The Importance Of BPM For Business Development

In every field, businesses are facing strong competition in markets where customers are zeroed in on perfection. In order to develop your business and grow it to become one of the greats, you’ll need to maintain a high standard of quality and operative processes. For this reason, more companies around the globe are embracing BPM’s – Business Process Management software.

BPM’s are management systems aimed at bettering company performance by optimizing business processes and management. This is a long-term strategy used by the world’s top companies to improve how they do business and drive up profits as a result.

This is why a BPM is essential for business development and why you should invest in one today:

What A BPM Does

No matter the industry, every business has a set of operational processes that are at the core of their business model. The idea is to look for parts of the processes that can be optimized.

So what is business process management? Your business process management analyzes the different steps you take to achieve your company goals. BPMs also cover the analysis of different business processes and their impact on each other. There is no singular way to do these processes, and there are many ways to track how your business is performing. As this tracking is an ongoing task, it’s much simpler to rely on a BPM tool.

The idea behind BPM’s is to get insights into those processes that make your business tick and identify how they can be improved. For the business, this brings the added benefits of achieving improved organization, efficiency, and effectiveness. These factors, in turn, bring about more business agility and increased customer satisfaction and retention.

Benefits Of BPMs

Studies conducted by RedHat found that more than half of their participants stated that their main motivation between adopting BPM is cost-reduction. This is because BPM’s improve business processes by getting rid of redundancies, improving quality control, and highlighting areas where businesses can save. For example, if part of your business process is to review and approve documents, a BPM can highlight ways to make this process less time-consuming.

Another benefit is being able to identify processes that aren’t worth the time or effort and replace or remove them. If you’re working with an internal marketing and sales team, for example, you want to ensure that their efforts are aimed at targets that have the highest likelihood of converting to a sale.

The most successful businesses are responsive and in touch with customer needs, which are ever-changing. This is another area where business process management tools can help businesses grow – by helping them choose strategies that will meet customer demands and preferences quickly. The reality is that many customers today expect businesses to be in top form and have a system like this in place. Without proper optimization, you may find your potential customers looking for different options and turning to competitors instead.

How Business Is Changing

The nature of business is constantly changing, and if you are working on an outdated business model the chances are good you are missing out on valuable opportunities to improve. The biggest factor in business today is technology; it has rapidly changed buying habits, socioeconomic conditions, and other factors that will affect how you approach customers. Having something in hand that will help you meet these demands is immeasurably valuable.

If you are not actively trying to make changes to your business to keep up with the times, you’ll find yourself being surpassed by your competitors and losing key business opportunities. Particularly in times of tough economic circumstances as experienced this year, it’s more important than ever for businesses to differentiate themselves and make their mark.

This is where the importance of BPM’s come in. These systems help you to improve your existing processes and make new ones that drive your business further. Finding the best BPM solution is key to not only identify processes that need to be improved but also to reach the set company goals.

To choose a BPM, you’ll need to consider several factors. After setting goals, you’ll need to analyze current processes and then forecast future requirements that may take place and affect these processes.

Other Important Considerations

Beyond improving cost-reduction and efficiency, BPM’s have the benefit of increasing productivity. When business processes are created that are repetitive or inefficient, they take up the time that can be spent on better things like research and development. By taking the steps to address redundancies, you free up your team to pursue other important tasks that drive development.

If your business processes are reliable and optimized, you are able to put more of your resources into growing the company. When company productivity is improved and innovation is taking place, you can count on customers taking notice. When customers have trust in what you are doing, it becomes easier to retain leads and garner new ones on a consistent basis, which will ultimately boost your ROI.

In this article, we’ve highlighted the top benefits that introducing BPM into your business can bring. While it’s true that introducing a BPM into your business is a long-term commitment, it’s one that can have a significant payoff.

In short, this system is the one that gives you measurable results when you are scaling your business and helps you achieve the collective goals you’ve set for it. With this type of implementation, streamlining and optimization are the names of the game.

Until recently, the way these processes were handled was by mapping steps taken in workflow diagrams and charts, which is time-consuming and complicated. Today, there are many BPM tools that can help businesses improve their processes in an easy way. An initial investment into BPM software could save you more in the future than you would expect.

Upselling and Cross-Selling For Service Businesses

When businesses are looking to grow their earned revenue, there are many marketing strategies they make use of to encourage leads and sales to buy more of their services. Sometimes your most valuable market is found in your own wheelhouse; by targeting your existing customers, you are more likely to make increased sales. This is where upselling and cross-selling come in – these are two strategies used by marketers that grow sales from prior customers and lead to higher retention and income rates.

You may be wondering what is upselling and cross-selling, and can these strategies be used for your business? There are many ways that implementing these approaches can be beneficial to your business. Keep reading for our full guide below.

What Is Cross-Selling?

Cross-selling refers to a method of sales where the customer is encouraged to purchase something in conjunction with their primary purchase.

For example, say a customer has purchased one of your services. Cross-selling would encourage them to purchase a second service to compliment the first, ultimately making sure their purchase is more expensive. A customer interested in purchasing a hairbrush can also be convinced to buy a hairdryer, a more expensive product, if they know the outcome will be better for them.

This strategy is targeted specifically at increasing the revenue earned from a single customer. As a result, the main target is to boost the ROI of your business and drive higher earning potential from each sale.

It’s easier to make sales to customers that are already familiar with your business. Compared to fresh leads, these customers are already familiar with your brand and services and have expressed prior interest. These characteristics mean that it will take little extra convincing to cross-sell another service to them. It’s not uncommon for businesses to sweeten the deal a little more by offering a discount, a free trial, or some sort of incentive.

What is Upselling

A similar strategy to cross-selling is upselling. Upselling techniques refer to a method of convincing customers to make a more expensive purchase rather than their original intended purchase. As for upselling examples, a customer might have an interest in your lower-tier package, but with some input and negotiation from your sales team, they can be convinced to purchase a medium or higher tier instead. This leads to a higher ROI for your business from that customer.

Upselling comes down to suggesting a product that will be an upgrade from the purchase they originally had in mind. The trick with this strategy is listening. By following that person’s user journey, and understand pain points they may have, your sales team can introduce the idea of a more comprehensive and expensive service with a higher likelihood of acceptance.

Upselling can be more effective than cross-selling. It’s easier to sell a customer a higher-cost package one-off than it is to convince them to buy more than one service, but both approaches have their own merits and disadvantages.

Upselling Vs Cross-Selling

These strategies are sometimes referred to interchangeably, but the reality is they are representative of very different scenarios. The main similarity is that both approaches can take place at the point-of-sale and be facilitated by a salesperson or customer success person using a BPM tool. These team members can both cross-sell and upsell to customers that they think would be interested, usually, once they’ve purchased an initial product.

Cross-selling can alert customers to services they may not be aware of and help them build trust in your brand. Upselling, on the other hand, is more concerned with showing customers how their needs may be fulfilled better by a higher-tiered package. Another thing that both these strategies have in common is providing additional value to customers.

Customers often express interest in multiple services or features during email and phone conversations, and this is where the opportunity to cross or upsell arises. It’s important to pay attention to the customer’s interests and questions, as these can signal the biggest opportunities to launch these strategies. Whatever you recommend has to truly fulfill their needs.

How To Upsell And Cross-Sell

So how do you enact these strategies for your business? The first step is to study your customer demographic data and understand their goals. Every industry has it’s pain points, and by knowing these ahead of time your sales team will find it easier to spot cross-selling or upselling opportunities.

The key is to try to map out the customer journey from start to finish and identify the step at which most cross-selling and upselling potential arises. Typically, the best time at which to mention cross-selling or upselling is when they’ve purchased a service from you in the past, or while they are onboarding for your service.

The easiest way to be able to cross or upsell to customers is during phone or video calls. One-on-one contact gives your sales team the chance to really bond on a personalized level with customers, and once that trust is established they will be more inclined to spend.

Cross-selling and upselling are two key ways that service businesses can increase their revenue from their existing customers. While similar in nature, these methods do differ, but their ultimate goal is the same; to understand customer needs and recommend ways to alleviate them that are mutually beneficial.

The good news is that implementing these strategies for your business is less complicated than you think. It’s easier to sell to existing customers than to leads that have not seen the value of your services yet, and that’s what you will need to capitalize on. To kick off the process make sure you are using tools that help you track customer journeys, and that your sales team is taking a more personalized approach.

These are two methods you should add to your marketing strategy for maximum ROI, customer retention, and success.

Why Business Process Management Is Essential for Your Company

To drive your company forward and have sustainable growth, you need to have your internal processes managed. Establishing solid business workflows is essential for your business so you can control your costs, improve the productivity of your team, and avoid mistakes or inconsistencies.

You might wonder how exactly to create your business processes to achieve your business goals and improve productivity. You may implement a business process management software such as SaaS BPM. The software is designed to optimize your processes, deal with recruitment, assign different activities to team members and more.

Are you curious to learn why process management is essential for your company? Let’s find out which are the most important benefits of using a BPM tool for your company’s operations.

Full Transparency and Better Visibility of Your Business Processes

If you are just starting your business and managing a small team, working with spreadsheets or simple project management systems could work for you. But once your business grows and you need to hire more people, things can mess up.

As you onboard more employees, you won’t be able to manage everything and keep an eye on all their operations. You will have to delegate specific tasks and make sure your employees complete them within the set deadlines.

Using SaaS BPM, you can have better visibility, as you can create roles for each of your team members and assign corresponding activities. This way you will monitor how the process runs and tasks get completed. In case of problems, you can always improve by changing activities, assigning tasks to other team members and continuously optimizing responsibilities until the whole organization runs smoothly.

Improve Productivity Across Teams

Productivity is often connected with establishing clear goals for your team members. This begins with setting up an effective job description for each position in your company.

This is important for managers and employees because both sides will have clear goals to follow. This way, your employees will feel engaged with the company’s goals and they will understand how they contribute to the whole business.

How could SaaS BPM help you with this? When you onboard new team members, you assign a role for each of them. The role has a detailed description of all duties and responsibilities related to it. Hence, your employees will have a clear understanding of what’s expected from them and what their tasks are. This will prevent future frustrations or misunderstandings between employees and management.

Standardize Your Processes

Your company needs to have a clear plan of how things are done and establishing best-practices. If your processes are not standardized, it won’t be easy to follow them.

Once your processes are standardized, it becomes easier to improve or optimize them in the future. A big advantage of SaaS BPM software is it will help you establish standards when onboarding new hires.

It will help you create different roles from job descriptions so you may assign onboarding tasks and easily monitor the onboarding process.

Improve the Cross-Department Collaboration

Poor communication can have devastating impacts on your company. From stress to unmet expectations, low productivity and dissatisfied clients.

Communication is the key. Effective communication strengthens the connections between different departments in your company. This will help your whole time to be on the same page and work together as a team towards a common set of goals.

BPM could help you improve cross-department collaboration, which will bring benefits to your company. If you don’t have proper business management processes, different departments can be unaware of what other departments are responsible for, which can have severe impacts and even cause losing clients.

Make Your Business More Efficient

Business efficiency is all about making the best possible use of your resources. By improving your business efficiency you can reduce costs, boost productivity, invest more time in innovation and looking for new opportunities.

Businesses that implement BPM software may find that they can decrease costs while increasing productivity. Benefits result from determining how the process would function under optimal conditions, adjusting the process to help it achieve high performance and implementing controls to monitor the process’s future output.

BPM software helps enhance productivity by eliminating redundancies and automating manual tasks in order to decrease the potential for errors and rework.

Increase Your Business Agility

The world is changing and new business trends are steadily rising. Your business needs to adapt to new conditions so flexibility is quite important for your company.

SaaS BPM allows you to create processes that are flexible and easier to follow or adjust if needed. You can easily create and reassign tasks from one team member to another and track down processes, activities and meetings across the organization.

Stay Competitive

When your processes are inefficient, they become filled with waste. This means you waste time on insignificant things instead of focusing on research or new business opportunities and development.

Without streamlining your business processes, you always will be focusing on operations. And this will limit innovation and you will fall behind your competitors.

When business processes are automated, repeatable and efficient, your business will have more resources to dedicate to growth and development.

What are the main benefits of SaaS BPM?

Business processes can be quite complex and challenging to control. Implementing a BPM software could help you better manage your teams and increase organizational efficiency and profitability.

However, BPM tools may differ quite a lot on their capabilities. In this article, we’ve featured SaaS BPM as an example and showed you how it can play an essential role in polishing your internal processes. Let’s quickly sum up what would you get if your sign up for it:

  • Better overview where you can track personal responsibilities, activities and communication across your whole organization.
  • More visibility and transparency to quickly introduce new processes, assign job roles, set up tasks estimates, and stay up to date with task completion.
  • Empower managers to set up SaaS BPM instances for different management teams that can independently design and implement processes for their own departments.

Are you willing to improve your business processes? Sign up here.

How To Manage Quarterly Financial Reviews And Reporting

For many businesses and financial departments, there are major challenges to overcome when financial reporting periods come around. Reviewing your business finances on a regular basis is essential to successfully plan your future financials. The problem is knowing where and when to start, and how to make the whole process more efficient.

Preparing quarterly financial reviews and reporting includes many arduous tasks such as checking balance sheets, cash flow statements, and other key financial documents. Depending on the business that you are in, you may need to focus on a myriad of other factors and data points that are crucial parts of your organization. Doing quarterly financial reviews can help you keep track of your incoming and outgoing money, as well as your business goals.

The more info you need to include in your review, the more complex reporting becomes. That’s why we’re covering how to make a quarterly report in more detail. This is how to manage quarterly financial reviews and reporting the right way:

The Basics of Financial Reviews

A financial review or quarterly report is a collection of financial statements that have not been audited yet. Usually, these reports involve looking at documents like income statements, balance sheets, cash flow statements, and others issued in the past three months. Apart from these quarterly figures, financial reviews can also include comparisons to statements from previous years. Collecting all of this information will help you see if your business is operating within your means – especially when it comes to finances going out.

When do companies typically report quarterly earnings? The answer is that it will depend on the type of business you have. The majority of companies have set accounting periods that end on specific dates in the financial year, and this is when they do their financial reviews. Usually, the quarterly dates are at the end of March, June, September, or December. Some industries, however, follow different financial calendars and their year-end figures are reported at different times. It’s best to research what the standard practice is for your industry.

The Challenges of Financial Reviews

As important as quarterly financial reviews are, they can also be challenging to conduct.

One of the biggest challenges is that financial reviews are slow and complicated to compile. Finding all the relevant data, and then putting it into a concise report is often easier said than done. Financial reviews are often viewed not only internally by the rest of your business team, but can also be put forward to stakeholders and potential investors. If there is something missing or incorrect in your report, you can bet that questions will come up from these individuals.

It’s a lot of pressure – all the included information has to be 100% correct and needs to be triple-checked, slowing down the process even further. Other challenges that add additional pressure are having to comply with requirements set by the local government. These requirements are also ever-changing, causing further delays as financial departments work to comply. Every quarter can be different from the last as a result.

What Must Be Included

While the exact documents included in financial reviews can vary between companies and industries, there are some common features that come up in many. Most quarterly reports have executive summaries, goals, objectives, comparisons, and challenges listed, interspersed with the latest financial data available for the business. Sections on challenges may include strategies that can be employed to overcome them. For example, if your financials are down in this quarter compared to last, you can add strategies that you can use to improve them such as putting more time into marketing.

Many quarterly reports include data from previous quarterly reports in order to show year-on-year comparisons. This aspect becomes particularly important when approaching stakeholders or potential investors. Financial reports are typically data-heavy – many financial reviews are filled with graphs and spreadsheets which further illustrate the performance of your business.

How To Manage Quarterly Financial Reviews

As mentioned above, once a report has been created and delivered to the relevant parties, you can put money on the fact that questions will follow, such as “How did we get this number?”

With experience, you will learn how to anticipate these questions and include them in your report from the get-go, leading to fewer follow-up questions in the future and a more comprehensive report. Some business process management tools have built-in features that can be used to do reporting and analysis on factors like recent trends and variance compared to the previous quarters.

Remember for future projections, versioning will be critical. When doing future projections for your business, you should do a version which has conservative predictions (such as the market being down), a version that is in the middle (a market performing as per usual) and an aggressive prediction (markets performing positively above and beyond the expected). This makes your report more comprehensive and gives key stakeholders a better idea of how you plan to target the next quarter.

Often, companies will also include estimates of their key metrics for future reporting periods and use them as a goal to reach and even exceed. This goes well with the projections made as previously mentioned.

While there is some variation in how companies handle quarterly financial reviews, there are also lots of features that are common, such as comparing previous financials, projecting future ones, and strategizing for current market conditions. Preparing a quarterly earnings report is a slow and effort-intensive process that requires a lot of preparation, but using the right tools, the process can become much faster and easier to complete.

At the end of the day, you don’t want preparing for this report to affect your overall productivity. Quarterly financial reviews need to be completely accurate which adds a lot of pressure. With some experience, creating a report of this nature will become less intensive to conduct and instead become a process that is simply advantageous for your business.

The Ultimate Guide to Managing a Team of Assistants

If you are a busy entrepreneur seizing business opportunities all the time, you can’t do everything by yourself. Imagine you need to schedule appointments with clients, make sales, create business strategies, respond to emails, answer phone calls, post on social media, and so on. This is a huge overload.

Many entrepreneurs find a solution to this issue by hiring personal assistants and outsourcing them several tasks. By optimizing and automating those tasks, they are able to focus on more important things such as planning business growth strategies.

But assistants also need to be managed. If you are wondering how to optimize your assistant’s workflow you can implement a business process management software.

Specifics of a Team of Assistants

Nowadays, you have the option to hire assistants on-site, as well as virtual ones. Did you know that virtual assistants could reduce your operating costs by 78%?

A team of assistants should support business owners on several tasks, such as:

  • Responding to emails
  • Research
  • Helping out with presentations
  • Taking phone calls
  • Helping with social media, аnd more.

If your business grows big enough to hire a whole team of assistants, you might start facing several problems in terms of roles, responsibilities and lack of visibility. How to make sure your entire team stays on track? A SaaS Business Process Management (BPM) software might be a good fit for your business.

The software will give you full visibility across your whole team because you will be able to track delays, tasks and overall performance. This happens with assigning roles to your assistants, setting up repeatable tasks on a daily, weekly, and monthly basis and easily keeping an eye on the whole team.

Let’s examine in more detail how the SaaS BPM will shed light on your team of assistant’s performance to increase productivity and optimize internal processes.

Assigning Roles to Each Team Member

Each assistant from your team should have a clear understanding of what its role in the company is. When you create a new role, you need to add a description. Everyone in the company, not only the assistant, should have no doubts about their role and responsibilities in the organization.

If they don’t have information about what’s expected from them, this could lead to bad performance, miscommunication and frustrations.

As the above example from the SaaS software shows, you can create different roles across your organization. As an example, we’ve created a Social Media Assistant role and we’ve written a brief description.

When you hire an assistant to manage your social media accounts, it will be clear for the new hires that they should be responsible for Facebook, LinkedIn, Twitter, and other platforms that can be added at a later time.

Set Repeatable Tasks and Automated Activities

Creating repeatable tasks or activities will prevent future errors, delays, or overdue tasks. When you’ve got tasks triggering off of due dates, you’re taking a step away from relying on your memory or sticky notes on your desk. Also, it will save time because you need to create a repeatable task, add a due date, assign it to your assignee, and don’t worry about it anymore.

Let’s see how this works using SaaS BPM.

Once you’ve created a role, you can assign it to the respective person from the team who is hired for this particular job.

In SaaS BPM you can create activities and assign them to the responsible assistant. You are able to set repeatable activities on a daily, weekly and monthly basis with recurring dates.

Check the screenshot to see how to assign the activity to your teammates. The Social Media Assistant has one activity that needs to be completed every day – to post on Facebook.

After creating the activity, you choose task duration. In this case, posting on Facebook should take 45 minutes. Then you may schedule the task to be completed before a certain time – in this example- at 11 am.

You can assign the activity to the Social Media Assistant who should create posts for Facebook every day and post at 11 am. Once its done the assistant can mark the task as completed.

Improved Reporting and Visibility on Tasks Completion

Visibility and transparency are critical factors for managing teams and keeping team members on track for projects and daily tasks. With BPM software, entrepreneurs or managers can monitor if their teams are on track with their to-do lists and complete their assignments on time.

If there are tasks that are delayed by team members, there could be a problem with the workflow if it’s outdated or a new team member needs to be onboarded. The clear overview of task completion will give management valuable insights on how they can optimize their processes internally.

Switch Responsibilities and Roles Between Assistants

When you have a clear distribution of your team of assistant’s responsibilities, you will have a better overview of the workflow and adjust it when needed.

For example, if someone from your team needs to take a couple of sick leave days, you can easily transfer the activities to another teammate.

You have a list of all activities and teammates you can filter per activity, user or role. Then you can assign the activities to one assistant to another one quickly without losing track of the workflows, goals, or causing stress in your team.

Collecting Data and Files Easily

If the process requires sharing content on social media, updating blog posts, creating videos, or sharing files across teams, it would be easier to have them in one place.

If we use the example with the Social Media Assistant, who needs to post every day on Facebook, this will require coordination between the designer and the copywriter. They should also have repeatable tasks for Facebook posts, so they won’t forget about them.

Wrapping up

In this article, we’ve focused on how the SaaS BPM can benefit entrepreneurs or business owners and their team of assistants. As the software focuses on recurring processes, this will help you build transparency, visibility, and a clear overview of the whole company.

Managing a team of assistants can be challenging in terms of coordination and communication between them. You can create daily checklists, repeatable tasks and set goals. This way, you will make sure the deadlines are met and the workflow works smoothly.

Six Ways New Managers Should Lead Their Teams Without Sacrificing Productivity

Handling a team as a new manager can be quite a handful. You are most likely trying to lead your team without disrupting their productivity, which can be confusing and complicated, especially if you are a newbie.

You’ve most likely undergone a few classes or training before becoming a manager or team leader. This will help you improve your leadership skills so you could lead your team to success. However, not everything will be taught during your training, which is why today, we would like to help you become an even better manager by leading your team without disrupting their workflow.

Communication Is Key

It might seem counterintuitive to try and communicate with your team at all times, but proper communication is key to being productive. You don’t have to talk to your team members several times a day – all you need is one meeting that will cover everything so you are all on the same page.

A lot of new managers can get quite uncomfortable when communicating with their employees, especially since most of them are not sure how to approach the team. Additionally, new managers might feel a little aloof when it comes to giving direct feedback about an employee’s performance. This might make you feel like you’re walking on eggshells, which can then hinder your employees’ productivity.

To keep everything fast and simple, try communicating with your team members on their own terms. Some of them might prefer having to talk through chat, while some would prefer talking to you face-to-face. Ask them what they would prefer and adjust to their needs so they can still be efficient with their tasks and not dwell too much on communicating. If they prefer talking or opening up through chat, then consider using a tool such as SaaS BPM, as this can help you catch up on everything that’s happening in the team. It will help you track their mundane activities and easily transform job descriptions into repeating tasks.

Open To Feedback

Proper communication goes two ways – you need to listen, too. Talk to the team as a whole and try to pinpoint what the problem is, how to resolve it, and some processes that would help with the conflict. Always be ready to lend an ear to your team members and listen to what they have to say. This way, you can resolve issues without having to disrupt the productivity in the workplace.

Try to find a balance between resolving issues and letting your employees continue with their tasks. While resolving issues and conflict is a must, it can sometimes get in the way of productivity. You need to find a way to interfere less and resolve more issues without disrupting productivity in the workplace.

Don’t Stop Learning

As a new manager, you have to make sure that you will not stop learning. You still have a long way to go, and you definitely should be open to learning new things that will help you advance in your journey.

Take advantage of the training and classes that your company is offering. Sign up for manager training and always make sure to put them all into good use. If your company is no offering leadership training, then go ahead and look for one online. There are a couple of classes that you can enroll in.

Consider reviewing the things that worked and the ones that didn’t under the previous management. Take proper training for it so you can see what you can do to improve the system. It’s your job to communicate with the executives and other leaders so you can properly lead your team and increase their productivity.

Focus On Helping Your Team Grow

Happiness, satisfaction with the job and position, and performance levels are all tied together. As a manager, you have to make sure that every member of your team is happy with their roles and responsibilities.

To ensure that productivity is on top of the list, always challenge your team members or employees to be a better version of themselves professionally. Nobody wants a boring or dead-end job, which is why you should ensure that they have the capacity to follow their dreams, grow and improve in your company.

However, you should also make sure that your employees would not feel too tired or burnt out because of all the tasks that they are asked to perform. Keep a good balance when it comes to delegating tasks so everyone will be challenged to be a better employee. Make your team members feel that they are valued and seen by rewarding them after they’ve done a good job.

Be A Good Example

If you want to lead your team to success, then you have to be a good example that they can follow. Your employees will most likely keep a close eye on you and look at your every move, especially if you are a new manager. For example, if you come to work late, then your employees will think that it’s okay to arrive late since you do it yourself. If you want them to be at their best professionally, then make it a point to lead a good example.

Ask Them About Their Plans and Suggestions

As a new manager, you have to be aware of how your team members are doing professionally. Ask them how they feel about the job and if there is anything you can do to make their tasks a little bit easier. It is your job to lead your team to success without disrupting productivity, and knowing how they work around it is key to definitive success.

Catching up with them once a week is okay, and you can do this during meetings or one-on-one chats.


Always remember that every individual is different and that your team members have different personalities, routines, and behavior. Make an effort to know each one of them so you can lead them properly without having to sacrifice productivity in the workplace. Incorporate a BPM tool today such as SaaS BPM to make team managing a lot easier!

7 Tips For Professional Work Allocation Across The Company

When it comes to being a manager, delegating a fair amount of work and tasks to your employees should definitely be one of your main priorities. Improper delegation can cause chaos and ill feelings between managers and their employees, which is not healthy for the office environment.

It can be a bit tempting to try and delegate the work to your employees who get the job done faster, but you should always remember to be fair and evenly distribute the workload to everyone. For this to be possible, you need to have a clear strategy laid out so you would not have to worry about it later on.

Today, we will discuss some of the things that you’d have to keep in mind when delegating workload across your teams and the whole company.

Familiarize Yourself With The Workload

Before anything else, make sure to familiarize yourself with the workload. This can get confusing if you have multiple plans, projects, and tools that you usually use on a daily basis. To get on top of everything, try following these simple tips:

  • Make a list of the active and on-going projects that you and your team are handling. This will help you become organized and in control of all the tasks.
  • Make a timeline of every single project that you are currently dealing with. Know which ones should be done first and which ones can be handled later on.
  • Divide the projects into smaller tasks. Once you finally have a list of what should be your main priorities, try breaking the workload down into smaller chunks so you’d know how to properly delegate.

Discuss Their Roles

Your employees most likely know what types of work they are supposed to do based on their titles. However, sometimes, you just have to discuss the exact tasks that they are assigned to and what is expected of them.

Activity allocation across multiple roles

Before a project starts, make sure to discuss every single detail with your team members. Be clear and concise about what types of tasks they are supposed to do and when they are expected to finish each. You should also make sure that you are assigning the right tasks to every team member so the outcome would be positive.

You can also discuss this with your team members or employees so you’d know if they are comfortable with the tasks that are being assigned to them.

Have A One-On-One

As a manager, you have to be open with talking to your team members individually. This will help you gauge their strengths and weaknesses so you can properly delegate the tasks amongst them. Talk to them about their goals, insights, blockers, and suggestions.

Some of your employees might have a difficult time saying no to you, so make sure to ask them if they can handle the workload or if they already have a lot on their plate. Let them know that it’s alright to be honest and say no rather than not being able to deliver on time.

It is also your duty as a manager to talk to your employees and ask them about certain blockers. Let them know that you are always willing to help and listen to them to get the job done faster.

When it comes to high performers, it can be quite tempting to give them all the tasks, especially if they deliver in a timely manner. However, you have to let them know that while you appreciate the work that they do, they also have to give way to their colleagues so everyone can do what they are expected to.

Communication is key, especially when it comes to managing teams and employees.

Create Your Own Routine

As a manager, it might seem easier to just go with the flow and delegate the tasks as you go. However, this practice is not healthy, and therefore, you should make it a point to create your own routine to get things done the right way.

Executive activities early in the day

Once you’ve properly allocated the tasks, make sure to check-in on your employees every day and by the end of each week. Know how they are doing with their tasks and ask about their progress. This way, you’d know when the project will be finished and what each of their blockers is.

Be Ready For Adjustments

Just as we have mentioned earlier, blockers can keep you from following the timeline. With this in mind, you have to keep an open mind when it comes to adjustments. This is the importance of knowing where your employees are with their tasks and asking them if they need extensions.

You can also ask them if they need any type of help with the project so you can assign someone to help them with it.

Try Using Some Tools

If you are still having a difficult time managing your teams and distributing the workload, then consider using tools that could help you get the job done. SaaS BPM is a software that can help you manage your teams responsibly and fairly. It can help you save time and effort by letting you know about the projects’ development without having to conduct daily meetings.

Additionally, communication is so much easier when everyone is using the same tool.

Know Your Employees’ Strengths And Weaknesses

If you have been working with your employees for quite some time, then you are probably already familiar with their strengths and weaknesses. If not, then you can talk to them one by one and ask them what they can bring to the table.

You should consider their professional experiences too, as this will definitely come into play later on in the project.


Managing a team of people, no matter how many persons you have in a team can be quite overwhelming. Make sure to put these tips into mind and practice them to make your workload seem a lot easier and enjoyable. Always talk to your team and keep everyone updated so you can expect a positive outcome with your projects.

SaaS BPM is the perfect solution for executives, entrepreneurs, and managers eager to increase performance internally and improve transparency toward their staff. Sign up today and include your recurring activities across different roles and individuals. Keep track of completion rates and communicate comfortably with your staff – all process additions will be marked automatically in their schedules.

5 Reasons to Use Business Process Management Software as an SMB

Business process management (BPM) is the discipline of organizing and optimizing internal workflows and initiatives across an organization. BPMS is a software solution that provides total visibility into your company’s business processes. It enables managers in creating automated activities and repeatable tasks within the whole organization. 

The technology focuses on repetitive processes that can form predictable patterns. This helps businesses to organize their processes better and have a clear picture of the entire company’s activities.

What Is a BPM Software

A BPM software can help teams to scale their productivity in order to boost process efficiency across the whole company. In addition, it can support all departments such as HR, sales, finance, support, tech, marketing and more. 

A business process management software could support small and medium-sized businesses shaping their internal processes and keep different aspects of operations running optimally.

what is BPM software

It could solve different problems companies are facing when speaking about communication, visibility, and accountability. 

In case you are a business owner or a manager trying to optimize your internal processes towards visibility and better planning, we might have a solution for you. Check out those five reasons why implementing a business process management software can help you grow. 

1. Gain Control of Chaotic and Unclear Internal Processes 

Businesses face different challenges. One of them is unclear internal processes, chaos across projects, tasks overdue, mistakes and more. 

It’s essential for a company to have a clear and strategic plan of how things are happening. BPM technology can improve internal business processes with standardization and automation. 

There are plenty of processes that are repeatable. You don’t need to rely on sticky notes nor different reminders. If you need to send an invoice at the beginning of the month to a client, reimburse travel costs to employees, monthly bills, following-up emails and more, you can easily automate them by creating repeatable tasks. 

Automation won’t only put internal processes in order but will save your time which you can use in something else, like planning future sales or marketing strategies for your company. 

you company departments benefits

Different departments in your company can benefit from automation such as:  

  • Marketing: social media posts and planning; blogging and scheduling time-sensitive blog posts; analysis monthly reports 
  • Customer service and support: email responding; following-up on clients; sending surveys asking for feedback 
  • Financial tasks: invoice reminders; receipts; monthly bills 
  • Administrative tasks: backing up files; planning; sharing calendars; online forms; job recruitment; daily to-do lists

2. Improving the Onboarding Process for New Roles 

Onboarding new people to your company can happen much easier if you have an automated process for it. 

Onboarding new staff members with predefined activities

Each BPM software has different features that can help companies with assigning new roles of new hires. SaaS BPM for instance allows assigning repeatable tasks per job role. What does it mean? 

For example, you need to onboard a new marketing person to your team. The first step is to create a new employee profile. You will be able to do it quickly as you can follow profile templates. 

The next action is to create repeatable tasks such as – respond to guest blogging emails each Friday and plan the social media posts for a month ahead. The software provides the ability to create tasks for each job role you need daily, weekly, bi-weekly and monthly. 

One of the cool features of the SaaS BPM is that you can visualize the team activities in multiple ways such as table, grid, list, or mindmap. 

All this automated process won’t only support new hires in their first days of the new company, but will also help companies to improve this process along the time. 

3. Improve Communication and Visibility Across the Organization 

Improve Communication and Visibility Across the Organization

The costs of poor communication are enormous – $37 billion in 2018 according to global Holmes reports. In addition to this data, 400 surveyed corporations with more than 100,000 employees in the U.S and U.K estimated that communication barriers cost the average organization $62.4 million per year in lost productivity. 

The lack of proper communication and visibility can threaten the entire company. Everyone in an organization needs to be on the same page. Teams need to work together toward achieving a common set of goals. 

If the connection between different departments is broken this can seriously impact your business. 

Without business process management different departments can lose the connection and become entirely unaware of how processes relate to or conflict with one another. 

BPM software can significantly improve cross-department collaboration because everybody can visualize and understand the process and their role in it. The management team can have access to all the information and have an overview of the entire company. 

This will create transparent processes and will bring more effective results. 

4. Reporting Delays to Management

BPM can help organizations move in a clear direction and identify problems or delays beforehand. When a whole organization is managed well, delays once in a while can happen. But if this became a trend probably something needs to be fixed. 

BPM can help the organization move in a clear direction. It can help set priorities for the organization and plan out possible errors. 

Using the SaaS BPM management can track easily if everyone from the team completes their daily tasks and chime in or allocate tasks to other teammates if needed. 

It will also help managers to identify if more people are needed in a certain department. If people from one department constantly delay tasks this will be a sign that more people need to be hired. 

5. Help The Business Reduce Costs 

Identifying which processes take too much time and don’t worth the investment will help companies to make informed decisions if some processes need to be optimized or outsourced. 

BMP software Helps The Business Reduce Costs

BPM software can reduce costs in several directions: 

  • Better organization: better organization of your company processes will reduce the risk of mistakes because the management will have better visibility. 
  • Workflow automation: automation can save valuable time to the whole company which can boost team productivity. Also, it can reduce the costs of operations and limit the manual processes. 
  • Better overview of the company’s goals: often in companies employees can lose the bigger picture. Understanding what is their role in the company and they are valuable can increase motivation and will contribute to the company’s growth. 
  • Risks and mistake reduction: setting repeatable tasks will reduce mistakes or missing on important tasks such as emails, invoices, or contract renewals. 

Wrapping up 

Growing a business is a complicated process. You need to tackle several challenges in order to grow your company. Implementing business process management software enables you to have a better overview of your internal processes. 

This will help you to optimize them when needed, improve communication across departments, identify problems and keep track of your company’s effectiveness. 
SaaS BPM is a powerful alternative to enterprise-grade BPM solutions on the market. Build with productivity in mind and transparency across the entire organization, we excel at refining business processes and tracking success across the team – a necessary tool in the arsenal of executives, managers, HR directors, entrepreneurs, and consultants.