Consider this workflow scenario…
Watch this video and ask yourself if you’re in the same boat as John Doe?
Each sales person in John Doe’s sales team seems to run their own task reminder system. Most use Outlook or other third party apps, but outside of this no real workflow system exists.
Let's unpack this scenario in more detail
Setting the data scene
After an initial workflow session between Turrito Analytics and John Doe the following was noted about John’s current system.
Each person had their own task reminder “system”.
Most used Outlook, and some used other apps.
Outside of emails and work patterns, no real system existed in this context.
We had a number of workshop sessions where different workflow needs were identified and discussed. The best place to begin these matters, is to understand where processes repeat themselves, and where a consistent result is desired.
Our solution
We used the base created by Office 365 and SharePoint Online to setup workflows for the following as a starting point for system users to get used to the impact this could have on their daily lives:
Sales process: Proposal document approval through to a notification of Finance to invoice the client.
HR: An onboarding workflow to ensure a new staff member is taken through all the relevant steps, and to ensure the required actions are taken by the business areas involved (such as entry tags ordered, etc.).
A leave application workflow was drawn up to assist in managing the process consistently.
Finance: Expense Claims needed to be processed timeously.
Manco, Exco and Board meetings: Each of these have their own set of criteria, such as the Agenda, Previous Minutes being distributed, Meeting Documentation being distributed, etc. The reminders and processes around each needed to be automated as much as possible.
General: Internal News notifications and Company event notifications needed to be available to staff and easily accessed.
Once John’s staff began to experience the fluidity that workflow management brought to their work environment, they were able to identify additional needs that were also addressed.
We provide the reporting and insight which unlocks our clients’ data. Not only to transform their business but to keep it transforming. In this age of disruption this is no longer a nice-to-have. It’s a have-to-have.
DASHBOARDS
Create customisable and interactive dashboards for your staff which shows real-time data relevant to their roles and performance indicators. Align these indicators with your business objectives and watch efficiencies soar.
REPORTING
Schedule automated and easy-to-understand reports for your staff and clients with relevant and meaningful data. Choose highly detailed or visually appealing and graphical templates or customise from scratch.
WORKFLOWS
Every business has processes to follow in order to achieve goals. From creating a sales order to applying for leave there is a workflow which needs to be followed to ensure control and create scalability.
COLLABORATION
Emailing files like documents or spreadsheets is incredibly inefficient and leads to version control problems and bloated inboxes. Utilizing a collaboration platform means everyone works on the same file at the same time with text, audio or video chat and a host of other useful features.
COMPLIANCE
Whether you need to comply with the POPI Act, GDPR or ISO standards, Compliance is a hot topic and not going away. Luckily at Turrito Analytics Compliance is built into every stage of our projects.
DOCUMENT MANAGEMENT
The digital world we live in means enormous amounts of data are generated daily. Saving on your hard drive or even the Cloud is no longer good enough and will often lead to version conflicts and confusion. Document Management means well organised files which are easily accessible, secure and always available.
ARTIFICIAL INTELLIGENCE
By analyzing billions of queries, reports or statistics from similar businesses as yours, machine learning and AI can give suggestions and insight previously unheard of.
BUSINESS INTELLIGENCE
Our tools can gather your data from disparate sources, collate it, and provide actionable insights and reporting. In this time of disruption this isn’t a nice-to-have, it’s a have-to-have.
