How to automate management?

Management automation is a priority for every manager in business services, customer care and back office teams today. Leaders who effectively implement work automation solutions will achieve success. However, how do we find time for strategic projects when we and our key managers are still consumed with the so-called "day-to-day"? What if we could automate team and task management?

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Krzysztof Pimpicki
CEO Harmodesk & Positive Productivity
Michał Stangret
Evangelist, Harmodesk & Positive Productivity

What areas of management can and should be automated?

Have you ever done a solid review of the activities you perform as a manager in terms of their value to the organization? In simple terms, they can be divided into: low-value and high-value. Low-value managerial tasks tend to be low-level, monotonous and tedious. Business services, customer care and back office managers are aware that they do not bring much value to the organization with them, but they have to be done. They often treat them as a necessary evil, consuming perceptibly too much time and energy. Managers would be happiest to shake off their burden and get on with more rewarding tasks: high-level tasks through which they can bring more value to the organization. Managerial intuition rightly tells them that such high-value activities are the crème de la crème of a manager's work. They are the means by which a manager actually leads his or her organization to accelerated growth, at a rapid pace while growing in his or her role at the same time.

In practice, unfortunately, the need to perform low-value tasks largely blocks managers from performing high-value tasks. 

How much are managers and their organizations losing by not automating management?

Activities related to coordinating work can occupy up to 60% of the working time of executives1. The scale and diverse nature of these blockages to potential growth are well illustrated by the results of a study of the activities of operational managers2. Their management activities could be directed at maximizing the organization's growth and supporting C-level managers in implementing strategic projects, meanwhile, operations managers spend well over half of their time on tedious, routine administrative activities such as: 

  • coordinating and controlling: 21 percent. 
  • reporting: 14 percent,
  • task planning: 11 percent,
  • analyzing data: 8 percent,
  • resource allocation: 5 percent.

Business services, customer care and back office leaders are therefore not left with enough time for high-level activities as a result of which they can actually give the most value to the organization, such as: team development and coaching (4%), or strategy development (9%).

Operations managers waste more than half their time on tiresome, time-consuming and cumbersome tasks that can be automated quite easily.

Much of the managers' time - as you can see - is blocked for activities that are necessary to meet current operational goals. Therefore, is there a real possibility to unlock this time? How can this be achieved?

Management automation step by step - where to start?

The transition from managerial work that gives low value to the organization to work that brings high value to the organization is made possible by thoughtful and effective management automation in the area of low-value activities. 

From our experience in the Finance, BSS and Customer Service teams, we have been able to automate each of these activities, among them:

  • Planning tasks for individual team members,
  • Organization and distribution of tasks to employees,
  • Prioritization of work and reprioritization in case of problems,
  • Monitor the status of task completion throughout the day,
  • Relocation of tasks (when backlog, replacements),
  • Preparation of statistics (for reports, team meetings),
  • Escalation management (SLA catch-up, urgent "drop-ins"),
  • Quality control of the tasks performed,
  • Planning resources to perform the assumed tasks.
"According to Gartner's forecasts, as much as 69% of routine tasks currently performed by managers could be automated by 2024."3

How to choose the best management automation tool?

The automation of management in this area is possible through the use of a tool whose operation can be presented in the following simplified manner:

  • The tool collects task information from all transactional systems used by employees today (ERP, ticketing / service desk, workflow, etc.).
  • Tasks are dynamically ordered according to their priorities, predefined by the manager.
  • The system distributes tasks one by one to the appropriate employees based on their skills and strengths (also predefined by the manager).
  • An employee always works on one task that has the highest priority at any given time and is relevant to his or her skill profile, and gets another task when it is completed. At the same time, the tool measures process parameters and provides online team boards giving everyone a current view of the status of task completion and management reports in the BI tool.

Benefits of management automation in business services, customer care and back office.

  • Automatically pulling task information from various systems and assigning it to the appropriate team members (according to manager-set priorities) makes the execution of the team's priority tasks on time, in accordance with SLAs, and leads to improvements in other key performance indicators: quality and productivity. This is not the only one of the key changes supporting management automation.
By automating management, the manager streamlines his work and that of his team, so the leader and his employees have more time for other tasks.

  • The manager is assured that work is evenly distributed and the full potential of the team is utilized, as tasks are assigned according to the availability of employees and based on their competencies and preferences. Automations for optimal work distribution free up time and energy previously spent on organizing, planning and monitoring tasks - each employee can focus on completing one specific task and is assured that he or she is doing exactly what he or she needs to do at any given time, so that the entire team achieves its goals in the best possible way.
  • Because the tool collects accurate task data (as employees complete them), the manager has a 360-degree view of tasks, people, processes and customers in one place. So he always has a quick view of key reliable task data, and provides a clear visualization of it to all team members. Based on reliable data and a single view of reality shared by all, the leader can make accurate decisions and implement improvements. He continuously monitors the duration, timeliness and quality of tasks performed by the team, as well as the effects of improvements and process standardization. Nothing escapes his attention, and at the same time employees - having one common source of data - gain a sense of fairness and confidence in their actions.
  • Equitable distribution of tasks to employees by the system (taking into account their competencies and preferences), makes both the manager and employees unanimously recognize the weaknesses and strengths of processes and know what and how to improve. As a result, the manager can effectively take care of the development of employees' competencies, involving them in improvements and achieving team goals. At the same time, employees quickly develop new skills, get involved in improvements, and in this way all team members are assured of playing to the same goal. In this way, management automation becomes a way to create a new work environment that opens up new opportunities that were previously hidden.

How to free up managers' time through management automation?

As a result of using a process-based task management automation tool, our clients are seeing a 15 percent increase in employee engagement and freeing up to 30 percent of employees' and managers' time for business services, customer care, or back office teams.

The freed up extra time can be spent by employees on higher volumes of tasks, and managers are relieved of low-value activities and can focus more on tasks that give more real value to the organization.

Leaders who automate management free up specific amounts of managers' and employees' time so that their organizations get on the fast track to growth.

Leaders who automate management free up specific amounts of managers' and employees' time so that their organizations get on the fast track to growth.

If you want to see how the described tool - Harmodesk - is used in practice by different types of organizations, we invite you to our gallery of case studies → Rafal Kozlowski, Vice President, CFO of Asseco tells there how, thanks to Harmodesk, they managed to ensure full transparency and trust in remote work at Asseco. Katarzyna Fita, manager of RASP's accounting department, reveals how she managed to increase discipline, commitment and improve results. And George Bouamrirene, Transformation Manager at Schneider Electric, talks about the groundbreaking transformation at the Procurement Center of Excellence.

If you'd like to find out how much you and your organization can gain from automating management in business services, customer care and back office teams by using the tool, we also invite you to take advantage of the specially prepared Unleashed Time Calculator.

Sources:

1 Asana Anatomy of Work Index 2022: Work About Work Hampering Organizational Agility

2 38th International Scientific Conference on Economic and Social Development, ARTIFICIAL INTELLIGENCE IN MANAGEMENT: CHALLENGES AND OPPORTUNITIES

3 Gartner Predicts 69% of Routine Work Currently Done by Managers will Be Fully Automated by 2024