Startup Business Standardization and Automation Project
Standardizing operational processes and transforming personalized workflows. Even with a small-scale start, the key is first to visualize the flow.
- Sato
01.
Client Challenges and Mission
High-risk, person-dependent workflows and process functionality pose challenges
For startups providing B2C services, data management and reporting tasks were highly dependent on specific individuals, creating a highly personalized system. This situation made personnel reassignments difficult and resulted in significant time and cost for task handover. Furthermore, data entry errors and inconsistent formats caused delays in decision-making and variations in quality.For clients in a phase of rapid business expansion, these personalized work processes were becoming a bottleneck to growth. Building a scalable organizational structure and standardizing business processes became an urgent priority.
02.
What is the overview of the services provided for client challenges?
Simplify outdated, person-dependent workflows through digital transformation
First, to visualize the current state of personalized business processes, we conducted a thorough inventory and analysis of our workflow. We specifically mapped out detailed procedures, required skills, and time spent on tasks like data management and report creation to pinpoint inefficiencies.
Next, we began redesigning business processes. By revising data structures and implementing validation rules, we significantly reduced manual data corrections and human errors.Furthermore, we introduced RPA (Robotic Process Automation) for routine report updates, achieving automation.
Simultaneously, we built a dashboard enabling at-a-glance access to information critical for management decisions. Standardizing report formats using templates ensured output quality and consistency. Prioritizing a balance between automation-driven efficiency and flexibility tailored to business conditions, we delivered a solution optimized for the client's operational reality.
03.
What are the results of the services provided?
Operational man-hours in the conventional workflow reduced to one-fifth of the monthly average. Promoting adoption at the field level.
As a result of implementing the project, monthly operational workloads related to data management and report generation were reduced to one-fifth of the previous level (an 80% reduction). This enabled the reallocation of resources to core business activities, leading to improvements in both the quality and quantity of customer service.
Furthermore, standardizing and automating processes reduced the time required to onboard new members by 90%, significantly shortening the onboarding period during team expansion. The effort needed to build new reports was also cut by 80%, contributing to faster data-driven decision-making.
Furthermore, moving away from individual dependency has enhanced organizational resilience, promoting talent mobility and skill sharing. Clients have praised this, stating, "The bottleneck hindering business expansion has been eliminated, allowing us to focus on new business development."
