systems

Quick list of 'Systems' required

The word 'system' doesn't automatically mean a 'computer' application.
At the ouset one may manage aspects with a manual (paper) system or a basic 'Excel' solution. However, as the company grows it may be expedient to move towards a more advanced electronic solution.

Mobirise Website Builder

Planning & Executing Work

A system is required that can track, from beginning to end the life cycle of a work package.

Quotations
Job cards
Suppliers Purchase orders
Time sheets
Invoices
Daily/Weekly/Monthly Planning Board
Progress communication to all stakeholders

Mobirise Website Builder

Business Control

Financial accounting
Bank / Cash management
Customer (aka Debtors) accounts control
Supplier (aka Creditors) accounts control
Assets / Stock control
Cashflow control
Financial reporting
Financial Accounting reporting

Personnel Records
Staff records
Salaries & Wages

Communication & marketing
Emailing
Social media (for example
WhatsApp
Twitter
Facebook)

Mobirise Website Builder

Integration

There's several software applications available, however few of them offer a wall to wall solution.

You need to avoid double handling of information.

Examples:
A potential customer identified in the quotation cycle may very well end up as a full blown customer and eventual 'debtor' in the financial control system.

Money received from customers during the initial quotation acceptance process should not only feed back into the invoice, but also to the banking reconciliation.

The key to this is
"Capture data once & use it many times"

Systems
OK - you need to think about your systems.....read more