Posts tagged Processes
Bring It All Together: How to Implement Processes in a Nutshell – Part 1

Once a business grows to a certain level of success, it becomes an absolute necessity to organize daily tasks to avoid mistakes. Errors happen all the time, and inconsistencies can result in unhappy customers, tense employees, and unbudgeted costs.

The best way to organize these daily duties is to create and implement business processes. A process is a group of tasks that are performed within a business to obtain a specific objective—it is like a chain of events that guides a project from start to finish. By clearly outlining for yourself and your company what the main processes in your company are and how, ideally, they should work, you will gain greater efficiency.

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The Value of a Little Patience When Automating Processes

When implementing a new process in a company, it takes some time to find a new rhythm of work. Routines and habits must change, and the team has to adjust to the new way of doing things. It requires patience, and sometimes, in the middle of the transition, you may wonder whether it will ever work.

Once the implementation is completed successfully, though, it’s beautiful to see. The process you had been working on now operates independently without you having to do anything about it. The team, the systems, and the processes have all adapted, and the new way of doing things is the new normal.

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How to Make Sure Processes are Always Up-to-Date

If there is one constant in the office, it is that everything will change. Once processes have been developed within a company, they need to be reviewed recurrently to ensure they are still effective, relevant, and up-to-date. A new member may have recently joined the team, or perhaps a new system has been implemented which alters the workflow in the office.

We have developed a system for keeping our processes updated at my company, Celaque. It includes periodic reviews, ad hoc modifications, and self-reviews. The best way to make sure the entire body of processes is always updated is through a programmed annual or semi-annual review. Self-review procedures and taking the opportunity to correct processes when mistakes are found are both essential practices to ensure that processes are in the best shape possible.

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What Happened During Our Year Implementing NetSuite

In 2017 our firm embarked on the biggest system implementation yet: NetSuite, an Enterprise Resource Planning (ERP) system. It took six very intense months to become operational, but the full implementation lasted a year because we had bugs and problems that needed to be resolved. Because NetSuite interacted with all the departments of the company, bringing the system online was going to affect everybody.

Prior to implementing NetSuite, we had a very basic accounting system; it only took care of fundamental transactions, such as bills and invoices, and it produced fixed customer statements, accounting reports, and financial statements. While it was a good system for a startup, we realized we had outgrown it.

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