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Improve efficiencies with a fresh look at your workflow
Improve efficiencies with a fresh look at your workflow
Improve efficiencies with a fresh look at your workflow
Improve efficiencies with a fresh look at your workflow
Improve efficiencies with a fresh look at your workflow
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Improve efficiencies with a fresh look at your workflow

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Improve efficiencies by identifying, documenting and automating the flow of informtion in your company.

Improve efficiencies by identifying, documenting and automating the flow of informtion in your company.

Published in: Business, Technology, Art & Photos
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  • 1. Workflow & Organization The little clip art selection is analogous to information being water and your network and organizational structure being your pipes. How does your IT structure and organizational structure support the flow of your information? Do you have bottle necks? Do you have to do manual entry in-between software programs and departments? Do important tasks and communications get lost in the day-to-day activity?
  • 2. Workflow & Organization The starting place for lining up your workflow is your organization chart. If you already have an org chart, you might want to review it to see if it needs updating. If you don’t have one, this is an opportunity to take a fresh look at your business. The organization chart may seem overkill for some smaller businesses but it’s a great visual tool to help you outline the relationships in your business. Relationships such as: employee to employee / employee to customers / employee to vendors/suppliers.
  • 3. Position Description What are the results the position needs to achieve. Tasks The list of specific tasks Systems to The process and procedures that are integrated implement tasks into the rest of the company and positions Position description – this is where you reevaluate the results each position is supposed to produce and how you will measure and report on those results. Tasks are simply the list of what each position needs to do. The tasks are then documented into processes/systems that can be managed by the person in that position. That documented systems helps free them up to operate on a higher level. If someone has to worry about the small stuff they will not be able to help with customers, employees and vendors because tasks inevitably fall through the cracks. Also, if you do not have a repeatable process it is difficult to measure that process. It is difficult to manage what you cannot measure.
  • 4. How’s your information flowing? We all rely on computers more and more and what flows through the computers and networks is your information. So each person working in the organization chart, in their position is managing information in some way. Each one of these categories touches your main constituents in some way. Employees, Customers, Vendors, Lenders/Investors. Revisiting how your organization is structured and the workflow provides an opportunity to improve and become more efficient.
  • 5. Silos of information Accounting CRM Line Of Business Excel & Reporting Here’s where you can find the most opportunity for improvement. Most businesses run multiple software programs and that creates Silos of information. These “Silos” cause bottlenecks in the flow of information which results in more work, difficulty in reporting and lost opportunities. If you are now thinking about your business in terms of how your organization is structured by position, the tasks those positions are responsible for, the information they produce, receive, send, store and report on you can go to the next step: implementing some tools that can help improve the flow of communications. Such as Crystal Reports, SharePoint and Knowledge Sync. If you would like to have a conversation about improving your workflow give me a call or email me. dm@baroan.com Dimitri Miaoulis

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