Operational Ceilings
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Commercial in Confidence. © 2014 Saasu Pty Ltd. All Rights Reserved.
!9th July 2014 !BY Marc Lehmann CEO, Saasu ceo@saasu.com @saasu @marclehmann
CEO INSIGHTS
Operational Ceilings
About me
Marc Lehmann CEO, Saasu.com !Launched Saasu with a self-funded approach to creating a great value, cloud-based accounting solution for businesses worldwide. Prior to Saasu, Marc was a Director of Principal Finance and Credit Trading Risk at Deutsche Bank. Marc’s ethos is that businesses should automate as many processes as possible, giving their owners and staff the gift of time to spend with their families and exploring the world. !Email: ceo@saasu.com Twitter: @saasu @marclehmann
Disclaimer
General and Educational. !
These are take away ideas only, not advice. Your financial planner & accountant are your advisors for your specific circumstances.
What is an operational ceiling?
• Digression • Information firehose • Too many systems • To many decision makers • Lack of operating procedures • Government bureaucracy • Handling time • Tech transition time • Internal communications • Moving, synching & backing up • Distractions: tech and people • Blind spots • Complexity • Social media
• Content • Collections • Data entry • Invoicing & quoting • People management • Being sold to • Supplier management • Donating your time • Troubleshooting • Travel time • Living other peoples plans • Procrastinating • Unclear business model
Photo by Georgia Dixon
Mindset preparation
• You are what you haven’t automated. • Minimalism, aesthetics and saying no business. • Eating the elephant one bite at a time.
Photo by Pawel Kadysz
Creating break through?
1.Admit we have a problems. 2.Goal with conditions of success. 3.Strategy to achieve the goals. 4.Setup a minimalist process of improvement. 5.Communicate the above over and over and over to yourself and others.
Photo by Guillaume
SPAR
1.Strategy 2.Processes 3.Actions 4.Results
Photo: NY Times
Strategic preparation
Customer Advocacy
!Marketing Flywheel
👥Experience Refinement
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HMRC online reporting
Recurring Billing
Reporting upgrade
Responsive UI (ongoing)
Help content upgrade
Service as Sales system
Community support
On-ramp (ongoing)
EPIC feature
Referral Rewards
Payment Gateways
Tax Product
Processes that are rituals
• Do it yourself • Artesans and craftsmen • Outsourcing • Community • Automating
Photo by Jonas Nilsson Lee
Actions
http://www.jaywennington.co.uk/
• Tasks that add, remove and improve processes. • Planned and prioritised. • EPICS • Tidbits
• The game you are playing. • The score board. • Financial Equation.
Results that give insights and excite you
Photo by Sebastian Müller
Structures to make it happen
“The walls were museum white, as they had been at the Macintosh factory, and there were $20,000 black leather chairs and a custom-made staircase… He insisted that the machinery on the 165-foot assembly line be configured to move the circuit boards from right to left as they got built, so that the process would look better to visitors who watched from the viewing gallery.” !!!!!!!Isaacson on Steve Jobs Photo: Craig Garner
Design
Journey
http://iceland.kamillehmann.com/
Discovery🔍
Request for info
%
Nurture✉
First Sale
'Servicing❓
Repeat Sale
'
Prioritise
Operational Ceilings
Smarties Guide by Marc Lehmann
Saasu Pty Limited ACN 093 453 886 http://creativecommons.org/licenses/by/4.0/
CEILING Digression
Information firehose
Too many systems
To many decision makers
Lack of SOP’s
Govt. bureaucracy
Goods handling
Transition time
Internal communications
Moving, synching, backing up.
Distractions: tech & people
Existing rituals
Blind spots
Complexity
Social media
Content
Collections
Data entry
Invoicing/Quoting
Excessive meetings
Excessive email management
Lack of business model clarity
Process)
Action✓
Result◎
SPAR CYCLE
ANTIDOTE Focus. Work out what you can cull or delay.
Curate down to <10 key blog/news sources and <10 youtube channels.
Musts: Accounting, CRM, Vertical app for your industry (scheduling/project etc.). Use inbuilt phone apps.
Adopting the SPAR Cycle reduces exploration/decisions. Create a decision management team.
Bullet/list point procedures for processes that are manual, external or automated.
The more brands, companies, trading names etc. you have the more admin.
Drop ship, pack and send, customer picking. Use supplier leverage to get them to do more.
Systems with less navigation and really good search. Less systems to avoid digital birds nest overwhelm.
Educate staff on short email and less is more social media communications. Have rules about interruption.
Only buy systems that do these tasks for you easily or automatically.
Headphones mean don’t interrupt me. Turn phones and social off to focus on days highest priority.
You may have rituals and habits designed to help you procrastinate. Shorten tasks and reward when done.
Advisors, mentors, feedback forms, CEO doing time on different roles. Hire people that challenge you.
Distill down to the essential, curate, portfolio select the best parts. Use Pareto’s Law. It works.
Engage only a few times a day, schedule posts, use reposting tools, get a plan. Check out Bluewiremedia.
Enrol clients, partners in helping create content. Do video. Check out SmallBizBigMarketing.
Use Saasu’s automated statements & templates to help you collect money. Take pressure of relationships.
Use bank feeds. Connect marketing email/CRM systems to accounting. Clients buying online do you data entry.
Have well designed templates and workflow that minimises operations touch points.
Learn to say no unless it’s a meeting that relates to your current Actions list.
Don’t clear you inbox. Star/flag essentials. Develop canned responses. Say no nicely. Clients must get answered
Map your business model. Refine it to create efficient operations and sales. Check out: Board Of Innovation.
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ACTION IDEAS
Minimise, filter & curate
Automate
Outsource
Plans, SOP’s & Templates
Stop
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Strategy💡
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