Insights
Automating small tasks can bring big benefits to charities of all sizes. We look at some low-cost examples
Think about automation and you may conjure up images of manufacturing robots on car production lines or driverless forklifts buzzing around enormous warehouses. In other words, expensive machines that replace humans and which are the preserve of large corporations.
But the truth is that many organisations including charities – especially small charities - can benefit from automation. Not the expensive robot-type of automation, but small-scale automation.
This involves automating individual tasks, activities or procedures, rather than whole business processes. This type of automation is often done using inexpensive software, it can offer big benefits at little cost, and it makes employees’ and volunteers’ lives easier rather than replacing them.
One example of small-scale automation might be an automated email that is sent out to one of your charity’s service users to remind them of an appointment they have with a charity staff member the following day.
Creating and running this type of small-scale automation costs almost nothing, but if it prevents someone from forgetting to attend an appointment then there is a big benefit to the service user.
There is also a reduction in time wasted by your charity staff member who may have prepared for the appointment and blocked off some time in their diary. By reducing appointments missed it can raise productivity.
Of course, your charity could send out appointment reminders manually for each appointment it has with a service user, but this takes up time which could be used more productively, is easily forgotten, and is, frankly, tedious.
In general, the benefits of small-scale automation to your charity include:
One example of an effective way that your charity could make use of small-scale automation is by implementing a chatbot that can answer the most commonly asked questions posed by constituents automatically.
Not only does this free staff members from having to answer the same question many times, but it enables your charity to offer a service at all hours of the day and night while ensuring that specific questions are answered accurately and consistently.
Small-scale automation can be used by your charity to help fundraising activities in many ways. By automating a specific activity such as registration for a fundraising event, for example, your charity could save many hours of staff time.
Small-scale automation can also be used to send out emails during fundraising campaigns, and these are often managed from your constituent relationship management (CRM) systems.
Engaging with constituents and potential supports is an important part of most charities’ activities, and small-scale automation can be extremely helpful in this regard.
Examples include sending out automated birthday messages to supporters to maintain a relationship, and inviting constituents to follow your charity on social media platforms such as Facebook, Twitter, and Instagram.
With many charities reporting falling revenues, combined with increasingly high inflation, controlling costs is likely to be very important to charities in the coming months and years.
The automation of the process of shopping around to get the best prices for goods which are supplied to service users can save employees’ time and ensure that your charity’s resources are used effectively.
Other examples include the automation of data entry, invoicing and other administrative tasks which are time-consuming, dull, and prone to human errors.
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