114. 114. Indepth : Process vs. Systems
From The Trenches
English - July 31, 2019 03:05 - 20 minutes - 19.2 MBBusiness News News Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
On the back of a tweet from a self confessed (USA) thought Leader who is just flogging software. Paul asked, “Should small businesses start with a review of the tech available or start with their own processes and how to improve it which might include software?”
David
Use swimlanes to map processes
I use asana for my processes, for example we have a month end system for a client that covers what checks need to be done on automated data dumps, how to check manual journal calcs, what info we need from different people and asana is system used to CONTROL the process
Balance what you need with what tech can do.
Paul
3 tips for the Process vs Systems dilema:
Technology Must Start with Streamlined Processes
Solve a Problem. Don’t Just use a New System
Process Mapping
For more check out Freedom Mentoring
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From the Trenches is brought to you by Paul Meissner from Freedom Mentoring and David Boyar from Sequel CFO. Proudly sponsored by BGL and The Outsourced Accountant.
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