ZV / Automation
Which job eats the week?
The same thing gets typed twice, and paperwork gets chased by hand. The month takes days to close. Pick the loop you want gone.
- Closed ticketThe work was extra. The invoice wasn't.A ticket closes. Nobody checks it against the contract before it disappears.
- QBR deckThe quarterly review, assembled by handSomeone pulls ticket stats and device health into slides, every client, every quarter.
None of those? About 3 minutes to run the numbers.
Run the numbersAutomation for it service providers
The work was extra. The invoice wasn't.
A ticket closes. Nobody checks it against the contract before it disappears.
Number to bringHow many unbilled out-of-scope hours in a typical month, and what do you charge for that work?
The quarterly review, assembled by hand
Someone pulls ticket stats and device health into slides, every client, every quarter.
Number to bringHow many managed clients, and how long does one of those decks take?
Bring those two numbers
About three minutes. You type the numbers; I do not invent them. The first conversation is next if the loop is worth mapping.
Work you want to stop doing by hand
- Stop double entry between systemsA client record gets one home. The service platform and the books receive a controlled copy, and anything ambiguous waits for the person who owns it.
- Close preparationMonthly reconciliation becomes a visible process with owners and blockers. The decision to bill stays with a person.
- Document and invoice intakeFields come off the distributor or vendor document and into the system of record. Anything the extraction can’t identify stops in a queue for a named person.
- Inbound enquiry triageIncoming requests land in one queue, sorted by what they are and who should answer.
- Automation inventory and cleanupOne pass over the small automations already running: what each one does, whose login it uses, what breaks quietly. You get a written register and a decommission list.
- Finish the workflow you already boughtCheck what the software you licence already does before building anything. Add only the part that is genuinely missing.
Worth reading
The language of business automation
13 minute read
What should your company automate—and when?
11 minute read
What happens to the workflows when someone leaves
4 minute read
A different kind of business
Next step
Tell me which one it is
The first conversation is free, and it’s genuinely fine to arrive without knowing what you need.