If the recent pandemic has taught us anything it’s that there are better ways of working and handling our day-to-day business operations and there’s places for improvement. Sometimes our business feels like it’s operating ‘good enough’ and that there doesn’t need to be any changes to it.
But problems continue to grow alongside business growth. This means they will only get more difficult to handle.
What you should do instead is get ahead of the potential issues or problems that may not have even come up yet. You also need to work with the right partner to do just that.
Conduct a complete business overview!
Before any type of tool or system can have integration it’s important to look at the overall business operations. This includes whether there’s a standard operational process and where the major current pain points for the business are.
For this you’ll look for a partner with management consultancy experience. This is because they’ll help to develop the proper roadmap and implementation strategy. In turn, this will ensure
that it’s customized and makes sense specifically for your business.
Having experts help with automation with your business operations
Only when you understand exactly how your business runs and how it’s meant to is the point you can bring in some forms of automation. One such as task management automation that can handle simple notifications and updates for the team. Setting them up is best done by someone with the right experience level. This is so you’re getting the right amount of messages from the specific tasks that tend to matter.
Included with that should come the right amount of training for the teams using these task management or project management tools. This is so that they can better utilize the features of the system and develop their own way of working as efficiently as possible.
Developing a single source of truth
The final area to focus on is developing a centralized database of information. It’s not about programming one from the start but working with project management tools. These can help to centralize tasks and associated documents with those tasks. Then the most important piece of information, which is your client information, needs to go into here also, in the form of a sales CRM.
This way, you can keep track the progress of existing clients, potential clients, and upcoming leads all in one place. Documentation related to your clients, from sales orders to invoices, can all have a direct link back to those clients. This is so you and your team don’t always have to search where a specific piece of information or document is on some shared drive.
Let us make it happen with your business operations!
At IT Visionists we have over 15 years experience when it comes to management consultancy, business operations improvement and automation implementation. So we’re ready to help bring your business to a new level. One where you’re less focused on operational inefficiency and more focused on what matters the most. Which is generating revenues and continuously managing client expectations. We take an iterative approach to clients so you can start to see results sooner and so you’re more comfortable with us as we work to rework your day-to-day.