At Access Tech, we know the importance of an efficient process, both for us and our clients. In an article from Automated Dreams citing BP Trends, “70% of business executives say process management helps them achieve their goals.” As we refine our workflows in ConnectWise (our IT management software), we’re focused on creating systems tailored to each client’s unique needs.
Here’s how we’re making it happen:
Daily Cross-Department Huddles
Each morning, we hold huddles with team members from different departments—our customer service rep, operations manager, and operations and marketing coordinator. These huddles ensure cross-coverage of tasks, prevent miscommunication, and keep everyone aligned on current priorities. This daily touchpoint helps us eliminate silos and improve collaboration between departments.
Maximizing Our Tools
We’re making full use of ConnectWise, but we’re also using tools like BrightGauge for real-time analytics and CPQ for managing quotes and proposals. Each tool has a dedicated owner who manages training and ensures it’s being used to its full potential. Regular training with ConnectWise experts keeps our team up-to-date, allowing us to improve internal workflows and deliver better outcomes for our clients.
Customization Over “Off-the-Shelf” Solutions
Instead of opting for a standard, off-the-shelf project management or sales tracking tool, we customize every workflow to fit our unique needs. We analyze everything from how we handle client onboarding to how we communicate project milestones. For example, we tailor communication preferences for each client and map out potential bottlenecks, ensuring that our process adapts to both our internal needs and those of our clients.
Why This Matters for You
When you partner with Access Tech, you’re working with a team that’s invested in refining every detail of our own processes. This allows us to build efficient, customized solutions that work just as well for you as they do for us.
Let’s Build a Process That Works—Together. Reach out today to learn how we can help improve your workflows.