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4 proven approaches to increase operational efficiency


Improving efficiency is a key concern for executives, and a goal for many technology initiatives and implementations. The results of RSM’s recent Technology Bulletin survey emphasize the importance of these efforts, as more than 65 percent of respondents want to learn more about becoming more efficient. To that end, the following four case studies show how companies can utilize technology to discover efficiencies, increasing revenue and creating a competitive advantage.

Integrating workflows and reducing manual processes

A large metropolitan municipality utilized a legacy paper-intensive and batch-oriented integrated financial system, and required a more modern solution. Change was necessary to effectively support the business and technology environment and comply with evolving regulations. The city sought a platform that accomplished five major objectives:

  • Increase efficiency and effectiveness of business operations
  • Provide easy access to real-time data
  • Allow for more transparent business processes
  • Improve internal and external customer service
  • Migrate from a paper processing environment to an analytical environment

Learn how the city leveraged technology to save funds, and increased transparency and efficiency

Increasing efficiency by connecting business groups and systems

A specialty medical rehabilitation hospital utilized manual, inefficient processes for critical communications, creating a siloed environment between departments. These applications did not provide consistent data validation or reporting tools for management, impacting efforts to introduce initiatives and slowing information to the referral network. The hospital required a system to:

  • Connect group access across departments
  • Improve productivity and plans for referral outreach communications to physicians, case managers, nurses and therapists
  • Provide remote access and enhanced reporting tools for management

Learn how the hospital streamlined critical business processes following a Microsoft Dynamics CRM implementation

Streamlining processes help make better decisions

A state housing finance company required more consistency in its decision-making process for more than $4.7 million in annual grants. The agency knew the criteria for distributing funds, but needed better tools to control the application and decision process and make clear final decisions. To be more upfront and confident with conclusions, the agency sought a process to:

  • Refine the initial application and redefine staff roles and responsibilities
  • Develop a scoring sheet and scoring model
  • Update policies, forms and procedures
  • Modify the audit process to review how grant monies are spent
  • Identify key performance indicators

Learn how a new scorecard process helped the agency’s grant process become more consistent and efficient   

Process improvements turn growth into profit

An industrial products distributor with $30 million in sales was growing, but the bottom line was shrinking. Products were often stocked wherever they would fit, complicating the picking process and leading to incorrect cycle counts and incorrect customer orders. The company’s processes needed improvement, but even existing guidelines were not documented or followed on a consistent basis. The company required several process improvements to:

  • Reorganize warehouses for maximum accuracy and efficiency
  • Install a bar-coding system to improve order accuracy
  • Rationalize delivery routes by analyzing profitability of current routes and implementing best practices
  • Instituting a quality control system based on ISO 9001 guidelines

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