Your business is growing, client needs are changing, and you are ready and eager to invest time and money into a solution as soon as possible to help you be the best in your field - that's great! Did you know that by taking the extra time to do a few things upfront, it can actually save you a ton of time, energy, and money in the long run?
Here are four ways how:
Identify the Problem You Need to Solve
Before you start making changes, stop to consider what your end goal is. Are you changing things for the sake of changing them, or do you have a problem that you are aiming to solve? Make sure that whatever decisions are made are done so with a viable goal in mind. Otherwise, it is easy to get lost in adding new and cool features or processes, without a clear vision for how it will benefit the company as a whole.
Be Future Thinking
Are the changes you are making reactive to get through a short term issue, or are you planning for long term success? Do you have everything documented and your staff cross-trained so that you aren't stuck if one person is out or leaves the company? The extra work you put in now will allow you to continue to grow and make additional changes in the future with more ease.
Know Your Current Processes
Use this as an opportunity to talk through internal processes before moving forward with any changes. It's important to work this out beforehand so that you aren't causing disruptions in your current day-to-day processes. The last thing you want is to realize halfway through that the work you just did is going to mess up a key report you need to run next week. Now is your opportunity to streamline. Document your current processes for the pain points you are solving, before you start taking things apart. This is especially important if the changes will be customer facing or impacting service techs out in the field.
Keep Your Team Involved
Who will be affected by the changes you are making either internally, customer facing or 3rd party companies you work with? Have a point person to ensure things are moving forward and communications are going out to the necessary teams on why the changes are being made and how it will affect them. This is crucial for success. Without it, you may do work in one area to improve, but a process being done by another person or team not in the loop is negating your efforts.
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