What do we do? | How do we do it? | What are the results? | Who we’ve helped? | Our processes.
What are the results?
Things get better
I’ve seen….
- Management teams that work together
- Employees that care about the business
- Less stress for everyone
- More profit
- Owners that finally have control
- Positive Cultural change
- A true Coaching Culture
- Increased delegation
- Open Book Management techniques
- Enhanced accountability
- Management teams that really work together
- Shared decision making process’s
- All staff actively involved
- Improved inventory control
- Increased sales closure rates
- Interactive goal setting
We divide company functions into seven general areas. Our client’s successful implementation rate breaks the 80/20 rule by 300 %.
Nine, representative, clients identified 1,749 issues they believed when addressed would have a positive impact on their company. Associates agreed to work on 1,401 or 80%. The final result was successful implementation of 1,081 or 62% of identified issues.
20% of 1,749 would be 350 issues resolved and would be the expectation under the 80/20 rule.
Below are eight areas of company functions with samples of some of the issues resolved and implemented. There are 85 samples. The reason there are 8 instead of 7 company functions is that I separated inventory out as a sub division of accounting.
If you have any questions don’t hesitate to contact me.
OFFICE
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Raise bar for admin. Better support |
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Office training |
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Updating customer information |
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Track and reduce customer complaints |
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Better internal customer support |
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Maps and map grids on all trucks |
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Signing in and out of office at the beginning and end of the day so everyone knows who is in Paperless through technology Cut office supply costs |
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Better use of time in office |
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Computerize more functions in office |
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Create new filing system for credit card authorization forms |
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ACCOUNTING Control reduce accts receivable Enter invoices in a timely manner |
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Techs to help revise service invoice Add customer surveys to invoices |
Payment schedule for monthly bills
More efficient billing system
Tracking: service warrantee paid & uppaid, call backs etc.
Review system for tracking refrigerant
Daily reporting labor & yields
INVENTORY
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Double calls cause by parts missing |
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Keep stockroom stocked |
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Venders tell us they have part…not! |
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Better organized inventory |
Review new inventory procedures
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Stop forgetting to order parts |
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Better organized inventory |
Digital cameras for all
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Clarify returning parts system |
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Restock basic parts MARKETING |
Happy call to each and every customer
Ask “How did you get our Name?”
Website
Low cost marketing
Customer appreciation, cookies, cards
Send a thank you card
How can we sell maintenance agreements
Incentives to customers for leads
Website
Proactive Marketing
SALES
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Consistent sales meetings role play |
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Educate customers more |
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System to administer leads |
Improve sales report by customer
Disclaimer on contracts to protect against insane designers
Supplier line cards
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Summer on site sales |
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Better trained replacement sales people |
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Check list for sales opportunity |
Ask for the business
PRODUCTION
Delivery time for drivers
Cut off time for receiving orders
Reduce Waste
Pick up job material when in shop
Pre job meeting with Bidder and installer
Standard punch list for return crew
Unified approach to all jobs
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Communication with foreman |
Set up formal meeting times with lead men to review binders
Mobile office
PHYSICAL PLANT
Lowering equipment downtime
Tow motors locked up after use
Employee break rooms improvements
More electric circuits up front
Less damage to machines
Hand trucks ladder on all trucks
Cork board for jess’s office
More ladders
Bigger meeting room
Fix paging system
Keep shop clean and organized
G.P.S. on trucks
MANAGEMENT
We need more field employees
Better communication field/purchasing
Include more people in weekly budget review
Find out facts before getting angry
Continued education for all departments
On time reviews
Open book management-with budget projections
Management to jobsite more often
Internal customer appreciation
New employee packet for all dept
Becoming a better team – coaching
Consistency
