Efficiency Accelerators: The Power of Empathy, Automation, and AI

Robots & Pencils
RoboPress
Published in
4 min readJul 31, 2023

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CEO Report from Tracey Zimmerman, President & CEO, Robots & Pencils

In boardrooms, exec touch bases, and nearly every client call I’m on, everyone’s thinking about how to supercharge their team’s efficiency and reduce costs. Organizations are on the hunt for tools and processes that let them accomplish more without pushing employees to the brink or blowing their budgets. Every good solution I’ve seen has started with an empathetic view of the employee experience. What tasks are unnecessarily hard? What bottlenecks slow people down? What can you automate and streamline to help your team? Where can AI scale human potential and cut spend? The answers to these questions will point the way to powerful savings and efficiency opportunities.

(This is blog 3 in a series on key priorities for business and tech leaders. In my last blog, I talked about digital modernization, including integrating data and systems–which everything I’m about to discuss will 100% require!)

Reimagining experiences around employee needs

Outdated tools and processes that were built largely around organizational silos are hurting productivity. But it’s not as simple as replacing old tools with new ones. First, you have to understand what your employees actually need!

This requires looking at how different types of team members spend their days. What are their most important tasks and how are they getting those things done? Sometimes, you’ll find a need as simple as additional training or upskilling. In other cases, you might find opportunities to improve communications, tweak processes, or introduce new tools. One need I see frequently (not just with our clients but also as a consumer) is more flexible, user-friendly tools for employees in the field. Your workers should be able to access and share information and complete critical tasks wherever they are–on a remote jobsite, at a retail counter, meeting with a potential customer, or simply working from home!

On the flip side, better understanding how your employees work can reveal where you’re wasting time and money on tools your employees don’t actually benefit from. Frequently we find two (or more!) systems where only one is needed. Eliminating and consolidating systems can be an easy way to directly improve your bottom line.

Once you address and focus on your team’s real needs, you’ll not only see cost savings and efficiency gains but also boosts in engagement, productivity, and retention. And ultimately you’ll be helping your employees to ensure better customer and student experiences, providing a win all around.

Empowering employees with self-service tools

After so much frustrating supply chain disruption and constantly fluctuating prices, consumers are paying super close attention to the reliability and pricing of products and services. This means we as leaders must focus attention on internal efficiency and predictability. Yet, I still come across employees unable to complete routine activities without assistance or permission from management, IT, or other overburdened departments. These employees need increased self-service features that remove permission bottlenecks while still ensuring appropriate oversight or access limitations. From employee-led shift swapping to going beyond dashboards and reports to insights and suggestions, your employees need easy-to-use technology that allows them to take ownership of their work and operate without constant disruption.

Automating processes to free up teams for higher level work

In many organizations, highly manual (and painful!) workflows have led to incoherent data and inconsistent results. By shifting intentionally towards repeatable processes with automation at the forefront, organizations can free employees from these time-intensive tasks. By doing so, you’ll allow your team to refocus on higher value work that benefits the business and your customers.

Automation can also reduce acquisition costs and increase the long-term value of each connection. Education specifically has a large need to increase marketing efficiencies and automate communications across the student journey. Rather than relying on overloaded staff (particularly for straightforward messages and reminders), education providers can use automation to deliver the right information to the right learners at the right time in their journey. But watch out — carefully designed, these automated flows can be delightful — but when done poorly, it can cost you the trust of your customer, which is never cheap to rebuild.

Initiating AI-human partnerships

New AI tools are launching daily at a whirlwind pace, and I’m so excited to see businesses putting them to use! AI-human partnerships promise to accelerate product development as they help with everything from sorting and categorizing user feedback, to writing Jira tickets, to coding with GitHub’s copilot.

Scaling support services and monitoring customer sentiment is another huge opportunity for using AI to increase efficiency. By strategically moving customers from FAQs to an AI chatbot to human support, organizations can scale support services while managing quality and cost as well as directing employee focus to advanced problems.

As for education, there’s ample potential for AI to accelerate staff processes and workflows in areas like:

  • Creating personalized custom experiences (1:1 content) for students
  • Reducing the costs of course design via AI authoring & modules
  • Accelerating presentation creation
  • Delivering student support services with less labor
  • Doing predictive modeling of student outcomes

In every industry, leaders need to think creatively and seriously about AI to stay ahead of the curve. Either as an internal team or with the support of outside experts, you need to start identifying use cases, setting up governance plans, and working with security and architecture departments to implement intelligent solutions that support teams across the business.

Learn more about today’s business and tech trends — and join the discussion at an executive digital roundtable!

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A digital innovation firm. We help our clients use mobile, web & frontier technologies to transform their businesses and create what’s next.