Are you a professional services firm, trades business or light manufacturing company ready to make changes in your business operations?
Are you ready to enjoy the benefits of a streamlined and systematised business?
Whether you need a specific process re-worked, a complete overhaul of end-to-end business operations, or a particular software implementation - I can help!
Does this sound like you?
✓ Processes, workflows and systems feel tangled and each week you’re frustrated with the time and mental energy wasted
✓ Operations feel inefficient and things keep breaking down, you know there must be a better way
✓ You worry about the dependency of the business on yourself or key people and want to be able to peace of mind knowing you can step away from having to manage everything day-to-day
✓ Key business information is strewn across multiple platforms, disconnected spreadsheets and require manual processing to understand
✓ There are major bottlenecks that consistently slow down delivery, waste time and frustrate staff that need fixing
✓ There is a dream to sell the business one day but the “how” of everything is all contained in your and your key teams head
✓ The business has growth aspirations but scaling within the current setup feels super stressful and things would quickly break
✓ You know there are things that needs to change, but your limited time and headspace means it never happens
✓ You’ve grown from a small team to a larger team, and it’s time to level up your systems, processes and software to operate your business in a way you’re proud of and shows you’re industry leads
What you don’t know can hurt you. I’ve got your back.
You’re in the right place!
If you’re like the business owners, general managers and operations leaders I work with, you’ve got your eyes set on success.
While you have no shortage of demand (because your team are the best in your field) the way business operates feels clunky, reactive, disjointed, chaotic at times and so many daily tasks suck time from your team and the sparkle from your day.
You’re likely here here because you’re feeling stuck and frustrated
You have business success and the team driven, but when it comes to streamlining and systematising the business, you don’t know where to start- or, you have started, but it’s hard working it out by yourself.
You need a business that is setup with systems to delivers a ‘world class service’ and grow without breaking.
I can help!
Imagine having a business where:
✓ Your processes, workflows and systems all flow smoothly
✓ Your operations are efficient not clunky
✓ You’re not wasting team time on excess processing, double handing, manual work
✓ You’re growth is no longer stunted by wobbly foundations
✓ You have a clear “source of truth” that you can make great decisions from and understand your business - with process, people and software working together
✓ The team feels confident and proud that the systems support the delivery of a “world class” service that aligns with your industry aspirations
✓ If key people are unavailable, the business keeps turning, as your systems are clear, repeatable and documented
✓ You systems and operations don’t hold you back from taking on new staff
I’ll respect your vision and work with you and your team to streamline your business and bring calm and in control to your operations.
There’s 3 Ways To Work With Me
Build Your Solid Systems Strategy, Develop Your Unique Roadmap, Then Proactively Make Changes
1
Systems Strategy Roadmap
The Systems Strategy Roadmap is designed to get clarity on the current state of your end-to-end systems, understand the ideal state and together discover the roadmap [with specific steps] that will bridge the gap. If you’re wanting to move closer to having a streamlined and systematised service delivery supported by the right workflows, tools and software, then this is the place to start. You may choose to deep dive into a specific set of processes OR span your end-to-end operations
This is structured to best fit your business and team - it includes a group workshop [half or full day] and 1:1 discovery session(s). The key output is the Systems Recommendations Roadmap Report which give you the exact steps needed to bring it to life. You then have the choice to self-implement or hire our team to implement the changes
From $1,200 +GST
2
Systems Roadmap Implementation
Once you have the roadmap, we schedule a feedback session to discuss it together. You decide what you want to DIY and what you need help with. Work with Heidi and the team to implement your unique systems strategy. We’ll help prioritise the changes, provide tools and templates, research and test new options and give support to document, implement, train and rollout new systems and improvements alongside your team. We take a logical, phased approach to ensure that change is properly embedded.
Sustaining the enthusiasm and momentum of the Systems Strategy Workshop is important. Having the support to make the changes actually happen is so important
From $2500+ GST
3
Software Implementation & Training
We are experts in a specific suite of Software that all connect in the Xero Eco-System. With the WorkflowMax Changeover approaching, we are your ideal partner to ensure you have a smooth, strategic changeover. We follow a proven 7 step process and can also incorporate Operations Consulting in our proposal. This is an amazing opportunity to integrate your process, people and software setup your business for success in the coming years
From $1000 + GST
Hi, I’m Heidi
Hi I’m Heidi. I was born with an inquisitive mind, keen to know how things work. I love having things run in an orderly manner, and as I’ve moved through my career I’ve naturally systemised things everywhere I’ve been. There’s nothing I love more than figuring out the strategy and best way to do something and integrating the software to achieve that.
Do I have a checklist for family holidays, as well as a semi-automated scheduled grocery delivery system….of course!
But I’m guessing you’re here because you need help with bigger issues than those.
In 2014 I successfully systemised myself out of my business (Bay Business Services, now Living Business) so I could take time off on maternity leave. I set myself free from the daily operations, all while maintaining a healthy profit. I then sold this business in 2015 - it was sold within 3 weeks. Why? Because the new owner could jump in and run it efficiently from day one. The key to achieving both these life changing milestones was the non-urgent but extremely important process of extracting, organising, embedding and optimising my business functions - getting in place systems and processes that any team member could follow.
I’ve seen first hand the impact that business systems can have on the business owner and employees, as well as on their business value, profitability and saleability. It’s life changing.
Business Smarts
Everyone on our team has been a business owner at some point in their journey, so we understand the needs and frustrations of business owners.
Our founder (Heidi) has worked with 100s of businesses over the past 15+ years and has successfully grown, systematised and sold her own business.
We hold ourselves to the highest standards of excellence and strive to be the leaders in our field. We’re approachable and eager listeners.
Customised Solutions
During the discovery business, we uncover what is working well in your business and improve the systems you already have to use them move effectively. While we have trusted frameworks that bring out the success for our clients, each of our solutions is bespoke to your business. We keep you and your business front and centre and draw from our years of experience across multiple industries.
While we have our favourite tools, we work with any technology. We work with you to make the most of the tools already in your business, combining it with best fit additions and combining it with our expertise to give you a custom solution that fits perfectly when all put together.
People Skills
Business is personal. We love supporting visionaries to succeed and teams to flourish. Clients return to us again and again as their business grows or evolves because our relationship stands the test of time. We’re in business to work alongside people in the real world. Business owners trust us with training their teams, communicating with their key stakeholders and really getting into the “engine room” of their businesses. We love to create structure, order and processes because this is a key way that business owners can care for themselves and their people.
If you are serious about moving forward in having your operations streamlined your business systematised , then let’s talk.
“In making the change to WorkGuru, we had an internal objective to go paperless, get better reporting and streamline our processes. With a team of 20 and a fast-paced business, we needed to hit the ground running. Heidi was an absolute pleasure to work with. She really knows what she is talking about and is very accommodating and thorough. We highly recommend her services”
Go Graphics, Perth, Australia
Link to the full case study here
When everything feels like it needs attention, how do you know where to start?
Working with us either through our “done with you” or “done for you” services, we’ll guide you through a logically planned phased approach.
Areas we can cover:
Software Implementation, Integration and Training in our specialist suite - having an Operations Consultant involved means you have a strategic eye to how new software can improve your end-to-end systems across people, process and software
Your A-Z of Operations - Design your service delivery and operations from systems, templates, tech, processes and people to be streamlined and cohesive
Project Management Systems - enable your business to run reliably, know exactly where everything is at and build powerful accountability loops with you and your team
Documentation - Get your documentation and SOPs in order so that you can ensure consistency, reduce key person risk and make improvements continuously
Organising the back end of your business - have everything in the right place, the right order and being used correctly
Time Management - Systems to ensure Yourself & Your Team are efficient
Planning Systems - Structuring your Planning to bring your goals to life effectively on a weekly basis without you having to drive everything
Delegation Systems - Making delegation fool-proof and repeatable
Tech stack review - Ensuring the software you are using or considering is best suited, automated and integrated where possible and fit for purpose for your business
Hear what Janine from “The Janine Tait Group” had to say about our work :
Does this sound like you?
You’re too time poor to make changes?
We phase all our work together in a manageable and logical phased approach taking into consideration your schedule and priorities. You have the option of a VIP day or a monthly approach
We are experts on working with time poor, tangled up business owners and use a phased approach to minimise overwhelm and disruption and ensure you can still get your work done whilst we work through the process.
You know there’s a problem, but you don’t know exactly what it is
This is where the Systems Strategy Roadmap is the perfect entry point for all new clients. We will discover what you need together, with input from the team and at the end you’ll have a roadmap that will take you to the business you’re wanting to build
The thought of new software has you running for the hills
While we have specialty in a specific tech stack of software, we work with any technology. We work with you to make the most of the tools already in your business, combining them with best fit additions and combining our expertise to give you a custom solution that fits perfectly when all put together.
We take an impartial approach to software - it’s about what’s best for your business - we’re not tied to any one software. Our starting point is always looking at what you’re currently using, and optimising the functionality of that, then filling the gaps from there
Testimonials
Do you feel like you’re always working “in” rather than “on” your business?
Taking the time to work on your systems is the best gift you can give to your future business
I can work with you and your team to build best practice systems into your business as well as layer supercharged productivity and automation to compound your impact and ability to scale.
