Our business system review is a comprehensive evaluation of your operational processes, workflows, and systems. It involves analysing how various components within your business interact, identifying inefficiencies, bottlenecks, and areas for improvement.
Once we’ve captured your current state, we recommend a plan to enhance productivity, streamline operations, and optimise resource utilisation. But we don’t leave you there, we partner with you to implement the solution. We’re there to help at every step!
“The solution isn’t always purchasing new software, but it could be enhancing your current digital assets you have in place in your business. This will all be included as part of our Business System Review Process.”
Accelerating Success: Your Business, Our Expertise – Unleashing Excellence
@ H2H Digital – we’re here to help – give us a call or send through an enquiry.
A system review identified that there was a standalone workshop system that lacked integration with the main financial solution.
A plan was formulated to upgrade the ERP system to a version equipped with workshop functionality. Following the upgrade, the workshop solution was successfully integrated within the upgraded ERP system.
“This brought inventory, purchasing, warehousing, and invoicing all into the one system.”
A Request for Quote process review identified that the required inclusion of engineering drawings was time consuming and often resulted in outdated versions of drawings being sent. To address this, we introduced an automated process that seamlessly attaches the correct and up-to-date drawings to the Request for Quote process.
Following this system review, it became evident that there was a requirement for a robust Workplace Health and Safety (WHS) system.
This system needed to encompass compliance, safety records, training records, and contractor management. The existing approach was fragmented, with data scattered across spreadsheets or left unmanaged.
After evaluating various solutions, we collaboratively selected our preferred supplier. Subsequently, we focused on implementing the chosen solution and integrating it seamlessly into the business operations.
“Additional tools are continually being integrated into the solution which has become an integral part of the business compliance and WHS management system.”
Through completing a system review of the accounts payable and purchasing system, it was recognised that implementing a workflow capable of capturing invoice details and automatically processing a significant portion of invoices directly into the accounts payable system, without requiring user intervention, would greatly enhance efficiency.
Additionally, the review identified that integrating capability to capture invoices in a document management system would provide authorised users with access to retrieve copies of invoices, eliminating the need for storing AP invoices in physical boxes!
A Credit Manager used to dedicate half a morning every week to manually run and email customer balances to business managers. Following a process review, we automated this task, enabling the report to be automatically sent overnight to each manager. This automation resulted in saving the Credit Manager half a day of work per week!
Following a process review, we transformed the manual creation of Recipient Created Tax Invoices (RCTIs) into an automated method. This automated process generates RCTIs systematically and uploads the RCTI details directly into the accounts payable system for seamless payment processing.
Achieve your business outcomes by getting your business systems thriving.
@ H2H Digital – we’re here to help – give us a call or send through an enquiry.
Send us a message here with your enquiry and we’ll get back to you as soon as we can!