Poor Team Planning leads to Poor Field Performance. Why Field Services Businesses Need to Know The Business They Should Pursue, and Not “Tap, Kick and Hope”
Quoting for large challenging projects is impossible without a n integrated system that leverages customer relationship management with a project management app. Sales is a minefield of logistical challenges and requires a multitude of input from people, equipment, materials, inventory, and much more. All of these inputs need to be aligned to time windows, which provides another level of complexity.
Running a sports club or high performance sports team of any kind can be tricky. Is it the individual team or the club that’s more important? Without winning teams you can’t attract top players, and without top players it can be challenging to find other key stakeholders. Business is similar.
Before a business can acquire new customers you need a system in place driven by key stakeholders in the business, that will allow your team to thrive and ensure a high level of productivity at all times. If you’re still relying on paper-based systems then your processes may be all over the place. It will be hard to attract new clients if you can’t manage your own business efficiently.
A super case in point is the tendering and quoting process, where you need access to data in real-time, so you can make decisions based on accurate and relevant information. Quoting and tendering requires quality data, and in a marketplace where discounting is commonplace, it is critical to know whether a bid is go or no-go and a client job is worth the time and energy.
In many grassroots sports clubs the task of managing KPIs generally falls on the volunteers who must work together as a cohesive unit to achieve a common goal for the club or teams they love. In business, teams are paid and there is no reason why they should not be performing at a level equivalent or higher than sports clubs and grassroots teams.
If your systems work like a football team you will know that success comes from having depth across the field, but the action starts in your midfield (acquisition), with strong support from your backline (delivery) and someone to drive home the outcomes up forward (success).
Your sales and tendering process is the foundation to your winning processes and begins like in the midfield. When sales and tendering work in unison, like sales linking to a project management app, your backline can schedule your team, store documents, and ensure deadlines are met. It’s a team effort and quality systems (gamestyle) that convert tenders to a working contract will enable you to easily assess whether your business can assign the resources required to the tender and ensure the process runs smoothly.
Planning is Critical for a Successful Business
For any successful business, creating a plan and price for delivery is a critical step. Having the right tools to assist this process allows you to build high performance templates with interrelated dependencies that are specific to the way that you do business.
They say nothing builds a crowd like having a crowd, so finding the way to getting traction between stakeholders needs to be well-designed. Sports teams don’t win matches by running in blind, so neither should you.
Preparation is key for running a successful business. If you know what you want to achieve then it will be easier to convince other people why you’re worth backing. Having a plan in place emphasises that you understand what you’re doing and are preparing for the future.
With paper systems this becomes a difficult task. Planning and forecasting require hours of tedious work in spreadsheets where any small error could result in an inaccurate result. The risk of human error with paper-based systems is high and could potentially cost your business a lot of money.
Setting the governance and charter is critical for sports clubs and is no different to defining the same under an ISO certified company.
Setting up the foundations for your business will invariably lead to successes. Passion alone does not deliver outcomes, nor does throwing time at the task without a thorough understanding of the processes involved. Kynection can streamline the operational processes of your business to create an easier system for everyone. With increased visibility you can access data whenever and wherever you are to ensure you always have the most up-to-date information on hand.
Transitioning to a paperless tendering and integrated project management app can benefit your business a thousandfold. If you want to feel the rush that your local sports club does when they win a match, ensure your business functions from the bottom up with systems in place to keep you running now and into the future.
Linking Your Tendering to Project Management App is Like Creating a Game Day Playbook Between Your Backs, Mids and Forwards.
Relying on paper systems to ensure your workflows run smoothly is inefficient. There’s no nice way to put it. It’s like asking your athletes to run in thongs on a wet day. You just would not allow it!
If you’re relying on paper then you’re putting yourself at risk of losing data, misplacing files, and not having access to the information you need when it’s critical.
In today’s world we have so many tools at our fingertips that quality organisations, from successful local sports clubs to Fortune 500 companies, have implemented digital practices to enhance their operational capability. A culture of success is built around maintaining a vision and providing the tools to get there.
It can be hard for team members to feel motivated throughout the tendering process if they’re not passionate about what they’re doing and aren’t going to be able to deliver at the quality they’d like. To be successful your team needs to have the tools that enhance their capability and make them better at their job.
The game plan for a club and the structure a coach provides for their teams need to be achievable if you want to motivate a culture of success. The quickest way to lose people is to set insurmountable challenges on timeframes that look to be impossible.
Your team needs to have the ability to complete jobs and tasks on time, but without a system in place for managing this it can be difficult to keep track of progress. That midfield (Sales & Marketing) needs to allocate time to tasks accordingly and these need to be measurable. Your system needs to be simple, intuitive and available. Managing handover between teams is a time-consuming and tedious process on paper, but with a paperless system that links sales and tendering to your project management app your teams can complete transactions with the touch of a button because they have access to data in the palm of their hands.
With a project management app you will be able to build your own competitive edge using a custom estimations tool. Using eForms and a large range of options for variability you can customise the process to suit the needs of your business with tools like MYOB Advanced, Sage360 and Kynection, rather than choosing an off-the-shelf product that wasn’t built for you.
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