The robot that collaborates with Teamsystem to reset errors and free up precious resources.
What impact does the move to robotization have on the customer retention process? Although each studio differs from the others in terms of working methods and services offered, all of our interviewees emphasize how the robot has had a positive influence on customer management .
If some focus on consolidating a clientele already acquired, others aim at expanding the customer base. In both cases, the robot seems to have given surprising results. The customer expects punctuality, efficiency and support , elements that less technologically advanced studios cannot guarantee.
Delays and unforeseen events are the order of the day for the accountant. This does not allow him to devote himself to more profitable and useful activities for the client.
The professional studios that rely on robotization in Italy have dodged the risk, starting to work immediately to avoid making great efforts tomorrow. Let’s read the testimony of a professional studio in Treviso.
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-The testimony of one of your colleagues from Treviso. The experience with the robot.
What type of studio is yours?
- I work with my wife who takes care of the accounting of the firm. My business, in addition to accounting, is to be a speaker at several conferences for large companies. I also worked as a consultant at the Ministry of the Revenue Agency for electronic invoicing. My activity is therefore oriented towards consultancy in companies . However accounting is something necessary to connect with customers.
What is the most frequent type of customer?
- Most of these are industrial production and services for the consumer . From an industrial point of view, all my companies deal with waste, a highly developed sector which is currently attracting a lot of interest.
What type of services do you offer to the customer?
-My activity is mainly focused on business consultancy, management control and financial planning .
How do you place yourself in the world of robotization?
– Robotization is needed because it makes my time more efficient and profitable. Above all , the robot allows me to accept more customers since the first contact with them is established through accounting. The robot allows me to do accounting and does the job even when I’m out of town. I need to move around and the robot helps me optimize these processes that I would otherwise have to control.
Going back in time, what was the biggest doubt about acquiring the product?
-In the decision-making phase, the only doubt concerned the effectiveness in terms of saving time . After all, it’s one thing to hear about it, another thing to touch and evaluate the statistics.
How did you overcome doubt?
-It was the network that helped. The fact that a colleague had already experimented with its functions, obtaining excellent results, prompted me to act. A colleague I know well, with whom there is an excellent exchange of ideas. But if now they were to ask me “ could you do without the robot?” the answer would be negative. By now the robot has become an essential element.
Your studio has been relying on robots for a while. What is the most important benefit?
- The biggest benefit is the recovery of accounting hours that were not paid in the first step . Second step: the hours of work saved can be dedicated to internal organization activities and more profitable activities in general, therefore I’m going to train the person who follows the accounting for more profitable activities to organize, for example, declarations, tasks that make us waste time without not even go on vacation. If you manage to anticipate the work, prepare all the documentation in time for the recovery of these hours, much more efficiency is achieved.
Describe the timeline to arrive at these benefits.
-Technical times to learn a configuration sheet, time four days and one can safely leave. He starts off a little suspicious but on the fifth day he can start loading his firms to get the maximum benefit. In my opinion, therefore, the start-up times range from 0 to five days, no more. The job is to fill out an Excel sheet, and we all use Excel , so once you figure out what a row or column is, you’ve already done some of the work.
A barrier for many seems to be training. What is the positive aspect of this initiative?
– The added value of these trainings lies in finding problems in the functioning. This is because it allows you to talk to colleagues and solve problems before they arise.
-Our proposal. The functions of Mentaly.
For our interviewee from Treviso, the robot has become an integral part of the team, an essential element. And so also for your other colleagues who have opted for robotization. To varying degrees, everyone has experienced the same benefits.
But data from which functions?
Let’s see the functions performed in Mentally, a software created ad hoc for the accountant who works with Teamsystem.
- It streamlines repetitive processes, freeing up valuable time for the team to develop more profitable services and focus on consultancy
- It performs almost all of the routine tasks, communicating with the user through feedback.
- By acting in almost total autonomy, even at night and on weekends , Mentally cuts down on dead times.
Take control of the internal processes of your studio. Your colleagues have already done it. Their experience can give you a clear picture of how well a robot adapts to different ways of working. Even your. Book a free counseling session. In thirty minutes you can ask our experts all the questions you need to ask before proceeding.
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