Implementation of your Business Automation Project
Business Systems Improvement Project – Development Stage
1: Project Management
2: Comprehensive Review
4: Initial Set-up
7: Management Meetings
Stage 1: Project Management
We will help manage your project from start to finish and we will involve a range of Our Team, Your Tax Advisors and Existing Staff to ensure a smooth transition.
The number one reason for failure for CEOs, Business Owners and Managers is a lack of systems and accountability.
We utilise award winning software for project management:
Your Business Success software known as the ‘MAUS Hub’.
This is a suite of integrated modules designed to help business improve it’s ability to implement, align and communicate strategies.
Optional modules available to clients include:
- KPI Management
- Project & Milestone Management
- Policies & Procedures
Stage 2: Comprehensive review of existing systems
Business Systems Improvement is our specialty, after a comprehensive review of your existing systems we recommend the required changes and project manage the entire process. This may include hiring new staff or re-training your existing staff in their new roles to ensure your business experiences no down-time.
Stage 3: Recommendations
We are not tied to any one supplier and are happy to go with your preferred supplier. We will however give you advice in relation to known problems that we are aware of. Most software programs have an optimum number of transactions before you will start to experience slowness, consolidation issues and the ability to open multiple windows at once.
Stage 4: Initial Set-up
Once we agree on the program applications and apps you will need, we begin the set-up phase so we can begin the simulation. This means we can trial the new system side-by-side with your old system to ensure everything is running like clock-work.
As long as you capture the right information up-front at point of order, it is possible to feed that information through to all your management systems. If you are not capturing the right data, it will be garbage in, garbage out. And you will blame the apps, accounting systems, collection points and your accountants.
If you do not get the initial set-up right, at some point you will need to go back to the drawing board and start all over again. As your business grows, your systems will grow with you, but if it has not been set-up correctly in the first place, your real-time business reports will not be accurate, timely or giving you the information you require to run your business. The time you will be wasting on manual processing will be enormous. You need to bite the bullet now and fix it before it starts costing you serious money and time.
Stage 5: Testing / Simulation
Once a solution has been agreed upon, we will draw up a time-line for implementation and allocate tasks to various team members. This can be a combination of internal and external staff. We recommend a 3 month period of simulated data to show you samples of what your new management reports will look like. This gives us the opportunity to adjust anything that doesn’t look right.
Stage 6: Training Staff on new procedures
We will review your existing staff and recommend the required roles to complete the new business model. We will help you match the required skills your existing staff if that is what you want. Naturally, this involves an assessment of their current skills, motivation for learning new skills and a review of the number of hours they intend to work.
Stage 7: Management Meetings – Training
It is a good process to organise regular monthly reporting with a one-page snapshot report for Stakeholders to review and ask questions. All members on the Management Team will be given training sessions on how to read the snapshot report and the more comprehensive Management Report Pack – which will be in the same format each month so they will become familiar with the terminology and what questions they should be asking.