Easy access to reports and dashboards is a game changer. But if your data is siloed in different systems, replicating data can be a daunting task, let alone accurate reporting. And with manual data entry, there’s the risk of human error.
Imagine if you could consolidate tools to improve automation - gaining visibility, accuracy, and efficiency within your team.
In this episode we’ll hear from Tyler Caskey, a chartered accountant and founder of TheBeanCounters. You’ll learn what to look for in a new tool to centralize more of the workflow and how to introduce this change to the business.
Tyler will share:
- The challenges agencies face with disjointed systems
- The importance of user-friendly and well-integrated technology
- Examples of successful consolidation
Link to SPI Research's Service Maturity Levels: https://spiresearch.com/psmaturitymodel/service-maturity-levels.html
Link to the May 2024 Agency Hackers State of the Nation webinar where Harv presented on business maturity (starts at 10 minute mark): https://bit.ly/4dQ4kvT
Follow Tyler on LinkedIn: https://www.linkedin.com/in/tylercaskey/
Follow Harv on LinkedIn: https://www.linkedin.com/in/harvnagra/
Stay up to date with regular ops insights. Subscribe to The Handbook: The Operations Newsletter.
This podcast is brought to you by Scoro, where you can manage your projects, resources and finances in a single system.
