Operations

SOPs provide an internal benchmark for quality and consistency as well as provide clarity for all staff members in their day-to-day responsibilities. It also helps build a strong foundation for scale and growth.

Advisory Examples:

• Working with team members to map out and document key SOPs
• Identifying gaps and process improvement opportunities
• Training for staff to implement and embed SOP expectations within the business
• Implementation of cloud-based software to facilitate staff training and compliance with SOPs

Establishing sufficient channels for effective feedback and 2-way communication is essential to building an internal culture of accountability and transparency. Implementing structured management processes is a critical step towards this.

Advisory Examples:

• Building agendas for 1-on-1s
• Coaching managers on receiving and providing feedback
• Staff surveys and feedback forms
• Mapping out the different internal channels of feedback and establishing agendas for each

Running a smooth operation requires seamless internal collaboration and communication. Understanding which team member is responsible for a task and understanding whose input and approvals are required prior to a decision is made removes confusion and unnecessary overlaps in workflow.

Advisory Examples:

• Reviewing and improving internal collaboration and decision-making processes
• Working with key internal stakeholders to establish clear rules and processes

Having the right systems and processes in place to manage your pipeline of work provides visibility for workload management and also builds a culture of accountability.

Advisory Examples:

• Implementation of task management systems like ASANA  
• Implementation and coaching your staff team coaching on best practices of how to use ASANA
• Implementation of Gannt chart tools
• Implementation of time-tracking and time-allocation tools such as Harvest and helping you analyse resource utilisation reports.

If your business is in retail, consumer goods and/or manufacturing, establishing an inventory system is key to managing stock levels, orders or production runs. Inventory reporting will also be critical to understanding true landed product costs and profit margins and also identifying best-sellers and sales trends.

Advisory Examples:

• Implementation of DEAR inventory system
• Integrations with Xero and POS systems like Vend and Square as well as Shopify
• Management of multi-site inventory reporting
• Management of accurate stocktakes
• Advice on setting up bill of materials (BOMs) and accurate landed costs for inventory
• Set up of automated inventory reporting templates
• Set-up of B2B automated ordering portals

Dashboards provide a visual and informative snapshot of your business’ performance at a glance. Implementing the right system with the right data will give you the necessary information at your fingertips to make critical business decisions in a timely manner.

Advisory Examples:

• Implementing financial dashboards and automated reporting
• Implementing dashboards to track non-financial metrics such as website and social media analytics, conversion and sales rates and operational efficiency.
• Customising reporting through platforms such as Klipfolio