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  • Writer's pictureChris Gherardini

No More Guesswork with Efficient Business Processes

Updated: May 9, 2023

Create leading-edge workflows – and save solving puzzles for the weekend

Create leading-edge workflows – and save solving puzzles for the weekend

The outdated workflow practices of a corporation hamper progress in more ways than one. They become ingrained in the culture of your business, form impassable barriers between divisions, undermine employee morale and productivity, and risk the enterprise's success.

We are all aware of how quickly things change in technology today and how cruel time eats away at everything. What would have been cutting-edge ten years ago is now ready for the museum.

Dated technology, processes, and the workflows that go along with them no longer satisfy the needs of contemporary businesses in the age of digitization.

Antiquated procedures thrive on outdated technologies. If we persist in using them, we wind up with band-aid fixes that cling to obsolete strategies in a futile effort to ensure a company's survival in today's market.

Soon, there will be no way to resist moving your activities to new technology, and the effort usually yields results rapidly. New, contemporary processes simplify daily activities and reporting, significantly boosting productivity and long-term competitiveness.

It is not always necessary to concentrate on the company's complete infrastructure. Instead, it may be sufficient to examine some specific operations and gradually upgrade the underlying technologies, department by department – and that's precisely how Turnkey Solutions helps you eat an elephant.

In this blog, we'll talk about some of the joint pain points outdated workflows create and where our consulting team can zero in on remedies that block productivity.

Marketing – Don't let your lead sources dry up!

One of the divisions most reliant on cutting-edge technology is Marketing. Each lead needs precise, intelligent, and data-supported processes, but these can't happen with out-of-date standalone solutions. Instead, they result in substantial scattering losses, unprofitable marketing expenses, and unmanageable data mayhem.


  • Manual operations that are time-consuming and inaccurate originate from a lack of automation

  • Weak lead nurturing and a high lead-loss rate are the results of outdated CRM systems

  • Databases spread across multiple Excel tables result in inaccurate reporting

Turnkey Solution: Reduce manual errors

If your workers use manual spreadsheets to prepare for a presentation, they waste time. Manually keying in data, a process prone to errors, can put the business at risk. One formatting error can adversely affect the outcome and any decisions that follow.

If you've been in business for a while, you know that many spreadsheets contain errors – most of them avoidable human mistakes.

It is more accurate and efficient to leverage the data in your ERP (Enterprise Resource Planning) system to reduce human intervention and the resulting errors.

Sales – Don't miss untapped sales opportunities!

Outdated technology cannot adequately support salespeople in their work in the data, automation, and AI age. Instead, these systems frequently need a lot of manual maintenance.

While sales teams struggle with calculations and administrative responsibilities, sales resources go unused.


  • Due to a lack of automation, administrative chores are time-consuming

  • Missing databases result in erroneous sales performance measurement

  • Without AI support, the pipeline is processed inefficiently, and opportunities are prioritized incorrectly

Turnkey Solution: Get rid of paper-based processes

One of the most significant improvements for an organization is eliminating the stacks of unnecessary paperwork. Operating with paper-driven processes wastes time.

According to the Economic Times, efficiency studies calculate that a workforce might lose 25% of the day searching for information. With modern technology, you can cut costs and produce more value by going paperless.

Turnkey Solution: Speed up repeatable document preparation

If your employees are busy sending information between emails, PDFs, and Excel spreadsheets by hand (and fixing human errors), they cannot focus on their core competencies.

Instead, efficient organizations use business process improvement methods to expedite the document preparation process, such as implementing an automated quality check for errors or creating templates that automatically populate from the data in your system.

Customer Service – Don't let customer dissatisfaction turn into a ticking time bomb!

Client Service is unable to address customer demands quickly due to outdated procedures. They can't proactively share information regarding future consumer conflicts and resolutions due to technological limitations. As a result, the client becomes increasingly irate and frustrated, and each resolution requires a lot of work, if it can be achieved at all.


  • The lack of databases prevents problem localization and resolution

  • Outdated communication channels deter customers from contacting businesses

  • Customer service response takes substantially longer when AI is absent

Turnkey Solution: Improve customer service

According to a Microsoft study, 90% of Americans decide to do business with an organization based on customer service experience.

Your customers expect streamlined processes. If your customer experience includes slow reactions because the information is not easily accessible, you risk losing business.

Organizations are quickly adding workflow automation to give customers the level of service they expect.

Turnkey has a disciplined methodology to determine your business process improvements

We conduct detailed requirement analysis workshops to determine business process fits and gaps and empower you to meet your revenue goals quickly and reduce operational costs.

These workshops help to:

  • Thoroughly review every business process in scope for a fit within Dynamics 365 or a GAP that requires a 3rd party solution, integration, or custom application.

  • Identify disparate systems to be integrated and connect all processes and eliminate time-consuming manual interventions.

  • Reveal bottlenecks or non-standard processes that are blocking progress. We visually map the flawed process, analyze and redesign the workflow, create a plan, and monitor and optimize once implemented.

  • Examine your current state vs. an ideal future state.

  • Create a risk/reward evaluation for the executive team.

Turnkey Technologies offers a straightforward path to identify and correct processes that are blocking growth for your organization

You don't have to do this alone. We'll help you improve your business processes to reduce time spent on unnecessary tasks, improve the quality of your products and services, and gain a higher level of compliance.

Ready to Get Started?

Contact a Turnkey Specialist to evaluate how adopting efficient workflows can accelerate your company's success.

ABOUT THE AUTHOR: Turnkey Technologies empowers B2B, mid-sized to enterprise organizations to optimize their data and processes to achieve more, in less time, with less expense, for over 28 years. As a Gold Microsoft Partner, we turn our magic using Microsoft technologies, our singular focus. We support Microsoft Dynamics 365 Business Central, Dynamics 365 Finance & Supply Chain Management, Dynamics 365 Customer Engagement aka CRM, Modern Workplace, Power Platform, and more with a dedicated and trained professional team in all things Microsoft.


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