Where the work lives
The important jobs are often the least organised.
Bookings and customers usually get software first. The jobs around them, the approvals, handovers and checklists, end up wherever there was room.
The jobLives in todayIn one system
- Approving holiday, shift swaps and spending
- Lives in today: Email threadsA wall planner
- In one system: Requests with an approver, a status and a record of the decision.
- Moving jobs or orders through their stages
- Lives in today: A shared spreadsheetWhiteboard
- In one system: One board, with an owner and a next step on every job.
- Onboarding a new starter or a new site
- Lives in today: A checklist in a documentMemory
- In one system: The same plan every time, ticked off by the people responsible.
- Answering “where are we up to?”
- Lives in today: Phone callsGroup chats
- In one system: Customers or partners check progress themselves, in a portal.
- Pulling together the weekly numbers
- Lives in today: ExportsCopy and paste
- In one system: A dashboard that’s already up to date on Monday morning.