Improve efficiencies by identifying, documenting and automating the flow of informtion in your company.

1. Workflow & Organization
The little clip art selection is analogous to information being water and your
network and organizational structure being your pipes. How does your IT
structure and organizational structure support the flow of your information?
Do you have bottle necks? Do you have to do manual entry in-between software
programs and departments? Do important tasks and communications get lost in
the day-to-day activity?

2. Workflow & Organization
The starting place for lining up your workflow is your organization chart. If you
already have an org chart, you might want to review it to see if it needs updating. If
you don’t have one, this is an opportunity to take a fresh look at your business. The
organization chart may seem overkill for some smaller businesses but it’s a great
visual tool to help you outline the relationships in your business. Relationships such
as: employee to employee / employee to customers / employee to
vendors/suppliers.

3. Position Description What are the results the position needs to achieve.
Tasks The list of specific tasks
Systems to The process and procedures that are integrated
implement tasks
into the rest of the company and positions
Position description – this is where you reevaluate the results each position is
supposed to produce and how you will measure and report on those results.
Tasks are simply the list of what each position needs to do. The tasks are then
documented into processes/systems that can be managed by the person in that
position. That documented systems helps free them up to operate on a higher level.
If someone has to worry about the small stuff they will not be able to help with
customers, employees and vendors because tasks inevitably fall through the cracks.
Also, if you do not have a repeatable process it is difficult to measure that process.
It is difficult to manage what you cannot measure.

4. How’s your information flowing?
We all rely on computers more
and more and what flows through
the computers and networks is
your information. So each person
working in the organization chart,
in their position is managing
information in some way.
Each one of these categories
touches your main constituents in
some way. Employees,
Customers, Vendors,
Lenders/Investors.
Revisiting how your organization
is structured and the workflow
provides an opportunity to
improve and become more
efficient.

5. Silos of information
Accounting CRM Line Of Business Excel & Reporting
Here’s where you can find the most opportunity for improvement. Most businesses run
multiple software programs and that creates Silos of information. These “Silos” cause
bottlenecks in the flow of information which results in more work, difficulty in reporting
and lost opportunities. If you are now thinking about your business in terms of how
your organization is structured by position, the tasks those positions are responsible
for, the information they produce, receive, send, store and report on you can go to the
next step: implementing some tools that can help improve the flow of communications.
Such as Crystal Reports, SharePoint and Knowledge Sync.
If you would like to have a conversation about improving your workflow give me a call
or email me. dm@baroan.com Dimitri Miaoulis