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Org chart
People Management

Hiring and Managing People in your Business

Hey everybody. This is Brian, back again with another topic to help you optimize your business to get better outcomes. I’m super excited about the topic this week and what I’ll cover the next few weeks which will tie into it. It’s one of my favorite aspects of business. This week’s topic is people management.

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Changing Leaves
Change Management

How to use Change Management for Better Business Optimization

Hey folks, it’s Brian back again for a new weekly topic. Today I’m going to cover an important topic related to process improvement and optimizing systems within your business. This topic is change management. Change management is really about looking at changes that you’re making in your business and making sure that the right people

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Hiring a new employee with input from a time study
Time Study

Using a Time Study to Improve Hiring In Your Business

I’ve been talking about time studies this week and want to dive in further on how to use a time study to better manage employees in your business. As a quick recap, a time study is an exercise you do for a week or two where you’re tracking the time you spend on different activities

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Holding up a watch to check the time for a time study
Time Study

What is a Time Study and How Can it Help Your Business?

One of the biggest resources used by any business is the hours spent by employees, contractors, and owners on the business. Because of this, it’s also one of the biggest areas with opportunities for reducing costs and making the business more efficient. With all the Clients I work one on one with, about 80% of

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Accounting
Accounting

Connecting Accounting Systems with CRM Data

As your business continues to grow in complexity and your systems grow with it, you want to consider how your systems connect to other systems. In the case of accounting systems, one of the most important connections you’ll want to ensure happens is connecting accounting data with the data in your CRM (Customer Relationship Management).

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Money and a calculator
Accounting

Accounting Systems for Entrepreneurs

Happy 4th to all my American friends! This week, I’ll be covering accounting systems. This is one of those topics that, depending on where your business is, will make your accounting system look very different. If you’re just starting out, it shouldn’t take you more than a few hours to get completely sorted with accounting.

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Lists on a Trello board
Process Management

Using Trello for Process Management

Earlier this week, I mentioned using Trello as the core of a system to manage processes. Today I’m going to cover how to set up Trello in a way that helps you manage processes. If you want a refresher or need to catch up on this week’s topic, go here. Before You Open Trello You’ll

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Swimlane Diagram
Process Management

Small Business Process Management Systems

This week I’m going to cover another subset of Knowledge Management: Process Management Systems. Process management is about setting up the right system or systems to manage the information about your processes. This includes documentation of how processes work (or should work), the development of new processes, tracking of process instances “in flight”, and business

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Impact Effort Matrix
Task & Priority Management

Using an Impact Effort Matrix for Prioritization

I’ve got another matrix for you today that you can use to help prioritize what you should be working on – the Impact Effort Matrix. Just like the Eisenhower Matrix, the Impact Effort Matrix can be used to prioritize work on any level. Use it to prioritize your day, week, or month. Use it to

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