Business Processes Simplified Podcast

Automating Your SOPs: What Actually Works (Real Case Study) with Shannon & Ryan Smit

26 snips
Jan 15, 2026
Shannon Smit, founder of Smart Business Solutions, and her brother Ryan Smit, systems champion, reveal how they're revolutionizing accounting through automation. They share insights on efficiency gains, including saving over 1,000 hours on a single task. Learn how structured systems and AI tools can liberate teams for higher-value work. Shannon discusses the importance of training and change management, while Ryan emphasizes starting small and the skills needed to be a successful systems champion. Their journey is a game changer for any business owner!
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ANECDOTE

McDonald's Shaped Their Systems Mindset

  • Shannon traced her systems approach to her first job at McDonald's and used that structure to standardize accounting work.
  • She built checklists so reviews were consistent and easier for the team to follow.
ANECDOTE

Unexpected Path To Systems Champion

  • Ryan moved from aviation studies into the family accounting firm because he liked systems and logic.
  • He began as support, asked many questions, and organically became the systems champion.
ADVICE

Make System Maintenance Part Of The Job

  • Keep processes current by encouraging staff to update System Hub whenever workflows change.
  • Require that process owners maintain relevance so replacements or new hires can follow steps end-to-end.
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