If given 5 minutes to describe your current workflow for a new client, start to finish, could you do it?
Every business has a different way of doing things: from incoming requests and delegation, to tracking/fulfilling orders and billing completed projects. Standard Operating Procedures (SOPs) are important even–especially–if you're a small business. In addition to the peace of mind you'll have as a result of documenting each step, this process will also set you up for success if you decide to implement a project management system or other piece of software.
There are generally 2 main steps to establishing your workflow.
How it Works:
- Discuss your current workflow
- Develop flowcharts and checklists
- Analyze your current website/software and make recommendations
Set up software and integrations
- Training and further process refinement
Develop Flowcharts + Checklists
We'll discuss your current workflow and any processes already in place. A new order comes in: do you confirm? Record the order in a project management system or elsewhere? Delegate it? Questions are your friend, and we'll use the answers to develop a flowchart of the ideal process. The individual steps of this process often involve checklists. If you plan to set up software, this flowchart will help us choose what software will work best for your business.
Software Setup + Integrations
Once we've established your ideal process, it's time to set up your software: what you're currently using or a new system. The order is important here. The latest new project management system will not help your business if you haven't established the processes to plug into that system. We will get the system set up for you, as well as any third party integrations that are needed. Then we'll walk you through how to use it, and be available for support when needed.
Ready to streamline your processes?
Set up a free 15 minute discovery call and tell us how we can help your business.