May 28, 2018

The Top 10 Office Automation System Tools in 2018


The idea behind office automation is to lighten the general workload so that everyone in the office can focus more on the job and less on things that are tedious and eat up a lot of time. These days, this is accomplished primarily by taking advantage of insightful and cutting edge products, smart devices, apps, and software. Let’s take a look at exactly what an office automation system can do in your work place and explore the technology you have to have if you want to do it right.

What Can Office Automation Do?

The great thing about office automation systems is that they don’t just benefit the manager. The employees get something out of it, too. There are tools available to be more productive at business meeting, make it easier to track expenses, and reach out to coworkers when you need someone to cover for you.

A lot of the best office automation tools make a manager’s life so much easier. Now, approving expense reports and setting up payment, making a schedule, setting up meetings, and keeping your customers engaged and happy can all be done pretty easily, right on your smartphone.

Using automated office software in an office environment saves a lot of time, increases productivity and makes many menial tasks run smoother. It helps employees work more efficiently day to day and takes away some of the menial tasks that managers have so that everyone can be more efficient.

10 Tools You Need for Office Automation in 2018

If you’re just starting to look into ways to automate your office, here are 10 tools that you have to have:

1. Smart Invites

Smart Invites is a service that allows you to create and share invites to meetings. Better yet, you get notifications when people begin to interact with your invitation. This is a great tool for planning and managing office meetings as well as outside meetings with clients. All you do is send details and the service does the rest. They’ll place a phone call to check availability if there’s been no response or send a thank you note when guests RSVP.

2. Planaday

This service is a great tool for managers who don’t want to micromanage staff schedules and basic tasks. It lets management set up templates and even tells you what payroll costs will be for each week. One really great thing about this is there’s a mobile app that allows employees to communicate with each other when they want to switch shifts or try to find coverage. The manager still gets final approval without having to micromanage the whole process.

3. DrumUp

This is social media managing tool that recommends trending topics that are relevant to your industry and provides hashtag recommendations. You can link multiple social media accounts, schedule posts, curate content, and get in-depth analysis of how your accounts are performing.

4. Hubspot

Hubspot is a free customer relationship management tool keeps track of every interaction you have with every inbound customer. It’s meant to build relationships faster, create easier sales, and can be upgraded to include more premium features as your business grows.

the top 10 office automation system tools in 2018

5. Evernote

Evernote is an app and website that helps you keep track of and organize just about anything. You can take notes in a meeting and pull them up on your computer screen when you get back to your office. Their business products provide a seamless and polished way to share all kinds of information and data between employees.

6. Expensify

This is a tool both employees and managers will love. It makes it really simple for employees to keep track of expenses by taking a photo of their receipts with their smartphone. Managers can customize how things are approved. For example, you might not be so concerned with an employee’s $6 lunch receipt, but you definitely want to look the receipts from the airline, hotel, and rental car after a long business trip. Expensify automatically approves the little things according to your parameters. Plus, reimbursement is done next day via direct deposit.

7. Kisi

This is an access control system that allows employees to scan either an access card or an app on their cell phone to open doors throughout the office. No more keys, no more combinations to remember. The manager even has the ability to cut access at certain times. This tool is also a fast and easy way to make sure former employees no longer have access. Everything is controlled through a primary interface that’s really easy to use.

8. Pardot

Once a website starts getting a lot of hits, the form submissions come rolling in. Pardot helps you manage all the information from inbound clients that you get in this way. It generates more leads, tracks customer engagement, and helps people who are interested in your product get the attention they need to complete a sale.

9. Issuetrak

This tool does a few different things but something that’s really awesome about it is how it handles any customer questions or issues. It keeps track of the most frequent complaints and then provides your customers with automated customer support. It streamlines the customer support process and helps organize workflow.

10. Workable

Workable is a candidate tracking and recruitment system that really helps you get the right people in for the job. If you find a candidate with potential but there’s currently no position for them, store their profile in your talent pool so you can reach out when you have something to offer. You can post on multiple job sites as one and there’s even a feature that keep track of employee referrals.

One thing to remember is that not every business will need all of these tools. For example, if you have a small business with less than 10 employees, you can probably make your work schedule without the support of any software. Or, if your business relies heavily on incoming leads from the website, getting a program that organizes and analyzes this information is essential. Figure out what systems you want in place and build from there.