By Alejandra Bernal Yepes | 8 mins
As president and financial advisor at Thimbleberry Financial, Amy Walls leads a team of financial experts who help clients manage and grow their money for a purpose. Having standard processes is integral to an organization’s success. So Amy created business processes in Microsoft Word documents to enhance their operations. However, her team had difficulty accessing […]
By Alejandra Bernal Yepes | 9 mins
Manny Cosme is the president and chief executive officer of CFO Services Group, a management accounting firm. Part of his responsibilities is to help small businesses streamline their bookkeeping and accounting needs. Doing these tasks was easier in the early stage of the business. But as the company grew, capturing the nuances of each client […]
Start your free trial today
By Carlo Borja | 20 mins
A high level of staff retention enhances an organization’s capacity to accomplish its goals. As a hospitality business consultant, Natalie DiBattista helps businesses to resolve the biggest challenge of staff retention in the industry. Natalie DiBattista is the guest in this episode of the Process Breakdown Podcast. She discusses with the host, Chad Franzen, about […]
By Carlo Borja | 21 mins
The culture of “staying in your lane” deprives people of the opportunity to reach their full potential. As a business leader, David Brownlee avoids playing it safe by charging his team members to push themselves to greater heights in their work. His leadership style of innovation yields results that were once thought to be impossible. In […]
By Laura Varon | 34 mins
Featured Bonus Content: Download the FREE Guide to Choosing an Organizational Structure! Click Here To Download It. As a business owner, it might seem trivial to create a work structure at the development stage of your business. But as you grow and expand, it will become impossible to fill all the roles in your growing […]
As the marketing and customer experience director at Preferred Home Services, Katie Sullivan’s top priority is to create repeatable valuable experiences for their customers. Featured on the Inc 5000 list in the past three years, streamlining the organization’s operations was essential to managing its fast growth. But the absence of an effective workflow software created […]
By Owen McGab Enaohwo | 42 mins
Featured Bonus Content: Get The FREE Guide on How to Format Your Org Chart for Increased Efficiency! Click Here To Download It. It’s time for the annual board meeting. The chief operating officer rises to make a PowerPoint presentation on the organization’s operations over the past year using a projector. He’s mute after introducing himself, […]
By Carlo Borja | 76 mins
Featured Bonus Content: Get The FREE Implementation Cheat Sheet To Help You Build An Efficient Quality Assurance (QA) Program From Scratch! Click Here To Download It. Have you ever bought a product and found out after receiving it that it was not as advertised? You would feel ripped off, right? Without giving it a second […]
By Carlo Borja | 50 mins
Featured Bonus Content: Get The Strategic Planning Template for FREE! Click Here To Download It. Alfred had been running his business for years, and he started to feel like it was time for a change. He wasn’t sure what he wanted to do but knew that he needed to upgrade his business somehow. He contacted […]
By Owen McGab Enaohwo | 53 mins
Featured Bonus Content: Get our FREE Personal and Organizational SWOT Analysis Template! Click Here To Download It. Do you have a plan to beat the competition in your industry? SWOT (strengths, weaknesses, opportunities, and threats) analysis is an indispensable tool for analyzing and planning the growth of an individual’s career or an organization’s success. Looking […]
By Owen McGab Enaohwo | 29 mins
Featured Bonus Content: Get The Must-Have OKR Checklist for Today’s Business for FREE! Click Here To Download It. Every year, companies set up ambitious goals and objectives that need to be achieved by each team member, department, and the entire organization. However, most fail to meet these targets due to ineffective processes. When your business […]