The most successful businesses are ones that are systemised because business owners are not stuck in the day-to-day grind of work, but rather developing their business. Businesses that have a solid foundation of systems are able to grow much more smoothly, creating fewer headaches for the business owner or manager.
There are 3 key pillars to business systemisation including People, Process and Technology. As a business starts to grow, people are usually employed to perform certain tasks. Typically business owners don’t document what needs to be done and what the most efficient way of doing it is, leaving employees to deliver important work to customers in different ways at varying degrees of standards. In turn, employers are left with inconsistent work, rework and unhappy customers.
A smarter way of delivering work to customers consistently is to document the way tasks are done in a business before employing people. This will make the onboarding process much more efficient and easier for new recruits.
Technology is an important part of recording the processes followed by people, leading to higher productivity and efficiency in the business. Following are 5 cloud-based software solutions that help businesses to become systemised.
Accounting Software – having business accounts in the cloud, enables access to financial information from any location, at any time of the day. Business owners who would like to go on holiday can still keep their finger on the pulse by accessing financial performance of the business online. Applications like Xero or Saasu are recommended.
CRM Software – a business that records and centralises all customer data including conversations, sales and other details are worth more than those that don’t. Capsule CRM is affordable and easy-to-use CRM software for small businesses.
Lifecycle Marketing – the holy grail of marketing is to automate customer communications so that the right type of information is sent to the right customer at the right time, in order to warm leads, keep brands top of mind and increase sales. Infusionsoft is a software leader in lifecycle marketing.
SOP Software – standard operating procedure software enables businesses to document and describe step-by-step instructions for staff to deliver work to customers and run the business. Way We Do is a recommended cloud based sop software solution.
Workflow Software – many service based businesses require work flow software to effectively manage customer projects including scheduling jobs, timesheet recording and invoicing. Workflow Max is a proven toolset for workflow management.