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  • Pam Weiser

The Benefits of Streamlining Your Business Systems

As a small business owner, you’re probably doing a lot of your tasks manually, which is likely taking a lot of time. If you can simplify or automate your processes, you become more productive and efficient, errors will happen less frequently - creating less risk, and you will save money. In addition, you create consistency in your business operations, which makes it easier to scale your business with less effort.

Where do I start?

  • Define your goals and get organized.

  • Plan and document your business processes and/or procedures.

  • Can you remove any steps in any process?

  • If you’re out of the office at any time, the documentation should be able to provide any required information needed to complete tasks.

  • Make sure the procedures are as specific as possible.

  • Determine your budget and research software services or products that you can use to streamline your business.

  • Examples: CRMs, document drives, or project management software

  • This might also include organizing your documents into shared drives or folders (e.g. Google Drive or OneDrive).

  • Remember to use consistent naming conventions so that you can find those documents easily.

  • Purchase the product or service that works best for your business and outsource the implementation.

  • A consultant, who is knowledgeable about the product, can roll it out as well as train you how to use it. (hint: this is a huge time saver)

  • Determine how you’ll know when things are going well.

  • Are there reporting analytics that your CRMs or project management software can provide?

  • Remember that you should be minimizing doing your tasks manually.

By automating and streamlining your business, you will be able to focus on the more important things, such as getting in front of clients and customers or planning strategies for your business growth.

Imagine if you were able to get back a couple of hours that you lost because you didn’t have to focus on doing the smaller tasks. Wouldn’t that be awesome? If you still don’t know where to begin, let’s set up a call to chat about how I can support your business and help you streamline your systems.

“The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency”. – Bill Gates

Be The Wiser

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