How To Implement Excellent Processes Within Your Business

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Ahh, processes and systems. We do love to talk about processes and systems over here at Cone, and we are always looking to improve as things evolve. So, today we wanted to give you a starting point for streamlining a process within your business.

The idea with implementing processes and systems is that you are creating a well-oiled business machine so that everyone in the business and everyone who comes into contact with the business is happy. Sometimes this takes time, and it is an ongoing thing, you are never done.  For example, something that may work at the start of your business may need reworking a year or so in.

So without further a due, here are the simple steps to get you started.

Step 1: Identify what it is that you want to streamline.

* Marketing

* Accounting

* Sales

* Admin

* HR

Then you will want to drill down.

Step 2: For example within the marketing process there will be a whole host of different subcategories.

* Blogs

* Podcasts

* Instagram

* Email Marketing

And these are just a few examples, and I am sure if you are currently running your own business, you know that even within your marketing there are a whole host of subcategories. Whether you do your marketing yourself, or you have an in-house marketing team, or outsourced it is important to have a process to map out each step.

Step 3. Work out what is working and what is not.

With anything in business, things do not run smoothly 100% of the time, what is imperative is how you deal with it.

So, to find out what the existing process is, define what is going right, what is going wrong and who is involved in each step of the process. I find that writing it down on paper helps you see it visually before you take it to the cloud.

To explain my point, I am going to use the example of our Blog writing process here at Cone. When a blog is touched by more than one person in a company it is essential you have a process in place to ensure it runs smoothly with little to no error. From the idea to completion, this is the process it moves through. I must note though, this process is not including the promotion of said blog, this is purely just for the creation of the post.

* Content

* Pipeline

* In Progress

* Visual

* Review

* Approved

* Posted

* Relaunch.

As you can see, there are quite a lot of touch points to ensure a blog post goes out successfully, but this is because generally there are three people involved within creating and publishing the post. There is the person who writes the post, the person who creates the visual (aka the Pinterest and Blog images) and the person who approves the post (ensures it is all proof checked and aligned with the company values). Here is the thing, the main reason why you need a process for this, the person who writes the post and the person who reviews the post can quite often change. Having a process ensures the same level of checking and quality goes out each time.

The main point I want you to take away from this step is when you are creating a new process or a system within your business, note down the variables in which can change, in this example, it was the people writing and checking the posts.

Step 4: Work out what applications can help you manage the project.

There are quite a lot of project management tools out there, including industry-specific solutions which we also do use. For example, if you are in the beauty service industry, you may use a system like MindBody for your booking software or Deputy for staff rota management. These tools are specific for industry and business needs, but for now, in this post, we are just going to focus on general project management tools which include:

* Trello

* Asana

* Monday

We love Trello and have just started looking more into Asana for different uses. But here is the thing, you need to work out what is right for YOU and the solution you are trying to find.

I love how Trello is very visual, Asana does a very similar job but is more minimalistic so it may even come down to how you like to view your projects. With Asana you can also create a list project which is excellent if you are trying to show a team member how a process works as it is all in a list form that they can work through.

Next Steps

Now, of course, this is just a brief starting point. But the main takeaway is precisely that- just get started! Sometimes the idea of getting started is half the battle as we build up it up in our heads.

So, right now, decide what it is you would like to create a process for and identify the next natural step...

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About the author

Chloe Slade is the Marketing Manager here at Cone and focuses on creating content that brings business and lifestyle together. Chloe is a keen makeup lover,  foodie and loves to work from luxurious destinations.