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Digitizing your business without complexity: a clear method for managers

Written by

Andreas Fischer

in

Digitaliser son entreprise sans complexité : une méthode claire pour dirigeants

Key points

  • Identify what needs to be simplified in your business
  • See what digital can really solve (or not)
  • Decide if there’s a topic you want to explore to digitalize your business – without pressure

Digital can’t do anything for you?

Perhaps. Let’s do the exercise to be sure.

We’re not here to talk about digital transformation, nor to question what’s already working. It’s simply a question of taking a few minutes to check, methodically, whether certain aspects of your business could be optimized – without complexity or major projects.

The aim is not to convince. Just to provide a framework for reflection, which you can apply on your own, at your own pace, according to your own reality.

The following is a clear, three-question method.
Not for immediate decisions, but to give you a clearer picture.

You’re the best person to know what you need

You don’t need to be an expert to sense what needs to be improved. You just need to take two minutes to ask it clearly.

Here’s a quick way – 3 questions, no more – to identify what could be simplified, automated or clarified in your business.

1. Where do we waste time?

In exchanges, repetitive tasks, duplicates, reminders… Examples:

“We have to send the same information back to every customer.”
“I spend 20 minutes redoing a quote every time.”
“You always have to call back to get a document.”

2. What do your customers ask for… over and over again?

Those questions that come up in e-mails, on the phone or at the reception desk. Examples:

“What’s the status of my order?”
“How do I access the data sheet?”
“Can I pay online?”

3. What lacks visibility or follow-up in your business?

A hard-to-follow process, scattered information, lack of overall vision.

“I don’t know where we are with the quotes.”
“I can’t see at a glance what’s been dealt with or forgotten.”
“You have to check everything manually to know what’s left to do.”

If you can think of just one thing, keep it in a safe place.
It’s worth looking into. And you’ll see that simple solutions already exist, often without changing everything.

What you imagined already exists – here’s what it looks like

You don’t have to invent a solution for every problem.
In most cases, what you imagine already exists: dynamic forms, simple automation, rapid access to information, lightweight tracking tools.

Automatic invoice reading

No more manual data entry. Invoices received (paper or PDF) are automatically read, recorded and sent to the accounting department. You save time, avoid errors and keep everything tidy.

Structured follow-up of customer requests

Structured tracking of customer requests
No more manual data entry. Invoices received (paper or PDF) are automatically read, recorded and sent to the accounting department. You save time, avoid errors and keep everything tidy.

Quick quote generator

You no longer need to copy and paste old quotes. A tool integrated into your website or mailbox lets you create quotes in just a few clicks, according to your own rules. You can respond faster and more consistently.

Customer area or documents available online

Data sheets, price lists, confirmations, recurring documents… can be accessed directly via a secure link. Your customers find what they’re looking for without having to call you, and you save precious time on a daily basis.

Automation of repetitive tasks

Reminders, appointment reminders, confirmation e-mails, document archiving: all this can be automated with simple tools, without changing your habits. Fewer repetitive tasks = more time for your real priorities.

Real-time activity dashboard

A dashboard connected to your tools shows you incoming requests, quotes sent, payments received… everything that counts is visible at a glance. Ideal for serene management, without having to search for everything every time.

Nothing complex, nothing inaccessible. Just solutions that exist, that work, and that can be implemented without a major project.

Digitizing your business – where do you go from here?

What you’ve identified, others have also felt – before taking a step forward. You don’t always have to change everything. Sometimes, just one well-thought-out idea is enough.

The sequel doesn’t require a major project or months of work. Just the determination not to let the idea fall by the wayside. Because often, what seems complex isn’t so complex… once you talk about it.

So ask the question. Share what’s on your mind.
Sometimes all it takes is one conversation to unlock a simple, practical solution tailored to your reality.

What if it’s not the right time? It doesn’t matter. You’ll know it’s possible – and you’ll know who to talk to when the time comes.

Any ideas?
Don’t let her sleep.

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