Business Systems & Admin Analysis Report

If your Business Software Infrastructure is causing you issues, we can help.  A good starting point is our Business Systems & Admin Analysis Report.

It will tell you what improvements you could make along with likely investment (both time and money) required to get the best return on your investment.

Fill in the form below to receive your Business Systems & Admin Analysis Report

1. Name *

First

Last

2. Your Company's Name *

3. Your Company's Web Address *

4. In which sectors do you operate?

• Business Services (e.g. IT / Accounting / Software)
• Creative (e.g. Graphic Design / Copywriting / Web Design)
• Engineering
• Manufacturing
• Logisitics
• e-Commerce
• Education / Research
• Charity
• Retail
• Public Sector
• Publishing
• Health / Pharmaceuticals

5. What size is your company? *

• 1-5
• 6-20
• 21-50
• 50+

6. What are your main current issues as regards productivity?

• Admin takes too long (e.g. your processes are manual and not fully automated)
• Staff have to wait to access same file (e.g. a spreadsheet which everyone uses once at a time)
• Our systems don't talk to one another (e.g. invoices are generated on a different system to your marketing emails)
• We have staff across multiple sites who can't share information easily (e.g. who took the call from client A about project X and what was said?)
• Each team member has their own method for processing tasks. If they are not here, we are stuck till they come back
• We're never quite sure who is and who isn't paying us on time (e.g. there is no central register of invoice dates)
• It is hard to get any up-to-date oversight or business intelligence (e.g. Pulling together different data sources makes creating reports too time consuming)
• Our current systems leave process gaps which we fill by using spreadsheets which means more manual steps
• We have a bespoke system but the developer is no longer available and we have changes we would like to make
• What we do is so specialist that there is no standard software solution to help run our business
• By the time we have paid all the monthly subscriptions for all the different systems we use, our software bill is way too high
• Online systems are convenient but they are too slow for all the work we use them for

7. Who are your customers / clients?

• Businesses
• End Consumers
• Both

8. What do you provide? *

• Services
• Products
• Both

9. What do you currently use to process orders and/or generate invoices? *

• Paper
• MS Word or similar
• MS Excel or similar
• Sage / Quickbooks or similar
• Bespoke Business Software
• Not relevant to my business
• Other

If 'Other', please describe below

10. What do you currently use to track customers / CRM? *

• Paper
• MS Word or similar
• MS Excel or similar
• SalesForce or other web-based platform
• Bespoke Business Software
• Not relevant to my business
• Other

If 'Other', please describe below

11. How do you track time spent per job, client or project? *

• Paper
• MS Word or similar
• MS Excel or similar
• Asana or other web-based platform
• Bespoke Business Software
• Not relevant to my business
• Other

If 'Other', please describe below

12. How do you track staff attendance, holidays and sick days? *

• Paper
• MS Word or similar
• MS Excel or similar
• Gusto or other web-based platform
• Bespoke Business Software
• Not relevant to my business
• Other

If 'Other', please describe below

13. How do you manage inventory and purchasing? *

• Paper
• MS Word or similar
• MS Excel or similar
• Odoo or similar web-based platform
• Bespoke Business Software
• Not relevant to my business
• Other

If 'Other', please describe below

14. How do you market to prospective Clients / Customers?

• Newsletter / Blog
• Automated Sales Funnel
• Business Networking
• TV / Radio
• Online Ads
• Social Media
• Sponsorship
• Email Marketing

Any other information you think would help us analyse your current situation

Your email address (we will only use this to communicate with you about this report) *

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