Streamlined Solutions https://tigosoftware.com/index.php/ en 6 Useful Tips To Streamline Business Processes and Workflows https://tigosoftware.com/index.php/6-useful-tips-streamline-business-processes-and-workflows <span class="field field--name-title field--type-string field--label-hidden">6 Useful Tips To Streamline Business Processes and Workflows</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><a title="View user profile." href="/index.php/user/1" lang="" about="/index.php/user/1" typeof="schema:Person" property="schema:name" datatype="" class="username">admin</a></span> <span class="field field--name-created field--type-created field--label-hidden">Mon, 10/17/2022 - 10:12</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>A process has been streamlined when it has been simplified. This simplification process is usually achieved by removing complex or unnecessary steps. There are several ways to streamline a process that includes various approaches and modern business information technology platforms that help organizations thrive. In this article, we discuss what streamlining is and the benefits of it, what processes and workflows are, and how to streamline processes and workflows to improve efficiency.</p> <h2><strong>What is streamlining?</strong></h2> <p>Streamlining is the process used to simplify or eliminate unnecessary work-related tasks to improve the efficiency of processes in businesses or organizations. Streamlining processes require the usage of modernizing techniques, technology and other possible approaches to complete.</p> <h2><strong>What are processes and workflows?</strong></h2> <p>Processes and workflows are similar but they are not the same. Here are the correct definitive terms for processes and workflows:</p> <ul><li> <p><strong>Process</strong>: A set of repeatable activities that need to be continued to complete a specific goal that an organization has set.</p> </li> <li> <p><strong>Workflow</strong>: A series of repeatable activities that need to be continued to complete a specific task.</p> </li> </ul><p>Each business or organization likely participates in processes and workflows that are unique to their career field and related-tasks.</p> <figure role="group" class="caption caption-img"><img alt="Streamlining Your Business" data-entity-type="file" data-entity-uuid="80b0b21a-56f9-4aa8-ab94-d9121fc9bbd6" src="/sites/default/files/inline-images/maxresdefault%20%281%29.jpg" /><figcaption>Example: Streamlining business results in 25% savings </figcaption></figure><h2><strong>Benefits of streamlining processes and workflows</strong></h2> <p>By streamlining your organization’s daily processes, you can achieve many different things that require less work and free up time. Here is a list of benefits your business or organization may experience when you streamline your processes and workflows:</p> <h3><strong>1. Increased cost efficiency</strong></h3> <p>Streamlining software will likely decrease the amount of paper your workplace uses and require less staffing since data entry and processing can be done automatically. This will likely save your business money so you can allocate funds elsewhere.</p> <h3><strong>2. Improved productivity</strong></h3> <p>Your employees will likely become more productive when processes are streamlined and they can have a more accurate idea of the daily tasks and expectations assigned to them. They will be able to focus more on the quality of what they are producing when unnecessary tasks are reduced.</p> <h3><strong>3. Improved communication</strong></h3> <p>Streamlined management systems improved communication between departments and allow for better tracking of completed tasks. Employees will spend less time moving around to communicate with each other and they can get to assigned tasks in a more timely manner.</p> <h3><strong>4. Better time management</strong></h3> <p>With less tedious tasks for you and your employees to complete, you will likely be able to manage your time better and complete the most important tasks first and have buffer-time in between tasks.</p> <h3><strong>5. Minimize risk</strong></h3> <p>Businesses with streamlined processes have greater transparency. It is easier to capture the progress of your employees and notice mistakes or missed deadlines from one location. For instance, streamlining may also help with business obligations such as complying with certain regulations or delivering some product or service you may produce on time to your clients.</p> <h2><strong>How to streamline processes and workflows to improve efficiency</strong></h2> <p>Streamlining processes and workflows may take some time and is best completed in small steps that contribute to your organization’s improved efficiency goals. Businesses may streamline processes by reviewing the details of how they manage their individual challenges. Your organization needs to decide which areas to streamline. Here are 6 steps you may try to streamline processes and workflows to improve efficiency:</p> <h3><strong>1. Assess existing processes and workflows</strong></h3> <p>When you assess your current processes and workflows it will be easier to get an overall idea of the exact way things are done before you can notice what areas could be greatly improved by streamlining.</p> <p>For instance, it may be helpful to list your processes and workflow in the most simplistic terms, write down what you believe the benefits of each process is and list each person involved in the process.</p> <h3><strong>2. Rank processes</strong></h3> <p>It is likely surprising to find out exactly how many processes and workflows are actually carried out to complete goals or tasks. Many processes are interrelated and may not be as important.</p> <p>Write down a list of processes from most important to least important. This will help you to decide which process to streamline first, second, third and so on.</p> <h3><strong>3. Analyze outcomes</strong></h3> <p>Once you have assessed the processes and workflows, you may analyze the outcomes or results of those processes and workflows. This gives you a perspective on processes that are tedious, unnecessary and not budget-friendly.</p> <p>For example, you may note in the assessment that there are five bins of paper shredded and taken to the trash each day. When you analyze the outcome you should calculate the cost of the toner and paper, the time employees spend printing and shredding and compare what a new software could do to improve a certain process or workflow in your organization or department.</p> <h3><strong>4. Ask for feedback</strong></h3> <p>Colleagues, coworkers or employees may have valuable feedback about the workflow chain or process. Many of these individuals likely have their own ideas on how processes are working and how they can be improved to save time and complete tasks and goals more efficiently. There are often small details that can be improved to streamline processes and they can be easily missed unless you ask for feedback from those with whom you work.</p> <p>For instance, you may try holding a meeting to discuss areas of improvement or you may generate a survey based on various processes and workflows and have your employees submit answers anonymously to avoid bias.</p> <h3><strong>5. Streamline and automate processes</strong></h3> <p>There are now many modern workflow software solutions that help with streamlining business processes and workflows. They are often referred to as business process management software. Each one has its own features and capabilities that will benefit different career fields and organizations. However, most BPMs are designed to have similar benefits such as making it easy to collect data in a central location, automating steps in business workflow and generating better visibility with graphs, charts and reports.</p> <figure role="group" class="caption caption-img"><img alt="Automated Workflow Example: Transform static procedures and flowcharts into real-time workflows between people" data-entity-type="file" data-entity-uuid="e932524f-0594-4078-9a2d-7bc6b522c8d9" src="/sites/default/files/inline-images/2022-10-17_10-20-27.png" /><figcaption>Automated Workflow Example: Transform static procedures and flowcharts into real-time workflows between people</figcaption></figure><p>Try researching software that may work for your organization and check to see what your competitors are using to streamline their processes.</p> <h3><strong>6. Adjust and refine</strong></h3> <p>There is no perfect process or workflow and they will likely require continuous adjustments or refinements. You may want to change the streamlining processes based on your results. It may also take time to train employees properly on the new processes and not every employee may get the process down correctly the first time. When you refine processes and workflows, it requires you to be patient and ask for additional feedback from clients and employees.</p> <p><em><strong><a href="https://www.tigosolutions.com/contactus">Contact us</a> for comprehensive solutions of streamlining your automated process. </strong></em></p> <p><a href="https://en.tigosolutions.com/BlogStory/4315">TIGO Solutions</a></p> <p><em>Via indeed</em></p> </div> <div class="field field--name-field-blog-category field--type-entity-reference field--label-inline clearfix"> <div class="field__label">Category</div> <div class="field__item"><a href="/index.php/taxonomy/term/47" hreflang="en">IT Consulting</a></div> </div> <div class="field field--name-field-tags field--type-entity-reference field--label-inline clearfix"> <h3 class="field__label inline">Tags</h3> <ul class="links field__items"> <li><a href="/index.php/taxonomy/term/637" hreflang="en">Streamline Your Business</a></li> <li><a href="/index.php/taxonomy/term/412" hreflang="en">Streamlined Solutions</a></li> <li><a href="/index.php/taxonomy/term/316" hreflang="en">Automation</a></li> </ul> </div> <section class="field field--name-comment field--type-comment field--label-above comment-wrapper"> </section> Mon, 17 Oct 2022 03:12:08 +0000 admin 1504 at https://tigosoftware.com https://tigosoftware.com/index.php/6-useful-tips-streamline-business-processes-and-workflows#comments Running Your Own Service Business with Odoo - Everything You Need to Know https://tigosoftware.com/index.php/running-your-own-service-business-odoo-everything-you-need-know <span class="field field--name-title field--type-string field--label-hidden">Running Your Own Service Business with Odoo - Everything You Need to Know</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><a title="View user profile." href="/index.php/user/1" lang="" about="/index.php/user/1" typeof="schema:Person" property="schema:name" datatype="" class="username">admin</a></span> <span class="field field--name-created field--type-created field--label-hidden">Fri, 09/30/2022 - 22:10</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>While there are many advantages to running your own service business, being a one-person company can sometimes be challenging. One of the toughest things about it is that you have to do it yourself: from managing accounts to maintaining an online reputation, managing appointments, sorting out taxes, following leads, and managing social media - the list goes on. Wearing many hats can become nearly impossible very quickly as your business grows. <br /><br /> Fortunately, no matter where you are in your business - from complete CRM to solutions that help with specific parts of the sales cycle, <a href="https://www.odoo.com/">Odoo</a> has a broad spectrum of business tools that can help you in staying on top of your activities. Every solopreneur has a slightly different take on their workflow, based on the services they offer. The general process is roughly the same for all: prospecting, initial contact, sales call, the offer, working on the project, and following up. Thus, when Odoo is implemented correctly, it can free up a significant portion of time and effort on the way.</p> <h2><strong>The importance of streamlining your business?</strong></h2> <p>As an entrepreneur, the key to success is to create and maintain an intimate connection with your business. While you can still outsource and get help, you still need a solid understanding of it all. You are the boss, after all. So, the easiest way to survive is to create a reliable system for yourself that ensures high-quality work that is continuously pushed out the door promptly; efficiency and effectiveness are critical. </p> <p>There are many reasons why one should streamline their business; however, here are few to consider:</p> <ul><li>It helps reduce paper usage - While you may think that the information you usually put on paper is necessary, you don't need to have it all on paper - you can go digital instead.</li> <li>It is the first step to the automation of all your repetitive tasks.</li> <li>Using a centralized management system keeps all your data in one place - From in-house communication and accounting to e-mail marketing and scheduling; there is an app for everything. </li> </ul><h2><strong>How Can Odoo Help?</strong></h2> <h3><strong>Streamline Communication </strong></h3> <p>Communication is the foundation of a business. Effective communication is the most crucial success factor in project management life cycle. On average, one out of five projects fail due to lack of communication between the project manager, team members, and clients.</p> <h3><strong>Inbox</strong></h3> <p>From one-on-one and group messaging, live chat, individual and team audio calls, discussions, and file sharing, Odoo Inbox has you covered with transparent and efficient communication within your organization. It allows seamless communication between individual team members, departments, and the entire company. There is also the ability to organize and filter conversations into different channels (perhaps for specific projects, for technical support, general chat, and so forth). Users can organize multiple projects, teams, and other items using hashtags, as well as share files by dragging and dropping them into the platform.</p> <h3><strong>Live Chat</strong></h3> <p>Live chat integrates with your Odoo Website allowing your team to answer questions, schedule appointments, and sell your product or service in 1:1 conversations with customers.</p> <h3><strong>SMS</strong></h3> <p>If you have your customer's phone numbers on record, you can reach out to them with urgent updates through text message using Odoo SMS. Odoo VOIP provides two-way communication, meaning your customers can write back to any message you send, and you'd be able to reply directly.</p> <h2><strong>Spend Less Time On E-mails</strong></h2> <p>E-mail is one of the most necessary and time-consuming evils for any professional. There is no way you can avoid talking to clients, and you shouldn't. What you can do instead is find ways to use less e-mail and get through your inbox faster. Eliminating unnecessary back and forth via e-mail and efficiently managing your inbox can help you focus on more significant projects on your to-do list. Here are a few ways you can do just that:</p> <h3><strong>Use auto-responses</strong></h3> <p>First off, try to set up auto-responses for common types of e-mails you regularly receive, such as:</p> <ul><li>Inquiries from new clients,</li> <li>FAQs</li> <li>Contact Form submissions</li> </ul><p>If you find yourself telling different people the same thing repeatedly, you should use an auto-response for it. Even if you need to pick up the phone or provide more information directly after that, this automatic e-mail will give people more information and allows you time to respond! </p> <p>For example, you could create an auto-response to your client inquiry form that includes information and links about you and about what should happen next. By using the <strong>Marketing Automation app</strong>, you can create a new marketing campaign. Then, create an e-mail template with an introduction and link it to that campaign. At the end of the e-mail, use the <strong>Appointments app</strong> and add a link to direct the prospects to your Online Calls/Meetings/Appointments Booking. What this would do is every time a new prospect fills out and sends the form, an e-mail with your introduction will get sent automatically. You would still need to go and look at their request, but you wouldn't need to rush to reply to them immediately since the e-mail sends automatically.</p> <h3><strong>Create Canned Response templates</strong></h3> <p>For any response that is repetitive but requires a lot of customization, to automate your reply, you can take a different approach and create an e-mail template that you can edit and send. Think of e-mails like your availability or pricing to a potential client – it will depend on the project, timing and situation, but with a template in place, the only thing you will have to do is change the actual date and price to each person. </p> <h3><strong>Send Automatic Updates</strong></h3> <p>Communicating project updates to clients is essential, but it can also feel tedious, especially with clients that request them all the time. An excellent way to start is by using Project Management and all the collaboration tools that come with it. Then, create and give client portal access to your clients to it. When you do this, not only will they have an up-to-date, real-time picture of their project. But they will also have features like e-mail notifications and digests that will automatically let them know when you're checking off items, moving tasks along your pipeline, and other "getting work done" things. This way, you won't have to send an e-mail after every task crossed off your to-do list.</p> <h3><strong>Auto-Filter Your Inbox</strong></h3> <p>In your Odoo Inbox, create and use different channels as well as the existing filters, or create custom ones to add additional rules into your e-mails. By doing this, your inbox will only show the essential e-mails you have to see, so that when you need to step away from client work to check an e-mail, you will solely focus on the most important ones.</p> <h3><strong>Appointments Scheduler </strong></h3> <p>Think of all the back-and-forth involved in setting up meetings and calls with clients. Getting everyone's schedules synced and coordinating who's available and when and how it fits in with your other appointments can all become a headache, especially if you are all in different places and time zones. These are such primary tasks that don't deserve to take up your valuable time. Instead, you can use the Odoo Appointments and let your clients do the work.</p> <h2><strong>Streamline the "Find And Onboard New Clients" Process</strong></h2> <p>Finding new clients is the lifeblood of your business. You can't get new clients without marketing (at least not all the time). But, you can optimize your website and allow your business to start marketing itself. Not only is it super helpful to have a functional CRM (client relationship management) system in place, but it can also go a long way to project your professionalism to the client.</p> <h2><strong>Use Smart Contact Forms</strong></h2> <p>For people who are ready to go straight to the "Work with Us" page of your website, you would want this to be the first step in a seamless client onboarding process. By using the Website Form Builder, you can create detailed contact forms that ask prospects important questions to provide you with the information you need to move them to the next step in your sales process without overwhelming them at the same time. Over time, once you have an excellent client onboarding in place, you can make it even better by automating the process!</p> <h2><strong>Streamline E-mail Marketing And Create Email Marketing Sequences</strong></h2> <p>You should already be using e-mail marketing for your service business.</p> <p>If you do, you probably send a weekly or monthly e-mail newsletter and might have a free opt-in offer on your website. However, if you don't, look at our Email Marketing app and start implementing one right now. You can take that even further and turn any subscriber who hasn't yet filled out your "Work with Us" form into an informed and exciting lead. Then, use the Marketing Automation app and create a welcome sequence to nurture them, let them know how you can help them, and ultimately pitch your "Work with us" form/page again.</p> <h2><strong>Automate Or Batch Social Media Promotion</strong></h2> <p>Being present on Social media increases awareness, connects you with your customers, boosts prospects, and income. However, while jumping onto Facebook, Twitter, or LinkedIn to market yourself can be very time-consuming. </p> <p><strong>Social Marketing app </strong>allows you to control your social media channels and engagements within your management system. With this app, you can easily automate sharing your content – scheduling your social media posts, blog posts, lead magnets, and even letting people know about your client's availability. Or, you can get an accurate list of your website's visitors and reach them via <strong>E-mail, SMS, or Live Chat</strong>. With this you can track the journey of a link from a post, and get instant information about how much revenue the link generated, as to how many new leads.</p> <h2><strong>Streamline Documentation</strong></h2> <p>Your business processes certainly include a lot of paperwork, project sheets, and all sorts of other clients' documents. There is also all the admin stuff - the initial proposals, contracts with different clients, bills and invoices, forms for signing off on approvals, and everything else. Everything is essential; you cannot afford to lose any of them.</p> <p><strong>Documents </strong>is the app that keeps control of everything - Welcome Paperless! It allows you to streamline your workflow by letting you share, send, categorize, and archive uploaded and scanned documents, as well as process documents in batch by requesting approvals, changing folders, tagging, and assigning multiple files at once instead of one by one. You can also generate business documents like vendor bills and technical sheets, assign them to specific people, get them e-sign, and send them directly back to you. It makes it so easy to keep track of everything going on.</p> <h2><strong>Task Management</strong></h2> <p>When managing your own business, you don't have the luxury of being told what to do and when. You are in control of the flow of your daily tasks, without anyone to motivate you to hit deadlines, task management becomes all the more critical. Odoo's Project app takes full control over your projects, while the Tasks and Notes management apps can help remind you of some of the important stuff that needs your attention but may be likely to fall through the cracks. It scrapes through your deadlines, projects, contract terms, and other relevant inputs and magically generates tasks that need your attention. It's like having a personal assistant that never sleeps… Constantly, vigilantly watching over your business and alerting you to the things you need to get done.</p> <p><br /> Appointments Scheduler <br /> Think of all the back-and-forth involved in setting up meetings and calls with clients. Getting everyone's schedules synced and coordinating who's available and when and how it fits in with your other appointments can all become a headache, especially if you are all in different places and time zones. These are such primary tasks that don't deserve to take up your valuable time. Instead, you can use the Odoo Appointments and let your clients do the work.</p> <p>Streamline the "Find And Onboard New Clients" Process<br /> Finding new clients is the lifeblood of your business. You can't get new clients without marketing (at least not all the time). But, you can optimize your website and allow your business to start marketing itself. Not only is it super helpful to have a functional CRM (client relationship management) system in place, but it can also go a long way to project your professionalism to the client.</p> <p><br /> Use Smart Contact Forms<br /> For people who are ready to go straight to the "Work with Us" page of your website, you would want this to be the first step in a seamless client onboarding process. By using the Website Form Builder, you can create detailed contact forms that ask prospects important questions to provide you with the information you need to move them to the next step in your sales process without overwhelming them at the same time. Over time, once you have an excellent client onboarding in place, you can make it even better by automating the process!</p> <p><br />  </p> <p>Streamline E-mail Marketing And Create Email Marketing Sequences<br /> You should already be using e-mail marketing for your service business.</p> <p>If you do, you probably send a weekly or monthly e-mail newsletter and might have a free opt-in offer on your website. However, if you don't, look at our Email Marketing app and start implementing one right now. You can take that even further and turn any subscriber who hasn't yet filled out your "Work with Us" form into an informed and exciting lead. Then, use the Marketing Automation app and create a welcome sequence to nurture them, let them know how you can help them, and ultimately pitch your "Work with us" form/page again.</p> <p><br /> Automate Or Batch Social Media Promotion<br /> Being present on Social media increases awareness, connects you with your customers, boosts prospects, and income. However, while jumping onto Facebook, Twitter, or LinkedIn to market yourself can be very time-consuming. </p> <p><br /> Social Marketing app allows you to control your social media channels and engagements within your management system. With this app, you can easily automate sharing your content – scheduling your social media posts, blog posts, lead magnets, and even letting people know about your client's availability. Or, you can get an accurate list of your website's visitors and reach them via E-mail, SMS, or Live Chat. With this you can track the journey of a link from a post, and get instant information about how much revenue the link generated, as to how many new leads.</p> <p><br /> Streamline Documentation</p> <p>Your business processes certainly include a lot of paperwork, project sheets, and all sorts of other clients' documents. There is also all the admin stuff - the initial proposals, contracts with different clients, bills and invoices, forms for signing off on approvals, and everything else. Everything is essential; you cannot afford to lose any of them.</p> <p><br /> Documents is the app that keeps control of everything - Welcome Paperless! It allows you to streamline your workflow by letting you share, send, categorize, and archive uploaded and scanned documents, as well as process documents in batch by requesting approvals, changing folders, tagging, and assigning multiple files at once instead of one by one. You can also generate business documents like vendor bills and technical sheets, assign them to specific people, get them e-sign, and send them directly back to you. It makes it so easy to keep track of everything going on.</p> <p><br /> Task Management<br /> When managing your own business, you don't have the luxury of being told what to do and when. You are in control of the flow of your daily tasks, without anyone to motivate you to hit deadlines, task management becomes all the more critical. Odoo's Project app takes full control over your projects, while the Tasks and Notes management apps can help remind you of some of the important stuff that needs your attention but may be likely to fall through the cracks. It scrapes through your deadlines, projects, contract terms, and other relevant inputs and magically generates tasks that need your attention. It's like having a personal assistant that never sleeps… Constantly, vigilantly watching over your business and alerting you to the things you need to get done.</p> <h2><strong>Expense Tracking</strong></h2> <p>As a solopreneur, managing finances is essential, and keeping track of all expenses is a must. The problem is that this takes a considerable amount of time to complete and never actually complete. Using Odoo's Expenses app for this will help save time and increase efficiency. Your credit card and bank account transactions will automatically be imported and categorized. Digital receipts can be forwarded directly to the app, and paper receipts are entered with a simple snap of your mobile device's camera. Whether it's travel expenses, office supplies, or any other employee expenditure, you can access all receipts and expense submissions from your Expenses dashboard and create, validate, or refuse them in just a click. No need to download specialized software to maintain expense records - everything can be done directly through the app!</p> <p>When your business grows, and you get to hire more people on board, they can easily attach copies of their receipts directly to an expense record to avoid losing them. Attachments can be added on the go with any mobile device by taking a picture of the receipt and sending it to a designated e-mail address.</p> <h2><strong>Track Business Time Automatically</strong></h2> <p>Automating time tracking allows you to know exactly how your business spends its time without wasting it in the process. With an accurate overview of every activity, from time spent on client calls to sales or editing proposals, you'll get an idea of how much time goes into each project, client, and internal admin. Here you can discover broken or inefficient processes and fix them to optimize operations. Odoo Timesheet and the Timesheet Mobile app are great for tracking your time spent on different projects and tasks and recording how much money you make per project. </p> <h2><strong>Streamline your Finances</strong></h2> <p>Finally, you can use automation to serve as a bookkeeper and handle a lot of the "finance-related admin" in your business.</p> <h3><strong>Invoicing</strong></h3> <p>Next, using Invoicing will help manage and automate invoices, manage contracts, create recurring invoices, bill timesheets, and help you get paid faster. Invoicing in particular benefits from automation because collecting money from clients is painful and uncomfortable for some people. Odoo Invoicing makes bookkeeping smart. You can create invoices directly from your timesheets. All you have to do is to track your time through the app, and when it comes time for invoicing, you'll see each of your tasks listed against your client or project. Invoices can also be created automatically from your proposals and contracts. </p> <p>Pressing "send" is all you have to do. Secure payments can be accepted via Paypal, Ingenico, Buckaroo, Stripe, Authorize.net, Atos Worldline, or Adyen right from the invoice. It even automates invoice follow-ups and eliminates the hassle of sending reminders for late or outstanding payments as they get generated when a payment is late. Automated follow-ups are simple to configure and help to streamline billing to make payments quick and easy.</p> <h3><strong>Accounting</strong></h3> <p>And now, comes Odoo Accounting. Unless you run an Accounting firm, you are not expected to be an accountant. But taking good care of your books is something you have to pay attention to all the time. The Accounting app has all the time-saving tools that you need to grow your business. It is like your personal accountant. In a beautiful user interface, you can:</p> <ul><li>Get your bank statements synced with your bank automatically,</li> <li>Create sharp and professional invoices, manage recurring billings, and easily track payments,</li> <li>Control supplier invoices and get a clear forecast of your future bills to pay,</li> <li>Save time and automate 95% of reconciliation with our smart reconciliation tool.</li> </ul><p>From managing accounts receivable, accounts payable, analytic accounting, generating beautiful dynamic statements, powerful reports, and so much more - this is a fantastic app that has everything you need to keep your business healthy. Most importantly, it is on mobile - which means you can get instant access to all accounting features, wherever you are, on tablets or smartphones.  </p> <p>Learn more: <a href="https://www.tigosolutions.com/BlogStory/4275">Streamlining Your Business with Odoo</a><br /><em>Via <a href="https://www.odoo.com/blog/business-hacks-1/running-your-own-service-business-with-odoo-everything-you-need-to-know-620">Odoo Blog</a></em></p> </div> <div class="field field--name-field-blog-category field--type-entity-reference field--label-inline clearfix"> <div class="field__label">Category</div> <div class="field__item"><a href="/index.php/category/discover-digital-transformation-odoo" hreflang="en">Digital Transformation with Odoo ERP</a></div> </div> <div class="field field--name-field-tags field--type-entity-reference field--label-inline clearfix"> <h3 class="field__label inline">Tags</h3> <ul class="links field__items"> <li><a href="/index.php/taxonomy/term/158" hreflang="en">Odoo</a></li> <li><a href="/index.php/taxonomy/term/87" hreflang="en">ERP</a></li> <li><a href="/index.php/taxonomy/term/412" hreflang="en">Streamlined Solutions</a></li> <li><a href="/index.php/taxonomy/term/637" hreflang="en">Streamline Your Business</a></li> </ul> </div> <section class="field field--name-comment field--type-comment field--label-above comment-wrapper"> </section> Fri, 30 Sep 2022 15:10:46 +0000 admin 1483 at https://tigosoftware.com https://tigosoftware.com/index.php/running-your-own-service-business-odoo-everything-you-need-know#comments Streamline Workflow And Improve ROI: 9 LMS Features For eLearning Freelancers https://tigosoftware.com/index.php/streamline-workflow-and-improve-roi-9-lms-features-elearning-freelancers <span class="field field--name-title field--type-string field--label-hidden">Streamline Workflow And Improve ROI: 9 LMS Features For eLearning Freelancers</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><a title="View user profile." href="/index.php/user/1" lang="" about="/index.php/user/1" typeof="schema:Person" property="schema:name" datatype="" class="username">admin</a></span> <span class="field field--name-created field--type-created field--label-hidden">Sun, 03/06/2022 - 00:32</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h2>The Best LMS Features To Boost ROI And Streamline Workflow</h2> <p>eLearning freelancers have a lot to think about when investing in a new Learning Management System. It’s not just the price point or finding a UI that aligns with their team’s talents. They must also consider the needs of their clients, both present and future. Which features will they require to implement effective online training programs for their in-house staff? Their objectives and yours must be fulfilled using the same tool. So, which LMS features should you add to your list in order to boost ROI and streamline your work practices?</p> <h3>9 Top LMS Features For eLearning Freelancers</h3> <h4>1. Custom Reports</h4> <p>Many LMS platforms feature basic out-of-the-box reports. However, custom reports help you track metrics that are relevant to your business and the client’s online training needs. The LMS for freelancers should also have report scheduling and automated reports to simplify the process. For example, you can set up weekly reports for clients who want to measure specific online training objectives.</p> <h4>2. Authoring Tool</h4> <p>A built-in authoring tool cuts costs, ensures compatibility, and streamlines your workflow. Instead of investing in a third-party tool, an LMS for freelancers is equipped with assets, templates, and design functions. The complete package. You don’t have to worry about formatting issues and you can repurpose existing assets to reduce costs. Plus, the built-in templates allow you to maintain consistency and quickly update content.</p> <h4>3. Calendar</h4> <p>It’s important to keep tabs on your current projects and ensure that collaborators are in the loop. A calendar helps you monitor ongoing development tasks, due dates, and milestones. But you can also use this functionality to update learners and prepare them for what lies ahead. For instance, the organization can keep employees apprised of scheduled activities and important certification deadlines. There should also be a user/group assignment function so that it is possible to indicate who has access to which calendars.</p> <h4>4. Online Mobile</h4> <p>One of the most crucial LMS features for modern learners. Online mobile enables you to deliver content on any device. Making it easy to deploy JIT resources so that organizations can quickly address gaps. Some platforms even support downloadable content that learners can access anytime, anywhere. Then the system automatically syncs their progress when they reconnect.</p> <h4>5. Multilingual</h4> <p>Clients need to be able to accommodate their diverse learning audience. Which means that your LMS must have multilingual support so that everyone can access content in their native language. This also makes it easier if you plan to collaborate with other eLearning professionals from the far reaches of the globe.</p> <h4>6. Certificate Management</h4> <p>The organizations who hire you for their projects need to hold their learners accountable. Especially if you develop compliance content. Even if you plan to sell the course outright, certifications allow you to offer individual training units that are highly marketable. So, look for an LMS for freelancers with certificate management features and advanced reporting to measure performance and progress. This includes printable reports, automatic renewals, and reminders.</p> <h4>7. Reusable Content</h4> <p>This is a two-fold feature that can improve ROI and streamline workflow for eLearning freelancers. Firstly, the LMS should have built-in assets you can use to enrich your content without going over budget. Such as themes or cut-out characters. Which usually goes hand-in-hand with built-in authoring. Secondly, the tool should make it easy to repurpose content you already have thanks to simplified integration and data migration.</p> <h4>8. Shopping Cart</h4> <p>If you plan to sell your course, you need shopping cart functionality to take care of the eCommerce. This includes secure payment gateways, course catalogs, and possibly even an online marketplace where you can promote your product and reach a broader audience. Some other features to look for are discount codes, free sneak previews, and subscriptions.</p> <h4>9. Tests Engine</h4> <p>There must be a way to track how learners are faring, where they need to improve and identify gaps in the training strategy. A tests engine gives you the chance to develop assessments that evaluate learner progress and measure success based on the client’s requirements. They can pre-assess learners to set the benchmark, then follow up with a period of evaluations to gauge progress. You should be able to set score with pass/fail parameters, customize the layout, and provide immediate feedback.</p> <h3>Tip To Choose The Best LMS Features For eLearning Freelancers</h3> <p>Online reviews and ratings give you a starting point. But trying the LMS for yourself through a <a href="http://schoolportal.tigosoftware.com/login" rel="noopener noreferrer" target="_blank" title="Learning Management Systems With Free Trial">free trial or demo</a> offers a whole new perspective. Many vendors offer free test drives so that you can determine if the system lives up to your expectations. You’re able to see if the tool is scalable, flexible, and user-friendly. You can also test out the support services, which is a vital feature if you are a one-person team. You need to be able to quickly learn how the system works and familiarize yourself with the features from day one. Thus, experienced tech support can help you get off the ground running instead of losing precious time and resources overcoming a sizable learning curve.</p> <h3>Conclusion</h3> <p>This list is a great starting point but there are, undoubtedly, more LMS features your team needs to tackle work tasks. Get their input before beginning your search and evaluate your business reports. Which features do clients look for? Is there a trend when it comes to the content they require or LMS applications? The goal is to find a tool that improves client satisfaction and makes life easier for your development team. Even if that team is just you… flying solo and wearing many eLearning hats.</p> <p>Source: elearningindustry</p> </div> <div class="field field--name-field-blog-category field--type-entity-reference field--label-inline clearfix"> <div class="field__label">Category</div> <div class="field__item"><a href="/index.php/category/kinh-doanh-va-cong-nghe" hreflang="en">Business Technology</a></div> </div> <div class="field field--name-field-tags field--type-entity-reference field--label-inline clearfix"> <h3 class="field__label inline">Tags</h3> <ul class="links field__items"> <li><a href="/index.php/taxonomy/term/305" hreflang="en">eLearning</a></li> <li><a href="/index.php/taxonomy/term/413" hreflang="en">LMS</a></li> <li><a href="/index.php/taxonomy/term/412" hreflang="en">Streamlined Solutions</a></li> </ul> </div> <section class="field field--name-comment field--type-comment field--label-above comment-wrapper"> </section> Sat, 05 Mar 2022 17:32:20 +0000 admin 1062 at https://tigosoftware.com https://tigosoftware.com/index.php/streamline-workflow-and-improve-roi-9-lms-features-elearning-freelancers#comments 7 Best Practices To Streamline eLearning Production https://tigosoftware.com/index.php/7-best-practices-streamline-elearning-production <span class="field field--name-title field--type-string field--label-hidden">7 Best Practices To Streamline eLearning Production</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><a title="View user profile." href="/index.php/user/1" lang="" about="/index.php/user/1" typeof="schema:Person" property="schema:name" datatype="" class="username">admin</a></span> <span class="field field--name-created field--type-created field--label-hidden">Sun, 03/06/2022 - 00:26</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><h2><strong>How To Streamline eLearning Production</strong></h2> <p>To create the best eLearning courses for your learners it's imperative that you take advantage of collaborative technology. After all, the latest advances in this field have made it possible for people to collaborate with others who are thousands of miles away, using completely different types of devices. Of course, if you want to reap the benefits of collaborative technology in the eLearning industry, you need to know how to use it correctly. Use the right tools for the job and these tips will streamline eLearning course production.</p> <h3><strong>1. Use Collaborative Technology</strong></h3> <p>You now have access to numerous collaborative tools and that's definitely a good thing, because such tools make it easier than ever to communicate with someone on the other side of the country or even the world, all from a laptop, smartphone, or tablet. Traditional barriers to communication -distance and the use of different devices- have fallen.</p> <p>Productivity has improved, because these collaborative tools eliminate communication issues. People can communicate with each other with a smartphone or tablet, and they can share, edit, ask and answer questions, and take notes on documents in the virtual space.</p> <p>As long as you choose an authoring tool that lets you and everyone else easily share feedback, there's no need to send large files over email or leave feedback in word documents. This is especially helpful as you create and edit eLearning courses with your team; you'll appreciate the ability to make notes on specific parts of the eLearning course.</p> <h3><strong>2. Empower All Team Members To Create Learning For Their Colleagues</strong></h3> <p>Employees who have access to the right authoring tools have the ability to work on projects anywhere, anytime, improving their productivity while creating eLearning content.</p> <p>For example, think about the Subject Matter Experts on your team that don't necessarily have the technical Instructional Design skills to design eLearning from scratch. By using a simple and collaborative authoring platform, they can work directly inside the tool with team members.</p> <h3><strong>3. Start Small With A Prototype</strong></h3> <p>Iteration is an important part of the eLearning course production process. If you want the best results, you need to create, then experience, revise, and repeat as necessary. But not every team understands the importance of iteration. If you want to use this to your advantage, choose authoring tools that make the “build” phase part of the production process. This should save you time and ensure all stakeholders know what to expect before you invest resources into completing the eLearning.</p> <h3><strong>4. Learning Is Constantly Changing, So Make Your eLearning Courses Easy to Change</strong></h3> <p>The learning process never stops or stays the same, and your courses shouldn't, either. Prepare for changes by making using an authoring tool that lets you update course content instantly.</p> <p>For instance, Elucidat's content authoring platform let's you make changes to eLearning without needing to re-upload files to your Learning Management System. Since the content is all hosted in the cloud, the changes are updated instantly.</p> <h3><strong>5. Produce Training That Supports Performance And Adds Real Value</strong></h3> <p>While producing great eLearning content is your main goal, it shouldn't be the only one. You should also strive to make sure your team is producing eLearning that supports performance.</p> <p>You can start by collecting content that explains what your team needs to know, and then make a video, tutorial, chart, or game from it.</p> <h3><strong>6. Make Use Of Reusable Themes, Layouts, And Page Types</strong></h3> <p>If you want to streamline eLearning production, it's best to create themes and layouts one time, then reuse them whenever possible. Make sure everything you create contains matches your branding guidelines, and then make it all accessible to your entire team.</p> <p>Authoring tools with reusable themes, layouts and page types make this possible. Instead of spending days creating courses from scratch each time, your team can add content to these reusable elements to create courses in hours.</p> <h3><strong>7. Embrace Technology That Produces Multi-Device Learning</strong></h3> <p>These days, people expect to be able to learn from a range of devices. This means you need to make sure your content looks good on smartphones, tablets, laptops, and desktops. This requires you to use authoring tools that let you build and test content on every device before you publish.</p> <p>Use the best practices in this article to reduce the risk of running into challenges that slow down your eLearning process.</p> <p>Source: elearningindustry</p> </div> <div class="field field--name-field-blog-category field--type-entity-reference field--label-inline clearfix"> <div class="field__label">Category</div> <div class="field__item"><a href="/index.php/category/kinh-doanh-va-cong-nghe" hreflang="en">Business Technology</a></div> </div> <div class="field field--name-field-tags field--type-entity-reference field--label-inline clearfix"> <h3 class="field__label inline">Tags</h3> <ul class="links field__items"> <li><a href="/index.php/taxonomy/term/305" hreflang="en">eLearning</a></li> <li><a href="/index.php/taxonomy/term/412" hreflang="en">Streamlined Solutions</a></li> </ul> </div> <section class="field field--name-comment field--type-comment field--label-above comment-wrapper"> </section> Sat, 05 Mar 2022 17:26:37 +0000 admin 1061 at https://tigosoftware.com https://tigosoftware.com/index.php/7-best-practices-streamline-elearning-production#comments