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Systems Don’t Need to Be Scary

One of the most common reason clients reach out to me is because they are scared to implement new tools and systems themselves.   We are always more comfortable doing the same things we are used to instead of trying something new and uncertain.  

The way most tools and systems are built these days, it’s a lot more difficult to mess things up than it used to be.  Early on in my career I worked with systems that had to be installed on your actual PC and upgrading them was scary.  There were often blocks of code that were referred to as a ‘black box’ because no one really knew how it worked and chances are if you fix one thing, something else would break.  

That is much less the case these days with many of the cloud-based tools we use.  Coding practices have changed and become much more robust and efficient.  In fact, systems and tools are coded to account for users trying to do things they shouldnt.  A simple example, is that you may not be able to add a duplicate record if it already exists somewhere.  Or you can’t submit a form or finish creating a record until certain fields are filled in.  Or, my favourite, you can’t delete a record without clicking two other buttons to make sure it’s what you really want to do.

So, don’t be afraid to play around with your systems and tools to see what they are really capable of.  You’d be surprised at what they can do for you if you take some time to get to know them.

#1: Create test records to play around with so you can see how data will flow throughout the system.

Before you start putting in your ‘real’ data, create some sample test records and go through some typical workflows of how you intend to use the system. It really helps if you have some of your processes and SOPs (Standard Operating Procedures) already documented so that you can follow along and make sure that you cover your most common scenarios.

#2: Don’t be afraid to play around with your settings.

When getting started with a new system, or testing out something new you are interested in using, be sure to take a look at the settings. Some settings or features may be turned off by default. If you never go into your settings you may not even realize the full potential of what your system can do.

#3: Use the Help and training guides provided

Help and training guides available for most software and apps are a good starting point when trying to get to know a new system, or figure out how to do something in something you may have been using for some time. You may find that some systems have guides that are not very user-friendly, and don’t provide much valuable information. That can often be the case when using free versions of some tools. On the other hand, some systems come with very comprehensive help and user guides and it can be overwhelming to find what you may need. Try to use the search features on the tool’s support site to find what you need.

#4: Google your specific problem to find a solution, ideally on YouTube

If you are getting stuck in step 3, then Google can be your friend! There are many videos and help guides that others have created to fill in the gaps. Some can be very specific to solve for a certain issue, and others may be very generic and not helpful. But if you take the time, you may be able to find what you are looking for.

#5: You are not alone.  Reach out to your community to look for help. 

If you still can’t find what you are looking for, reach out to your communities. Find a helpful online Facebook or LinkedIn Group and ask your question. Maybe someone else has had a similar issue and can help you out.

And if you are still stuck. Not to worry! You are not alone. Book a one-on-one training/consulting with me. We can customize your hour to meet your specific needs, or add time as needed. I can walk you through a test account of most systems, or we can use your own.

Grab a beverage of your choice, put aside an hour or two, get cozy and just have fun with it! Hopefully these steps will take away some of the fear you may have with working with systems or implementing a new one.

Kids Learning Technology

This may not be relevant for all of you, but I need to take a moment to chat about how impressed I am with my ten and eleven year old girls and their ability to quickly grasp and adapt to new technology. The educational changes that came with this pandemic quickly forced them to become VERY tech savy in order to succeed at online learning. Both agreed that they didn’t want to take the risk of being in a classroom during this time. While they deeply miss their friends, they have been adapting well to the changes.

I couldn’t even imagine the power of computing technology at their age. I’m impressed with their ability to pick up and quickly understand web based applications like Google Classroom. They both also completely self-taught themselves a few other apps so they could draw, animate and create You Tube videos. Then there are the games… both on the tablet and PS4.

Anyhow.. I’m getting carried away. The main reason for this post, is that when this all hit, and everyone had to move to online learning, I wanted to do my part to help parents in my community whose kids were younger and not so tech-savy. I put together the deck below to provide them with tips and tricks to help them navigate this brave new world of technology. If you find it useful, please let me know … and feel free to share it!

FREE SSL Certificates and why you need one

Have you ever visited a website and noticed that the site was not secure. Did you give that site any personal information, sign up for their newsletter or purchase a product? Probably not. Most of us by now, know to check in the address bar of the browser to make sure that little padlock is locked up tight and secure before we engage with new websites.

How secure do your customers feel when they visit your website? If you are a DIYer when it comes to your website and marketing, chances are it isn’t running secure. One way to quickly check is to type in your website address with https:// at the beginning. If your site is secure, you will connect. If you can only access your website using http:// then you need an SSL Certificate.

But good news! You can get an SSL Certificate for FREE from Let’sEncrpyt and use WP Encrypt to make it easy to install and maintain. Of course, you can also pay for one through your domain provider if you prefer. I bet you’re wondering what the difference is? Generally speaking, (as I’m not a full out cybersecurity expert), it comes down to maintenance and additional validation.

Ready to get your own free SSL Certificate? Check out WP Encrypt! Download the plugin and install it on your WordPress website. Follow the instructions.

FREE SSL Certificates provide basically the same security as paid SSL Certificates. The paid ones bring additional value in being valid for longer periods of time, and additional business (real-life) validation to give visitors extra reassurance that the website is owned by a real business. Paid certificates are usually required for larger, high transactional businesses or government agencies. Most small businesses that have some basic tech abilities can install and manage their own SSL Certificates for free. Using WP Encrypt makes it easier to maintain your free SSL Certificate.

DOES THE PHRASE ‘INSTALL IT ON YOUR WORDPRESS WEBSITE’ CAUSE YOU ANXIETY?
Then, I highly recommend paying the extra $40 for the lifetime PRO version. With the Free version, you need to be prepared to re-install the certificates every three months. With the PRO Version.. you just set it up once and you are done!

Disclosure, this is an Affiliate Link. I only endorse things I believe in and have seen provide value to my business or my clients. This is a great product and I do recommend it! I think the $40 it costs to save the time and hassle of remembering to update your certificate every three months pays for itself pretty quickly!

Are you still confused as to what an SSL Certificate is and why you need one? Check out this video that explains it better than I can!

Sync your personal calendars to your GMail business calendar

I have finally found my new favourite calendar solution for managing multiple calendars.

I was struggling with finding a way to continue taking advantage of the FREE version of Calendly for booking appointments. Most of my clients aren’t quite ready to move up to a paid version… am I right? The problem is that with the FREE version, you can only sync to one calendar, and most people I know tend to have separate ones for business and personal and maybe another one for other reasons… like their social meetup groups.

So, what to do? No way was I going to manage my personal appointments manually by creating them in multiple calendars. I considered including my business account as an attendee to all my personal events, but found that wasn’t doing a good job of syncing them either since if I received an invite in my personal account, they didn’t know to add my business account.

I explored a Zapier solution, but found it too complicated for the average person to setup. I mean, I could have done it.. but I figure if it’s not easy enough for me to explain to a non-techy person, then it wouldn’t be the best solution for clients or potential clients (is that YOU?).

So, I dug through different solutions out there and came across Reclaim’s Lifework Calendar solution. Within a few minutes, following their cleverly thought out prompts, I was able to add my personal calendar events to my business calendar. So, I now have all my events synced in my business calendar. Including the event calendars that I imported from my Meetup.com groups to my personal Gmail account! Seriously… it took me longer to write this post than it did to sync my calendars!

As I mentioned, setup is SUPER easy! Watch my live demo and let me know if you have any questions!

You won’t be lost without Wunderlist

Die-hard fans of Wunderilst will be sad to learn that it is is going away on May 6, 2020. Are you ready? We can help you export your tasks and select a new alternative if you are stuck. Just book a call with us, we can likely get it done during your 15-minute FREE Problem-Solving Session. CLICK HERE TO BOOK.

So, what can you do to manage your tasks and lists without Wunderlist? Well.. the possiblities are endless really… but here are a few options you have

Most users will likely move to the new Microsoft To Do that is replacing Wunderlist. I have yet to try this out in much detail as I tend to use the other alternatives below.

When you first install To Do, you get the option to import your Wunderlist tasks. So this should make for an easy move so that you don’t lost anything you have in progress.

A quick review of Microsoft’s To Do looks promising. I like that it integrates with Outlook and Apps. I have been relying heavily on Outlook tasks lately, so I’m definitely going to give it a test spin!

Other options, if you’re looking to make a switch, are not in short supply!

Other than the popular options of Trello, Todoist and Asana, I have one more option for you…

Agantty. Huh? You’ve probably never heard of it. And to be fair, Agantty is less of a task and list management system, and more of a project management tool. However, it does have an import feature, so you can move over all your tasks with just a few clicks. Find the full instructions here: https://www.agantty.com/en/blog/rip-wunderlist/

Wondering what you can do with Agantty? Read my full review by CLICKING HERE. Oh, and did I mention it was FREE?

Another option to look in to (and I only just learned about it, so stay tuned for a review), is Quire.io . Quire is a modern collaborative project management software made to help visionary teams with big ideas. Like yours.

Agantty Review – Free Project Management Software

Have you been putting off those projects because you don’t know where to start, or you don’t know how you’re going to keep track of all the moving parts?

Many business owners take on projects, without getting organized or having a clear plan on how to get from project conception to completion.  Not everyone is naturally good at planning, but it is something that can be learned.

If MS Project scares you or is too expensive, Agantty is a great free alternative for small businesses, or even for individual use.  This article will help you determine if Agantty is a good fit for you and your business. Click on each heading below to read more.

Overview

Agantty is a free and easy to use online project management tool.  Using a Gantt-chart style interface, you can plan, organize and manage an unlimited amount of projects, tasks and teams with a single account.  It helps make project management easy and fun!

Key Features
  • Gantt Chart Creation
  • Create unlimited projects
  • Tasks with overview
  • Drag and Drop
  • Collaboration and teamwork
  • Rights Management
  • Reminder Lists
  • PDFs
  • User management and admin settings
  • Create reminders and lists
The Good Stuff:

Easy user interface: The whole user interface of Agantty is very intuitive and easy to learn.  I didn’t even have to look at any of the very useful training materials they have to figure out how to create a project or add tasks.

Colour Coding: Each project can have a different colour, which means you can categorize them and easily see each category.  I’d expect this to be useful to either visualize projects by Department, or you can use the colours to define project state.  For example, I’d set all the projects to green, if they start to slip, they would change to yellow and if they are behind they would be marked as red.

Dashboard View:  I love that all tasks across all projects appear on my dashboard and I can easily see what needs to be done today or this week.  It also allows you to view by a custom date range, so you can easily plan ahead.  It is basically a list view or task view and can also be used as a checklist for projects.

Gantt Chart View:  Being able to see everything at once is a bonus.  Agantty allows you to customize your view by easily collapsing or opening the tasks for each project, viewing the chart by days or months and quickly getting to specific task details by double-clicking on elements on the chart.

Drag and Drop:  The Gantt chart has drag and drop functionality, so once you create a task, you can easily change the duration of it by dragging the ends of the bar, or you can drag the whole bar to new dates, or reorder them to make them easier to view.  You can even move the whole project around

Task Assignments and Notifications:  This is critical for managing projects.  The ability to assign a task to a specific person will ensure everyone knows who is accountable for what.  And using the personal dashboard, each person can easily see what they need to get done to meet project deliverables.

Teams:  A team is used to group projects together. You can have a team for each of your departments or functional areas.  For a software project, you can create a team for Designers, another for Developers, and another for the testing team so that tasks can be assigned to each team.

Dependencies: What?  A free project management tool that allows you to EASILY set dependencies?

Upload Documents: Agantty allows you to upload documents from Google Drive or Dropbox to each task.  It’s not the MOST collaborative solution out there, but at least you can point to a shared document to work on if necessary.  Or to provide additional details for the task, like linking to testing workbooks or requirements documents.

Export and Sync to Google Calendar: Using the Export feature, you can export your calendar tasks from Agantty and import them to your own calendar… and sync them so that your tasks are always in your calendar!   You can also export to excel if you need to.

Sharing with stakeholders:  As is the case with many projects, you need to communicate with stakeholders.  I love that Agantty lets you create a public shareable link so that you can share the project details with whoever may need to know, but not necessarily has any tasks assigned to them.

The Not So Good Stuff

Printing: You may find it a bit challenging to get complex projects printed to PDF to be sharable wish stakeholders.

Collaboration:  While Agantty is great for seeing what everyone is working on, it doesn’t work too well for actual collaboration… as in talking with each other.  One of the things I really liked from some other alternatives, is the ability to have chat streams for each task or project.  That is missing here.  Although, not a huge deal because you can always use something like Slack or another to quickly share messages with your team.  Another alternative could be to use the description field on the task to link to a shared space, or provide single line updates.

Recommendations

Recommended for:

  • Individuals who want to plan out personal projects or keep track of goals.
  • Consultants working on multi-step projects for clients that want to track resource time for each step.
  • Small to medium-sized business owners with simple projects
  • Project and Program Managers

Not recommended for:

  • Larger complex projects
  • If you need to print visual calendar charts
  • Multiple projects lasting more than a year if high-level reporting is important.

Want to try it out for yourself?  Visit https://app.agantty.com and let me know what you think!

How to Choose the Best Social Media Management Tool for your Business

Although many businesses do have a social media presence, they don’t all engage their communities efficiently. Engaging your social communities takes some effort and practice. There are a ton of courses and books out there that go into detail about why you need to share, how to share, when to share and who to share with. That’s great… but do you want to spend hours a day curating content and publishing to social media?

As a systems thinker, I know there has to be an easier way! And I’m not the only one who thinks that. In doing research to find my own social media management tool for my small business …. I found at least 30 popular ones… and there are hundreds! How are you supposed to select the best social media management tool for your small business?

The first thing you need to do is figure out what is it you really need in a Social Media Management System. It really helps if you have a social media strategy here… I promise. But let’s say you don’t… you should answer just a few questions before you get started.

Pick 1 to 2 social media platforms to get started.

  1. What social platforms are your customers using?
  2. Which social platforms might they be most receptive to your messages?

Determine how much content you want to share.

  1. How often do your customers want to hear from you on each platform?
  2. How much content do you have to share each week?
  3. How many posts per social profile do you expect to make?

How will you generate new content and manage it?

  1. Are you creating new content via blog posts on your WordPress Site?
  2. Do you want to share links from other social accounts you follow? If so, do you want that included in the Social Media Management Tool you are looking for? Or will you do it separately?
  3. Will you be sharing You Tube Videos you created?
  4. Do you want to share your Mailchimp Newsletters?
  5. For any of the above…. do you want this integrated with your Social Media Management Tool, or will you add the content and links manually to the tool?

How much are you willing to spend?

  1. Are you only interested in a Free tool?
  2. Do you want a tool with a pricing plan that grows as your business grows?
  3. How much are you willing to spend now, and how much are you willing to spend when your business reaches it’s current social media strategy goals? Don’t pick a Free plan that has high paid package pricing if you can’t afford it down the road.

Now, if you’ve gone through and answered most of those questions, well…. you’re pretty close to having a social media strategy now! Way to go! Now you just need to figure out what type of content to share. 🙂

Hopefully you also have an idea of what you are looking for in a Social Media Management Tool, or System. Jot down the answers to the questions above, and use them to evaluate different social media management tools.

A google search will bring up the most relevant lists of possible tools, but I also use these sites to evaluate options and narrow down the search when helping clients select the best system for their business.

If the thought of going through all the various possible vendors out there is too daunting or time-consuming for you…we can do it for you!

Select a System

Not sure which application is best for your business?  Are there too many possible choices and you don’t know how to narrow it down?  We can help make it easy and stress-free!  After an initial consultation, we will do all the heavy lifting and provide you a list of 2 to 3 options compared against your specific business’ needs and evaluated against criteria we will help you come up with and refine.

5 Steps to Selecting a New Business System

You’ve had enough of Excel spreadsheets and writing things on paper! It’s time to get serious and finally get a system that will make your life easier. Maybe it’s a new Human Resource Management System, Finance System, Marketing Software or CRM. Are you ready for it? Have you heard the horror stories of how your colleagues implemented a new system, only to find out it didn’t meet their needs… or worse, cost them more money than they expected?

Selecting a new system is a lot like shopping for a new cereal… but much more critical!

Never fear! All About Systems is here!

All jokes aside, these 5 (not necessarily easy, but very do-able!) steps will help guide you and ensure you make the best decision for your organization

STEP 1: Make sure you actually need a new system.

Yes, I know this sounds silly, but it is REALLY important! Do you know what the problem is that you are trying to solve? Or do you just think you need a system because you figure you should have one, or that it will miraculously increase your sales or improve efficiency? The last thing you want to do is implement a system that won’t solve your true problem.

Before you start, it’s important to have a Project Charter. That’s just a fancy word for a document that justifies your intent and sets clear goals and expectations so you don’t get side-tracked.

Basically, the Project Charter will give you these key things that will ensure help towards making a new system a success:

  1. A solid reason for implementing a new system.
  2. A budget and timelines to work towards.
  3. A list of stakeholders (these may be funding partners, employees, senior managers, specific departments, governement agencies etc.)

STEP 2: Identify your MUST HAVES.

In my world, these are called requirements. You can call them whatever you want… but make sure you write them down clearly. It does take a bit of practice to get this right, and there are different ways of doing them. Keep in mind that once you get to Step 4, you’ll need to determine which of your potential solutions meets these needs. They should make sense to you and the project. ‘Business Analysts use ‘user stories’, but for small businesses, I’d say it’s sufficient to just state what your needs are keeping in mind that each ‘must have’ should be:

  • Unambiguous
  • Testable (verifiable)
  • Clear (concise, terse, simple, precise)
  • Correct
  • Understandable
  • Feasible (realistic, possible)
  • Independent
  • Necessary
  • Not specific to any vendor

There is no limit to the number of requirements you can probably come up with. In fact, I’ve worked on projects with thousands of requirements. But keep it simple and manageable. Come up with as many as you can and as many as are relevant to the size of your overall project. I’d say 20 to 30 is a good starting point for most small businesses.

Some examples of good requirements:

  • Must cost under $10,000 to implement.
  • Must be available on mobile devices (Apple and Android).
  • Should cost under $5,000 a year to maintain.
  • Must be able to track historical data for up to 10 years.
  • Ability to have an audit trail of all transactions.
  • Store up to 1T of data in the cloud.

STEP 3: Narrow Your Criteria.

Once you have your list of requirements, go back and look at the list above and re-evaluate them. Identify which are truly must-haves, and which are nice-to-haves. Keep the list for reference in Step 5 and for future implementation. Pick your top 10 critical ones (give or take a few, no one is going to check up on you.).

Create a chart with all the criteria listed in the first column, and then all the systems you’re planning to evaluate in the top cell of the table like this:

CriteriaSystemASystemBSystemCSystemDSystemE
Under $10,000to implementYESYESYESNOYES
Has 1T storageYESNONOYESYES

STEP 4: Evaluate systems that meet your criteria.

Using the requirements you listed in step 3, start evaluating various systems and fill out the chart. Hmm.. I bet you’re wondering, “But where do I find the systems in the first place?!” How can you know which ones to consider in the first place? Depending on what kind of system you are looking for, there are two sites that could be useful (in addition to a Google Search of course):

  1. https://www.capterra.com/
  2. https://www.getapp.com

These sites both let you search for and compare different options and even let you refine your search by your criteria. Also, be sure to look at the reviews. You may want to add a row for that in your chart. It’s not just about evaluating the software solution, but also the vendor and support you will get post-implementation.

You can also use social sites like LinkedIn or specific Facebook Groups related to your industry or need to ask for recommendations. Networking is a great way to get some ideas of what is already working for others.

Fill out the chart above with the information you find from these sites, as well as the company websites. More detailed requirements may not be easily identifiable. Don’t be afraid to ask for a demo, sign up for a free trial or speak to a sales representative to get more information… just don’t sign anything yet!

STEP 5: Make a decision.

By this point, that is all that is left to do. You have taken the time to give each step it’s due diligence, and now you can rest assured that you have all the necessary information to make an educated, well-informed decision. That said… don’t get stuck in the process. Sometimes, we can keep refining and refining our requirements or adding more alternatives to our list and it gets harder to move past that. Sometimes, good enough, can be enough.

Gather your stakeholders to help you make a final decision. Not only can they provide valuable insight, but if any of them need to be users of the new system, it will help to have their buy-in early on. No one likes change… unless they are at an arcade…. in the 80’s!

No system will match all your needs perfectly, but the right system should be a perfect match for your organization… kind of like finding your life partner. A new system can be a big commitment too. Hopefully, these steps will help you decide which is best for you.

Now get ready for Implementation!

Evaluating Your Business Processes

If you really want to get things done and work efficiently, you need business processes in place.  But not just any business processes, the right ones.  That’s where you can really benefit from increased productivity.  Building a business is something that takes time and dedication… and sweat and tears.  Sometimes you need to go through all the pain before you can really build a process that works for your business.  Processes need to take into account everything you do in the business and the interactions that have an impact.

If you have that panicky feeling every time you think about your business and making sure your customers and your employees are happy, then that probably means your current business processes aren’t working for you.  Evaluate how you do business and the processes you have in place on a periodic basis to make sure they still make sense.  What worked for your business ten years ago, may no longer be relevant.  Don’t keep doing the same things over and over again if they aren’t bringing any value.

Oh.. you say you don’t have any business processes in place?  Oh my.. that is a much bigger problem.  Well, not really.  You do actually have processes in place, but you probably follow it differently each time or feel like you don’t have a process because you’ve never actually spelled it out.  It’s pretty much impossible to run a business with absolutely no processes in place.  If you look hard enough, you will see that there is a process there already.  Taking the time to evaluate how you are doing things will give you the opportunity to see it more clearly and improve on it.

5 Steps For Evaluating Your Business Processes:

  1. Document them.  Write them down, even if it is just with pen and paper. List all the different processes in your business.
  2. Define the process.  For each process, list all the steps it takes to go from beginning to end.  Use numbers to keep it simple… just like this list.
  3. Determine if you have more than one process that has the same set of steps at some point in the process.  These are the processes you can start looking at to see if you can bundle them together somehow.  For example, maybe you find that you have three different ways to complete a sale because the products are slightly different.
  4. Analyze and rework the processes to make them more efficient.  Maybe you can use one order form with slight modifications to handle all three different types of sales.  If you identify an area that takes up a lot of you or your employees’ time, maybe there is a way to make it more efficient.  Evaluate opportunities for training, technology, and resourcing.
  5. Put it into practice, and re-evaluate periodically.  Make sure you communicate the process with everyone and put it in place.  It may not be perfect, but after working through all the kinds and re-evaluating the process on a regular basis, it will get better.

While documenting your processes, see if you can convert any of them into ‘How To’ guides for your staff to follow.  Knowing what’s expected and having something to reference keeps everyone on task and helps employees be more productive.  When you have something to start from, it’s much easier to improve on how you get things done in the future.

And don’t forget… keep it simple and easy to follow!

5 Signs That You Need Better Business Systems

Most small business owners have the same top complaint….. I don’t have any time!

It’s easy to fill your time with non-value added tasks.  Such as aimlessly tweeting, counting your inventory three times a week, manually keying invoices, and using an old-fashioned cash register instead of a point of sale system.

The problem is that you can’t just easily jump into running more efficient systems until you really understand your business and how it works.  You need to understand the business of your business.  You need to understand how data flows, who your customers are and what your overall objectives are.

Depending on your business model and objectives, some small business owners may find that the systems they build from the beginning are actually their competitive advantage because it makes them get things done quicker than their competition.

Typically, you should at least consider and plan for improvements to your business systems before you even open your business. Your business plan should include a section on how you intend to operate your business and that should include any technology, tools, processes or resources that can help give you a competitive advantage.

The reality of the situation is that most business owners that are just starting out are not going to have the capital to invest in higher-end systems. They also won’t have the volume of sales or transactions to justify the cost until they ramp up their business. Keeping in mind that you will eventually have the sales, ability and need to justify these systems, try to keep your initial systems as simple and straightforward as possible. I highly recommend tracking as much as possible either in Excel spreadsheets or in a free tool that allows you to export all your data to .csv. This will ensure that you are easily able to convert your data to a more sophisticated system once the time comes.

What are some signs that you could greatly benefit from improved processes or business systems?

Most business owners will just know when the right time is. No one knows your business better than you. Five key indicators that can show you should consider improving your operations:

1. Your business is in growth mode. Things are going well, you have some extra money to invest back into the business. You want to keep growing and know that in order to do so, you’ll need to be able to better analyze your data to make decisions. This means you need a better way to track it and report on it.

2. Your staff (or yourself) are maxed out and can’t keep up with the demand of your customers. Improving your processes can free up more time, build employee morale and streamline operations.

3. You aren’t using any technology! Are you still using paper and pencil to track any of your data?! Eeek!  There are some great simple tools available that will make your life so much easier and save you so much more time.  Perhaps you’re only doing a few things manually… if so, they should really only be a short term solution or absolutely necessary.  If manually processes account for more than 10% of your overall systems, then you need to systemize quickly or you will fall behind your competitors!

4. You have more than 10 employees.  That number can very between organizations.  But basically, if your staff is growing and you aren’t able to track and report on their details to maintain government compliance, you need to look at a better solution. Any company with more than 10 employees can easily benefit from having an HR and Payroll system to manage their employees.|In most cases, you can still benefit from a system if you have only one employee!

5. You are reading this article.  Whatever drew you to this article is likely a very good reason for looking into better systems.  Even if you are already using technology, there is always room for improvement.  You should conduct regular system audits annually to ensure that your systems still support your current business processes.  Sometimes our business changes, but we don’t update our systems to work efficiently with the new processes.  Taking regular inventory of our systems and technology can be a great competitive advantage!

WordPress Theme Customization

Customizing your WordPress theme is not as hard as you think. I have been building websites on WordPress for over a decade. It just keeps getting easier and easier! There are so many themes to choose from, and the automated setup guide makes it really easy to pick a great looking theme as your launching point. WordPress has even taken the guesswork out of installing an online store! You can pick a theme with a storefront and the setup process will automatically install WooCommerce on your site.

Check out my video walkthrough of a WordPress theme customization. This is a nice high level overview covering some of the basics to editing a page and some of the basic back end settings you should update.

Stay tuned for more videos. Looking for help with something specific? Send me a message and let me know what you’d like to see a video on next!

Install Facebook Messenger on WordPress

Want customers to be able to instantly chat with you via Facebook Messenger? Installing a Facebook Messenger bot on your WordPress website is easy. This short video shows you how to configure the bot on Faceboook to reflect your business. You can choose to send the code to a developer to install it for you.. but why pay for it? Follow along to see how easy it is to install the Facebook Messenger chat bot on your WordPress home page. It just takes a few minutes!

Have questions? Contact us for a FREE consultation!