Download - Automation
![Page 1: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/1.jpg)
Commercial in Confidence. © 2014 Saasu Pty Ltd. All Rights Reserved.
!17th September 2014 !BY Marc Lehmann CEO, Saasu [email protected] @saasu @marclehmann
CEO INSIGHTS
Automation
![Page 2: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/2.jpg)
About me
Marc Lehmann CEO, Saasu.com !Launched Saasu with a self-funded approach to creating a great value, cloud-based accounting solution for businesses worldwide. !Prior: Director of Principal Finance and Credit Trading Risk at Deutsche Bank. !I believe businesses should automate as many processes as possible, giving their owners and staff the gift of time to spend with their families and exploring the world. !Email: [email protected] Twitter: @saasu @marclehmann
![Page 3: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/3.jpg)
Disclaimer
General and Educational. !
These are take away ideas only, not advice. Your financial planner & accountant are your advisors for your specific circumstances.
![Page 4: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/4.jpg)
So what’s the secret?
![Page 5: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/5.jpg)
Automation methods
machines
⚙software
"people
👫 outsource
🏦
![Page 6: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/6.jpg)
Image: Tom Page @ Flickr https://www.flickr.com/photos/tompagenet/
Automation is about rituals
![Page 7: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/7.jpg)
At Saasu we pick one idea in each key area to action at a time.
% Customer Advocacy
👥 Marketing Flywheel
' Experience Refinement
![Page 8: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/8.jpg)
AUTOMATION
Top 10 Automations
![Page 9: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/9.jpg)
AUTOMATION
Email Processing
![Page 10: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/10.jpg)
Email. It owns you… Unless.
![Page 11: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/11.jpg)
Email Filters
![Page 12: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/12.jpg)
Email to Case
![Page 13: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/13.jpg)
Systems vs Email for work
💬 CHAT
) PROJECT
+ CASES
, TRANSACT
+ CRM
![Page 14: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/14.jpg)
Scripted or Canned Responses
![Page 15: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/15.jpg)
AUTOMATION
Marketing automation
![Page 16: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/16.jpg)
Using Big Data in Small Biz, automatically
![Page 17: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/17.jpg)
Using Tags to Segment data in Saasu
![Page 18: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/18.jpg)
Mixpanel
![Page 19: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/19.jpg)
Segmenting Data in Email
![Page 20: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/20.jpg)
Customer Journey
Unknown Anonymous
Known marc@
Scoring+10+5+20
Threshold +50 = MQL
Conversion Success %
❓ ANON
👫 CONTACT
📈 ENGAGED
🔔 QUALIFIED
0 SALES
Marketing Automation➡ Sales CRM➡
➡ ➡ ➡ ➡
![Page 21: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/21.jpg)
Scoring customers
![Page 22: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/22.jpg)
Check-in with customers
!Hi John, !I wanted to touch base and personally welcome you to Saasu—thanks for giving us a go! !I'd like to invite you to contact me personally if you have any feedback while you're using Saasu via [email protected]. I’d love to hear your perspective. I read an answer all the emails I get as soon as I can get to them. For service questions our Client Managers are here to assist also via [email protected] !Kind regards, Marc !Marc Lehmann Founder & CEO, Saasu [email protected]
![Page 23: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/23.jpg)
AUTOMATION
Transition
![Page 24: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/24.jpg)
Too much stuff, too many systems
https://www.flickr.com/photos/cdye/
![Page 25: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/25.jpg)
Jump
![Page 26: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/26.jpg)
AUTOMATION
Transactions Processing
![Page 27: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/27.jpg)
Straight through processing (STP)
Checkout2
Merchant3
Customers👥
Bank🏦
KPI’s🎯
Accounting
,Bank Data
📱
![Page 28: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/28.jpg)
Straight through processing
Setup Time/$
Ongoing Time/$
Data Delay
Data Accuracy
Straight through processing ⋆ ⋆⋆⋆ ⋆⋆⋆ ⋆⋆⋆
Merchant data feeds ⋆ ⋆⋆⋆ ⋆⋆ ⋆⋆⋆
Bank data feeds ⋆⋆⋆ ⋆⋆ ⋆⋆ ⋆⋆⋆
Import CSV files ⋆⋆⋆ ⋆ ⋆ ⋆⋆⋆
Manual data capture ⋆⋆⋆ ⋆ ⋆ ⋆
![Page 29: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/29.jpg)
Merchant fees
![Page 30: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/30.jpg)
Using bank automation for expenses
Bank Feed Support
Employee Time
Credit Risk
Cost Time/$
Debit Cards ⋆⋆⋆ ⋆⋆⋆ ⋆⋆ ⋆⋆⋆
Credit Cards ⋆⋆ ⋆⋆⋆ ⋆ ⋆⋆⋆
Employee credit card ⋆ ⋆⋆⋆ ⋆
Single Purchase ⋆⋆ ⋆⋆⋆ ⋆⋆
Petty Cash ⋆ ⋆⋆⋆ ⋆
![Page 31: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/31.jpg)
Workflow automation
CREATE FROM A SALE (OR PURCHASE)
RECURRING SALES OR PURCHASES
![Page 32: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/32.jpg)
Bank Rules to automate reconciliation
![Page 33: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/33.jpg)
AUTOMATION
Customer Experience
![Page 34: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/34.jpg)
After market service
https://www.flickr.com/photos/niallkennedy/
![Page 35: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/35.jpg)
Managing Customers Asset Cycle
Servicing
📅Refreshing
↻Warranty
9
![Page 36: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/36.jpg)
Warranty, Leases, Servicing
!Electronics e-tailer Serial Number, Colour, Memory Size, Connectivity Type, Warranty, Lease
Heath Food Shop Serial Number, Expiry, Batch Number, Recall date
Music/Software Product Key, ISIN, Expiry/Renewal
Publication seller Renewal date, Author, Publisher, Format, Genre or Category
![Page 37: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/37.jpg)
AUTOMATION
Operations and Admin
![Page 38: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/38.jpg)
Template Design
![Page 39: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/39.jpg)
Merge Fields
![Page 40: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/40.jpg)
Building back office systems
![Page 41: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/41.jpg)
7 rules of stunning spreadsheets
1. Version control. 2. Less spreadsheets, more tabs. 3. Learn Macro’s and XML interaction. 4. Learn about tools like Pivot that work
with spreadsheets. 5. Don’t listen to people who say don’t
use spreadsheets. 6. Spreadsheets must have a test cycle. 7. Spreadsheet manipulation must be
limited. Lock fields & formula’s
![Page 42: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/42.jpg)
Buying automation tools off the shelf
![Page 43: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/43.jpg)
Mechanical Turks
Outsourcing multiple tasks, knowledge and complexity is a common mistake. !Single tasks outsourced reduce execution, security, dependency & quality risk.
![Page 44: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/44.jpg)
AUTOMATION
Financial Accounting
![Page 45: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/45.jpg)
, 📊 Usage
, ↻ Recurring Fixed/Var
, 👥 User/Unit
, ; One time
Subscription Economy Evolution
![Page 46: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/46.jpg)
Statements
![Page 47: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/47.jpg)
Secret Squirrel - New Automation Coming Soon
![Page 48: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/48.jpg)
AUTOMATION
Brand Management
![Page 49: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/49.jpg)
Brand guidelines help automates design
![Page 50: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/50.jpg)
Pattern library’s help automate UI & UX design
![Page 51: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/51.jpg)
AUTOMATION
Quality Assurance
![Page 52: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/52.jpg)
Standard Operating Procedures (SOP’s)
![Page 53: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/53.jpg)
Debugging your product or service.
https://www.flickr.com/photos/vadala/
![Page 54: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/54.jpg)
Checklists
https://www.flickr.com/photos/randomwire/
![Page 55: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/55.jpg)
Beacons/Sensors/Feedback
![Page 56: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/56.jpg)
AUTOMATE
Monitor Growth
![Page 57: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/57.jpg)
Financial Dashboard
![Page 58: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/58.jpg)
Sales Dashboard
![Page 59: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/59.jpg)
Marketing Dashboard & Analytics
![Page 60: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/60.jpg)
KPI Dashboard
![Page 61: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/61.jpg)
KPI Dashboards and Informatics
![Page 62: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/62.jpg)
Automation Implementation Checklist
Saasu Pty Limited ACN 093 453 886 http://creativecommons.org/licenses/by/4.0/
PROCESSING
< FINANCIAL
ACCOUNTING
👫 MECHTURKS
👫 CUSTOMER
EXPERIENCE
⚙ SALES & MKTG AUTOMATION
, TRANSACTION PROCESSING
💼 OPERATIONS
& ADMIN
Smarties Guide by Marc Lehmann
✓ QUALITY
ASSURANCE
) BRAND MGMT
? MONITOR GROWTH
M MIXPANEL
S SALESFORCE
G GECKOBOARD
DASHBOARD
STATEMENTS
SECRET
SQUIRREL
TEMPLATES
MERGE FIELDS
@ SPREADSHEET
A CONNECTORS
B FILTERS
C EMAIL TO
CASE
9 SCRIPT
RESPONSE
% OUT OF EMAIL
📺 SCREENS
🌄 BRAND
GUIDELINES
F PATTERN LIBRARY
+ BACK OFFICE
SYSTEMS
ACTIVITIES
ATTRIBUTES
2 STP
💳 CREDIT CARD FOR EXPENSE
MERCHANT
FEE HANDLE
WORKFLOW
AUTOMATION
BANK RULES
TAG
CONTACTS
🚘 MIXPANEL OR
MARKETO
🚘 CUSTOMER JOURNEY
% SCORE
CUSTOMERS
✉ TRIGGER
EMAILS/CALLS
⏱ TRANSITION
AUTOMATION
J LESS SYSTEMS
JUMP SEARCH NAVIGATION
K SOP”S
✓ CHECKLISTS
🐛 AUTOMATED
TESTING
M AUTO SENSE & FEEDBACK
↻ SUBSCRIBE VS
ONE TIME
![Page 63: Automation](https://reader034.vdocuments.mx/reader034/viewer/2022051314/557a399fd8b42a32248b4c4e/html5/thumbnails/63.jpg)
FIND OUT MORE www.saasu.com !CONTACT Marc Lehmann Chief Executive Officer, Saasu [email protected] @saasu @marclehmann