Duplicate data entry between Excel and the ERP
The same invoice values are re-keyed into two systems in 84% of finance sessions. A one-way sync removes the second entry entirely.
6.2hper person / week
Ranked opportunities
Ordered by estimated time saved per person each week
Manual CRM record updates after every call
Reps switch to the CRM and update fields by hand after calls. Fields can be pre-filled from the call log automatically.
4.8hper person / week
Email → spreadsheet copy loop
Weekly numbers are copied from email into a tracker. An inbound parser can populate the sheet on arrival.
3.4hper person / week
Waiting on report generation
Users idle an average of 4m per export while reports build. Scheduling exports overnight removes the wait.
2.1hper person / week
Detected workflow patterns
recurring sequences1
Invoice re-keying (Excel → ERP)
2
CRM post-call update
3
Email-to-tracker copy
4
Report export & wait
5
Multi-window reconciliation
Workflow summary
AI-generatedThis team spends most of its time moving the same data between Outlook, Excel and the ERP. The dominant pattern is manual re-keying: figures are read in one window and typed into another, with frequent copy-paste loops and short idle waits on report exports.
Recommended next steps:
- Introduce a one-way sync from the spreadsheet to the ERP to remove duplicate entry.
- Pre-fill CRM fields from call logs to cut post-call updates.
- Schedule report exports off-hours to eliminate idle waiting.
Together these address 78% of the detected repetitive activity.