What Comes First in Business App Development?

Posted on April 9, 2021 by smartboost

At Trinity, we get many calls from potential clients who want to develop a new application to meet business needs. One of our first questions is always the same; have you defined your scope of work or business requirements? Why do we ask that? Because the vendors or solution providers are leading you, or you are leading them. Let us explain: Vendors will come in and, rightfully, talk about everything that their application can do. The business team watching the presentation will become glassy-eyed and go in a million different directions about how you could use each piece of functionality in your business. By the third or fourth vendor, it will all start to blur. But, do you know what you need to manage your business today and what your team needs to drive future quality, service, and productivity improvements? Vendors will demonstrate how the workflow of their solution operates. You’ll note how good that flows and how the data moves seamlessly from one operation to the next. But, do you know your operational workflow? How will that have to change to match the vendor’s application that seemed to flow so well? Will that be good or bad for the business? And how many changes will you have to implement to meet their workflow? Understanding Your Work Scope The Trinity team believes that if you fully understand your work scope and, ultimately, your business requirements and workflows, the conversation completely changes how you manage the vendor process. It now comes from the point of complete understanding of your needs vs. their capabilities. You should have that defined upfront and walk in with that in mind. Instead of being glassy-eyed, you can now ask specific questions about how the vendor’s functionality would fit into your current and future operations and judge each vendor based on your needs. Clearly defining the scope of work or requirements upfront also has additional benefits: 1. Seamless Communication If you have completed a work scope, the vendors can respond directly to that and lead your team to understand how they could enable each work item’s scope. You can also judge if they ask the right questions to dive into each scope item and understand your needs. 2. Realistic Expectations If you have completed the requirements and workflows document, you can have the vendor demonstrate the requirements right in their solution. Are they able to model each requirement exactly, closely, not at all? What will they need to develop to meet a specific must-have requirement? The requirements document can also serve as the basis for an RFP if you want to have equal bids across the vendors. What to Bring to the Table Depending on the solution and where your business is, you’ll use two types of documents to start the conversation. A lot of it depends on where you are as a company and the vendor capabilities. 1. Scope of Work The majority of Trinity clients come to us with a list of “wants.” “We want the system to…”. Our job is to understand the actual “needs” and lay out a future vision to improve their business aspects. Vendors should be able to provide a project estimate from the scope of work. Usually, this will be a range (e.g., $20K – $25K) but should give you a reliable estimate of what it will take to develop the work scope. 2. Requirements / Workflows Some clients have worked through the details of what they want in a new application. They come to Trinity with a detailed document that they have worked across their teams using the application. Trinity then uses our years of business process improvement expertise in refining the requirements with the client. This is always the first step when we start any project with a client. Once the requirements and workflows are complete, we can determine the final project cost. Some clients stick to the initial scope. Others expand it as discussions dive into each process’s exact details, and the client team determines that more is needed than was initially envisioned. Knowing Your Business Process Where you start is up to you, but at a minimum, you should at least provide your vendors a scope of work. From there, Trinity has the knowledge and capabilities to: Work with your team defining your business and IT requirements for any business solution. We have extensive experience in many industries and all size companies. Help define best practices to drive to the optimum solution. Map out future state workflows to achieve maximum efficiency of the operation. Help you with all the other essential project pieces to make sure the project is a success. Trinity has an excellent track record and a wide range of capabilities. So, what comes first? Always the business process, never the application. It just makes sense. Working With Trinity The key to any project is successful leadership. The Trinity team provides that every step of the way. We bring to the project honesty, integrity, passion, and an unsurpassed understanding of what you need for your project. We look forward to the opportunity to work with your team. […]

Business Process Automation for 2021

Posted on April 9, 2021 by smartboost

Businesses that have embraced operational agility have fared better over the last year—coming up with flexible solutions to unique challenges while growing their bottom lines. A vital component of their skill is business process automation and identifying where processes would benefit from more efficient systems. As business process automation solutions become more sophisticated, companies with a growth mindset embrace tools to optimize their workflows. What is Business Process Automation? Business process automation uses technology to automate certain operations that a company must otherwise do manually. For example, automation software can replace paper-based accounting to give employees company-wide access to relevant accounts and invoice processing. In this case, it makes invoicing more efficient and more fool-proof, reducing human error and the potential for costly mistakes. An automated business process can simplify tasks that have become cumbersome and overly complex. It can also improve customer service interactions, boost operational agility and cut costs thanks to efficiency gains. Automation is also a key component in reducing compliance issues at an organization. Automating your business process sets the stage for digital transformation and helps your company compete in a changing marketplace. Business Automation Trends in 2021 Business process automation is undoubtedly here to stay, but several key areas will receive more attention in the coming year. Communication & Collaboration As many companies embrace remote work or hybrid models, they will continue looking for ways to improve communication and collaboration virtually. Companies have also invested in automated anonymous reporting of employee questions and concerns where an email may not be appropriate. Improving communication methods at a company improves overall employee satisfaction, reducing turnover at an organization and time-consuming onboarding processes. Document Management Digital signatures are already an essential tool at large companies looking to improve the ease of finalizing contracts. They are secure, efficient and reduce the time it takes to set up an in-person signature on a document. Companies will continue looking for other ways automation software can reduce the need for paper-based tasks and manual data entry. Customer Engagement Over the last year, companies that have thrived have kept customer satisfaction at the top of their priority lists. Automation allows a business to follow up with customers throughout every interaction with a company if needed. Through an automated business process, there is an opportunity to address customer concerns as they arise. You can also collect data from customer interactions, complaints, and positive feedback to improve customer satisfaction. Customized Solutions Business process automation works best when it customizes solutions to a company’s unique needs. For example, a hybrid workplace may focus on software solutions that give employees access to vital information remotely. Companies working with numerous vendors may use automation software to oversee onboarding and compliance with company-wide protocols. Improving the workflow business process begins with identifying where the need is at a company. How to Implement an Automated Business Process Optimizing your business process is not a one-size-fits-all approach. Automated solutions that work for some companies may not work at another. Businesses looking into workflow automation should follow a few steps ahead of implementing an automated business process: Identify Trouble Spots: A company should look at manual or repetitive tasks that take up time and need improvement. Outline Short- and Long-Term Goals: A company should run on a goal-based mindset. With trouble spots in mind, could automation improve processes to meet those goals more efficiently and effectively? Find the Right Tools: Automation software chosen by a company should match what that company is looking to achieve. Consider tools that complement what is already working at a company and any possibilities for integration. Promote Buy-In: Employees should feel that they are a part of the future of a company. Promote training around new tools and define new roles as necessary. Improved processes at a company should allow for more time for innovation and collaboration. Collect Data and Adjust: After automation tools are in place, note any adjustments that need to be made. As technology improves and changes, so should a company’s automation tools. Growth Mindset Solutions to Improve Your Processes Trinity’s business app development provides customized BPA software for businesses looking to identify growth obstacles. Our custom Quickbase applications allow your business to compete in the future of work. Contact us today to learn more about how automation software and optimized business processes can help your company grow. […]

Agile Operations: Key Benefits & Practices of Operational Agility

Posted on February 24, 2021 by smartboost

Operational agility is a critical component of a company’s ability to survive in an ever-changing marketplace. In environments where marketplace conditions are wildly unpredictable, businesses must be willing to adapt and reprioritize to make it to the next quarter. It’s essential to understand how agile operations work within a company, the benefits in a changing world, and how to efficiently and effectively implement operational agility strategies. What Is Operational Agility? Operational agility is a company’s ability to evolve and adapt due to changing expectations around that business. How a business reacts to market pressures, technological advancements, and customer demands defines its resiliency and overall health. Agile operations are that much more important in environments like the current one, where businesses must not only contend with expected demands but unpredictable changes that require constant operational shifts to survive. Key Benefits of Agile Operations Apart from the obvious of a company’s viability in the marketplace, agile operations have several benefits. Efficiency Gains With every improvement made as a response to changing operations, efficiency should be at the top of a company’s list of priorities. Agile processes boost a company’s ability to respond in real-time, make faster decisions, and create teams whose focus is on rapidly developing these flexible solutions. Efficiency gains come from identifying processes that allow for a high level of flexibility to change. Consider ways to streamline processes, perhaps with tools featuring extended reporting functionalities that allow for more efficient sharing and accessing of information. Enhanced Technology With a focus on agile operations, enhanced technology is often a benefit of companies seeking digital solutions. Businesses using existing technologies may reveal a need to invest in new software. New technologies that address changing norms to allow for greater employee responsiveness. For example, linking technology with available data and connecting those two areas of a company in tangible ways is influential in improving a company’s response to needed change. Quality Improvements There is an expectation that companies are keeping up with trends driven by the marketplace and continuously improving their products to meet customer demands. For instance, companies that fall behind on quality improvements will undoubtedly suffer market share loss and reduced profitability. A company must consider how to maintain quality while remaining affordable and valuable for the customer at the same time. Agile operations are a balancing act. A Focus on Collaboration The need to improve at a company rapidly can create additional opportunities for collaboration among employees. Some may be working together that may have not before, using skill sets in different ways to solve problems that can come up in a dynamic marketplace. Collaboration may be virtual in the current environment, with some working remotely and others in a hybrid role. It’s crucial to operational agility to ensure systems will allow for that level of collaboration to happen. A Platform for Innovation On top of maintaining a high level of flexibility, operational agility requires workers to find better solutions to existing processes. For businesses looking to remain successful in the long term, it is important to craft goals around becoming more strategic. It is about responsiveness and timeliness to stay competitive as a company and stand out above the rest. So, how do a company’s refreshed business practices allow them to respond to current customer needs and anticipate future demands? Operational agility should then also be a platform for innovation and an environment where processes are adjusted not only on a micro-level but also on long-lasting initiatives. It takes some risk to focus on innovation. A business can do both by being responsive to the day-to-day operations side and long-term strategic goals. Operational Agility in Practice Agile operations do not happen overnight. They are built over time with processes and systems in place that promote a culture of operational agility. Aside from their ability to adapt to changing demands, companies must also note how their existing operations utilize critical tools to remain responsive in the marketplace. What are the immediate fixes and long-term solutions a company can implement to remain competitive and survive challenging times? Key elements to boost operational agility include: Digital Upgrades: A business must stay on trend regarding how they approach their processes using technology and adopt tools that make sense for their company. Goal-Setting: A company engaging in a goal-based business process is more likely to adopt its responses to a changing marketplace in ways that make sense and prepare its business for success in the long-term. Small Changes for Big Results: What are tweaks to business processes your company can make now that will lead to a bigger payoff down the line? Where can processes be more streamlined and workflows adjusted to boost a company’s flexibility? Not all change needs to happen company-wide; small changes can also benefit in the long-term. Improving Your Operational Agility With over 23 years of experience in coming up with custom solutions and as a provider of the Quickbase low-code business solution, Trinity offers customized solutions for businesses looking to improve not only their operational agility but focus on strategies that promote long-term growth. […]

The Hidden Cost of Spreadsheets & Spreadsheet Alternatives

Posted on February 10, 2021 by smartboost

Working within a manual spreadsheet system isn’t the most efficient way to do business. It can also end up costing a company in both the short term and the long run. Imagine, for example, a company trying to come up with consistent processes to do business. When multiple people fill out spreadsheets, their tracking, data entry, and project checks may be inconsistent with the previous employee. As it’s a manual process, the organization works in isolation rather than optimizing operations across the board. And that’s just one example. The cost of doing nothing determines a company’s bottom line, as higher-ups work to identify inefficiencies in a system that needs dramatic revamping. Moving to spreadsheet alternatives is an easy way to improve workflow efficiencies on a fundamental level. Let’s take a closer look at the hidden costs of spreadsheets and how Trinity can help improve your business processes to work for you rather than against you. Missing Information Unorganized spreadsheets can leave out important information and data. With a manual spreadsheet, it’s harder to catch minor mistakes that can lead to big problems and losses down the line. Also, with multiple people adding to a spreadsheet, it becomes more challenging to catch time overlaps or scheduling conflicts. There is typically no audit trail to see errors when they happen, making it impossible to decipher when and how a mistake happened. A Better Alternative Imagine folding 15 tabs of manual spreadsheets into one streamlined system, where data is not only consolidated in one application but automated to catch errors in reporting. Automated systems with built-in processes for audit trails reduce human errors, saving a company money and time in the long run. Limits to Collaboration Manual spreadsheets promote working in isolation, making it difficult to see the big picture, errors in data entry, and even access to improvements for efficiency standards at a company. Even if you’re working within a system that allows others to participate in spreadsheet maintenance, it can be difficult to monitor changes over time. Any conflicts in the reporting have to be manually addressed, leading to more paper, emails, and an inefficient hunt for information. Additionally, spreadsheets are typically formatted to be used by one person at a time, limiting collaboration by their very design. Even when shared, spreadsheets are not scalable, which makes collaborations extremely difficult. Limits on email attachment size add to their inaccessibility. The rise in remote work and the necessity for remote access to company documents makes this issue incredibly taxing. Spreadsheets limit creativity, as well. Their formats often do not allow for add-ons, like graphics, to explain data or changes to data. Numbers and data may not always tell the full story. A Better Alternative Application platforms make it easy to do things like set up alerts for relevant stakeholders, share information across teams, and make sure data gets in front of the people who need to see it. Cloud-based systems improve collaboration on a team by giving everyone access to the systems in place, no matter where they are. In companies where remote work has become the norm, easy-to-access secure networks are critical to a business’s health. Quality Control Companies using spreadsheets to keep track of subtleties and minor changes can face issues that affect quality control on a larger scale. Being unable to resolve problems quickly can affect the customer experience. Ineffective quality control limits efficient workflow, particularly if company heads must approve spreadsheets from one iteration to the next. Customers who are not satisfied with a company’s performance may be motivated to seek a higher quality control level, leading to overall profit losses. A Better Alternative Cloud-based solutions improve accountability on a team, as all changes are automatically tracked and updated immediately. You don’t have to worry about updating and upgrading your systems, either, as that’s automatic, too. Quality control becomes more consistent with automated systems in place. Missing the Big Picture Issues with manual spreadsheets are often challenging to track, found in email chains or notes from in-person interactions. It can also be hard to see who is working on what and how long it took them to complete a task. Wasting time on administrative tasks like sending spreadsheets from one entity to another means employees aren’t spending time on a company’s long-term goals. That’s a drain on resources and company time that could be better spent elsewhere. A Better Alternative Automated systems take the time-consuming work of spreadsheet management, from collecting information to correcting misinformation, off the plates of workers who could be doing something more meaningful to the company’s bottom line. Employees can return time saved on those administrative tasks to project goals. A Lack of Digital and Mobile Access We’ve long since entered the digital age, and companies concerned by inefficient business processes will look for ways to innovate and reduce the reliance on manual tasks, like spreadsheets. With remote work here to stay for the foreseeable future, it’s also essential to consider mobile accessibility for employees. Spreadsheets should be able to be updated from wherever an employee is working. They should also be a secure method of doing business when employees are sending spreadsheets over insecure networks. Unfortunately, basic spreadsheet formats don’t always meet these standards. Instead, limitations on what employees can do based on where they’re working from costs money and time on the backend. A Better Alternative Access to mobile software allows workers to be more productive, as they have access to what they need no matter where they are. Using a cloud-based platform increases overall security, as well, as team members aren’t having to send spreadsheets back and forth or store information on personal devices. Quickbase: A Spreadsheet Alternative That Works for You For spreadsheet alternatives, companies have quite a few options. Trinity has been a Quickbase Solution Provider for over 15 years, supporting businesses in centralizing their data, improving their efficiency, and automating manual processes, like spreadsheet management. If you’re ready to take the steps in optimizing your business process and […]

Business Agility in 2021: 6 Trends to Watch

Posted on January 27, 2021 by smartboost

Business agility took on a new meaning in 2020. Companies were navigating circumstances few could have predicted. As the start of 2021 appears to present with more of the same so far, business leaders hoping that changes were temporary will be looking for more permanent solutions to remain competitive. What is Business Agility? Business agility is a company’s ability to adapt and respond to internal and external factors to thrive and compete in the marketplace. Companies with a high level of business agility recognize the need to consistently innovate, keep an eye on trends, and equip their employees to respond to challenges in a meaningful way. As a result, companies working to improve their business agility report a happier workforce, more meaningful interactions with customers, and company-wide growth. With many companies already struggling with their own level of business agility fluency, it’s essential to be ready for expected change and solidify processes where trends are already coming to fruition. Let’s look at six expected business agility trends that companies may need to build capacity to respond to in 2021. 1. Flexible, Responsive Workplaces Remote work became the norm for many businesses in 2020, with many employees not expecting to return to the office anytime soon. The coming year will find that many employees have developed a preference for working from home, and companies will likely be on board with those preferences. Companies finding that full-time remote work is not sustainable will continue looking into hybrid solutions for the coming year, with employees spending time both working from home and at the office. The burden is then on companies to develop the appropriate technologies and processes to allow for flexible workplaces to continue, perhaps indefinitely. The unique needs of remote and hybrid workplaces could lead to more flexible hiring practices, as companies seeking a more competitive business process will need to diversify their workforce’s skillsets. 2. Rapid Solutions The speed with which companies have responded to challenges during the pandemic has been critical to their success. Teams seeking ways to respond to changes in their company landscapes won’t go away. Finding dynamic solutions will remain vital to their overall prosperity. Improving responsiveness company-wide may require businesses to do a deep dive into processes that are no longer relevant or outdated in favor of solutions that will support long-term growth in the current environment. Responding to changing demands is made more efficient in a culture that keeps up with industry innovations and data-driven problem-solving. 3. Real-Time Tech Solutions & Analytics Flexibility and real-time problem solving are already expected from a company’s IT services. Alongside the increase in remote work, businesses have had to develop reasonable tech solutions to questions around business security and virtual tools for processes typically done in the office. Investments in technology are not only a trend for companies to weather the pandemic and improve remote processes, though. Tech competency is a crucial component of business agility. Improving the tech processes at a company is also about getting rid of technologies that are either redundant or outdated, with regular audits meant to increase efficiency and automate processes wherever possible. The coming year will see tech improvements that allow for a higher level of personalized customer engagement, particularly when customers may be feeling weary, and real-time data analytics to frame how businesses react to rapid changes. 4. Simplified Processes and Operations With companies looking to do more with less in the current environment, identifying inefficiencies within a business will remain an essential tool around ensuring time is spent strategically and toward stated goals. Companies will continue seeking ways to simplify existing processes and operations, finding ways to do more in-house with the right systems and supports in place. The importance of finding ways to do business more efficiently will always be on-trend. 5. Employee-Centered Approaches As companies adapted to a “new normal” over the last year, employee stress became a critical point of concern for businesses looking to maintain a high engagement and productivity level. Studies showed that companies that could offer a more human approach to employee concerns boasted a higher level of satisfaction among their employees, leading to more buy-in for employees into a company’s long-term goals. With 2021 underway and companies working through the same obstacles, maintaining a high morale level among employees will remain a vital tool in viability. Employees want to feel safe, with policies in place that not only respond to the current crisis but prioritize their health and welfare in the long-term. 6. Personalized Customer Experiences People-centered approaches will also apply to a company’s customer base in the coming year. As consumer behaviors and models for reaching customers changed in 2020, companies need to seek ways to engage with those customers in new, innovative ways. Companies will seek more permanent adjustments to services with digital solutions when in-person interactions are not possible. It’s not only employees seeking a sense of security in the coming year. Companies that ensure customers feel a sense of security in working with them, keeping on top of changing privacy and regulatory concerns where relevant, will be more successful. There are ways to meet customer expectations successfully, even in challenging environments. Take Steps to Improve Your Processes If you’re looking for support around navigating a rapidly-changing business environment and optimizing your company with business agility in mind, explore our tools in the customized software and application solutions space. For over 22 years, the experts at Trinity have worked to improve business processes in tangible ways. […]

Meet the Full Suite of Products from Trinity Integrated Solutions

Posted on January 13, 2021 by smartboost

Businesses looking to improve their efficiency, improve customer engagement, and support overall growth may be overwhelmed by the options out there promising to help a company do all of those things. As business and tech innovations improve, so do your range of options. At Trinity, the focus is on customized solutions based on a company’s unique needs and stated goals. We have the products to match those needs and to help you innovate and meet your future business needs, as well. Let’s take a look at the Quickbase products offered by Trinity Integrated Solutions that will take your business to the next level, improving productivity along the way. TrinityCalendar The TrinityCalendar is a scheduling tool that allows users to boost efficiency in the workplace with its seamless approach to managing schedules company-wide. Businesses and employees that use the tool can coordinate schedules at a glance. That means avoiding overbookings, double bookings, and time lost due to scheduling and scheduling conflicts. Features include drag and drop or click to create schedules, filters, and customizable views, all fully integrated with your Quickbase application. TrinityScan Businesses looking for a mobile inventory management tool will benefit from TrinityScan, a barcode scanning system integrated with the rest of a company’s Quickbase apps. Scannable barcode types include DataMatrix, QR codes, vehicle identification numbers, Code 39 and Code 128 barcodes, and more. TrinityMobile TrinityMobile is an important tool for businesses looking to improve productivity and access for field workers, particularly in environments where remote work is becoming the norm. The app works with Android and iOS users and allows for access to workflow processes needed by key employees. Imagine the ease of inventory management at your fingertips, for example, along with a whole host of additional applications. TrinityMobile is a major boost to workplace efficiency. TrinitySurvey The TrinitySurvey tool is useful for creating custom surveys, managing responses, and measuring results to allow for data-based decision-making. The tool is also capable of creating checklists, questionnaires, and audits as needed. Gather the quick, custom results you need with TrinitySurvey. TrinitySync Businesses struggling to integrate existing processes as they update their applications will benefit from TrinitySync. TrinitySync gives a company the ability to link Quickbase to many popular software, social media, and digital platforms, ensuring that a company is ready to innovate and prepare for the future. TrinitySync can link Quickbase to your Dropbox/digital storage tools, customer relationship management (CRM) systems, and even your email marketing platform. If you’re looking to integrate your applications, streamline your core processes to make them as efficient as they can be, and save costs along the way as you eliminate inefficiencies, consider the possibilities with TrinitySync. TrinityMultifileUploader The TrinityMultifileUploader makes file management easy and efficient. Features include the ability to both upload and download multiple files at once, easily monitor the progress of file activity, and create a customized digital filing system. Manage files with ease and boost the user experience with this file management app. TrinitySignature The benefits of using digital signatures are numerous and include an increase in productivity and decrease in paperwork, cost-savings in terms of paper and labor supplies, and a security boost for both the company and the client. TrinitySignature makes switching to digital signatures at a company easy. It works with web-based Quickbase applications and a custom, mobile-integrated version, making it easy to access from your laptop, tablet, or smartphone. TrinityMaps Companies that would benefit from mapping features that link up to existing Quickbase applications, whether that’s to improve the management of mobile workflows or create a more seamless approach to routing and scheduling of orders, will like the features on TrinityMaps. Those features include geocoding, distance calculation, routing, search capabilities, and more. Users are also able to customize the app for their purposes. Solutions Customized for Your Business Now that you have an overview of the products that Trinity has to offer you and your business, take advantage of that knowledge, and find the customized Quickbase solution for your needs. Trinity has been working with clients for over 22 years to improve their processes and prepare them for the future. […]

Our 6 Top Predictions for 2021 CRM Marketing Trends

Posted on December 30, 2020 by smartboost

Business profitability has certainly been tested in 2020, but one area will only grow in importance as companies enter the new year: quality customer relationships. A key in managing customer interactions successfully and efficiently is Customer Relationship Management, or CRM, technology. Innovations in the area only continue to grow as tools become smarter and easier to access. We’ve come up with six of our top predictions for 2021 CRM marketing trends that any business owner should be aware of. CRM as a Widespread Tool As CRM software becomes easier to access and operate, and integrations grow across digital applications and existing frameworks, businesses that use CRM will no longer be cutting edge. CRM systems will be essential to the customer experience. Automation and AI A CRM system is more than a way to track and manage customer interactions. The best systems will automate formerly time-consuming manual processes and tasks to benefit the consumer and the company’s bottom line. Artificial intelligence is one of the future CRM trends that will become an essential improvement in systems already operating in the business space, only increasing efficiency as systems start using real-time data. Think sales segments tailored to targeted customer groups, customer service available at the touch of a button rather than interactions with a sales representative, and automated processes following purchases that are fast and responsive. Making it easier for customers to have their needs met, even if it means interacting with a CRM system rather than a customer service representative, is a welcome trend. Ensuring those processes are seamless, do the work expected, and make the customer feel a sense of authentic engagement with a company, will be the challenge moving forward. Customized Customer Experiences There is a growing expectation that companies know a thing or two about their returning customers. CRM marketing trends will then always include communication catered to the customer experience, which helps businesses build long-term customer relationships. Customization also lends itself to more consistency, as customers will know what to expect in interactions with a company that appears to value previous interactions, and is a better way to measure customer intent. Purchase histories will be made easily available, in addition to additional information that may offer added insight into what a customer needs not only in the moment but in the future. Trinity develops custom CRM’s using the Quickbase platform, ensuring seamless integration and custom solutions that fit a company’s needs and their customers’ preferences. Social Media Integration Digital integration as one of the future trends in CRM includes social media as part of that landscape and using social networking to reach both regular and potential customers in a more meaningful way. As social media has become an integral part of business strategies overall, additional focus in that area could allow for businesses to address customer concerns, reactions to products, and market to potential consumers in real-time. It’s also a smart return on a company’s investment, so the focus on social media is here to stay. Advanced Analytics CRM systems continue to evolve in the kind of data made available to address, even predict, customer needs. Analytics will then become even easier to include in company-wide decisions about products, where employees’ should focus their energies to boost not only the customer experience, but sales, and how to personalize the customer experience better. Customer preference data can then be used in targeted sales and a way to ensure that companies are remaining cognizant of how customers have engaged with the company in the past. Mobile Optimization Trends toward remote work appear here to stay, which has made it even more important to ensure systems in place are accessible, no matter where an employee is working from. One trend we will see is CRM systems focusing on mobile optimization. This allows for easy access to data and increased productivity. How systems address potential risks of remote environments, namely security and tech challenges, could be the challenges innovative CRM systems look to address. Trinity Can Meet Your CRM Software Needs Trinity is focused on creating customized solutions to meet client needs, particularly as they relate to the customer experience. Explore what we’ve done in the custom CRM application space, improving data tracking for our clients and creating a program that has led to company-wide improvements. Improve your efficiency and customer communication with support from a provider of flexible, customized solutions. […]

How to Optimize Your Business Process According to Your Goals

Posted on December 16, 2020 (September 19, 2024) by smartboost

When looking to optimize your business process, it helps to take a reverse planning approach. What are your goals for your business, and, more specifically, what are your goals for business process improvement? For example, strategies to increase revenue will differ from strategies to improve consistency at a company. It’s important then to consider your business goals before you focus on process improvement, whether those goals are coming from a broad perspective or improvements made to a business on a micro level. Doing so will allow for more efficiency overall, and ensure that your business isn’t wasting time on non-essential tasks and implementation of steps that won’t get you to your end goal. What is Business Process Management? Business processes are the steps a business takes in order to meet stated goals. Processes are not one-offs, but put into place to improve operating workflows. Business process management (BPM) is how potential areas for improvement at a business are identified, improved, and managed. The process is driven by an analysis of what a business needs in a given moment, and goals are set as a result. A quality business process solution provider can support you in working toward those goals and identifying strategies to address your business needs. Now, let’s look at several measurable goal areas, and how to optimize your business process based on those identified goals. Improve Productivity & Efficiency A common area for business process goals is around improving productivity and efficiency in a workplace. When working to identify process inefficiencies, consider where time is being wasted businesswide. Take a close look at current business processes, including meetings that may not be as essential as you think they are, and whether employees have consistent access to workplace data. Consider digital or automated solutions to manual processes that have become cumbersome. Business process optimization in this area will target reducing wasted time and resources, with processes that allow for a business to reach broad, stated goals. It’s about avoiding getting bogged down by details – think unnecessary paperwork, repetitive tasks, or lengthy meetings that could have been handled using more efficient methods of communication. Reduce Overall Costs An added benefit of eliminating process inefficiencies is an overall reduction in business expenses. For example, automating processes replaces time-consuming, manual tasks, freeing up employees who had been working within those areas for more meaningful work. Once more efficient methods are identified and employees are trained in new routines, certain business processes should be able to run on their own. It’s all part of the old adage of working smarter, not harder, and freeing up resources for revenue-generating areas that will lead to increased profits at a business. Increase Profitability Most businesses will have the goal of increasing profitability and growing potential revenue streams on their list of priorities. Business processes within this goal area will focus on not only identifying areas for additional revenue, but reducing overall costs as a way to increase profitability at a business. Profits must, after all, consider what businesses spend to operate. Again, it is important to note how important identifying inefficiencies is to the overall health of a business. Addressing inefficiencies at a business is a big way to not only reduce overall costs, but improve the overall customer experience, a key area when looking to increase profitability. With effective structures in place, and a customer base that is experiencing the positive results of efficient business processes, employees can then focus on sales, driving profits, and supporting businesswide goals. Improve Quality Control & Consistency Business process goals around improving the customer experience are driven by structures that work toward a high level of quality control and consistency across a business. A predictable business process with a focus on quality control allows for the same result no matter the employee behind the wheel. We’ve already touched on automation of manual processes in terms of reducing overall costs at a business. Automation software like Quickbase for businesses can also provide a boost around consistency at a business, as you will now have a straightforward process in place with less risk for human error. It’s important to invest in some guidance, however, to avoid potential business process software mistakes that come with replacing manual processes, and to ensure a good fit at your business. Streamline Processes Business processes that are easier to manage inevitably lead to fewer user errors and less need for micromanaging. With processes streamlined to operate on a high level of efficiency without unnecessary oversight, employees can feel a level of confidence over their work, as well, boosting overall morale in the workplace. Leaders can then focus on additional pathways toward meeting business goals around profitability without worrying that inefficient business processes, or a lack thereof, are hampering employees’ progress. If you’re looking for support around optimizing your business processes, or improving your methods around goal-setting for your business, contact us at Trinity. With over 22 years of experience behind us, we offer custom solutions for process improvement to help you analyze, meet and monitor your business goals. […]

Want to Increase Your Productivity? Don’t Miss These 10 Business Podcasts

Posted on December 2, 2020 (September 19, 2024) by smartboost

If you’re looking for creative ways to improve workflow and productivity at your business, or on a more personal level as a business leader, consider looking to outside sources to give you some fresh ideas. Business podcasts have become notable tools for learning. The only problem is the number of options out there, with thousands of podcasts on the scene promising everything under the sun. The Best Business Podcasts Some business podcasts are certainly better than others. Luckily for you, we’ve put together a list of 10 business podcasts you won’t want to miss if your goal is to increase productivity. We know you’re all about maximizing efficiency, after all. The Tim Ferriss Show It wouldn’t be a list of best business podcasts without mentioning The Tim Ferriss Show, typically ranked at the top of most-listened-to offerings in the genre of business podcasts across platforms and a favorite resource among industry leaders. Host Tim Ferriss talks to successful business owners, entrepreneurs, and frequent celebrity guests about routines in both their personal and work lives that have led to a high level of productivity and success. Rise and Grind Host and high-profile entrepreneur Daymond John came to the world of podcasts on the heels of a prominent role on ABC’s Shark Tank and a book by the same name. With guest interviews on topics around increasing productivity and why it’s important to identify goals for our business and opportunities for success, Rise and Grind is one of the best podcasts for business owners out there, particularly those who have found themselves in a bit of a business rut. HBR IdeaCast Those looking for podcasts that are all business will enjoy HBR IdeaCast from the Harvard Business Review. Weekly installments explore productivity and business management strategies employed by successful companies around the world. Guests have included an impressive list of CEOs and political figures offering insights in a just-the-facts manner for listeners looking for actionable strategies. Masters of Scale Entrepreneurs looking to grow a startup business will want to listen to Masters of Scale. Hosted by Reid Hoffman, the co-founder of LinkedIn, the podcast examines strategies other startups have used to not only increase revenue but create successful brands. Topics dive into all aspects of business management, from pivoting business plans in order to adapt to changing markets, a sign of business agility, to surviving times of uncertainty. Getting Things Done Popular with listeners looking to boost productivity on a personal level and at the workplace, Getting Things Done uses common barriers to efficiency to offer solutions to, put simply, get things done. Solutions offered by host David Allen, author of the book by the same name, are particularly useful after identifying inefficiencies that get in the way of a higher level of productivity in the workplace. Entrepreneurs on Fire Often listed as one of the best podcasts for business owners, Entrepreneurs on Fire is here to inspire you to come up with actionable steps to meet those business goals. Host John Lee Dumas uses interviews with successful entrepreneurs to gather insights into what it takes to be successful in the world of business today. Tips have included ways to boost your own productivity as a business leader, the importance of individualized goal-setting, and why a good team is invaluable. Back to Work If you’re looking for a business podcast that’s a bit less dry, you should try the Back to Work podcast. On top of in-depth discussions around productivity, choosing the right tools to improve efficiency in workplaces, and what’s on the horizon in the world of business software, humorous asides keep listeners interested in what hosts Merlin Mann and Dan Benjamin will come up with next. The Productivityist Podcast Using interviews with business leaders and his own insights, host Mike Vardy offers up weekly tips around improving efficiency and productivity on The Productivityist Podcast. Topics include why it’s important to delegate responsibilities rather than micromanage, the power of business process improvement, and improving communication as a way to increase effectiveness. The Action Catalyst The Action Catalyst, a weekly podcast hosted by Dan Moore, is focused on making the most of your time to reach your business goals. Episodes often include interviews with industry leaders, and topics have included overcoming obstacles to efficiency, starting small to reach your ultimate business goals and habits of successful business leaders. The podcast’s title fits its aim to act as a catalyst for you to attack any obstacles to your goals head-on. Workforce Health Engagement If you’re looking for ways to boost employee engagement, productivity, and company-wide morale, consider the Workforce Health Engagement podcast. Host Jesse Lahey talks to industry experts on topics that have included avoiding workplace burnout, boosting employee motivation, and protecting employees’ health as a way to build an environment of showing employees you care about more than their output. Channel the Inspiration from Your Favorite Business Podcast Now that you have some fresh ideas to increase productivity at your business, or at least avenues for learning how to do so, consider tackling those action items with some support from Trinity. From software solutions to increase productivity to improved business processes, we have the skills and tools you need to craft a customized approach. […]

The Cost of Doing Nothing

Posted on November 6, 2020 by smartboost

Introduction Quickbase provides a fantastic platform to build any business on, and the breadth of the applications that can be built is unlimited. At Trinity, we always say, “If you can define it, Trinity can build it.” However, there is a cost to do so, and one of the reasons that many companies do not proceed with a project is the cost. Understandably, the cost of the application development plus the cost of the Quickbase platform must be considered. But potentially more important questions should be asked. What is the cost of… – Doing nothing? – Continuing with manual-based processes? – Putting up with solutions that are not meeting the needs of your business? – Using bloated apps that you use only a portion of that meets only part of your needs and the rest is in the way? – Using apps that are incorrectly designed for your workflows? Doing Nothing Many areas of a business get affected by doing nothing. Let’s look at a few of them. – Productivity. This is one of the primary reasons that clients come to Trinity – to help them improve what they do so they can be more efficient and optimize their resources. Productivity is the cornerstone of business process improvement and has enabled many of our clients to significantly expand their businesses while keeping costs in check. Without the correct supporting processes and applications in place, operational costs can grow exponentially to handle poor processes or a lack of systems. – Service. With the pace of business continuously accelerating, providing top-notch service to your clients is a must. But, if you do not have the systems in place to track projects, task assignments, key performance indicators, and service levels, then your team reverts to the best way they know how to do so. Many times, these are spreadsheets that management has no visibility to or the use of poorly designed apps that leads to inconsistency between your team members and their delivery in service and product. – Quality. The expectation of the marketplace today is that goods and services will be delivered to an extremely high level of quality. Companies that do not have adequate systems in place to measure the quality of the output, whether services or products have no way to hold their employees accountable and provide metrics to their clients. – People. Your team knows what needs to change and how it needs to be changed. Whether it is processes or solutions, they know. And when you do nothing to make those changes, to advance the business, to invest in the future, they see that as well. Sometimes this causes unnecessary frustrations, or the team will figure out unnecessary workarounds to meet commitments, track projects, keep the boss happy, and so on. These underlying costs continue to add up without any understanding of why your costs are going up, why commitments are not being met, and why your team is frustrated. Real-Life Scenarios A home health care business was drowning in paperwork and outdated processes but wanted to double and even triple their business. They knew the time and financial commitment was significant but had confidence in how Trinity could lead the project. Working together, we completely revamped all business processes, developed a solution to support the new workflows, and then rolled it out to all employees. Overnight the business was transformed and handled a large influx of new business with a much higher employee utilization and no new support staff. Within months, their margins and profits were higher than they ever imagined. A construction company was buried under spreadsheets and a lack of consistent processes for tracking projects, tasks, time, and materials. Everyone had their own way of doing things and became comfortable with it, but no one had any visibility to what was going on. With the various components of what they imagined (workstation, mobile, integrations with some legacy solutions that would need to stay in place), the cost was going to be significant for a full solution. Stepping out of their comfort zone (aka cost) to achieve their vision, they did a complete revamp of their processes considering best practices across their organization. Teams were energized to participate and transform the business. It has paid off in improved customer engagement and service, a fully mobile workforce enabling visibility and data into every aspect of the business. How about an example that involves Trinity? After the COVID pandemic struck, we made the decision to move forward with a new digital marketing strategy. The cost was significant, and it was not an easy decision. We knew it would take time to build up our web presence and that any payoff would come down the road. Halfway into the new strategy, our digital agency recommended that we double our ad spending amount. In the middle of a pandemic? Yes. If we wanted to really find clients that could benefit from our expertise, yes. Tough decision, yes. Outcome – it has exceeded our expectations and we believe that we’ll even do better as time progresses. Investing in the foundation of your business does take some faith. Basing it on a future vision and not just dollars can pay off if it is done correctly with the proper diligence and leadership. Trinity works with many clients to help them achieve productivity, service, and quality improvements. Trinity has been a Quickbase Solution Provider (QSP) for 16+ years and has extensive expertise in developing and enhancing Quickbase applications. We understand what it takes to build great Quickbase applications to meet your exact business needs. For more information about Trinity and a demonstration of our capabilities, contact Scott Burday at sburday@trinityis.com or 214-937-4534. […]