The simple answer is - work smarter not harder. An example is eliminating redundant data entry, which reduces labour costs. Another example is better utilising the software to get all the great features, tools and data from it and save you time and reduce labour costs.
WHAT WE CAN DO
We enable our clients to gain efficiencies by setting up their systems correctly in the first place.
In our experience we have found that it is important to ensure the terminology and format needs to be uniform, consistent and clear so that the details of an invoice for example are customer friendly. Which also means, you don’t have to customise every invoice differently and you can eliminate the need for extra administration.
People often use software to capture information and re-write information per customer. This is not only time consuming but can cause errors and inconsistency on documents you are sharing with your customer.
Our approach is to make our clients aware of what the net result needs to be, every step away is aimed towards that result.
WHERE DO WE START?
• Beginning with customers, jobs, tasks, costs
• Keeping in mind customer friendly communication
• Capturing info to Xero and generate invoice to customer
• Being aware of what the net result needs to be, every step away is aimed towards that result.
HOW WE DO IT
We look at the bigger picture, and we always consider integrations along the Supply chain, looking for opportunities to optimise your workflow. e.g. why would you want to re-key details?
Utilizing the tools that are available in the most efficient manner.
We know our stuff, if you don’t set things up with workflow optimisation in mind, you will have redundant processes at various points along the way.
WHY IT IS IMPORTANT
To eliminate redundant data entry and reduce labour costs and better utilise software. Work smart not hard. Because when you’re capturing your data right, you have one version of data, which leads to one point of truth.