From Chaos to Control: Systemise Your Business

Automation does'nt mean human-less. Wherever possible, let people run your business for you!

Opportunity Generation

In simple words, this is sales. So, figure out how your company currently reels in new clients, then find ways to systemize and automate those steps. This way, you can streamline your process, cut down on your effort, and keep the new opportunities rolling in smoothly.

Operations

For your current clients, focus on automating how you deliver your services. Once you’ve got that in place, your main job will be handling any issues that come up. The goal is to automate everything else so you can spend less time managing day-to-day tasks and more time solving problems when they arise.

Internal Processes

These are the behind-the-scenes tasks that keep your business running smoothly. This includes daily or weekly diagnostic reports to track your business’s health, and managing the calculation and payment of taxes, which can be handled by a CA and an accounts team. Other essential tasks like generating client quotations and monitoring inventory can also be systemized and kept under regular review. Streamlining these processes not only makes operations more efficient but also serves as a great indicator of your business's overall health.

Billing

This involves gathering data such as attendance records, usage statistics, and other relevant information depending on your business type. Based on this data, you generate and send bills to your clients. Keep in mind that clients might have their own procedures for handling vendor invoices, so factor that into your systemization process. If your business operates on a subscription model with fixed billing, the process is simpler—just send out the bills regularly and you're set.

Recovery

As the end of the credit period gets closer for your older bills, make sure you have someone on your team ready to follow up on payments. In India, this can be tricky since clients often delay. To keep things on track, regularly check your outstanding report. Knowing what you owe vendors and what’s owed to you is key to staying on top of your finances and ensuring smooth cash flow.

Salary

Your business isn’t a one-person show. Make sure salaries are paid on time and increments are handled properly. Keeping your employees happy and motivated is crucial—after all, a healthy team equals a healthy business.