Commercial in Confidence. © 2014 Saasu Pty Ltd. All Rights Reserved.
!
9th July 2014
!
BY
Marc Lehmann
CEO, Saasu
ceo@saasu...
About me
Marc Lehmann
CEO, Saasu.com
!
Launched Saasu with a self-funded approach
to creating a great value, cloud-based
a...
Disclaimer
General and Educational.
!
These are take away ideas only, not advice. Your financial planner &
accountant are ...
What is an operational ceiling?
• Digression
• Information firehose
• Too many systems
• To many decision makers
• Lack of...
Mindset preparation
• You are what you haven’t automated.
• Minimalism, aesthetics and saying no business.
• Eating the el...
Creating break through?
1.Admit we have a problems.
2.Goal with conditions of success.
3.Strategy to achieve the goals.
4....
SPAR
1.Strategy
2.Processes
3.Actions
4.Results
Photo: NY Times
Strategic preparation
Customer
Advocacy
! Marketing
Flywheel
👥
Experience
Refinement
#
HMRC online reporting
Recurring Bill...
Processes that are rituals
• Do it yourself
• Artesans and craftsmen
• Outsourcing
• Community
• Automating
Photo by Jonas...
Actions
http://www.jaywennington.co.uk/
• Tasks that add, remove and improve processes.
• Planned and prioritised.
• EPICS...
• The game you are playing.
• The score board.
• Financial Equation.
Results that give insights and excite you
Photo by Se...
Structures to make it happen
“The walls were museum white, as they had been at the Macintosh factory, and
there were $20,0...
Design
Journey
http://iceland.kamillehmann.com/
Discovery
🔍
Request
for info
%
Nurture
✉
First
Sale
'
Servicing
❓
Repeat
Sale
'
Prioritise
Operational Ceilings 

Smarties Guide by Marc Lehmann
Saasu Pty Limited ACN 093 453 886
http://creativecommons.org/license...
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Operational Ceilings

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Operational ceilings are a painful part of business growth which often have you trapped. So we've put together this presentation to help you tackle this breakdown. Marc Lehmann, Saasu's CEO shares his own experience and shows you how to create freedom from being owned by stuff, processes, structures, rituals and products around your business.

The video version is here:
https://vimeo.com/100269492

Disclaimer: This is not financial advice. It is general and educational. I have not given any consideration to your specific industry, business model or financial circumstance.

Published in: Business, Economy & Finance
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Operational Ceilings

  1. 1. Commercial in Confidence. © 2014 Saasu Pty Ltd. All Rights Reserved. ! 9th July 2014 ! BY Marc Lehmann CEO, Saasu ceo@saasu.com @saasu @marclehmann CEO INSIGHTS Operational Ceilings
  2. 2. About me Marc Lehmann CEO, Saasu.com ! Launched Saasu with a self-funded approach to creating a great value, cloud-based accounting solution for businesses worldwide. Prior to Saasu, Marc was a Director of Principal Finance and Credit Trading Risk at Deutsche Bank. Marc’s ethos is that businesses should automate as many processes as possible, giving their owners and staff the gift of time to spend with their families and exploring the world. ! Email: ceo@saasu.com Twitter: @saasu @marclehmann
  3. 3. Disclaimer General and Educational. ! These are take away ideas only, not advice. Your financial planner & accountant are your advisors for your specific circumstances.
  4. 4. What is an operational ceiling? • Digression • Information firehose • Too many systems • To many decision makers • Lack of operating procedures • Government bureaucracy • Handling time • Tech transition time • Internal communications • Moving, synching & backing up • Distractions: tech and people • Blind spots • Complexity • Social media • Content • Collections • Data entry • Invoicing & quoting • People management • Being sold to • Supplier management • Donating your time • Troubleshooting • Travel time • Living other peoples plans • Procrastinating • Unclear business model Photo by Georgia Dixon
  5. 5. Mindset preparation • You are what you haven’t automated. • Minimalism, aesthetics and saying no business. • Eating the elephant one bite at a time. Photo by Pawel Kadysz
  6. 6. Creating break through? 1.Admit we have a problems. 2.Goal with conditions of success. 3.Strategy to achieve the goals. 4.Setup a minimalist process of improvement. 5.Communicate the above over and over and over to yourself and others. Photo by Guillaume
  7. 7. SPAR 1.Strategy 2.Processes 3.Actions 4.Results Photo: NY Times
  8. 8. Strategic preparation Customer Advocacy ! Marketing Flywheel 👥 Experience Refinement # HMRC online reporting Recurring Billing Reporting upgrade Responsive UI (ongoing) Help content upgrade Service as Sales system Community support On-ramp (ongoing) EPIC feature Referral Rewards Payment Gateways Tax Product
  9. 9. Processes that are rituals • Do it yourself • Artesans and craftsmen • Outsourcing • Community • Automating Photo by Jonas Nilsson Lee
  10. 10. Actions http://www.jaywennington.co.uk/ • Tasks that add, remove and improve processes. • Planned and prioritised. • EPICS • Tidbits
  11. 11. • The game you are playing. • The score board. • Financial Equation. Results that give insights and excite you Photo by Sebastian Müller
  12. 12. Structures to make it happen “The walls were museum white, as they had been at the Macintosh factory, and there were $20,000 black leather chairs and a custom-made staircase… He insisted that the machinery on the 165-foot assembly line be configured to move the circuit boards from right to left as they got built, so that the process would look better to visitors who watched from the viewing gallery.” ! ! ! ! ! ! ! Isaacson on Steve Jobs Photo: Craig Garner
  13. 13. Design
  14. 14. Journey http://iceland.kamillehmann.com/ Discovery 🔍 Request for info % Nurture ✉ First Sale ' Servicing ❓ Repeat Sale '
  15. 15. Prioritise
  16. 16. Operational Ceilings 
 Smarties Guide by Marc Lehmann Saasu Pty Limited ACN 093 453 886 http://creativecommons.org/licenses/by/4.0/ CEILING Digression Information firehose Too many systems To many decision makers Lack of SOP’s Govt. bureaucracy Goods handling Transition time Internal communications Moving, synching, backing up. Distractions: tech & people Existing rituals Blind spots Complexity Social media Content Collections Data entry Invoicing/Quoting Excessive meetings Excessive email management Lack of business model clarity Process) Action✓ Result◎ SPAR CYCLE ANTIDOTE Focus. Work out what you can cull or delay. Curate down to <10 key blog/news sources and <10 youtube channels. Musts: Accounting, CRM, Vertical app for your industry (scheduling/project etc.). Use inbuilt phone apps. Adopting the SPAR Cycle reduces exploration/decisions. Create a decision management team. Bullet/list point procedures for processes that are manual, external or automated. The more brands, companies, trading names etc. you have the more admin. Drop ship, pack and send, customer picking. Use supplier leverage to get them to do more. Systems with less navigation and really good search. Less systems to avoid digital birds nest overwhelm. Educate staff on short email and less is more social media communications. Have rules about interruption. Only buy systems that do these tasks for you easily or automatically. Headphones mean don’t interrupt me. Turn phones and social off to focus on days highest priority. You may have rituals and habits designed to help you procrastinate. Shorten tasks and reward when done. Advisors, mentors, feedback forms, CEO doing time on different roles. Hire people that challenge you. Distill down to the essential, curate, portfolio select the best parts. Use Pareto’s Law. It works. Engage only a few times a day, schedule posts, use reposting tools, get a plan. Check out Bluewiremedia. Enrol clients, partners in helping create content. Do video. Check out SmallBizBigMarketing. Use Saasu’s automated statements & templates to help you collect money. Take pressure of relationships. Use bank feeds. Connect marketing email/CRM systems to accounting. Clients buying online do you data entry. Have well designed templates and workflow that minimises operations touch points. Learn to say no unless it’s a meeting that relates to your current Actions list. Don’t clear you inbox. Star/flag essentials. Develop canned responses. Say no nicely. Clients must get answered Map your business model. Refine it to create efficient operations and sales. Check out: Board Of Innovation. ⚙ ⚙ 👫 . . . . ) . ⚙ 👫 ⚙ 👫 . ␡ ) . . . ⚙ ACTION IDEAS Minimise, filter & curate Automate Outsource Plans, SOP’s & Templates Stop 👫 ) ␡ ) ␡ Strategy💡 )

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