Now that we have a general context of the PDCA model and its benefits, let's delve a little deeper into the last two steps: Analysis and Action.
To do this, we need to do an exercise while looking at the execution of a certain step of a process. With 3 simple questions, it is possible to get an idea of what can be improved through automation:
How much time do I waste performing this task?
Do I have enough information to make a decision or analyze this situation further?
How much does this step cost the company?
Spending many hours on a task or psychiatrist email addresses committing a significant portion of the budget to certain activities may indicate a need for intervention.
Furthermore, the lack of data for this analysis also reveals that there is something to be improved .
Consider the reality of your company and consider whether there is room for improvement.
What's the problem with manual processes?
Manual processes often waste time and money for companies, in addition to preventing a more in-depth analysis of their situation.
Imagine managing a sales funnel using Excel spreadsheets. Although it works to a certain extent, it is not feasible on a large scale.
A situation like this would require a dedicated employee to keep the spreadsheet updated and working.
Any necessary information will necessarily need to go through this person, who sooner or later will be overwhelmed with requests to maintain this funnel.
In this case, a practical solution is to adopt CRM software , which optimizes the company's time and allows several people to have easy access to information, whenever necessary and much more quickly than in the previous example.
Discover other advantages of adopting this type of tool in your company:
pdca model
The system automates funnel management tasks, saving time and money, without having to keep an employee dedicated exclusively to this task.
Process automation: when is it worth it?
Once you have identified the problem within a given stage, it is time to act!
To identify whether a tool will solve the problem caused by the manual process, you need to pay attention to these items:
How much will automation cost?