Happy Advisor Inc

10/10/2024

https://findmymoney.ca

12/24/2022

Replying to how we interpret silence in different cultures - Erin Meyer at Erin discussed three dimensions on her culture map, including tolerance toward silence More from Erin: Business Forum

10/28/2021

My suggestion to start with your process automation is to have your phone (or a digital recorder) on record and you go about your day and talk and describe what you are doing from the beginning of the task to the end of the task. By recording, you do not have to interrupt your work by pausing and writing as most people cannot write at the same speed they can speak and hear.

I would start off the recording with a title so you can organize the recordings easily - for example:

"Today is Oct 28, 2021 and I am going to send an email to the underwriter at ABC Insurance to get an update on the file."

As you are going through the process and doing things, you can describe the bottleneck issues as well. For example:

"When sending the email, make sure to include the application or policy number in the subject line so we can find it easily when we update the opportunity in our CRM." etc...

My recommendation is that you do this every day for 7 days (or a work week).

This is important because it will give you an objective, high level view of everything you do that you don't even realize is a process.
Once it is done for 7 days, each recording can now be organized in a linear process before you start your documentation process. The best part is that if you haven't yet documented the process, you now have both a raw recording and a transcription that you can share while you make the process more formal in a procedure manual.

Reach out if you have any questions on starting your workflow process!

Need help taking notes and transcribing audio? Get Otter with 1-month FREE Pro Lite by signing up here.

10/23/2021

You either own a job or you own a process

09/30/2020

https://www.entrepreneur.com/article/324045

Your calendar becomes much more manageable when you stop filling it up with tasks you could delegate or automate.

09/24/2020

Not all jobs can be replaced by machines.

09/20/2020

It could also be your hard disk that is failing.

05/08/2020

https://exceedia.ca/extended-canada-emergency-wage-subsidy-extended-beyond-june/

Extended! Canada Emergency Wage Subsidy extended beyond June May 8, 2020/in 2020 Only, Blog, Business Owners, Coronavirus, Coronavirus - Practice Owners /by Exceedia Consulting On May 8th, Prime Minister Justin Trudeau announced that they will extend the Canada Emergency Wage Subsidy (CEWS) beyond J...

03/09/2020

Make improvements
One aspect of scrutinizing and documenting business processes is deconstructing them into sub-processes and mapping them down to activity level while another aspect of business process design is looking at the large-scale core processes from a strategic point of view. Both perspectives allow for redesign and re-engineering of processes that will lead to improvements and greater efficiency in your business.

Business process mapping will enable you to identify gaps, for example where there is a need for appropriate checks and controls, or where there is a lack of co-ordination between different departments, e.g. between shipping and invoicing. You may be able to reduce wasteful activities or eliminate unnecessary steps in the production process, or simplify complicated procedures without loss of value to the customer.

Once documented, you will be able to revisit your business processes over time, as technology develops and as the business grows, and continuously improve both the efficiency and quality of your service.

Would you like a business that is systemized and runs without you? The first thing to do is make the commitment to build your business into something amazing. Systemising a business the right way does take time, the end results are, however, “Life changing” for you and your business.

Need some help to get your systems out of your head and fast track the systemization process?

03/08/2020

Managing your business
Documenting your business processes will help you as an entrepreneur to understand your business in terms of its underlying individual processes. You will be able to evaluate the transformation of inputs into outputs, assess financial performance in terms of the value chain, and streamline your business strategy.

03/07/2020

Monitor service levels
Again, once you have documented the norms and standards that your clients can expect, you can monitor whether your business is in fact, meeting those expectations. For example, if you have an IT company, and your response time is 24 hours, you can monitor precisely whether there are individual employees or branches that are not meeting this criterion, and take swift remedial action.

03/06/2020

Analyse your processes

While documenting your business processes, you will define the norms and standards of your services and products, and be able to analyse the performance of existing processes. If individual employees follow different processes, you will be able to make comparisons and opt for best practice.

The Pareto Principle, also known as the 80/20 principle, also comes into play when analysing your business processes: the idea that 80% of your returns are the result of 20% of your efforts. Analysing where you are spending unproductive time or effort will help you to eliminate inefficiencies in your business.