Examine Business Processes Use Mobility Stay on Top

Whether a new business starting out, or an established business going through a period of change, establishing and maintaining efficient business processes is very important. Knowing what is going on at different points of any given day, quarter, or year has a huge impact on productivity, and is often the difference between a successful business and a struggling one. It’s important, then, to set yourself up for success by closely examining how your business works today, and how you can help your team do it better.

Day-to-day efficiency

Some things need to get done every day for a business to run: dispatching field technicians, billing customers, collecting timesheets, paying suppliers and so on. A lot of these activities involve multiple people processing paperwork. Make sure you have a good way to track and store the data embedded in that paperwork, without resorting to dozens of man hours chasing after incomplete forms or filling in spreadsheets after they’ve been filed. The best systems offer dashboards for things like job completion rates — giving your managers a real time picture of how you’re tracking against goals. No need to chase technicians at the end of the day because managers can spot oversights when they happen, and can take immediate action.

It’s also important to put in place a contingency for how to react when things go wrong. Accidents happen. In case of a safety-related incident, make sure the right person is contacted immediately so they can take appropriate action. For instance, you can configure a mobile inspection form to automatically notify a safety supervisor when a safety breach is discovered.

Quarterly tracking

Quarterly business reviews often seem to come out of nowhere. They spring up every three months, and the mad dash to collect paperwork and crunch numbers begins. Your team has to analyze data to view trends in the business and identify areas of strength and weakness. With effective business processes in place, all these things can happen without the madness. Recording data automatically when it’s submitted, and directing it straight into an analytics system can expedite the process from a weeks’-long review to a fully automated dashboard.

The long-time view

Once you’ve started to collect data in a structured fashion, it’s time to put the data to work by viewing trends over time. An analytics system can help companies view not only overall business trends, but also how efficient an individual worker or team is in the field. Being able to easily access this information means being able to address potential issues before they cause permanent damage.

Conclusion

Efficient business processes are vitally important to companies of all sizes. These workflows increase productivity and allow teams to be more proactive as the business grows and evolves. ProntoForms is an end-to-end solution that covers everything from easy data collection in the field, flexible integration with business systems and cloud services; and analytics and reporting tools. Learn more about how ProntoForms can improve your business processes.