top of page




Task Automation

Updated: Dec 13, 2021

Not having enough Bandwidth or Time has become a growing problem across all industries, and it's only getting worse. If we take a step back from the challenge of not having enough time to see how we've gotten to this point, we quickly realize we are surrounded by more distractions than ever before. Subscriptions, apps and new products are being marketed to the consumers faster and more frequently than ever before. So it shouldn’t be a surprise that it has become difficult to manage your time with all of this going on.

The real issue presents itself when the lack of bandwidth for employees goes unchecked for too long. The consequence is that the quality of service for the customer will start to suffer and the employee will be on a crash course to burning out.

The solution is simple, but it's not easy. Robotic Process Automation is also known as RPA or simply "automations", has become accessible to pretty much anyone that has a computer. You may not be aware of it, but you most likely interact with more of these automations in your personal and professional life than you are probably aware of. They are designed to handle repetitive processes with surgical precision 24/7/365.

Great, but where do I start?

Before committing to any new tools, we recommend starting with a simple exercise and it's only three steps.

  1. Write out all of the steps that a sales rep would need to go through from nurturing a prospect up to the close of the sale. If you know what system that step happens in (CRM, email, phone, etc.), be sure to note that system on each step as well.

  2. Then try to apply a realistic amount of time, or a range of time, to each of those steps.

  3. Highlight the biggest time bandits and meet with your team to confirm if the information is accurate and begin discussions as to how to reduce the time it takes to execute each task.

Once you have finished the exercise, you can start to have a better visual understanding as to where everyone's time goes, and now you can start doing something about it! We suggest starting by reviewing your current tech stack to see if it can support automating the high priority tasks listed above.

If you would like to learn more or have a candid conversation about your current situation, we would love to connect with you! If you're interesting on the topic of Task Automation and how we can help in that area, please visit our Data page here: Data Carrera Consulting

OR you can complete the contact form at the link below to start the process of working with one of our experienced representatives: Contact Carrera Consulting



bottom of page