FreshBooks banner ad

How Small Businesses Can Streamline and Improve Workflow

The efficiency of any small business operation depends on workflow. The better a business owner defines day-to-day processes, the more efficient the team becomes. Learning how to streamline your business processes and improve your workflow is, in fact, one of the core business practices for ensuring increased productivity and business success.

For small businesses that have to compete with more established companies, evaluating operational procedures from top to bottom is key to making necessary improvements. Here’s how your small business can streamline processes and improve workflow.

Workflow management tool

Do an Assessment of all Existing Processes

According to an All Business guest post, business performance evaluations play a critical role in assessing your company’s current state. The key here is assessing each of your processes from the ground up. A good process assessment should address where you are as a business today, what your short term and long term goals are and what needs to be done to ensure you get where you need to be. Whatever you do at this stage will definitely impact your workflow.

Ask for feedback from your employees. Inventory your entire business, from the sales processes to delivery and document processing. Assess your hardware and software efficiency. As you assess your business processes, you’ll get a bigger picture of each specific area. This way, you can collect critical data that will help you streamline your workflow processes.

Analyze Your Results

With the right data, it’s time to look deeper into how you’re running your work processes. Maybe employees are complaining about slower service delivery due to older hardware. Customers may complain about unresponsive or slow customer care. Your warehouse team may be facing inventory challenges due to lack of a reliable inventory software. Analyzing the data collected about your work processes is key to establishing a more streamlined and improved workflow.

Prioritize on Key Areas

After analyzing your results carefully, consider ranking each business process in the order of importance or rate them on a scale of one to ten. This way, you can prioritize your efforts on areas that have the highest potential for improving your business processes and overall workflow. For instance, streamlining your warehouse processes may be your biggest priority.

For other businesses, creating a more effective customer retention management program might actually save their sales team hours of tracking leads and doing follow-ups. With the business world constantly changing, having the right workflow management processes is key to achieving business goals. Prioritizing on key areas will help you enjoy workflow management benefits.

Consider Automating Your Workflow Processes

With an understanding of how your most critical workflow processes work, you should now be looking at steps you can take to streamline those processes. According to Kanban software, a leading workflow management platform, this may involve some automation. Consider talking to your employees in every department and ask them to go over every process and provide ideas about where exact time gets wasted.

Workflow automation analysis

Today’s workflow management platforms offer businesses wider integration and greater customization options, with the right task management tools needed to keep tabs on processes, take control of workflow and better manage unique or routine processes. The key is coordinating interactions between employees and software applications, ensuring a streamlined flow of work and automation of processes.

Prepare to Make Adjustments

Once you have implemented new workflow processes, you should be ready to make new adjustments in your business. This may include retraining your employees, introducing new working procedures and investing in workflow management tools that benefit your business. While new procedures take time to fully implement, make sure you’re tracking changes and making adjustments along the way to improve workflow.

The Bottomline

In today’s small business world, improving workflow efficiency can be the key to sustained growth and profitability. Finding the right way to achieve this in an easy-to-use way is what matters. Workflow management software can be a game changer for any small business.

About author

Ivan Widjaya
Ivan Widjaya 3274 posts

Ivan Widjaya is the Owner/Editor of Noobpreneur.com, as well as several other blogs. He is a business blogger, web publisher and content marketer for SMEs.

Funding Note

You might also like

Tips

How to Keep Your Business Safe, from Stock to Staff

If you run a small business, you’ll know how vulnerable it can make you feel – did you lock up? Are your staff safe in the evenings? Is your stock

Management

What is the Best Environment to Host a Video Meeting?

Hosting a video meeting is a lot like hosting a meeting on location, but with some particular quirks. Learning how to host an effective video meeting is a great skill

Management

3 Services That Can Help Your Small Business Grow in Leaps and Bounds

As a small business owner, one must wear multiple hats, and play multiple roles in order to keep the running costs at bay. When you are on a limited budget,