Tech updates you can make to your business now

Using the right technology can transform your business, boosting efficiency and cutting costs. Here are some ideas for digital transformation in your SME.

There are many simple ways that you can revamp your operations with some smart tech upgrades.

1. Move beyond the spreadsheet

While spreadsheets have been a staple in business for decades, it's time to explore more sophisticated tools that can handle data more dynamically. Platforms like Notion, Jira and Airtable approach data management with the flexibility of databases. You can even upload files, images and link databases with each other for logical and easy-to-access data.

Shifting to these newer tools can transform how you manage everything from process documentation, cash flow forecasting and customer orders to social media planning. Create a workspace where data flows seamlessly across tasks and updates in real time.

You can even set up automation to save time and make your day more efficient. For example, once you've created a new client in your online database, you might want to set up an automatic reminder to connect with them on LinkedIn or create a task which prompts someone on the team to fill in their payment terms and details.

Watch this webinar to find out what digital automation is and how it can help with productivity:

2. Automate and connect your technology

Automation is a game-changer in managing repetitive tasks efficiently. Tools like Zapier and Bardeen can automate workflows, such as adding a new contact to your customer relationship management (CRM) system the moment someone makes an enquiry on your website. These integrations not only save valuable time but also reduce the risk of human error, ensuring that your data is accurate and up-to-date without constant manual input.

You can even use automation software to follow up on leads automatically. For example, if you gain a new lead through Facebook, you can set up an email which goes out from the sales rep to ask more questions and arrange a call.

3. Embrace cloud computing

Cloud computing offers a range of benefits that can be particularly useful to SMEs. By leveraging cloud services, businesses can gain access to high-powered computing resources without the need for heavy upfront investments in hardware. There are no servers to maintain and your data storage can expand and reduce according to the needs of the business.

Cloud services like Google Cloud, AWS, and Microsoft Azure can provide scalable resources for hosting data, running applications, and managing business operations securely online. This flexibility is especially valuable for SMEs looking to expand or requiring varying levels of resource usage.

4. Implement AI chatbots for customer service

Dealing with customers can be one of the most time-consuming aspects of a business. By implementing AI-driven chatbots, you can automate responses to common customer enquiries, freeing up your team to focus on more complex issues.

Chatbots can be trained to handle a wide range of questions efficiently and can operate around the clock, ensuring that your customers get immediate help anytime. It's been found that people under the age of 30 prefer to interact online rather than pick up the phone to talk to a person. Making use of a chatbot can especially help to satisfy the needs of this group.

5. Use online forms and contracts

Let's face it, receiving a Word document that needs to be printed off, signed and uploaded is quite an inconvenience. The digital age means fewer people have access to printers and even fewer wish to use them.

Online forms and digital contracts simplify processes significantly. They can be easily filled out on a smartphone, increasing the likelihood of timely and complete responses. This shift not only speeds up operations and is more user-friendly but also supports eco-friendly practices by reducing paper use.

You can set up a form within a matter of minutes and there are many to choose from including Google Forms, Microsoft Forms and Jot Form.

6. There’s probably an app for that

Whether it's scanning documents, managing timesheets or tracking work progress, there's likely an app already out there to meet your business needs. This approach not only streamlines processes but can also enhance accessibility, allowing employees and customers to interact with your business efficiently through their mobile devices.

For bespoke needs, platforms like Bubble offer no-code app development, which simplifies app creation without needing expert programming skills.

What are you waiting for?

Adopting simple updates to your manual and time-wasting processes can significantly speed up your business operations. Start small and you might be surprised how easy they are to implement and what a huge difference they make!

Relevant resources

• How small businesses can leverage AI

• Tech Hub digital drop-in: How to set up a free CRM

• What is cloud computing and how does it work?