Need to automate your processes? It can be simpler than you think
The introduction of individualised funding to the community sector has brought with it a whole new level of complexity.
For service providers and plan managers, this complexity is being felt in all areas of their operations from client engagement to service delivery, from people management to rostering and from daily processes to finance and administration.
For those in the community who engage with NDIA, the pricing model (and margins) is placing significant pressure on organisations and individuals to dramatically improve efficiencies.
Some in the sector have embraced this change and are ahead of the curve in implementing their structure and systems to meet these challenges head on. Most have been so busy in the day-to-day, that they are now being confronted with the new realities of their industry.
To succeed in this new environment, service providers and plan managers need a technology infrastructure that will support staff and clients in all these operational areas. If the community sector is to be truly focused on delivering their important services to clients, they need to ‘get friendly’ with cloud solutions that will automated their core operational processes.
The continued use of a combination of Excel sheets and manually updated paper documents will only put more pressure on staff and the quality of service delivery.
While staff resistance and fear of change can’t be ignored, concerns can easily be combated when the benefits of automation are clearly articulated.
- Streamlines communication
- Ensures accountability + compliance
- Minimises costs + errors
- Improves client outcomes
One of the biggest concerns when adopting new technology is knowing where to start. Have your project team
1. Identify the needs: Review your current processes and see where time is being spent inefficiently and ineffectively. Take a holistic view of this, otherwise your solutions will be piece meal and disconnected (and problems just get bigger).
2. Determine the best solution: What problems need to be solved? Do we need an integrated approach to managing information, communication, resources and people?
3. Communicate + provide support: Once a solution has been selected - communicate with all stakeholders the benefits and process of how implementation will take place. Provide support through training. Listen to feedback and adapt to suit.
4. Review + celebrate successes: There will be challenges with change, but as each new process is automated, share the positive new around that. Start with one process – make the change, review, check all is being captured as you need and then move on. Celebrate the difference the change has made to your organisation in terms of communication, compliance, budget and client outcomes.
Automation is simpler than you think . The reality is, if you don’t get your client data management processes streamlined and automated, you run the risk of missing out or wasting essential funding and resources for your organisation.
If you would like to discuss how process automation can drive positive change or need help determining how this can be done, talk to us at MYP. We have been working with community organisations for 10 years and understand the unique challenges the community sector is confronting during this time of rapid change.
about the author
TAMAR BOSTOCK | LEARNING + DEVELOPMENT MANAGER, MYP CORPORATION
Tamar is a highly experienced educator with a background in Adult and Child learning and coaching. She is responsible for driving an innovative learning and development program for MYP Subscribers that meets their learning needs using the latest learning techniques and technology. Tamar delivers face-to-face and online Certified Training to MYP Subscribers to ensure effective use and implementation of their business systems. She is also responsible for managing the MYP Certified Trainer program.
never miss a beat
Get notified when new blog posts are available to read!