Tagworkflow

Asana structure for my digital agency

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I’m currently on an Asana trial and would like to know how to structure of digital agency’s workflow: Client (system some clients have multiple systems which can be separated) Project/Request under client Definition Development Test/review (approve go to regression test- fail go back to Development) CI/CD release to QA Regression test QA (approve go to client approval- fail go back to...

Go through the workflow movements to build empathy

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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 are the repetitive tasks that could be automated? Switch roles for the day so you can...

Where do I find a Business Process Engineer to help with our process?

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Further details of question: We need advice on the best way to document and adjust our existing Business Process workflow. We use Pipedrive for our CRM and our Pipedrive filters trigger Zapier integrations. Our data requires examination analysis and reports We need help to: understand the current implementation document the status quo identify the low hanging fruit amend and improve the Zaps...

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...

Business Management Software for Photography Business

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Further Details: I’m interested in getting some help picking the best business management software for my business. We currently have a system in place, but it’s not filling the role as well as we had hoped. We do school portraits (along with some other types of photography) and currently work with around 50 schools in our area often providing multiple photoshoots to each school...

What I Learned From Working With A Growing Toy Company

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I was providing some consulting to a growing toy company last week and loved working with a passionate owner, keen to try new things and streamline their processes. The main takeaways were: Start with a set distribution model but be open to defending your area position but adopting new channels. The owner was fixed on retail but had the opportunity to blanket her local area through a wholesale...

Services for Mortgage Brokers

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Build It In this stage we develop the core of your online platform: A professional website for your mortgage broking business A professional profile on relevant social networks Core outlets for spreading engaging content Optional customised CRM to suit your business Optional email help desk to boost customer satisfaction Boost It In this stage we consider the integration of: Apps to boost...

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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