Automate as many non client facing tasks as possible.
Build into your workplace a culture of kaizen, continual improvement and incentive your staff to automate the parts of their job that don’t provide client-facing value. Whether it’s filtering emails, task management automation, automated messaging, helpful notifications or others, create a workplace whether ideas are shared, staff roles evolve and your team knows they can improve their workflow and the result is not lack of job security but more time for higher level responsibilities. Don’t forget that the aim is humans doing human work and software doing mind numbing work.
David Allen, the author of Getting Things Done, coined the term to describe one of the core steps of his “fundamental process”: Write down a project or situation that is most on your mind at this moment. Now describe in a single written sentence your intended desired outcome for this problem or situation. What needs …
If you’re like me, you’d generally have a preference for hiring someone on a once-off contract rather than taking the risk of hiring staff for a fixed period of time (at least for most jobs). Some common questions you might be asking: Where do I find a freelancer nearby who can work on my website? …
Empathy is the key to deeper insights in an organisation. It’s through spending time “on task” that you start to see your service as your staff & clients see it. Where is the friction? Where does information go from offline to online and back again? Where are the touchpoints where you need humans and what …
A CRM for a financial planning business in Australia needs to meet the unique needs of the financial services industry. Using the latest, secure, hosted solutions, we develop custom financial advice practice CRMs that allow you to: Track sales leads Manage financial planning clients Create an intranet for employees to view Standard Operating Procedures (SOP), …
Rules for automation
Automate as many non client facing tasks as possible.
Build into your workplace a culture of kaizen, continual improvement and incentive your staff to automate the parts of their job that don’t provide client-facing value. Whether it’s filtering emails, task management automation, automated messaging, helpful notifications or others, create a workplace whether ideas are shared, staff roles evolve and your team knows they can improve their workflow and the result is not lack of job security but more time for higher level responsibilities. Don’t forget that the aim is humans doing human work and software doing mind numbing work.
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David Allen, the author of Getting Things Done, coined the term to describe one of the core steps of his “fundamental process”: Write down a project or situation that is most on your mind at this moment. Now describe in a single written sentence your intended desired outcome for this problem or situation. What needs …
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