Improve visibility and accountability in 3 steps

| By:
Linda Brotherton

Businesses of all sizes meet on common ground when visibility and accountability are in question. In fact, the larger the company, the more detrimental a lack of visibility can be.

Without visibility into daily operations, there’s bound to be a lack of accountability and that’s when things really start unraveling. Fortunately, the warning signs are easy to spot. Here are three scenarios to watch out for, and if any of them seem familiar, it’s a sure sign of some major inefficiencies at your business.

Don’t worry, we’ve got solutions for you too!

Scenario 1: Tasks are falling through the cracks

Your sales rep wins a new client and emails the service team with the update. The email gets lost in the shuffle (or the sales rep didn’t send it out right away), and your brand new client doesn’t get the timely attention they’ve been promised.

Solution: Putting the right systems in place will ensure sure all the details are documented and centrally located, so you can guarantee that your customers are getting a seamless experience no matter who’s on staff that day.

A solution like ConnectWise Sell®, formerly Quosal , a quote and proposal tool, cycles information in and out of your CRM, so information is never misplaced during a handoff between teams.

Scenario 2: A tech is out sick today

One of your techs is out sick, and a client they’ve been assisting calls in with a problem. You don’t know exactly what’s going on in their particular case, because the tech keeps track of most of the information by memory.

Solution: Implement tools that will allow your employees to focus on their jobs, and offer training tailored to each employee’s specific needs.

ConnectWise Manage® is a business management platform that helps you accomplish more billable work in less time, centralizing all of your data into one accessible system.

Scenario 3: Employees are slacking on the job

Instead of working on tickets based on their assigned priority, your staff is choosing what they feel like working on first. The priority tasks aren’t addressed in a timely manner, resulting in negative reviews about your business.

Solution: First, answer this question: does your company culture inspire a strong work ethic? If leaders in your business set that precedent, then the rest of your employees will follow. Spend time building up a company culture that rewards accountability.      

Remember, with great visibility comes great responsibility! Take the time to set up processes, implement the tools, and create a company culture based on effective best practices so your company can thrive for years to come.