can ensure your never miss a vital renewal or events.
  • Learn how automaton can generate documents in volume and have them automatically signed.
  • See how integrations can reduce time spent on data entry and remove human error.

Why automation is essential for the UK economy

  • The UK lags well behind other western economies in most measures of productivity
  • Research has found that more than two-thirds of UK workers spend a day a week on repetitive tasks.
  • A study by Forrester Consulting reported that 57% of respondents identified that automating business processes led to increased employee engagement and work on more strategic tasks.
ABOUT THE SPEAKERS
 

Bruce Penson, Managing Director, Pro Drive IT

Bruce Penson and Pro Drive IT love helping people use tech to do business better. Bruce is a productivity and cyber security presenter with many years’ experience in the IT sector, especially within Professional Services, Financial Services, Legal and Energy industries.

John Clark, Director, Solutions Shared

John Clark is the founder of Solutions Shared, a Microsoft Business Application consultancy, based near Reading. Solutions Shared use a combination of Dynamics 365 CRM and the Power Platform components to set-up bespoke, integrated CRMs and business management systems for their SME clients.