Want to Streamline Your Operations? Use These 4 Tips

Posted November 7, 2018

4 min read

Even a small improvement to your business operations can mean greater productivity. It can help your business run more smoothly, and can also benefit your bottom line.

These are ways you can streamline and simplify your day-to-day operations:

1. Introduce tools to become more virtual

One of the biggest shifts you can make to improve your daily operations is to become more virtual. Using the right cloud-based tools can save you time in a number of ways.

One great example: having a safe and secure online destination for storing files.

When you manage files digitally, you and your colleagues can always access files from anywhere. That means if you are at home, on the road, or elsewhere, you can still access and easily update information when you need to.

The convenience, reliability, and security all make cloud-based file storage a compelling way to collaborate.

2. Make your work visible

Ever wish you could spend less time putting out fires? Or have you ever wondered how a certain breakdown or major miscommunication actually happened?

Consider taking time to visually show how work is getting done in your firm. Sometimes this exercise has been called “mapping a systems view,” but the intention is to show, step by step, how work happens each day.

That allows you to share why you approach work a certain way, and it allows others in your firm to also share why (and how) they approach their day-to-day tasks.

As a team, you’ll have the chance to see, share, and understand how work is really getting accomplished. Even in situations where you think you know all the work that’s going on, this process is sure to be enlightening. It helps to eliminate any form of chaos, bottlenecks or barriers, and puts an end to any finger pointing. After all, the great majority of the time it’s not a people problem, but it’s a process problem.

3. Delegate the right way

Sometimes you may have a feeling that you really do have to “do it all”—and every day, too. But being able to delegate the right way can help you improve your operations.

When you delegate, aim to give people ownership of the project or task whenever possible. That allows them to use their judgement and discretion to get the work done the right way. Trust them to do the work once they are shown how and given context…but also track them along the way.

Also be sure to set expectations, timelines, or other ways of holding someone accountable from the start. Over time, you may have less check-ins or structure with them, but at least start with multiple reviews and/or quality checks after you hand the work off.

Do your best to get to know your people so you can see their strengths, weaknesses, and what work they gravitate towards. You also want to know team members’ personal and professional goals, and how that relates to their current work capacity. That way, you can give them work that is best suited for them, no matter their current role and no matter what else is going on in their lives.

4. Automate tasks that should be automated

Effective delegation can develop leaders around you, while freeing up your time for other work. But certain tasks and actions don’t even need to be delegated…instead, they should be automated.

For example, a tool like CRäKN allows you to drastically cut down on your day-to-day manual data entry. Instead of entering information on a family twice or more, you only enter it once into CRäKN.

After that, it’s instantly populated to the CRäKN whiteboard, the case file, your contract, into your financial system, onto your family authorizations, government forms, the obit, stationery providers, your answering service, your calendar, and even to other vendors who are going to be involved.

That’s just one example of automation that streamlines your operations, saves you time, and also reduces the chance of errors.

Improve Your Business Operations & Save Time With CRäKN

Productivity tips like these will help you maximize your time and allow you to better serve your families. With a tool like CRäKN, you can stay on top what’s happening in your firm, no matter the time of day, and no matter where you are located. The ball is never dropped and compliance is effortless!

Find out more about how CRäKN can help you streamline your operations: request a demo today.

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