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Learn how to Automate the Consulting Course of in 7 Steps


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

Constructing and sustaining a private relationship along with your shopper all through the whole mission takes time. The extra time you spend on one shopper, the less tasks you may 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 know-how to take over repetitive and mundane duties. Decreasing human intervention helps cut back errors, enhance pace, and allow you to scale your consulting enterprise. 

One of the crucial important benefits of automation is that it helps pace up the information assortment course of. And as a advisor, information is the spine of your small business.

To get began automating the consulting course of, it’s essential to analyze your shopper’s enterprise processes and comply with these steps:

Perceive the present processes

Audit your shopper’s current enterprise processes. Doing this may help you see inefficiencies within the course of that you may enhance with automation. 

Outline the maturity of your shopper’s enterprise

Utilizing a maturity evaluation, gauge the maturity of your shopper’s enterprise in varied areas. This will provide 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

Establish ache factors and challenges

To finest serve your shoppers, it’s essential to perceive their ache factors and challenges clearly. You need to use a wants evaluation or survey software program to collect this data — a step that you may simply automate.

Recommend enhancements inside their particular framework

After getting the knowledge from the primary three steps, you may generate a report along with your findings and suggestions. 

marketing assessment report survey anyplace

Supply: Survey Anyplace

You possibly can automate your reporting actions, too.

Implementing your recommendation

Now, it is time to implement your recommendation. Relying on the complexity of the business, you may count on to be hands-on in some points of the implementation. Outline the steps you need to take collectively along with your shopper. This half will principally be a guide course of.

Following up

As soon as your shopper has carried out your recommendation, comply with up on the consequences. Your follow-up should embody evaluating the brand new course of and the outcomes achieved. It additionally includes gauging whether or not the shopper (or their workforce) finds the brand new course of simpler or extra difficult.

Repeatedly enhancing the method

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

A lot of the steps above could be automated, serving to you eradicate guide work. 

Why automate the consulting course of?

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

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

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

In no way. Let us take a look at a couple of explanation why automating the consulting course of is important.  

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 advisor, it’s essential to rework digitally to enhance your small business 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 small business 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 in your shoppers as nicely.

Save money and time

One of the crucial important benefits of automation is that it saves you time spent doing guide 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 economize and, finally, enhance your income.

Restrict headcount

Staffing overheads are one of the crucial important bills companies undertake. Decreasing them results in a rise in earnings. 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 the easiest way 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 optimistic expertise can also be important to getting new shoppers because it encourages referrals out of your present clients. Automating your consulting course of is a superb method of making certain that you simply present top-notch shopper experiences.

Higher course of transparency

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

Standardize deliverables

Standardizing your consulting deliverables is an important a part of streamlining your small business and rising your effectivity. Automation allows you to bundle your providers higher and create standardized deliverables. Each will assist decrease the guide work that normally goes into tailoring packages and deliverables. It additionally helps pace up your course of.

Scale your small business

Due to the time saved and the guide work diminished by automation, scaling turns into simpler. Not solely does automation help you scale by taking up extra shoppers, it additionally allows you to enhance the packages and providers you supply.

Leverage your information to ascertain your self as a thought chief

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

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

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

As you may see, there are innumerable explanation why you must embrace automation in your consultancy enterprise. Failure to automate will put you at a aggressive drawback.

7 steps to successfully automate consulting

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

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

1. Assess your want for automation and determine alternatives

Step one in digitally reworking 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 at the moment working
  • Analyzing the period of time you spend on totally different duties
  • Analyzing which areas could be improved

To finest determine processes that you may automate, verify for these which are rule-based. These are processes that comply with 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 gentle, it turns into simpler to determine automation processes and alternatives. 

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

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

Now that you have assessed your small business course of and recognized automation alternatives, it’s essential to resolve how you may implement automation.

It’s essential to work out an automation plan primarily based in your information and experience.

Listed here are a couple of pointers that will help you with this step:

Create an summary of which elements of your course of could be automated

To higher plan in your automation, it’s essential to first create an summary of the elements of your course of that may be automated. It could assist should you additionally thought-about how:

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

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

Make a plan for every step you need to automate

After getting an summary of the elements of the method you need to automate, it’s essential to plan learn how to automate them. A couple of pointers right here embody: 

  • Calculate automation potential. Simply because you may automate a selected step of the method doesn’t suggest you must. Weigh the advantages of automating it and think about if automation can have sufficient momentum to be price it.
  • Resolve in your finances. Automation instruments come at a value. Take into account when you have the finances to automate each side that may be automated. If not, prioritize people who will provide you with the perfect 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. Establish the perfect 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 may make it easier to pull it off. To do that, analyze a group of appropriate instruments that suit your finances. As soon as you have shortlisted the very best candidates:

  • Take a look at collection of know-how. Join free trials of the instruments you are inquisitive about and take a look at them totally. This can make it easier to determine people who fit your state of affairs finest. If you happen to’re unsure, schedule a demo name with the perfect software program candidates, so to ask extra in-depth questions.
  • Choose ultimate automation device(s). As soon as your checks are full, choose your ultimate collection of instruments. Make certain they work nicely collectively and combine along with your present instruments.
  • Implement device(s) into your course of. Implement your new instruments into your small business course of and monitor their efficiency. 

Keep in mind, not all automation instruments are constructed the identical. The success of your automation program relies on discovering the suitable instruments for your small business.

4. Set up an automation workflow

Automation is not automated. To work successfully, it’s essential to set up an automation workflow that ensures all of the items of your course of effortlessly work in sync. To do this, it’s essential to begin by defining the actions that will probably be automated and people that may keep guide. Subsequent: 

Combine automated and guide duties to optimize your workflow

Make certain there is a easy continuation the place your automated and guide 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 learn how to use the automation instruments you may be utilizing. If vital, put money into coaching to assist them get to hurry rapidly. 

As a result of instruments can generally fail, you additionally have to 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 finished within the planning phases, and all it’s essential to do now could be deploy your automation instruments. As soon as you have finished that:

Observe up on the implementation carefully

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 elements at fault and why they don’t seem to be enhancing your course of. Then, consider whether or not that half actually requires automation or altering it again to guide. You can even think about using a unique automation device.

Talk the change in workflow internally and externally

An important side of efficiently implementing your automation course of is speaking the workflow change with all stakeholders. This implies speaking along with your staff (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, it’s essential to measure and see if it has improved your efficiency or not. 

measure automation performance

Supply: SweetProcess

It’s essential to have information out of your absolutely guide 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 will help you hold observe of your most essential metrics. In consequence, information assortment and evaluation develop into a lot simpler.

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

  • Analyze pre-automation and post-automation efficiency. Has automation helped enhance efficiency and the variety of deliverables you may produce? 
  • Survey your shoppers. Are they joyful along with your new method of doing issues?
  • Verify your ROI. Is there a rise on account of automation?

If you happen to 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 doesn’t suggest you may sit in your laurels and count on the perfect. Nice as know-how is, it is also liable to error.

That is why it’s essential to 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. A couple of recommendations on doing this embody:

  • 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 will have to train a little bit of endurance on this regard.
  • Take into account the outcomes. When you consider the outcomes, think about whether or not they’re what you anticipated. Did automation enhance effectivity? Has it given you alternatives to scale your small business?
  • Doable lack of personalization. One factor folks worth in session is the private contact. Take into account if shifting to an automatic course of has led to a loss in personalization. 

As , getting into new frontiers at all times carries some danger. That is why it’s essential to at all times consider your automation course of and search for danger components. Doing so will assist mitigate them and guarantee a easy move of your small business.

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 essential phases within the consulting enterprise is getting shoppers. With a purpose to obtain this, it’s essential to persuade prospects that you simply’re the only option. 

Step 1: Assess your want for automation

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

Step 2: Understanding an automation plan primarily based in your experience

You may have sufficient expertise to know what inquiries to ask, and which replies you might count on. So, you may 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 an instantaneous overview of what your prospect is on the lookout for, 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 you for his or her mission. 

Step 3: Establish the perfect automation instruments

You’ll need to 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 in your automation plan. 

Step 4: Set up an automation workflow

Not each exercise on this part needs to be coated by the evaluation or the report. Make certain to outline the place you like human contact over automation to create a balanced dialog with the prospect or shopper. 

Step 5: Implement the automation course of

If you happen to 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 sooner tempo, now that you simply’ve automated this a part of the method? Are shoppers providing you with optimistic suggestions about your personalised studies? Is there an effectivity win: do you could 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 into consideration? Ask your workforce and shoppers for suggestions. Flip again to guide processes the place automation has not confirmed to be efficient.

Conditions of automating consulting

When contemplating learn how to automate consulting, it is easy to suppose you may automate each course of. It is also tempting to suppose each kind of consulting enterprise can profit from any sort of automation.

Each eventualities aren’t true.

It’s essential to rigorously think about your kind of consulting enterprise and the conditions required for automation. In fact, the primary one is that it’s essential to be prepared for automation. Listed here are a couple of questions that will help you know in case you are:

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

If you happen to reply sure to the above, you are undoubtedly able to shift to automated processes.

Advantages and challenges of automating the consulting course of 

We have appeared on the significance of automating your consultancy enterprise and learn how to know should you’re prepared for the shift. Earlier than we wrap up, let’s rapidly 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 here are our high three:

  • Scaling with out rising headcount. That is most likely the largest profit you get from automation. With so many guide duties taken care of effectively and speedily, you may have extra bandwidth for progress without having 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 once they search for a advisor to assist with their enterprise, they will belief one who has moved with the instances. That is why proving your digital maturity is an important side of gaining your prospects’ belief.
  • Standardized workflows. Standardizing your workflow allows you to set clear expectations in 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 may confidently pitch the identical outcomes to your prospects.

Challenges of automating consulting

Whereas automation has its many advantages, it additionally has some challenges. Listed here are probably the most important ones:

  • Sustaining a private relationship with shoppers. Interacting with shoppers 1-on-1 is an important side of operating a profitable consulting enterprise. To make sure you do not lose this important ingredient, be deliberate in planning for moments that may make it easier to preserve 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. Nonetheless, that is normally the results of implementing automation flawed. You possibly can lose the human contact should you fail to personalize your automated interactions with shoppers. 
  • Complicated processes could require superior automation. While you’re in a posh subject, your processes are certain to be extra difficult. This can require superior automation, which can end in the price of automation being greater.

Your automation session is full

If you happen to’ve been questioning learn how to automate the consulting course of, we hope this text has helped. Keep in mind, automating the consulting course of has a number of advantages, with the primary 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, it’s essential to consider your processes and think about automating a few of your repetitive duties. Automation will end in extra shoppers and enhance your income. So, sure. Automating the consulting course of is unquestionably well worth the funding.



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