As a small business grows, we tend to adapt our current procedures to our new larger company. However, this thought may not work because larger companies work differently than smaller companies. For example, the invoicing process will need to change and take more time if you don’t update the system when you have more clients to invoice. A solution to this issue is to use a software package, like QuickBooks or QuickBooks Online, instead of invoicing with Microsoft Word document manually.
Every year or two, I go through my procedures and processes and decide if the processes are still working and are the most efficient use of my time and energy.
6 Questions to Help You Be More Productive
Here are questions to help you make your office more organized as it grows. Take your time through these questions.
It will take some time and you may need to ask others for their opinion to really decide if the processes are still working.
How much time does it take for me to do this process?
Are the steps too complicated? Can I streamline the process?
Does this procedure have an easy retrieval system?
If someone else came in and followed this system, would they have issues maintaining it?
Will this system work for me in 2 years?
Can I hire help with other tasks that are not getting done in a timely matter?
Most importantly, make time to do this review. Rushing through this review process could do more harm than good. Remember, we need to assign time so that we can shine the light on the details that may or may not work and decide if we can streamline the process even further. If reviewing these processes are too overwhelming, get help from companies, like mine, to draw attention inefficient processes.
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