Automation & Efficiency Webinar Series
Step into digital with Data Stream’s Automation & Efficiency Webinar series. Designed to support small businesses make day-to-day work smoother.
This webinar series provides a straightforward starting point to streamline and reduce day-to-day tasks, through automation and efficiency, across all areas of your business. Every week from Friday 16 January, to Friday 6 March.
This series gives a balanced overview of everything needed to streamline everyday work, through a well-rounded introduction to the digital tools and techniques that make running your business smoother and more manageable. Bringing together practical guidance on organisation, communication, finance, customer management, automation, AI, and data.
You’ll learn how project management tools keep tasks and deadlines organised, and how platforms like Microsoft 365 and Google Workspace simplify document sharing, email management, and information storage. The series also introduces tools like Xero to streamline bookkeeping and invoicing, along with CRM options such as HubSpot and Zoho to help manage leads, track conversations, and keep customer information in one place.
As the sessions progress, you’ll explore simple no-code automations that remove repetitive admin, practical AI tools that can sort emails and support everyday processes, and advanced CRM segmentation techniques for more effective customer targeting. The series wraps up with guidance on connecting data across your systems so information becomes easier to access and ready to support better decision-making.
About the provider
Delivered by Data Stream UK, a North Yorkshire based consultancy delivering end-to-end data and AI solutions with a strong emphasis on data literacy, analytical insight and practical implementation support for SMEs.
Data Stream was born out of a profound understanding of the challenges facing businesses in today’s data-driven landscape. They witnessed first hand how companies struggled to navigate the complexities of emerging technologies while grappling with legacy software and a shortage of internal data expertise. It became evident that there was a need for a partner who could bridge the gap between the data-driven future and the present state of businesses. Their mission is to empower businesses with data-driven solutions tailored to their unique objectives.
Steps into Digital focus on the digital transformation of your business at a pace and level that suits you. These workshops have been designed to take you from your 🟢 first step into digital, to your 🟡 next step into digital, giving you the skills you need to 🟣 Step Up & Thrive into Digital.
Explore the series
Learning Outcomes:
- Choose a project management tool that suits your team’s size, workflow, and objectives.
- Structure boards, tasks, and automations to improve visibility and collaboration.
- Track progress and deadlines effectively using dashboards and workflow views.
Learning Outcomes:
- Identify the key features and integrations available across Office 365 and Google Workspace.
- Improve team collaboration through shared drives, co-authoring, and permission management.
- Streamline document and communication workflows to save time and reduce duplication.
Learning Outcomes:
- Select the right accounting tool for your business needs and industry.
- Automate key financial processes such as invoicing and bank reconciliation.
- Generate reports to monitor cash flow, profitability, and business performance.
Learning Outcomes:
- Understand the role of CRM systems in managing customer data and communication.
- Design a basic sales pipeline and track opportunities effectively.
- Automate follow-ups and reporting to increase sales efficiency and customer satisfaction.
Learning Outcomes:
- Identify manual processes that can be automated using no-code tools.
- Build simple workflows that connect different business systems and trigger automated actions.
- Design safe and scalable automations that improve consistency and reduce errors.
Learning Outcomes:
- Identify where AI can enhance automation in everyday business processes.
- Design and test AI-assisted workflows for common tasks like email routing and document processing.
- Evaluate the risks, benefits, and governance considerations of AI-driven automation.
Learning Outcomes:
- Create dynamic customer segments using behavioural and transactional data.
- Personalise marketing and sales outreach for higher conversion rates.
- Apply data governance principles to maintain accurate, compliant CRM data.
Learning Outcomes:
- Map your existing data landscape and identify integration opportunities.
- Plan and implement a centralised data architecture that supports reporting and automation.
- Evaluate tools and strategies for maintaining consistent, high-quality data across systems.
Sign up once, access all sessions
📸 These workshops will be recorded and available on the Growth Hub website after the sessions are delivered. The recordings will be sent out to all who register, regardless of whether you are able to attend on the day or not.
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