Happy Advisor Inc

https://findmymoney.ca

Are you missing out on money? Take our quiz and find out!

My suggestion to start with your process automation is to have your phone (or a digital recorder) on record and you go about your day and talk and describe what you are doing from the beginning of the task to the end of the task. By recording, you do not have to interrupt your work by pausing and writing as most people cannot write at the same speed they can speak and hear.

I would start off the recording with a title so you can organize the recordings easily - for example:

"Today is Oct 28, 2021 and I am going to send an email to the underwriter at ABC Insurance to get an update on the file."

As you are going through the process and doing things, you can describe the bottleneck issues as well. For example:

"When sending the email, make sure to include the application or policy number in the subject line so we can find it easily when we update the opportunity in our CRM." etc...

My recommendation is that you do this every day for 7 days (or a work week).

This is important because it will give you an objective, high level view of everything you do that you don't even realize is a process.
Once it is done for 7 days, each recording can now be organized in a linear process before you start your documentation process. The best part is that if you haven't yet documented the process, you now have both a raw recording and a transcription that you can share while you make the process more formal in a procedure manual.

Reach out if you have any questions on starting your workflow process!

Jesse Vu invited you to take smarter notes with Otter 1-month Pro Lite* Need help taking notes and transcribing audio? Get Otter with 1-month FREE Pro Lite by signing up here.

You either own a job or you own a process

Managing your business
Documenting your business processes will help you as an entrepreneur to understand your business in terms of its underlying individual processes. You will be able to evaluate the transformation of inputs into outputs, assess financial performance in terms of the value chain, and streamline your business strategy.

Analyse your processes

While documenting your business processes, you will define the norms and standards of your services and products, and be able to analyse the performance of existing processes. If individual employees follow different processes, you will be able to make comparisons and opt for best practice.

The Pareto Principle, also known as the 80/20 principle, also comes into play when analysing your business processes: the idea that 80% of your returns are the result of 20% of your efforts. Analysing where you are spending unproductive time or effort will help you to eliminate inefficiencies in your business.