After objectively evaluating the systems you currently use in your agency, you’ve probably opened Pandora’s Box . It’s important to recognize that these 5 levels are far from a natural progression. Agencies often try out various tools and systems that solve some problems, but usually not all of the ones they need.
By understanding more precisely where you currently stand, you will not only be able to support the areas where you feel performance is lacking, but you will also be able to better plan future corrective actions.
How to evaluate what you need from agency management software?
We have worked with many agencies and have seen the huge benefits that an integrated solution offers. Here are some benefits that we believe are universal:
1. TRUE MOBILITY
The solution must enable your team to access their applications, data and files from anywhere – on the road, from home or in a remote office. This is becoming absolutely critical to your team’s satisfaction and retention.
2. CONVERT DATA INTO INFORMATION
It must provide the entire agency team with indisputable, 100% reliable and always up-to-date information. All data entered into the system must be converted into information. It must provide decision-makers with raw material for decision-making and the general team with always-online operations.
3. SYSTEMATIZE EVERYTHING AS POSSIBLE
It is widely proven that a good system imbues the agency with good operational and administrative practices , making processes flow more easily. This will generate less resistance from the team.
4, VISIBILITY
The solution must provide full visibility to the entire team of the information that corresponds to their role. Standardization, systematization and visibility decouple people from processes, which results in there being no “owners” of information.
5. INCREASED PRODUCTIVITY AND PROFITABILITY
The system that simplifies your agency ‘s workflow , boosts productivity and relieves unnecessary pressure on your team.
The road ahead
A complete agency solution must be efficient within your agency and effective for your clients. For those already imagining what their agency will look like and operate in the future, it’s clear that competitive advantage will include systems innovation in any strategic vision. How people adopt these tools will be the ultimate measure of your agency’s success.
If you would like to have a conversation with us to find out more about the level of management systems development your agency is currently at, we offer a completely free audit, with no obligation.