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What is a Swivel Chair Work Task?

Published in Business Process Automation 5 mins read

A swivel chair work task refers to any business workflow or task that requires an individual to manually enter the same data into multiple, disparate systems. This term metaphorically describes the action of "swiveling" between different computer applications or even physical documents to duplicate information, rather than a literal chair type. It represents a significant point of inefficiency in business operations, costing organizations time, money, and accuracy.

The essence of a swivel chair task lies in its manual, repetitive nature where data is not seamlessly shared between systems. Instead, an employee acts as the bridge, repeatedly inputting identical information into various platforms that lack proper integration.

Why Swivel Chair Tasks are Problematic

These manual data duplication processes create several challenges for businesses:

  • Inefficiency and Time Consumption:
    • Employees spend valuable time on redundant data entry instead of focusing on more strategic or value-added activities.
    • Workflows are significantly slowed down, leading to delays in customer service, order fulfillment, and reporting.
  • Increased Risk of Errors:
    • Manual data entry is highly susceptible to human errors, such as typos, omissions, or incorrect formatting.
    • Inconsistencies across different systems can lead to data integrity issues, compliance risks, and flawed decision-making.
  • Reduced Productivity and Employee Morale:
    • The monotonous and repetitive nature of swivel chair tasks can lead to employee disengagement and frustration.
    • It detracts from a positive work experience and can hinder overall team productivity.
  • Financial Costs:
    • The cumulative cost of labor spent on these tasks can be substantial.
    • Correcting errors and reconciling data across systems further adds to operational expenses.

Common Examples of Swivel Chair Tasks

Swivel chair tasks can be found across various departments and industries. Here are some typical scenarios:

  • Customer Onboarding: A new customer's details are manually entered into a Customer Relationship Management (CRM) system, then again into a billing system, and potentially a separate support ticketing system.
  • Invoice Processing: An invoice received via email is manually input into an Enterprise Resource Planning (ERP) system, and then the same details are re-entered into an accounting software for payment processing.
  • HR Data Entry: New hire information from an applicant tracking system is manually transferred to a Human Resources Information System (HRIS) and then separately to a payroll system.
  • Inventory Management: Sales data from an e-commerce platform is manually updated in an internal inventory management system and then again in a shipping logistics platform.
  • Report Generation: Data from multiple, unconnected spreadsheets or databases is manually compiled into a single report, requiring copy-pasting or re-keying.

Strategies to Eliminate Swivel Chair Tasks

Eliminating swivel chair tasks is crucial for improving operational efficiency, data accuracy, and employee satisfaction. The primary approach involves digital transformation and business process automation (BPA).

1. System Integration

The most effective way to combat swivel chair tasks is to integrate disparate systems so they can communicate and share data automatically.

  • API Integration: Utilizing Application Programming Interfaces (APIs) allows different software applications to talk to each other directly, enabling real-time data exchange. This is often achieved through middleware solutions.
  • Centralized Platforms: Consolidating multiple functions into a single, comprehensive platform (e.g., an all-in-one ERP system) can reduce the need for data transfer between separate systems.
  • Data Hubs: Implementing a central data repository where all key information is stored and can be accessed by various systems can prevent duplication.

2. Robotic Process Automation (RPA)

Robotic Process Automation (RPA) employs software robots ("bots") to mimic human actions in performing repetitive, rule-based tasks across different applications.

  • Automated Data Entry: RPA bots can be programmed to log into applications, copy data from one field, and paste it into another system with high accuracy and speed.
  • Workflow Automation: Bots can orchestrate entire workflows, triggering actions and transferring data between systems automatically once certain conditions are met.

3. Workflow Management Software

Implementing dedicated workflow management tools can help streamline processes and identify areas prone to swivel chair tasks. These platforms provide a centralized way to design, execute, and monitor business processes.

  • Digital Forms: Replacing paper forms or disparate digital inputs with integrated digital forms that automatically populate multiple systems.
  • Process Orchestration: Tools that manage the sequence of tasks and data flow between different steps, ensuring data is captured once and used everywhere.

Manual vs. Automated Data Entry

Understanding the stark contrast between manual (swivel chair) and automated processes highlights the benefits of modernization:

Feature Manual (Swivel Chair) Task Automated Process
Efficiency Low, time-consuming High, fast, 24/7 capability
Accuracy Prone to errors, inconsistencies High, consistent, error-free
Cost High (labor, error correction, delays) Lower (initial setup, ongoing maintenance)
Scalability Limited by human capacity High, easily scalable to demand
Employee Morale Low (repetitive, tedious, frustrating) Higher (focus on value-added tasks)
Data Integrity Compromised, fragmented Enhanced, unified

By addressing and eliminating swivel chair work tasks, organizations can achieve significant improvements in operational efficiency, data quality, and overall business performance, paving the way for more effective digital transformation.