Automation

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

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

Disclaimer

General and Educational. !

These are take away ideas only, not advice. Your financial planner & accountant are your advisors for your specific circumstances.

So what’s the secret?

Automation methods

machines

⚙software

"people

👫 outsource

🏦

Image: Tom Page @ Flickr https://www.flickr.com/photos/tompagenet/

Automation is about rituals

At Saasu we pick one idea in each key area to action at a time.

% Customer Advocacy

👥 Marketing Flywheel

' Experience Refinement

AUTOMATION

Top 10 Automations

AUTOMATION

Email Processing

Email. It owns you… Unless.

Email Filters

Email to Case

Systems vs Email for work

💬 CHAT

) PROJECT

✉ EMAIL

+ CASES

, TRANSACT

+ CRM

Scripted or Canned Responses

AUTOMATION

Marketing automation

Using Big Data in Small Biz, automatically

Using Tags to Segment data in Saasu

Mixpanel

Segmenting Data in Email

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➡

➡ ➡ ➡ ➡

Scoring customers

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]

AUTOMATION

Transition

Too much stuff, too many systems

https://www.flickr.com/photos/cdye/

Jump

AUTOMATION

Transactions Processing

Straight through processing (STP)

Checkout2

Merchant3

Customers👥

Bank🏦

KPI’s🎯

Accounting

,Bank Data

📱

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 ⋆⋆⋆ ⋆ ⋆ ⋆

Merchant fees

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 ⋆ ⋆⋆⋆ ⋆

Workflow automation

CREATE FROM A SALE (OR PURCHASE)

RECURRING SALES OR PURCHASES

Bank Rules to automate reconciliation

AUTOMATION

Customer Experience

After market service

https://www.flickr.com/photos/niallkennedy/

Managing Customers Asset Cycle

Servicing

📅Refreshing

↻Warranty

9

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

AUTOMATION

Operations and Admin

Template Design

Merge Fields

Building back office systems

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

Buying automation tools off the shelf

Mechanical Turks

Outsourcing multiple tasks, knowledge and complexity is a common mistake. !Single tasks outsourced reduce execution, security, dependency & quality risk.

AUTOMATION

Financial Accounting

, 📊 Usage

, ↻ Recurring Fixed/Var

, 👥 User/Unit

, ; One time

Subscription Economy Evolution

Statements

Secret Squirrel - New Automation Coming Soon

AUTOMATION

Brand Management

Brand guidelines help automates design

Pattern library’s help automate UI & UX design

AUTOMATION

Quality Assurance

Standard Operating Procedures (SOP’s)

Debugging your product or service.

https://www.flickr.com/photos/vadala/

Checklists

https://www.flickr.com/photos/randomwire/

Beacons/Sensors/Feedback

AUTOMATE

Monitor Growth

Financial Dashboard

Sales Dashboard

Marketing Dashboard & Analytics

KPI Dashboard

KPI Dashboards and Informatics

Automation Implementation Checklist

Saasu Pty Limited ACN 093 453 886 http://creativecommons.org/licenses/by/4.0/

✉ EMAIL

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

FIND OUT MORE www.saasu.com !CONTACT Marc Lehmann Chief Executive Officer, Saasu [email protected] @saasu @marclehmann