BackOffice - Real Green Analytics
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The document discusses business principles and systems for increasing profitability in a service business. It emphasizes that written systems are needed to ensure consistent service, reduce training time, and make processes measurable. These systems include checklists, procedures, and operations manuals. The document then introduces the Real Green Analytics platform, which includes Google Apps, ServiceNet (an intranet), ServiceUniversity (a training system), and BackOffice (a management system) to help businesses implement systems and automate processes. It provides overviews of each component and how they can execute a management strategy through universal access, tracking training, and keeping employees accountable.
BackOffice - Real Green Analytics
- 2. Rule of Marketing What is the 1st rule of marketing?
- 3. Business Principles Profit in service businesses ● Profit comes from efficiency in a service business ● Cannot increase prices >10% in your market ● There are limits on how much you can cut your largest expense (Payroll) ● The key to profitability in a service business is efficiency
- 4. Business Principles How do you become more profitable? ● Systems in your business ○ You cannot grow without them ● Automation ● Technology ● You cannot measure it, you cannot manage it
- 5. Business Principles Systems oriented business ● Written Systems ○ ○ ○ Ensure consistent service Reduce training time and quality Are measurable ○ Allows you to replicate your service on a mass scale to all of your customers ● Systems drive your business ● People operate the systems ● If it is not in writing it is not a system
- 6. Business Principles Checklists, procedures and ops manuals (CPOM) ● This is the "how" when creating systems ● Communicates clearly your expectations and how it should be done ● Is repeatable ● Is measurable ● Can be changed to be even better
- 7. Business Principles Training ● ● ● ● Most people want to do well in their job You should train everyone to a basic level The training should be consistent and scalable Training records should be retained indefinitely ○ ○ Litigation Employee development
- 8. Core Concepts Community & Sharing ● Designing a management strategy is not for the weak at heart ● Usually you are not the only one that has ever experienced a problem ● The more you interact, the more you learn ● The more you learn, the more successful your business is ● The more successful you are.....
- 9. Business Principles Accountability ● ● ● ● Its great you have systems... but what does that mean You don't have to be a tyrant or Mr. Rogers You must have a standard and enforce it A busted procedure or checklist must carry consequences at your company
- 10. Core Concepts Accountability ● Systems help you be clear on your expectations ● Accountability communicates that you expect your systems to executed ● Be willing to replace people who will not operate your systems
- 11. Core Concepts Commitment ● This platform is not a quick fix - There is no "Magic Sauce" here ● We can give you a car, but you have to drive ● This is going to take tremendous commitment on your part ● 2hrs a day challenge (that is how I did it) ● Famous Quote: ○ "Successful people do what unsuccessful people are not willing to do"
- 12. The Platform What is the Real Green Analytics Platform? A tool to help your business become more efficient and more profitable through automation and systems ● Simplicity ● Accountability
- 13. The Platform 4 components of the platform: ● Google Apps - A host of powerful tools for sharing and authentication ● ServiceNet™ - Intranet for your company ● ServiceUniversity™ - Training system for your employees ● BackOffice™ - A management system to execute your management strategy
- 14. Google Apps What is Google Apps? 1. Collection of Google tools a. b. c. d. Gmail Google Calendar Google Drive Google Docs (documents, spreadsheets, presentations) 2. All tools are accessible via the cloud a. b. c. d. Most people are familiar with them Easy to use, easy to train Automatically backed up Hosted on Google's servers (high reliability)
- 15. Google Apps What is Google Apps? 3. A move to the platform a. b. c. d. e. Access to powerful tools Everything in the cloud Automatically updated Nothing lost to a data crash No server or software costs (like MS exchange, MS Office, Etc) 4. Big company tools for the small business owner
- 16. Structure - Roles Owner Officer Executive Corp Manager CSR Field Manager Inside Sales Tech All Outside Sales
- 17. ServiceNet™ ServiceNet™ - An intranet for your company 1. Central location for documents in the cloud 2. Central location for communication 3. Critical company documents a. b. Organizes them Makes them accessible 4. Permissions based on the position type of the employee 5. ServiceNet™ Demo
- 18. BackOffice™ BackOffice™ - The management hub for your company 1. Its like having another person on your team 2. You setup your management strategy a. b. c. d. Reviews Training Inspections Employment Applications 3. BackOffice™ executes that strategy a. b. Universally accessible platform Keeps up with training, reviews and inspections 4. BackOffice™ Demo
- 19. ServiceUniversity™ ServiceUniversity™ - Company Training Center 1. It's like having your own technical director 2. Based on employee type 3. Automatically notifies you and your employees when training is due and overdue 4. Always have training records (they never go away) 5. Setup training plans based on the employee type (automatically enrolled) 6. ServiceUniversity™ Demo