What will work - just right - for your firm?
There's no single right way, there's only the 'right way' for you! Every business has key steps to accomplish objectives. If those 'key steps' are all stored in your head, then that's a problem you can correct. Invest in the growth of your business by making the effort to get those 'key steps' documented in such a way that they can be acted upon by others. Create a process based system to get things done, a system that others can follow. 'Workflow Systems' are reliable processes and procedures that empower your team to get the results your business requires, so - systemize everything!
"Developing systems to the point where they run the business instead of you is the fastest path to predictable profits." -- John Sheridan, advisor to small business owners and author of The Perfect Business. NOTE: Systems run the business but people run the system. You'll need to find key team members, build strong operational systems, and cultivate a culture that encourages your teams to own much of the day-to-day decision making to run your business. As management guru Peter Drucker once said, "The founder has to learn to become the leader of a team rather than a 'star' with 'helpers.'"
Business Process Management: Employ Ai with a 'Relational Database' to manage and automate your systems. Example: Our CompanyAxis databases run on the Claris FileMaker® (An Apple Subsidiary) platform to automate tasks and processes for our firm's internal business operations. You can do the same. We'll guide you. FileMaker® works on your mobile devices, computers at your physical locations, the web, and in the cloud. You can customize and control it yourself - to do exactly what your business needs.
You can get more done by doing less. Our ultimate goal is to remove you from your company's architecture. Look, you know your own business better than anyone else so start by writing down everything you do so that you can focus on and choose specifically which tasks should be completely eliminated, automated or delegated. In fact, Ai gives you a way to get stuff done faster than it would take to describe it or delegate it - so learn how best to use it.
Eliminate non-productive busy work. Automate repetitive tasks and delegate the rest. Never delegate anything that can be fully automated! The responsibility for a partially automated task can and should be delegated to a person on your team. After you Eliminate, Automate and Delgate... all that should remain for you to do are those tasks that directly result in increased revenue because your team, using your 'process based system,' will do the maintaining for you.
Start by reading 'Simple Processes Create More Revenue' and then Process Mapping - a key to Owning a Business (both by Chuck Blakeman) and execute the process.
Remember, the ultimate goal is to have your system run the business instead of you. You need to see in your mind's eye, to imagine it, your 'process-based system' and visualize it, see it from the end - complete. You can use a 'Mind Mapping' software application like LucidChart as a tool to help you visualize your firm's processes. Start with a simple macro view of your firm's processes and then you can add detail later to map out a micro view. The micro view provides information needed for both automated and non-automated processes.
Apply a 'system based - process driven' approach to workflows that'll accomplish your firm's objectives. Streamline your scattered information and any inefficient business processes you may have by deploying custom digital apps to assist with your workflow. Create custom apps with the Claris FileMaker® platform (like we do) for your onsite and remote systems. You can also create many of the apps you'll need with your favorite spreadsheet program. Engage an expert to get it done for you or, businesses using 'Google Workspace' like we do in our extranet can follow the same 'How to Create Custom Apps' DIY instruction that we use.