Tagautomation

Rules for automation

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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...

How do I build out a workflow in a project management software?

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Further details of question: I’ve been looking for an expert in a *cloud based* project management software (Trello, Monday.com, or equivalent) to build out a workflow for me and my team.  We build and sell furniture and we want a workflow that can set internal deadlines, increase accountability, and keep things running smoothly. What type of platform should I use?   Answer: It’s...

Using Podio as an insurance broker

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What I’ve learned from working on automating some tasks for an insurance broker: Email is the biggest time killer for insurance brokers. It’s not the tool, it’s the process. If you’re using your inbox as another to-do list, you’re doing things inefficiently and limiting your companies growth Having silos of information is important Having one or two places for tasks...

Insights from working with an events company

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It was a joy working with such a professional, organised events company. Every process was mapped out with specific deliverables, notes, requirements and dependancies (geeky, I know). What did they need from us? A little automation using project management software. Using one of our favourites, Podio, we worked on and proposed the following: Custom Events Podio App – each event is entered...

About

For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.
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