Tools and Apps to Streamline Your Internal Processes
We recently talked about ways to refine your client processes to run your office more efficiently. Now we’ll focus on processes and systems to streamline your workflow with your team.
Hiring? Training? Sharing documents? Technology can streamline processes and provide a helping hand to business owners.
- Human Resources
This is one area you shouldn’t ignore. Your employees are your most important asset. HR welcomes employees into the company and gives them access to resources when they need it.
- Onboarding Employees
Setting up an employee onboarding process gives new hires confidence in your company and sets clear expectations. Make a list of everything you need to make sure they get paid—W-4, I-9, direct deposit information.
You can also use apps to automate the process. This article provides several different options.
- Training New Employees
Giving employees a clear path of what to expect from training is key. How long will training last? Who will lead the training? Where will it take place? What will they learn?
You can use a task management system, which allows you to see their progress and invite different team members to participate in training and provide support for the new hire.
- Internal Team Communication
Allow your team to communicate outside of their email inboxes. Slack is one of the most utilized apps, but there are many other options. Inside the task management system, you can send messages back and forth about projects, tasks, and clients, and those messages are only visible to the team.
- File Sharing System
Sharing documents securely is important. Define what should be shared through encrypted links and what can be sent through regular email.
Providing your team with the right tools will help build efficient workflows and result in a successful company.