Overcoming common workflow challenges: A guide for small-business owners

Overcoming common workflow challenges: A guide for small-business owners

Efficiency is the lifeblood of any small business. The better your business's processes flow, the easier it is to run your day-to-day operations and remain profitable. However, even for the most efficient businesses, workflow challenges can arise, potentially disrupting efficiency and hindering growth.

In this guide, we’ll explore some of the most common workflow issues that can trip up your business and provide practical solutions to help you overcome them.

Unlocking solutions to the most common workflow challenges

Fortunately, many common workflow challenges have relatively simple solutions. By identifying the root cause of the issue and implementing effective strategies, you can streamline your business processes and get back on track.

Problem 1: The way things are done is slow and requires a lot of manual work.

What it looks like

How to solve it

You and your team are constantly playing catch-up, and important tasks often fall through the cracks.

Employees may struggle to keep up with workloads or become overwhelmed by repetitive manual processes.

Invest in workflow automation tools and software.

Automating routine processes such as data entry, document management, and communication enables you to save time and ensure accuracy in your business operations. This also frees up your team's time to focus on more important tasks that require their unique skills and expertise.

Problem 2:There's no clear and organized way of doing things.

What it looks like

How to solve it

Employees complete work in their own way, leading to confusion and inconsistency.

Important documents and information are scattered across multiple platforms, making them difficult to locate and access when needed.

Implement a standardized workflow process.

Establishing a clear and organized workflow process ensures consistency in how tasks are completed. This can include creating standard operating procedures for each task, implementing a project management tool, and using a centralized document management system. With a standardized workflow, employees will know exactly what is expected of them and how to complete tasks efficiently.

Problem 3: The business owner or manager can't easily see what's happening or control how work is done.

What it looks like

How to solve it

You struggle to stay on top of tasks and deadlines, leading to missed opportunities and dissatisfied customers.

There may also be a lack of accountability as employees are unable to track their progress or receive feedback.

Use project management software and establish clear communication channels.

Project management tools provide you with real-time visibility into the progress of tasks and projects, as well as help keep everyone accountable. Also, by setting up clear communication channels, you can stay informed and provide feedback to employees as needed.

Problem 4: Tasks often take longer to complete than planned or aren't finished on time.

What it looks like

How to solve it

Deadlines are missed because employees underestimate the time needed to complete tasks or face unexpected roadblocks.

Some tasks may also fall through the cracks, as there is no clear prioritization of work.

Establish a project prioritization system and regularly review deadlines.

Prioritizing tasks and setting realistic deadlines ensure that important tasks are completed on time. Regularly reviewing deadlines can also help you and your team identify potential roadblocks early on and make necessary adjustments. Additionally, delegating tasks based on each employee's strengths and workload can improve efficiency and prevent burnout.

Problem 5: Employees are flooded with requests coming from many different places.

What it looks like

How to solve it

Employees are overwhelmed with constant emails, calls, and messages from various sources. This can lead to miscommunications, delays in responding to clients or colleagues, and overall chaos in the workplace.

Use a centralized communication platform and implement proper delegation.

Having a centralized communication platform streamlines communication processes and ensures that all communication is organized in one place. This also allows for better organization and tracking of requests, making it easier to prioritize and delegate tasks.

Problem 6: Employees spend too much time jumping between different programs to get their work done.

What it looks like

How to solve it

Different tools and programs are used for different tasks, leading to inefficiency and frustration.

Employees may also struggle with learning and managing multiple tools, impacting their productivity.

Implement a comprehensive business management software.

A unified business management software solution can bring together all the tools and programs needed to run your business in a single platform. This not only saves time and effort in switching between different programs but also ensures consistency and accuracy in your business operations.

Problem 7: The technology used for work can't keep up with the pace of change.

What it looks like

How to solve it

Your current tools and systems need complex and expensive upgrades or replacements to keep up with the changing demands of your business.

New technology may also require specialized skills and training for employees.

Regularly review and update your technology stack and invest in employee training.

Technology is constantly evolving, so it's essential to explore and implement new tools that can help improve efficiency and productivity. Regularly reviewing your technology stack can also help identify any outdated or redundant systems that may be hindering your business processes. Also, investing in employee training to learn new technologies ensures your team is equipped with the necessary skills to use these tools effectively.

Problem 8: There are a lot of mistakes because information has to be entered by hand.

What it looks like

How to solve it

Employees have to enter and re-enter data manually, increasing the risk of human error and taking up valuable time.

Manual data entry can also lead to discrepancies in information and impact decision-making.

Use automation tools and integrate systems for seamless data transfer.

By automating repetitive tasks such as data entry, employees can save time and reduce the risk of mistakes. Integrating systems to automatically transfer data from one platform to another can also help ensure consistency and accuracy in information across different tools.

Problem 9: Employees waste time looking for missing information that they need to do their jobs.

What it looks like

How to solve it

Vital information is scattered across different systems and folders, making it difficult for employees to find what they need quickly.

Mislabeled or unorganized files can also lead to confusion and delays in completing tasks.

Implement a centralized document management system with proper organization and naming conventions.

A centralized document management system plays a crucial role in consolidating key information in a single, easily accessible location. By implementing proper organization and naming conventions, employees can quickly locate the information they need without wasting time sifting through different files and folders.

Problem 10: There are delays because tasks aren't properly handed off or people don't follow up.

What it looks like

How to solve it

Miscommunications or lack of accountability can lead to tasks being delayed or falling through the cracks. This not only impacts individual productivity but also affects the overall progress and success of projects.

Establish clear communication protocols and hold regular check-ins.

Setting clear communication protocols and guidelines for handing off tasks is vital for keeping projects on track. Regular check-ins can also serve as a reminder for employees to follow up on tasks and provide updates, ensuring accountability and timely completion of work.

Optimizing your small-business workflow can be challenging. However, taking a proactive approach to identifying and solving common workflow problems can help improve efficiency, reduce errors, and ultimately drive the success of your business.

Our team at Complete Document Solutions understands the nuances of small-business workflows, and we offer comprehensive IT solutions to streamline your processes and empower your employees to work more efficiently. Contact us today to learn more about how we can support your business needs.


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