Posts tagged Processes
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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4 Simple Steps to Fix Problems in Your Processes

Even with processes up and running in your business, you will still sometimes run into problems. Perhaps a newsletter did not go out on the date it was supposed to, or a report has missing information. It is impossible to foresee and document every single possibility in your processes.

So, what do you do when you find a gap in the way something needs to be done? You have one of two choices: you can temporarily patch it up, or you can prevent the problem from ever happening again. It pays to take the time to figure out what happened and solve the issue for the future.

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How to Properly Delegate Work to Your First Hire

Sooner or later, your business will grow to the level where you alone can no longer get everything done. It is inevitable: to grow and stay on track with business demands, more help is required.

Hiring a firm’s first employee is a big change that is both positive and challenging. The new hire will not only take on part of the workload but will hopefully bring new skills and practices that weren’t previously available at the firm.

The goal is to train and set the new hire up to be as successful as possible.

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