How to Reduce Costs With Automation

Last month, I had a call with a CEO who was about to make a $50,000 mistake. He wanted to hire a new employee to handle their growing client onboarding process. "We're drowning, each new client takes 40+ hours to get set up properly." I asked him one simple question: "Can you walk me through your current process?" What followed was painful to hear: → Manual contract creation (2 hours per client) → Back-and-forth email chains for signatures (5+ days) → Manually setting up 12 different software accounts (3 hours) → Creating folder structures in 4 different platforms (1 hour) → Scheduling multiple onboarding calls (30+ minutes of coordination) The most insane part: his team was re-entering the same client information into 7 different systems. The same exact information seven times. Instead of hiring a new person at $50K, we built a simple automation system in 2 weeks: ✅ Smart intake form that captures everything once ✅ Auto-generates contracts with client data ✅ Triggers signature requests automatically ✅ Creates all software accounts simultaneously ✅ Sets up folder structures across all platforms ✅ Schedules onboarding calls based on client preferences Onboarding time dropped from 40+ hours to 2 hours. Client satisfaction increased (they loved the smooth process). His team could focus on actual value-add work instead of data entry. Total cost: $8,000 Annual savings: $50,000+ Before you hire more people, ask yourself: "Are we solving the right problem?" Sometimes the answer isn't more hands. It's smarter systems. Follow me Luke Pierce for more content on automations, AI, and scaling systems that actually work.

Manual effort is fine... until it isn’t. At $1M ARR, you can get away with a lot. • Manual follow-ups • Manual lead routing • Manual renewal tracking But by $5–10M ARR? That same effort starts to cost you real money. I worked with one company where reps were still assigning leads by hand. One person. 30+ leads per day. Trying to juggle meetings, follow-ups, pipeline reviews — while also routing deals to everyone else. It was a bottleneck hiding in plain sight. The fix? Simple automations: 1) Lead gets created → auto-routed based on region, size, product 2) Renewal window opens → account manager flagged automatically 3) Deal moves stages → task created without a human touching it Each automation removes drag. Each one gives your team their time back. You don’t need to automate everything. Just the things your team does 50+ times a month. If it’s repetitive, time-sensitive, and easy to mess up — automate it. That’s where scale begins. Thanks for reading. Enjoyed this post? Follow Jordan Nelson And share it with your network. P.S: Subscribe to my newsletter — I share proven ways to turn your CRM into a growth engine. Sign up here: https://lnkd.in/gBukTtJN

Ever feel like your team is stuck in an endless loop of manual data entry? (Automation Tip Tuesday 👇) That’s exactly where one of our clients — an education consulting firm — found themselves. They were juggling a whole tech stack of tools that didn’t “talk”  to each other, creating inefficiencies and double work. We started with a look into their sales workflow. 🔹 Sales data lived in HubSpot, but once a deal closed, someone had to manually update Asana to track project progress. 🔹 Internal teams worked from one Asana board, but clients needed visibility into their own project timelines — cue more manual updates. 🔹 With so much repetitive data entry, valuable time was being wasted on low-impact admin work. Here’s what we did: 🔗 HubSpot → Asana automation: We created an integration that auto-generates project tasks in Asana when a deal reaches a certain stage in HubSpot. No more copy-pasting! 📢 Internal and client boards sync: Internal progress updates in Asana now automatically reflect on client-facing Asana projects, reducing the back-and-forth. Less busywork, more productivity. By eliminating duplicate data entry, the team saved 10+ hours per week — time now spent on strategy and client success. When your tools work together, your team can focus on what really matters. Where is your team losing time? Drop a comment below! ⬇️ -- Hi, I’m Nathan Weill, a business process automation expert. ⚡️ These tips I share every Tuesday are drawn from real-world projects we've worked on with our clients at Flow Digital. We help businesses unlock the power of automation with customized solutions so they can run better, faster and smarter — and we can help you too! #automationtiptuesday  #automation #workflow #efficiency

4 Ways to Cut IT Costs (Without Derailing Progress) Because budget cuts don’t have to mean broken tools, burnt-out staff, or saying goodbye to innovation. Most cost-cutting plans feel like a panic attack in PowerPoint form. But it doesn’t have to be that way. Here’s how smart IT leaders reduce spend—and increase impact—without setting the place on fire: 1. Find Hidden Cost Traps The biggest leaks aren’t obvious. They’re subtle, routine, and quietly expensive. Too Many Tools ↳ Map all tools to their actual job. If three platforms are all "collaboration tools," it's time to consolidate. Manual Workloads ↳ Automate anything repetitive. Approvals, resets, new user setups—if it happens more than twice a week, it's costing too much. Untracked Assets ↳ Use dashboards to track usage, not just possession. If it’s unused, it’s wasting money. Always Reactive ↳ Stop solving the same fire twice. Every incident should include a review. Fix the root, not just the result. Shadow IT ↳ Rogue tools happen when people don't trust the process. Bring them in, don’t crack down. 2. Make Smart IT Moves Cutting costs doesn’t mean cutting capability. Platform Consolidation ↳ Run fewer systems, better. Centralize requests, assets, and approvals on one scalable ITSM platform. Automation First ↳ Identify 3 tasks your team dreads. Automate those first. That’s ROI with receipts. Asset Visibility ↳ Track what you have, who’s using it, and when it renews. Surprise renewals = surprise budget crises. Shift Left ↳ Move common fixes down the stack. Help frontline teams solve problems faster and free up your experts. 3. Lean Your ITSM Stack Fewer tools. Cleaner workflows. More room to think. Visibility ↳ Build reports that connect tools to outcomes. If you can’t measure value, it’s probably costing you. Efficiency ↳ Automate high-volume, low-thinking tasks. Focus your people on what requires judgment—not clicking boxes. Optimization ↳ Eliminate what’s unused or unloved. There’s no budget line for “we might use this someday.” Strategy ↳ Reinvest the savings. Don’t just slash—build. 4. Use the 4-Month Fix Plan Big wins don’t require big rollouts. Just a focused sprint. Month 1 – Take Inventory ↳ List every app, license, and system. No spin. Just get the facts. Month 2 – Cut Redundancy ↳ Merge what overlaps. Kill what doesn’t serve. Call your vendors. Month 3 – Automate Tasks ↳ Fix the annoying stuff. Automate it. Free up your team for better work. Month 4 – Realign Budget ↳ Apply recovered funds to high-impact projects. Show results in business terms, not ticket volume. Cutting costs doesn’t mean cutting effectiveness. With the right strategy, your team can spend less and deliver more. What’s one cost-saving move your team made that actually worked? ♻️ Repost if you believe IT can be efficient and excellent. 🔔 Follow Bob Roark for IT strategies that reduce chaos, not just budget lines.

The #1 mistake companies make with IT budgets? Ignoring these hidden costs. Have you ever looked at your IT budget and wondered, "Where is all this money going?" You’re not alone. IT budgets are leaking money—silently, predictably, and worst of all, avoidably. I helped a medical device manufacturing company cut IT costs by 22%—without layoffs, without cutting corners, and without slowing innovation. Here’s how we did it: Step 1: Removing IT Waste 💸 We dug into the numbers and found shocking inefficiencies: 🚀 Eliminated redundant systems (why pay for two tools that do the same thing?) 🚀 Consolidated overlapping applications (less complexity, lower costs) 🚀 Reduced licensing & maintenance fees (goodbye, overpriced contracts) ✅ Result: 22% lower Total Cost of Ownership (TCO). Step 2: Improving Efficiency Once we stopped the money leaks, we focused on making IT work smarter, not harder: 📌 Automated tedious, manual tasks (so teams could focus on real innovation) 📌 Identified bottlenecks & streamlined workflows (less friction, faster execution) 📌 Boosted operational efficiency by 30% 🚀 💡 Faster execution. Lower costs. Better resource allocation. Step 3: Smart Cloud Migration Instead of just "lifting and shifting" to the cloud, we optimized first: 🔹 Right-sized IT infrastructure (no more overpaying for unused capacity) 🔹 Cut legacy maintenance costs (old tech shouldn’t drain new budgets) 🔹 Aligned resources to real business needs (spend smarter, not just more) How You Can Apply This Today ✔ Take a hard look at IT spending—find hidden costs ✔ Automate routine tasks—eliminate unnecessary manual work ✔ Renegotiate vendor contracts—secure better deals 💡 IT should drive growth, not just cost. What’s one way you’ve optimized IT spending? Let’s discuss. P.S. Cutting costs doesn’t mean cutting innovation. If you’re rethinking your IT strategy, I’d love to hear your approach. #DigitalTransformation #CIO #Technology #Innovation