That’s what we have here at Avant Advisory, both for ourselves and for our clients.
We’re constantly looking for how to do things better and better, as part of continuous improvement.
We stress to our junior staff members that they are just as ‘Senior’ in these things as we are as Directors.
Sometimes even more so, because they are at the coal face, seeing our bookkeeping, payroll and accountancy tasks in granular detail.
If a process takes manual time, we encourage everyone to stop and ask: ‘Why?’ and ‘Has technology now caught up to resolve this?’
We know we need to focus on learning and using Zapier much more effectively to auto-copy and paste data across systems.
Recently, I checked our Dext Insights. In true exception-reporting style, I nearly had a heart attack.
You automate bookkeeping by being absolutely ruthless with setting up automatic coding and publishing rules for supplier invoices, so their scans flow straight into Xero.
Dext showed a clear gap between our long-standing clients and our newest clients in terms of how many rules were set up. Even more helpfully, it suggested which clients and suppliers would benefit from new rules.
What, a computer seeing things better than a human? No way. Time for Team Human to double and treble down on attacking the issue.
Our latest valued team member assured me that our digital setup was already better than other firms he had seen.
That was reassuring and gave some useful context.
However, it is only socialist governments that believe in levelling down.
We must never settle.
Not everyone is born equal. We must all as business owners strive to be the best at what we do in our field.
What are your obsessions?