Why Is It Important To Have A Good Systems Workflow In Place?

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Having a good system to run your business operations can make or break you. Picture this: Your business is busy and customers are coming out of the woodwork to buy your services. This is great. It is time for them to pay and you offer a variety of methods for your customers to pay including cash. Your customer pays you in cash and you put the money in your pocket and wave goodbye.

What is wrong with this picture you might ask?

It is great that you sold a service to a customer that wanted to buy it. What isn’t great is that you put the money in your pocket and didn’t have a system to record the payment in your accounting software or track the sale by giving your customer a sales receipt.

Why do I need to have a system in place you might ask?

If you want to know how many customers bought your services, what is a hot seller vs. a dud, how much money you made, and also make sure you keep the taxman happy then a system for capturing all this information is paramount.

In my post last week, I discussed that a workflow is an organized system that is created to handle your business operations. Most people know this as S.O.Ps or standard operating procedures. Creating procedures to handle each area of your business will ensure that nothing falls through the cracks and that you are able to measure and track information that is important to you. Next week we will look at tools that will help you to systemize different areas within your business.

Keep IT Sunny!