OFFICE TECHNOLOGY REPORT
How to Harness Automation
Foreword
By now, it’s likely that you’ve come across the term ‘automation’, or experienced it in your daily life. From reminders of your doctor’s appointment through text message, to enjoying the warmth of your home that’s been heated an hour before you open the door via your thermostat app, automation is everywhere.
In both the consumer and industrial world, automated technology is making processes much more efficient, cost-effective and reliable. For senior leaders in the Managed Print Services (MPS) market, automated business management tools such as enterprise resource planning (ERP) software deliver benefits by intelligently connecting together multiple systems – such as finance, billing and scheduling – and making them work harder for you and your customers.
Value, efficiency and accuracy have long been key for MPS providers, but as the office technology market continues to feel the impact of changing working patterns after COVID-19, there’s never been a better time to consider harnessing automation – from assessing your current systems and making sure they’re right for you, to taking the plunge and investing for the first time.
In this report, we’ve gathered insight from three office technology experts with a combined experience of more than 70 years between them. They’ll touch upon where the future of the market is heading, share their own experiences of using automation to its full potential via a robust ‘ecosystem’ of tools, and offer tips on how to successfully implement business management software within a growing MPS business.
From speaking to our customers, we hope this will benefit those of you who have been considering automation for quite some time – especially those who want to scale up, fast.
Jonathan Rogerson, Senior Solution Consultant at ECI Software Solutions, home of e-automate, Printanista, MobileTech, KnowledgeSync and Acsellerate - the ECI ecosystem.
What is Automation?
A system that runs with minimal-to-no human interaction. Automated systems follow specific patterns and work with data to complete repetitive tasks.
Adapting to change
The professional landscape today is very different to how it appeared just five years ago.
The way that business gets done changed dramatically after the lockdown measures of 2020 caused offices across the UK to temporarily shut. While workers stayed at home, every task suddenly had to take place digitally, from running meetings to paying invoices or signing new contracts.
Far from being just a temporary measure, many companies adopted this more flexible way of working long after lockdown restrictions were lifted. According to 83% of HR professionals surveyed by IWG, an expert in flexible working, hybrid working is still essential for attracting the best talent in 2023. This isn’t surprising. In a landscape where consciousness is shifting towards sustainability, everything from the daily commute to consumption of paper comes under new scrutiny for its environmental impact.
The knock-on effect this has on MPS providers can’t be underestimated. According to research by International Data Corporation (IDC):
more than 6 million pages were printed every minute across the globe in 2019
which would cover the area of 54 football pitches.
The report expected print volume equal to the area of seven football fields to be removed every minute in 2020, due to the pandemic – it’s difficult to anticipate what the reality of this might be in 2023 and beyond.
Globally, however, it’s predicted that the MPS market will expand substantially. Technavio’s report, Global Managed Print Services Market 2023-2027, states that between 2020 and 2027 it’s set to grow by $6,991.94 million. Largely, it suggests this is due to international opportunities, especially within the Asia-Pacific (APAC) and Middle East and Africa (EMA) markets. But what about SMEs with a much more localised clientele?
Some in the sector say that MPS could actually support changing workplace cultures – offering businesses a much more flexible and affordable solution when printing necessary documents, producing far less waste and requiring less large-scale investment than acquiring and managing their own hardware.
But SMEs could also learn from larger MPS organisations. While they might not be able to diversify geographically, adding new, complementary services is a popular way to grow customer bases and tighten bonds with existing clients as their needs change. With hybrid working here to stay, it’s important to be able to manage everything from remote locations, or to bolster your offering with telecoms or IT support as offices invest more in personal devices for their staff.
This way, SME MPS providers can provide genuine value to their customers. Dramatic organisational shifts have been happening across white-collar workplaces so it’s important to keep up. Similarly, though, it pays off to rethink where changes can be made internally too, to cope with the rising demands of the market by putting efficiency and insights first.
Flipping the model
Gavin Auckland launched Parallel Office and Document Solutions Ltd in August 2020, when COVID-19 changed the way that the MPS sector would operate forever. Drawing on his 25 years of experience, he created a customer-focussed business model that “does things differently”. Here he explains why he invested in an automated ecosystem to help it scale-up.
Flexibility first
Part of my frustration with companies I worked for previously was that there were few options for customers to benefit from variable contracts, but COVID-19 and the switch to hybrid working made that need become obvious for everyone to see. When I opened Parallel Group in 2020, we had to be very flexible with our customers. Setting up smaller desktops, single and multi-functional devices in people’s home offices, all at a reasonable price, was the core solution that kept us stable and grew our client base – and much of that fleet still remains in home offices today.
Selling machines was my speciality, and doing so in the early days was essential for generating cash flow. But servicing and maintaining those machines on an ongoing basis is so important for any MPS provider looking to form long-term client relationships, beyond the initial sale.
We decided to create our own service operation in-house, but that also meant we then had to grow our capabilities within finance, billing and scheduling very quickly in terms of process and staff – this is when I turned towards automation and found an ERP system that understood the nuances of our sector completely.
Agile growth
Becoming totally cloud-based has always been my priority. As well as saving costs by reducing the need to maintain an on-premise solution, I knew that the right ERP would be able to keep us competitive in a range of areas, including finance, stock management, engineer despatching and more. We went with ECI, first purchasing their e-automate ERP.
“We were one of the first companies to beta test its Printanista hub, which we now use together with e-automate. Without these integrated systems, I have no doubt that we wouldn’t be where we are now.”
We’re still a small, agile team but I’m proud to say that by the end of 2023 we’ll be supporting 1,000 machines in the field. In the past I’ve worked for companies where the opposite is true – they have double the staff operating far fewer machines because they don’t have the direct link to automation and technology like we do.
In fact, we’re just about to launch our own all-encompassing, fully managed, and fully flexible print agreement, Parallel Complete, which is a big landmark for us. Again, we’re able to do this thanks to the investments we’ve already made in automation across the business. This allows us to manage Parallel Complete contracts with the real time device and volume information needed to deliver a truly customer centric MPS solution.
What to know before investing in automation
Keep long-term goals in mind
Automation can help you to scale-up your business, boost efficiency and save huge amounts of time. Once it’s had a chance to transform every area of your business, you’ll soon see dramatic cost saving potential, and opportunities for growth will become far clearer. It could be easy to overlook this at the start – an ERP system is a big but valuable investment, but once made it will soon help you make many long-term gains.
Prepare to implement thoroughly
Once the purchase has been made, implementing an ERP system in a way that will reap the most benefits will take time. ECI were brilliant in helping us to get things off the ground, though, so I’d always advise anyone searching for a system to ask questions about the practical installation, as well as its features. Now I’ve used it for a while, I really understand its value and a small changeover period at the start doesn’t affect the positives in the long run.
Go all in to get the biggest benefit
When investing in an ERP, you’re effectively ‘putting all of your eggs in one basket’ which can make every business owner nervous. That’s only because these systems can do so much, though, and that is also its biggest benefit. After two years of using e-automate, we’ve not had any issues.
Single source of truth
With a background in IT and technology, Paul Roberts has spent more than two decades working within the MPS sector. Now, as board advisor at Ethos, while also consulting a number of businesses on areas such as digital transformation, growth, and reorganisation. He explains why consolidating data across a business is an approach that every organisation should take.
Not operating from a single source of truth – or a centralised platform which holds data that can be referenced – is holding much of the MPS sector back, in my opinion.
It’s often the industry norm to use a number of different systems. That could be a CRM to manage clients, something else for service management and a generic payments platform to handle financial tasks. Many try to knit these together with the aim of forming a cohesive ERP, but it will almost always be flawed because no matter what, records are still being kept on multiple different systems, stored in different formats.
Creating a ‘cottage industry’ of internal processes and procedures might seem like the most cost-effective solution at the start, but it’s an easy way to waste valuable time and money that could be focussed on servicing clients or developing your business instead.
“By bringing everything together, it’s possible to simultaneously monitor customer interactions to bring huge commercial benefits, while also informing internal strategy helping to drive a business forward.”
Breaking free from workarounds
Businesses have coped so far by knowing the flaws in their current system and creating convoluted workarounds.
I’ve known one business that tried to create its own end-to-end platform by using Systems Applications and Products in Data Processing (SAP) technology, to find some way of creating that single source of truth. More often than not, though, when it’s time to update processes, many will choose to upgrade to the latest version of the same software packages they’ve been using for years, rather than switching over to a single, central ERP system – not to mention one that’s been specifically designed to meet the needs of the MPS market.
This isn’t surprising – though there are huge benefits, implementing an ERP requires the user to really analyse and often change how their business is structured, and introducing any kind of change at a large scale is very complicated. It’s more common in the MPS sector to invest in people or acquire new businesses rather than overhauling internal technology.
Cost is a real sticking point. Many of the separate systems on the market are free or low-cost. There’s also a fear within senior leadership around training and upskilling people to use a completely new system versus a generic platform that sales or finance teams will likely be well versed in. But with the initial investment, staff will be able to spend much more time on value-added tasks rather than simple, transactional duties, or fudging their way through flawed, disparate systems.
Making informed decisions
On the surface, some of the differences that an ERP can bring might look small. It could facilitate remote call management for engineers, for example. But beyond empowering engineers with autonomy, it could transform client management processes on a much deeper level. If an invoice is disputed, rather than searching in multiple locations for information, a credit controller can see the same dataset that the engineer who serviced them will have been working on, speeding the process up. Sales teams will also have information they need (such as average print amounts or spend) to hand rather than wasting time requesting basic information from a number of different people or systems.
From a senior leadership perspective, it’s impossible to make strategic decisions when information around how the business is functioning isn’t clearly available. But if data from billing, stock and sales is all in one place, managers can make decisions that could positively impact or change the outlook of each month – rather than looking back retrospectively when there are successes or failures.
Future-ready systems
All this is good for talent acquisition too. None of us need reminding of how much the pandemic overhauled not only our sector and the clients we service, but also the needs of our staff. Hybrid or remote working can play to a business owner’s favour, especially if they’re recruiting for a role which requires a very niche set of skills, and moving over to an ERP system will make it far easier for remote staff to do their best work, wherever they are based.
On the other side of things, there’s a real push for remote support too. Clients like it as they can get a problem solved quicker, and only sending out engineers when they’re absolutely essential is good for business if you have the right systems in place to facilitate that, rather than falling foul to bad scheduling and disgruntled customers.
Another area that also shouldn’t be overlooked is the growing need for diversification. Leaders with a keen business sense will know that appetite for acquisitions in the traditional MPS market are declining, while everyone running office solutions in the field will understand what huge scope of opportunities lie in other areas such as telecommunications or IT services. There’s certainly a growing market for turning your business into a more valuable hybrid model – but you need to invest time into changing the way you sell this new service, as well as how your clients perceive your offering.
How to make the change work
Create a structure to suit the system
This is absolutely essential. Consolidating data from lots of different systems can transform almost every area of your business. But to reap the benefits of doing things differently, you’ll also need to look at how your organisation should be structured to manage that change. Optimising and aligning your organisational structure to new technology ensures you make the most of your investment. Trying to “crowbar” technology to fit your current structure will dilute your ability to function effectively in the future.
I’ve worked with clients that have got this part very wrong and are now going back to the drawing board, as they missed out this important step.
Challenge outdated culture
Even the most streamlined structure won’t work unless you get genuine buy-in from your staff. These are the people who will be affected the most by any internal change, so it’s important to prepare them thoroughly. Start by challenging existing mindsets. Rather than sticking to the working culture of perfecting workarounds on your less-than-perfect systems, showcase the benefits that can happen by taking an agile approach. In some smaller businesses there’s a real hunger to invest in new technology – probably because they know it can help them to grow the business far quicker.
Manage client perceptions
If you’re taking steps to diversify your business, transforming how your clients perceive you is probably one of the biggest hurdles to overcome, especially if you’ve been lucky to nurture long-term relationships. Naturally they will see you as “the person that provides photocopiers”, so you need to act fast before they turn to a competitor for their IT or telecoms needs. Reworking your structure, employing specialist personnel and overhauling your processes can help.
Embracing the shift
Nick Swindin has worked within the office technology sector for more than 30 years, spending two decades at one of Europe’s largest providers of outsourced services before forming Active8 Managed Technologies and becoming the Service and Operations Director for the Group. During this time he’s seen the many ways the sector has shifted - and has been using automation to guide his business towards its future goals.
Active8 turned 10 this year. From the outset, our bigger-picture ambitions were always to be more than solely a print provider, although this is our predominant offering. Our aim is to become a long-term business partner to our customers, helping them to adapt and thrive in the ever-changing environment. Of course, to keep up with this ambition then we also need to be able to flex in the direction that the winds of business are blowing ourselves.
To survive this volatile trading environment, service providers must be adaptable and proactive. We’ve all seen reduction in print volumes since Covid-19, so we need to be smarter to find different revenue streams and trim unnecessary costs.
Everything within the print industry has an IT element to it; every device has an IP address, so the MPS market lends itself well to exploring opportunities within the technology sector. IT services and VoIP phones, for example, are all very relevant and viable opportunities for diversification. We’ve actually just launched our new product, Safe Web, which monitors the dark web to check if our customer’s details have been breached, which is just one example of how we’re reacting to the needs of the market to develop our offering and widen our customer base.
A considered approach to using tech
We’ve always operated with this mindset, but the pandemic emphasised the importance of generating revenue from other services. As part of this mission, automation has been crucial to us from the start, without question, helping us to manage numerous revenue streams and different types of contracts while keeping everything as efficient as possible.
“The key, though, is understanding where technology serves a purpose for your business, rather than using automation for automation’s sake. There are certain tasks where a human worker is essential, but by automating those that aren’t it means our staff can be deployed in ways that benefit us and our customer far better, and time isn’t wasted elsewhere.”
A partner for growth
Ultimately, every business will view their automated system in a slightly different way – for us, we see our ERP as a robust contract database, with a wide range of other useful features that run alongside it.
When searching for the right automated ERP, scalability was our biggest priority. We have ambitious growth plans and the last thing we want is to be limited by our back-end system. Other specific features such as an effective financial package and breadth of integration possibilities helped us to choose our system. Underpinning it all though, was the need to simplify our operations to using only one single data source – as the market changes, and with multiple new ventures to manage, it’s key to run the business on facts rather than just gut feel, which enables us to make better decisions.
3 ways to futureproof your business
Data-led decisions
You’re probably already using data to guide your decisions, but to prepare for the future, put this into a new focus. If you’re currently analysing data from multiple sources, consider consolidating everything into one system – an ERP with lots of integrations and ‘bolt on’ features will make this far easier.
I chose our current system, ECI’s e-automate, because the data extraction is significantly more advanced than I’ve had before. If I ever need analysis on what has happened and when, I can often work out the ‘why’ pretty quickly as the data is easy to get hold of.
Broad scope for integrations
No one knows exactly where the MPS market is headed, but with diversification being so key for businesses looking to scale, there’s no point in investing in an automated system that can’t keep up. With e-automate being such a vast product, with numerous complementary products, features and third-party integrations, I’m confident that whatever direction we head off in next, the tool will be able to accommodate our needs.
Scalable systems
If a key reason for investing in automation is to cut unnecessary costs, then consider any additional fees that could occur when your business does grow. No one wants to be penalised for their own successes – but if your automation partner charges per device managed, for example, then this could affect your revenue potential and could hold-back your ability to scale in a profitable way.
The ECI ecosystem
Delivering an exceptional customer experience has always been a big priority for MPS providers and is key to them securing longer term contracts. However, as the professional environment continues to evolve it will become increasingly difficult to do so if you’re not keeping up with the reality of what your customers expect from an office technology specialist, or what features and services are helpful as their needs change over time.
Trusted experts
At ECI Software Solutions, we’re pleased to support:
customers across the world
new customers on average every year
active users of our software every month.
Since launching into the MPS market two decades ago, we’ve been continuously committed to helping SME businesses to succeed. We do this through strategic supplier and original equipment manufacturer (OEM) partnerships, to deliver added value all while constantly developing and improving our solutions.
This mission remains the same today. Our team understands the challenges for office technology providers; diversification, moving to cloud-based systems and harnessing the power of data will be key now, and in the years to come.
We move in the same direction as the businesses we’re serving, helping us to create our fully-integrated ERP system, e-automate, which can cope with all of these demands and more.
e-automate: the ECI ecosystem
Our cloud-based device management products help to solve a lot of problems for MPS providers. Each tool can quickly gather data to inform everything from supply levels to giving you the postcodes where service is needed.
But what about the next step? Customers often ask us, “can I generate an accurate invoice?”, “can I automatically order the supplies I know that I need?” and “can I create a service ticket?”
This is where e-automate comes in.
Our solution was developed specifically to meet the challenges of the MPS sector. By integrating with each of these products, every ‘next step’ can be automated. It’s easy to act on the insights generated by every tool and the data they collect – but e-automate brings everything into one place.
It’s your full back-office system, covering almost every area of your business such as invoicing, contracts, sales, inventory, service support and accounting. With one, singular view, it’s easy to create innovative reports to understand what’s happening in your business so you can invest right, make beneficial changes and improve services to your customers.
And because it’s all based on the cloud, having better access to data doesn’t mean compromising on security – we’ve invested in a robust internal structure to ensure that your client’s data is safe with us.
How does it work?
A data collection agent (DCA) installed on your printer collects meter readings, which are fed into Printanista. Integrations with e-automate then connect this data to your accounting system, to automatically generate an invoice, quickly and accurately. This is just one example, and there are lots more combinations and integrations to explore.
How e-automate adds value
- Single source of truth for business data
- Information when you need it, wherever you are
- Easier collaboration across teams
- Productivity is improved
- Meet customer needs far quicker
- More accurate overview of entire business performance
- Focus on value-added work - act on data to meet business priorities, don’t waste time finding data and filling gaps
- A single system to grow with you, through integration and add-on products.
How we can help
ECI has been working with office technology specialists for more than two decades, supporting thousands of customers across the globe with our solutions designed specifically for and by those working in the industry.
Our ECI ecosystem can help you to gain visibility into your entire business and boost profitability, with a comprehensive business management solution designed to manage the unique challenges faced by managed print service providers now, and in the future.