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Methods to Automate the Consulting Course of in 7 Steps

As a guide, you wish to stand out by offering each shopper with customized recommendation at each step within the course of. Giving skilled recommendation at a private stage comes with many challenges like a scarcity of time and sources, resulting in an inefficiency downside.

Constructing and sustaining a private relationship along with your shopper all through the whole venture takes time. The extra time you spend on one shopper, the less initiatives you’ll be able to tackle.  

So the massive query is: Can personalization and automation go hand in hand? 

Let’s discover out.

What’s an automatic consulting course of?

Automation has helped many industries streamline their processes, develop into extra environment friendly, and generate extra income. The consulting business should not be any totally different.

Automating the consulting course of refers to leveraging expertise to take over repetitive and mundane duties. Decreasing human intervention helps cut back errors, improve velocity, and allow you to scale your consulting enterprise. 

Some of the vital benefits of automation is that it helps velocity up the information assortment course of. And as a guide, information is the spine of your enterprise.

To get began automating the consulting course of, you could analyze your shopper’s enterprise processes and observe these steps:

Perceive the prevailing processes

Audit your shopper’s current enterprise processes. Doing this can permit you to see inefficiencies within the course of that you could enhance with automation. 

Outline the maturity of your shopper’s enterprise

Utilizing a maturity evaluation, gauge the maturity of your shopper’s enterprise in numerous areas. This provides you with a greater understanding of the place they’re and the steps wanted to take their enterprise to the following stage.

online presence maturity assessment

Supply: Survey Anyplace

Determine ache factors and challenges

To finest serve your shoppers, you should perceive their ache factors and challenges clearly. You should use a wants evaluation or survey software program to assemble this info — a step that you could simply automate.

Recommend enhancements inside their particular framework

Upon getting the knowledge from the primary three steps, you’ll be able to generate a report along with your findings and suggestions. 

marketing assessment report survey anyplace

Supply: Survey Anyplace

You may automate your reporting actions, too.

Implementing your recommendation

Now, it is time to implement your recommendation. Relying on the complexity of the business, you’ll be able to count on to be hands-on in some elements of the implementation. Outline the steps you wish to take collectively along with your shopper. This half will principally be a handbook course of.

Following up

As soon as your shopper has carried out your recommendation, observe up on the results. Your follow-up should embrace evaluating the brand new course of and the outcomes achieved. It additionally entails gauging whether or not the shopper (or their workforce) finds the brand new course of simpler or extra sophisticated.

Constantly bettering the method

As a dwelling entity, your shopper’s enterprise will frequently be evolving. In case you’re doing a superb job, you may want to guage and enhance the processes repeatedly. 

Many of the steps above may be automated, serving to you remove handbook work. 

Why automate the consulting course of?

I believe you already get my level. Automating your consulting course of is feasible in several phases of your initiatives. Let’s check out it from a enterprise perspective. You wish to stand out from the opposite consultants, proper?

Consulting is among the industries that thrive on one-on-one interactions with shoppers. 

So would not that imply automation will do extra hurt than good? Received’t you lose shoppers since you’ll have much less private contact with every shopper?

In no way. Let’s take a look at just a few the reason why automating the consulting course of is critical.  

Observe digital transformation tendency

The fourth industrial revolution (4IR) is in full swing, and each business and enterprise has already undergone or is present process digital transformation. As a guide, you should rework digitally to enhance your enterprise and perceive your shoppers higher.

Be a pioneer

Regardless of being the sphere that advises different companies to enhance, the consulting business remains to be lagging within the space of automation. Implementing automation in your enterprise will put you forward of the competitors as you may be one of many first to take action.

Secondly, you’ll set a superb instance to your shoppers as properly.

Save money and time

Some of the vital benefits of automation is that it saves you time spent doing handbook work. In consequence, it frees up your time to do extra strategic work, be extra inventive, and tackle extra shoppers. In consequence, you get to save cash and, in the end, improve your income.

Restrict headcount

Staffing overheads are some of the vital bills companies undertake. Decreasing them results in a rise in income. And that is precisely what automation allows you to do — cut back your headcount. 

Enhance shopper expertise

Your consultancy enterprise wants one major ingredient for it to succeed — shoppers. And one of the simplest ways to retain shoppers is by giving them an distinctive expertise. Buyer expertise (CX) has develop into a major a part of the success equation for each enterprise.

top priority for business customer experience

Supply: SuperOffice 

A constructive expertise can be important to getting new shoppers because it encourages referrals out of your present clients. Automating your consulting course of is a wonderful manner of guaranteeing that you simply present top-notch shopper experiences.

Higher course of transparency

Automation makes your outcomes extra quantifiable. It permits you and your shoppers to grasp your processes and measure outcomes higher. That is because of analytics engines that assist with measuring and reporting your essential KPIs.

Standardize deliverables

Standardizing your consulting deliverables is a vital a part of streamlining your enterprise and rising your effectivity. Automation allows you to bundle your companies higher and create standardized deliverables. Each will assist reduce the handbook work that normally goes into tailoring packages and deliverables. It additionally helps velocity up your course of.

Scale your enterprise

Due to the time saved and the handbook work diminished by automation, scaling turns into simpler. Not solely does automation permit you to scale by taking up extra shoppers, it additionally allows you to improve the packages and companies you supply.

Leverage your information to determine your self as a thought chief

The information assortment and evaluation that comes with automation is a game-changer for consultants. That is as a result of it lets you:

  • Set business benchmarks
  • Share aggregated information within the type of business experiences 

You may leverage these (and extra) information assortment benefits to determine your self as a thought chief in your vertical.

As you’ll be able to see, there are innumerable the reason why it’s best to embrace automation in your consultancy enterprise. Failure to automate will put you at a aggressive drawback.

7 steps to successfully automate consulting

Now that you already know the significance of automating the consulting course of, let’s begin with an instance, after which check out the seven steps that can assist you achieve this.

So let’s get you ready and try the seven steps to beginning your personal digital transformation.

1. Assess your want for automation and determine alternatives

Step one in digitally remodeling your consulting enterprise is to evaluate your want for automation. This begins with analyzing each step of your consulting course of, together with:

  • Analyzing what you are presently working
  • Analyzing the period of time you spend on totally different duties
  • Analyzing which areas may be improved

To finest determine processes that you could automate, test for these which are rule-based. These are processes that observe a strict logical order and do not require human judgment. Additionally, guarantee these processes are well-defined and do not change. 

By analyzing all your processes on this mild, it turns into simpler to determine automation processes and alternatives. 

Now, let’s check out how one can arrange an automation plan for your enterprise.

2. Work out an automation plan primarily based in your experience

Now that you have assessed your enterprise course of and recognized automation alternatives, you should resolve how you may implement automation.

You want to work out an automation plan primarily based in your information and experience.

Listed below are just a few pointers that can assist you with this step:

Create an outline of which components of your course of may be automated

To raised plan to your automation, you could first create an outline of the components of your course of that may be automated. It might assist for those who additionally thought of how:

  • They’re linked
  • They relate to one another
  • They impression and affect the shopper’s expertise

Doing this ensures that your automated sequences are environment friendly and lead to a superb buyer journey.

Make a plan for every step you wish to automate

After getting an outline of the components of the method you wish to automate, you should plan tips on how to automate them. Just a few pointers right here embrace: 

  • Calculate automation potential. Simply because you’ll be able to automate a selected step of the method does not imply it’s best to. Weigh the advantages of automating it and contemplate if automation may have sufficient momentum to be price it.
  • Determine in your price range. Automation instruments come at a worth. Think about when you’ve got the price range to automate each side that may be automated. If not, prioritize people who provides you with the most effective return on funding (ROI).
  • Outline the functionalities you want (methodology). Defining the functionalities you want will make it easier to map a blueprint of how you may implement automation for every step.

3. Determine the most effective automation instruments or methods to make use of

With an automation plan in place, you now know what you may be automating and the way. Now it is time to determine the instruments that can make it easier to pull it off. To do that, analyze a group of appropriate instruments that suit your price range. As soon as you’ve got shortlisted the very best candidates:

  • Check number of expertise. Join free trials of the instruments you are considering and take a look at them completely. This may make it easier to determine people who fit your state of affairs finest. In case you’re doubtful, schedule a demo name with the most effective software program candidates, in an effort to ask extra in-depth questions.
  • Choose closing automation device(s). As soon as your checks are full, choose your closing number of instruments. Be sure they work properly collectively and combine along with your present instruments.
  • Implement device(s) into your course of. Implement your new instruments into your enterprise course of and monitor their efficiency. 

Bear in mind, not all automation instruments are constructed the identical. The success of your automation program is determined by discovering the suitable instruments for your enterprise.

4. Set up an automation workflow

Automation is not computerized. To work successfully, you could set up an automation workflow that ensures all of the items of your course of effortlessly work in sync. To try this, you could begin by defining the actions that might be automated and people that can keep handbook. Subsequent: 

Combine automated and handbook duties to optimize your workflow

Be sure there is a easy continuation the place your automated and handbook duties meet. When these are in sync, it leads to an optimized workflow. 

Arrange an accessible process that you simply (and your workforce) can fall again on

Create a doc that outlines how you may use the brand new automation course of. Be certain that everybody in your workforce is aware of tips on how to use the automation instruments you may be utilizing. If essential, spend money on coaching to assist them get to hurry shortly. 

As a result of instruments can generally fail, you additionally must outline the process to maintain thighs flowing when that occurs. Once more, make this simply accessible so everybody in your workforce is aware of what to do.

5. Implement the automation course of

With the correct basis now laid, it is time to implement the automation course of. All of the onerous work has been executed within the planning phases, and all you should do now’s deploy your automation instruments. As soon as you’ve got executed that:

Observe up on the implementation intently

Monitor the modifications automation has introduced into your course of.

Does it meet your expectations?

If it does, nice job. If not, you may want to find out the automated components at fault and why they are not bettering your course of. Then, consider whether or not that half actually requires automation or altering it again to handbook. You too can think about using a unique automation device.

Talk the change in workflow internally and externally

A vital side of efficiently implementing your automation course of is speaking the workflow change with all stakeholders. This implies speaking along with your workers (internally) and your shoppers (externally). Everybody ought to know what to anticipate to make sure a easy transition.

6. Measure modifications and efficiency

As soon as your automated system has been operating for a while, you should measure and see if it has improved your efficiency or not. 

measure automation performance

Supply: SweetProcess

You want to have information out of your totally handbook course of to make use of as a benchmark to do that. That is the place you may uncover one of many beauties of automation — automated monitoring and reporting. Most automating instruments include a built-in analytics dashboard that can assist you maintain observe of your most vital metrics. In consequence, information assortment and evaluation develop into a lot simpler.

To successfully measure the impression of automation in your consulting enterprise, as the next questions:

  • Analyze pre-automation and post-automation efficiency. Has automation helped improve efficiency and the variety of deliverables you’ll be able to produce? 
  • Survey your shoppers. Are they joyful along with your new manner of doing issues?
  • Test your ROI. Is there a rise as a consequence of automation?

In case you reply sure to the questions above, your automation has achieved its objective.

7. Consider and mitigate dangers

Simply since you’ve pulled off a profitable digital transformation technique does not imply you’ll be able to sit in your laurels and count on the most effective. Nice as expertise is, it is also susceptible to error.

That is why you could consider your automated course of and determine any potential dangers. Doing so will make it easier to mitigate these dangers and put contingency plans in place. Just a few tips about doing this embrace:

  • Take sufficient time earlier than you consider. The outcomes of automation could not present instantly. Give it sufficient time earlier than you begin evaluating outcomes. You may must train a little bit of persistence on this regard.
  • Think about the outcomes. When you consider the outcomes, contemplate whether or not they’re what you anticipated. Did automation enhance effectivity? Has it given you alternatives to scale your enterprise?
  • Doable lack of personalization. One factor individuals worth in session is the non-public contact. Think about if shifting to an automatic course of has led to a loss in personalization. 

As you already know, getting into new frontiers all the time carries some danger. That is why you could all the time consider your automation course of and search for danger elements. Doing so will assist mitigate them and guarantee a easy circulation of your enterprise.

Instance of automation

With a purpose to make this extra tangible, let’s have a look at an instance. 

One of many first and most vital phases within the consulting enterprise is getting shoppers. With a purpose to obtain this, you should persuade prospects that you simply’re your best option. 

Step 1: Assess your want for automation

In your first name with a brand new prospect, you all the time ask roughly the identical sequence of questions, proper? These conversations may be fairly time-consuming. 

Step 2: Figuring out an automation plan primarily based in your experience

You could have sufficient expertise to know what inquiries to ask, and which replies it’s possible you’ll count on. So, you’ll be able to supply your shoppers a web based questionnaire (automation #1) that robotically generates a shopper evaluation report for you (automation #2), and a report for the prospect (automation #3). 

example client report advisor report

Supply: Survey Anyplace

You’ll have a direct overview of what your prospect is in search of, and the prospect will get a abstract and first suggestions tailor-made to their downside, which can show your experience and persuade them to pick out you for his or her venture. 

Step 3: Determine the most effective automation instruments

You’ll must put appreciable effort and time into creating a superb questionnaire and linking a custom-made report back to it. Discover the suitable evaluation software program to your automation plan. 

Step 4: Set up an automation workflow

Not each exercise on this section ought to be lined by the evaluation or the report. Be sure to outline the place you favor human contact over automation to create a balanced dialog with the prospect or shopper. 

Step 5: Implement the automation course of

In case you discovered an evaluation software program to create a shopper wants evaluation and a custom-made report in a single app, you can begin with the implementation. Talk your strategies clearly to your prospects, in order that they know what to anticipate.

Step 6: Measure modifications and efficiency

Are you getting extra shoppers at a quicker tempo, now that you simply’ve automated this a part of the method? Are shoppers providing you with constructive suggestions about your customized experiences? Is there an effectivity win: do you might have extra time for strategic work?

Step 7: Consider and mitigate dangers

Don’t be afraid to re-evaluate in case your outcomes aren’t as anticipated. Are there any dangers you haven’t taken under consideration? Ask your workforce and shoppers for suggestions. Flip again to handbook processes the place automation has not confirmed to be efficient.

Conditions of automating consulting

When contemplating tips on how to automate consulting, it is easy to assume you’ll be able to automate each course of. It is also tempting to assume each sort of consulting enterprise can profit from any form of automation.

Each eventualities aren’t true.

You want to fastidiously contemplate your sort of consulting enterprise and the stipulations required for automation. After all, the principle one is that you should be prepared for automation. Listed below are just a few questions that can assist you know if you’re:

  • Are your processes clearly outlined and standardized?
  • Do you might have the sources (time, monetary and human) to implement such invasive modifications?
  • Is your enterprise steady sufficient to hold a digital transformation?
  • Are your shoppers prepared for automation?

In case you reply sure to the above, you are positively able to shift to automated processes.

Advantages and challenges of automating the consulting course of 

We have seemed on the significance of automating your consultancy enterprise and tips on how to know for those who’re prepared for the shift. Earlier than we wrap up, let’s shortly have a look at the advantages and challenges of automating the consulting course of. 

Advantages of automating consulting

Let’s begin with the advantages of automation. Listed below are our high three:

  • Scaling with out rising headcount. That is most likely the most important profit you get from automation. With so many handbook duties taken care of effectively and speedily, you may have extra bandwidth for progress with no need so as to add on any new workforce members.
  • Proving your digital maturity. Being within the digital age, your shoppers have most likely already embraced 4IR. So after they search for a guide to assist with their enterprise, they will belief one who has moved with the instances. That is why proving your digital maturity is a vital side of gaining your prospects’ belief.
  • Standardized workflows. Standardizing your workflow allows you to set clear expectations to your shoppers. It makes it simpler so that you can paint an image of the outcomes your shopper will obtain. It additionally helps you leverage shopper testimonials to market your self as you’ll be able to confidently pitch the identical outcomes to your prospects.

Challenges of automating consulting

Whereas automation has its many advantages, it additionally has some challenges. Listed below are essentially the most vital ones:

  • Sustaining a private relationship with shoppers. Interacting with shoppers 1-on-1 is a vital side of operating a profitable consulting enterprise. To make sure you do not lose this important ingredient, be deliberate in planning for moments that can make it easier to keep private relationships along with your shoppers.
  • Lack of human contact. One hazard of automating the consulting course of is the lack of the human contact. Nevertheless, that is normally the results of implementing automation mistaken. You may lose the human contact for those who fail to personalize your automated interactions with shoppers. 
  • Complicated processes could require superior automation. While you’re in a fancy subject, your processes are certain to be extra sophisticated. This may require superior automation, which can lead to the price of automation being greater.

Your automation session is full

In case you’ve been questioning tips on how to automate the consulting course of, we hope this text has helped. Bear in mind, automating the consulting course of has a number of advantages, with the principle ones being: streamlining your processes and rising effectivity, enabling you to scale simply with out rising your headcount, standardizing your workflows and deliverables.

That is why, if you have not but, you could consider your processes and contemplate automating a few of your repetitive duties. Automation will lead to extra shoppers and increase your income. So, sure. Automating the consulting course of is unquestionably well worth the funding.



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