Your most expensive, talented employees are bored.
They aren’t bored because they lack ambition. They are bored because they are spending 30% of their week copy-pasting data from a spreadsheet into an ERP, chasing approvals via email, or manually reconciling invoices.
We call this “swivel-chair integration”—turning from one screen to another to re-type the same information.
It is the silent killer of productivity and morale in growing companies.
When you hire a smart, creative human being and ask them to do the work of a robot, two things happen:
- They burn out and leave. (High performers hate low-value work).
- You lose money. (You are paying a premium salary for data entry).
The solution isn’t to hire more people; it’s to automate the mundane.
Business Process Automation (BPA) is not just about efficiency; it’s a talent retention strategy. It’s about liberating your team to do the strategic, creative work you actually hired them to do.
Here is how to spot the automation opportunities in your business and free your best talent.
The High Cost of ” Manual Glue”
In the early days of a startup, manual processes are fine. You do things that don’t scale.
But as you grow, that “manual glue” becomes a liability.
- The Financial Cost: If a $100k/year Finance Manager spends 10 hours a week on manual invoicing, that costs you $25,000 a year just in time.
- The Opportunity Cost: That same manager could be analyzing profitability trends or negotiating better vendor contracts—work that adds hundreds of thousands to the bottom line.
- The Error Cost: Humans are bad at repetitive tasks. We get tired. We make typos. A single manual data entry error in a contract or invoice can cost millions.
3 Signs a Process Needs Automation
How do you know what to automate? Look for these three red flags:
- It’s Repetitive & Rules-Based: If the task follows a strict “If This, Then That” logic (e.g., “If the invoice is under $500, approve it”), a bot can do it better.
- It Involves Multiple Systems: Any process that requires moving data from Email -> Excel -> CRM -> ERP is a prime candidate for automation.
- It Has High Volume / Low Complexity: Processing 500 standardized forms is a robot’s job. Handling 5 complex, unique client escalations is a human’s job.
Practical Use Cases: What Can You Automate Today?
You don’t need “AI” to solve this. You need practical workflow automation using tools like Power Automate, Zapier, or dedicated RPA (Robotic Process Automation) bots.
1. The “Onboarding” Nightmare (HR)
The Old Way: HR manually creates the user in 5 systems, emails IT for a laptop, emails Payroll, and chases the manager for signatures. The Automated Way: When a candidate is marked “Hired” in the ATS, a workflow automatically provisions their accounts, orders equipment, sends the welcome email, and assigns training tasks. The Payoff: A flawless Day 1 experience and zero HR admin time.
2. The “Invoice Chase” (Finance)
The Old Way: AP clerks manually open PDF invoices, type the data into the ERP, and email managers for approval. The Automated Way: An OCR (Optical Character Recognition) bot reads the PDF, extracts the data, enters it into the ERP, and routes it for approval via Slack or Teams based on the dollar amount. The Payoff: Invoices paid faster, zero data entry errors, and a Finance team focused on analysis.
3. The “Lead Black Hole” (Sales)
The Old Way: A lead fills out a form. It sits in an inbox for 4 hours until a rep sees it. They manually type it into Salesforce. The Automated Way: The form fill instantly creates a CRM record, enriches the data (using a tool like ZoomInfo), and alerts the rep via Slack within seconds. The Payoff: Speed to lead increases by 100x, directly driving revenue.
The “Human-in-the-Loop” Strategy
Automation doesn’t mean removing humans. It means elevating them.
We advocate for a “Human-in-the-Loop” approach. Let the bots handle the 80% of standard cases. When an exception occurs (e.g., a high-value invoice looks suspicious), the bot flags it for a human expert to review.
This keeps your team engaged. They stop being “processors” and become “investigators” and “decision-makers.”
Start Small, Scale Fast
Don’t try to automate everything at once. Start with the “low-hanging fruit”—the one process everyone hates.
- Map the Process: Write down every step of the current manual workflow.
- Identify the Bottleneck: Where does the process stall?
- Build a Pilot: Automate one small piece (e.g., the notification or the data entry).
- Measure the Win: “We saved 5 hours this week.”
This builds momentum. Once your team sees that automation makes their lives easier, they will start bringing you ideas for what to automate next.
Let Us Be Your Automation Architects
You have the vision, but maybe you lack the technical roadmap to connect your disparate systems.
At Authentic Bridge, our Digital Transformation Services focus heavily on Business Process Automation.
We act as your fractional leader to map your workflows, select the right tools (Low-Code vs. RPA), and build the integrations that free your team.
Stop paying for “swivel-chair” work. Contact us today to identify the automation opportunities hiding in your operations.
