Worked for telecommunications company to implement systems to manage a complex database that would also be used for workflows, connecting to other parts of their business
Worked for financial services business to streamline the processes across their remote teams working in three countries. Set up PM software, CRM software and help desk software.
Set up workflows for several businesses, reducing their average work hours by more than 10%
Looking into sales dashboard software that can connect to various data sources. Some options include: Geckoboard Klipfolio Blitzrocks Plecto Boxiqq Comparing a wide range of sales dashboard options showed me that it’s hard to find a simple software program that isn’t enterprise in pricing or look, that has the basic features + a few extra …
What I’ve learned from working on automating some tasks for an insurance broker: Email is the biggest time killer for insurance brokers. It’s not the tool, it’s the process. If you’re using your inbox as another to-do list, you’re doing things inefficiently and limiting your companies growth Having silos of information is important Having one …
I love health food stores and especially the ones where you feel less like you’re on the outside and more like you’re part of the family. In doing some innovation work for a health food store, let’s have a look at ways to experiment with their business model. Ideas include: Starting a paid membership program …
Work & Experiments: July 2018
July was a great month across our core businesses and side projects. Let’s dive into what we’ve been doing…
Generous Work
System & Process
Software Recommendations
Side Projects
Lessons I’ve Learnt
Next Month
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Business Dashboard Software For Tracking Sales Commissions Comparison
Looking into sales dashboard software that can connect to various data sources. Some options include: Geckoboard Klipfolio Blitzrocks Plecto Boxiqq Comparing a wide range of sales dashboard options showed me that it’s hard to find a simple software program that isn’t enterprise in pricing or look, that has the basic features + a few extra …
Using Podio as an insurance broker
What I’ve learned from working on automating some tasks for an insurance broker: Email is the biggest time killer for insurance brokers. It’s not the tool, it’s the process. If you’re using your inbox as another to-do list, you’re doing things inefficiently and limiting your companies growth Having silos of information is important Having one …
10 innovative ideas for a health food store
I love health food stores and especially the ones where you feel less like you’re on the outside and more like you’re part of the family. In doing some innovation work for a health food store, let’s have a look at ways to experiment with their business model. Ideas include: Starting a paid membership program …