Business professional analyzing performance charts on a tablet, showcasing the impact of automation on efficiency.

Operational Efficiency Through Automation: Unlocking Growth

January 28, 20255 min read

Time is one of the most valuable assets for any business - whether you’re a growing startup or an industry giant. You face constant pressure to deliver more with less – and that’s where AI-driven automation can step in to help. This is where AI can be used as a transformative strategy to optimize resources, improve workflows, and, ultimately, unlock growth. Who doesn’t want that?

But what does this mean in practice? And how can you integrate AI automation effectively without getting bogged down in complexity? 

Let’s explore the real-world potential of AI automation in freeing up time, enhancing financial management, and boosting productivity across teams.

Freeing Up Time for Strategic Growth

Imagine a workday where routine tasks run smoothly in the background while your team focuses on innovation, creativity, and big-picture goals. This is where you unlock critical thinking and allow your employees to actually use their brains to inspire and evolve the business. AI automation makes this possible by handling the repetitive processes that bog down employees – the daily minutia that robs every one of us of the most valuable asset - time.

The Time-Saving Power of Automation

Research from McKinsey found that nearly 45% of the tasks employees perform daily could be automated with existing technologies (McKinsey & Company, 2023). If you act, this is a real opportunity for you to reclaim time and channel it into what matters most.

A typical marketing agency or department can adopt tools like Zapier or Make to automate workflows, including lead assignment and performance reporting. This automation alone can save approximately 15 hours a week, enabling teams to focus on crafting data-driven client strategies that result in revenue.

So how do you get started with these types of automations?

  1. First - Identify Bottlenecks or Problem Areas: Analyze your team's workflows to find repetitive, time-draining tasks.

  2. Leverage Tools Like Make (for automations), ManyChat(to create ChatBots) or Monday.com (to help automate task management): These platforms are user-friendly and integrate seamlessly with existing systems.

  3. Measure Impact: Track the hours saved and reinvest that time in strategic initiatives like brainstorming or client engagement.

Smarter Financial Management with AI

Managing your company finances is critical - but, it’s not always the most exciting part of running a business. AI tools can greatly simplify this process by automating tasks such as invoicing and expense tracking. It can also offer real-time insights and support for smarter decision-making when it comes to your money.

According to PwC, businesses using AI for financial management report 40% faster decision-making and a 20% reduction in errors (PwC, 2023). For companies navigating tight margins or rapid scaling, these efficiencies can make all the difference.

So what is the best way to integrate AI into financial management? Start by:

  1. Automating Routine Financial Tasks: Tools like Expensify or QuickBooks can handle everything from receipt tracking to budget forecasting. Let the tools do the work for you.

  2. Analyze Your Cash Flow: Use AI-powered analytics platforms such as Fathom to uncover actionable insights into spending patterns and revenue streams.

  3. Iterate on AI Insights: Regularly review the data to refine strategies, ensuring your financial health aligns with broader business goals.


Boosting Productivity with AI-Powered Tools

Efficiency isn’t just about saving time - it’s about elevating the quality of your and your teams’ work. AI productivity tools are helping teams work smarter, not harder, by automating mundane tasks and fostering seamless collaboration.

A Deloitte study revealed that businesses using AI productivity tools saw a 32% boost in workflow efficiency (Deloitte, 2023). When every hour counts, this level of optimization can redefine how teams operate.

Some of My Favorite AI Productivity Tools (outside of Chat GPT):

  • Grammarly Business: For flawless professional communication.

  • Otter.ai: Transcribes meetings in real-time, so team members stay focused on discussions.

  • Notion AI: Helps teams brainstorm, organize ideas, and manage projects effectively.

  • NotebookLM: Simplifies knowledge management by summarizing and analyzing complex documents efficiently.

  • Gamma: Speeds up the creation of professional, visually appealing presentations.

  • Perplexity: Provides quick answers and insights, making research faster and more accurate.

Getting Started Using AI Productivity Tools is Easy. First:

  1. Identify Team Pain Points: Are meetings dragging? Is email management overwhelming? Pinpoint the areas that need help.

  2. Start Small: Introduce a single tool, like Smart Reply for emails or Otter.ai for meeting transcriptions, and then measure its impact. 

  3. Expand Based on Results: Once you see productivity gains, scale adoption across departments to multiply the benefits.

Just remember that a tool that there are so many tools out there – it can be overwhelming. Start with one that is recommended – test it. Use the free trials. See what works and what doesn’t – then make your decisions. 

Case Studies

Let’s talk about how AI is making an impact in the real world. 

Five Sigma implemented an AI engine to revolutionize how insurance claims were processed. By automating workflows, the company achieved:

  • 80% reduction in errors

  • 25% increase in adjustor productivity

  • 10% shorter claims cycle times

This transformation not only streamlined operations but also improved customer satisfaction by delivering faster, more accurate claims resolutions.

And then there is Suzano, a global leader in the paper and pulp industry, who developed an AI agent for querying SAP Materials data. This innovation led to:

  • 95% reduction in query time

  • Provides support for 50,000 employees who now have quicker access to critical insights

The time saved allowed teams to focus on strategic decision-making and operational improvements, creating a ripple effect of productivity gains across the organization.

Final Thoughts

AI automation is not about replacing people - it’s about empowering them. 

AI-driven tools give businesses the chance to work smarter, prioritize growth, and unlock their full potential. The key is to start small and focus on the areas where automation will actually make the biggest impact – solve a real problem or challenge in your business.

Ready to explore how AI automation could transform your business? Let’s connect. Together, we’ll identify the right tools and strategies to align with your goals and set you up for long-term success.

Kristi Perdue, CEO, CAIO, AlterBridge Strategies

Kristi Perdue

Kristi Perdue, CEO, CAIO, AlterBridge Strategies

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