In order to get the most out of a Cloud CRM, ERP and Accounting Solution – Process improvement is vital to prioritize and alter the work flow of your business so you can create the most value for your business. To have a successful, profitable, growing business you need to create speed throughout your organization, keeping productivity high and expenses low. You need to identify and eliminate any non-value added activities.
Always ask… How can we do it better?
We help make it possible for our clients to improve their business performance by helping them improve their business systems, operational processes and performance measurement techniques which provides the basis for an ongoing continuous improvement program.
Our company has over 11 years of experience in business software consulting and process engineering. Our staff is made up of CPA’s, Business Process Engineers and Management Consultants. We have helped 100’s of companies in a wide variety of industries successfully develop, test and implement new business process management solutions.
Process Improvement Steps – High Level
- Prioritize and define Key Performance Indicators (KPIs).
- Align CRM, ERP and Accounting Reporting Systems with KPIs.
- Benchmark KPIs against Best-in-Class Performance.
- Identify performance targets and CRM, ERP and Accounting Return on Investment (ROI).
- Develop performance plans to achieve CRM, ERP and Accounting improvements.
Process Improvements along with a Technology Upgrade encompasses three main areas:
Simple Automation: This change is a low value / low complexity improvement. It involves no real change to the process and only small improvements in speed due to automation. For example, a company has a report that is generated and sent for approval. It may be possible for the system to email the report instead of someone going in to the system and running the report themselves. If data is keyed in manually then a link between systems could reduce process time and errors due to redundant data entry. The only real difference is that the most basic of manual tasks have been taken over by system processing. These types of process improvements are best suited for repetitive tasks that do not enable the company to differentiate itself from the competition.
Process Redesign: This change is an incremental improvement and could involve the elimination of some steps in the process or a change in the process flow. Using our idea of the report that is generated, analysis of the process may reveal that there is a redundant layer of approval or the same data is being keyed in more than once. Process redesign would involve removing the extra layer of approval or the step required to key in the data the second time. This sort of improvement means that the process looks very similar to its previous state but is more streamlined and efficient. Processing time and costs are reduced through the elimination of these steps.
Process Transformation: Process transformation is the most difficult and most rewarding process improvement that a company can make. Let’s use our example again of the report that is generated and sent for approval. Instead of reviewing this report at a set time (daily, weekly, monthly, etc.) possibly there would be a way for the managers to review and approve the numbers in the system as they are generated. By adding real time review and approval of the data, Senior Management could stop reviewing the old reports and have real time visibility into the business process. In addition, an in-depth process review may reveal that, due to upgrades or process changes in other areas, this report is no longer needed. The company would then be able to eliminate it completely.