On November 18, 2014, Microsoft Azure went dark. Thousands of the cloud computing service’s customers experienced downtime on their sites for over 9 hours. When they flooded Microsoft customer support to ask what the hell had gone wrong, customers learned that it wasn’t some glitch, natural disaster, or devious hacking scheme.

It was pure human error.

Microsoft deployed an update without running through the standard operating guidelines specifically laid out for this scenario. Instead of rigorously checking that the update was good to go, engineers shipped it on the assumption it was bug-free. This wasn’t just this one-time incident—engineers at Azure regularly violated standard operating procedure because 99.9% of the time, it was a total waste of their resources.

And it’s not just Azure that does this—habitual violation of process leads to a ton of mistakes in all kinds of IT arenas.

When I was 16, I landed my first “real” job which so happened to be in IT. I had just passed my CCNA with the help of my dad (apparently the youngest person in Australia at the time) and was hungry to get my hands on some real technology.

But once I started, I found there was rigid process everywhere, and configuring a live Windows 2000 server was a totally different experience to tinkering with my fathers machines at home, with serious consequences for not following the process.
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When Captain Picard of the USS Enterprise wants something done, he points his finger and orders someone to “make it so.” This catchphrase is what the retail giant Amazon almost called itself: “MakeItSo.com.”

Doesn’t have the same ring to it, right?

While there’s no finger-pointing involved, this is basically how home delivery services work these days. We browse through a catalog of options, we pick one, we press a button, and poof—it becomes a reality. Whether it’s a box of paper towels, a new book, or a hoverboard, you can get it delivered pretty quickly.

And though this technology seems really like something straight out of Star Trek, the processes underlying it actually go back hundreds of years, for as long as humans have been trying to make home delivery services work.

But the systems and processes that Amazon has become synonymous with really rely on an appetite created by a name that was once a retail giant that cast a shadow as large as Amazon’s: Sears, Roebuck & Co. In fact, Amazon’s success can largely be credited to their ability to perfect processes that Sears innovated and honed throughout the 20th century.

And where Sears failed, Amazon is still succeeding…

…for now.

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The following is a guest post by Brent Schiffman, the marketing manager for ProjectManager.com.

Are you a developer, SCRUM Master, QA Engineer, Project Manager, or a manager of any sort?

You might have the problem I had before I found a solution to:

• Stop tracking the same information in multiple apps
• Stop transferring data manually between your apps
• Connect your favorite apps together to form… some kind of super app.

If you can’t manage your projects, to-do lists or general planning and productivity with any single app, I’m about to give you some great news.

And that great news is… the existence of Zapier.

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Customer Success isn’t something you do once or someone you hire to make magic happen. Unfortunately for those who are shy of putting in the effort, it’s a process.

A customer success process should include many of the functions we’ve talked about so far in this guide, such as customer support and NPS surveys, but also routine ‘check-ups’ on the health of your customer base.

There is, however, some good news about this. Since customer success is a process, it means a few things:

1. Part of it can be automated.
2. It can be rationalized and broken down into steps.
3. It’s easy to train a group of people to execute it.
4. It’s easily tracked and documented.

What does a customer success process look like, exactly?

In this final sprint of our guide, I’ll be telling you exactly that.

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Successful business owners know the advantages of scaling through delegation and at the same time, preserving the quality of the service experience. Success is not something you achieve “all by yourself”.

Handing over some of the reigns is something most one-man businesses struggle with.

It makes me think of a good friend who launched her own public relations agency just over a year ago.

She told me about having just acquired two influential new clients, on top of how well some of her existing clients were doing, creating a lot more work for her in the process.

But instead of being happy and excited about her successful venture, she was complaining about the additional workload, and quite apprehensive about how it might increase even more in the future.

“How can I duplicate myself?” she asked nervously.

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When you sell a coat or a bar of chocolate, customer success isn’t necessary.

Those are simple, self-explanatory products that everyone knows how to use.

Even with things like a new vacuum cleaner, customer success isn’t required. A user manual and a hotline is as far as most things go.

With your SaaS product, however, it’s not going to be so easy. Complex analytics platforms, SEO tools, and landing page creators can be set up and used in a variety of ways, solving different problems for customers from marketing agencies, e-commerce stores, factories, and farms.

For software companies, the golden days of unbreakable contracts and technical lock-ins are gone. The industry has diversified, and there are a lot of companies your customers could be choosing over yours, with more attractive branding, master salespeople or better customer success.

When your product needs follow-up and guidance to ensure the customer gets full value, that’s when customer success becomes a must-have.

This is because a customer who speaks to your sales team or reads your landing page is sold on the benefits, not the features.

The customer knows your product can solve their problem, but not exactly how to get that value.

(Click here to skip ahead and get a full high-touch customer onboarding process for SaaS companies)
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The Problem Small Businesses Don’t Want to Admit

Every small business owner is an entrepreneur and a technician, but not everyone’s a manager.

Most people start a small business after working a job that involves ‘making’. Programming, graphic design, SEO, you name it – small business owners usually get their idea when they realize that they could be doing the same thing as they’re doing now and getting rid of their boss.

Motivated by the mythical entrepreneurial drive and true technical experts in their field, founders don’t realize that they can’t just get rid of the boss — they have to be the boss.

Being the boss involves management of time, people and money. While this can be possible if it’s your only responsibility, on top of everything else it will be overwhelming.

Unfortunately, in starting a small business, suddenly you have a boss again – your customers, the amount of hours in the day and your revenue.

This idea, from Michael E. Gerber‘s The E-Myth is key to understanding why small businesses face the problems they do, especially when growing fast.

Don’t worry: that’s where productivity tools come in.

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What happens if you make software too difficult to use? Probably the same thing that happens if you never made it at all — no one uses it.

It’s easy to get users to adapt to familiar concepts like drag-and-drop, but what if you made something totally new? You need a creative user onboarding process, like the one Microsoft used back in 1992 and the others I’m going to look at in this post.

The Software User Onboarding Process

I already talked about concierge onboarding, so this time I’m going to look at the total opposite — a style known as low-touch user onboarding. It’s not always possible to work with every customer, especially if you’re distributing software on a massive scale like Microsoft Windows, so writing onboarding into your product is a necessity.

James Hunt‘s excellent article on Mental Floss reveals the true purpose of Minesweeper, Microsoft Solitaire, FreeCell and Hearts: a gamified way to teach users concepts vital to success using Windows 3.1.

Let’s take a look at exactly how they did it.
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Best Real Estate Apps to Close More Deals This Year

The real estate industry has come a long way since a long-dead entrepreneur decided to rent a part of their farm land to turn a profit. Down the line we’ve seen verbal agreements and contracts written in stone, all the way through to the mass of paper stored in unorganized filing cabinets we’re still unfortunately dealing with.

Even though computers have been widely used by agencies for over 20 years, paper documents are still around causing trouble. Maybe it was software industry’s fault for a long time, but now thanks to Android, iOS and the huge number of productivity tools at our disposal, there’s no excuse to be disorganized

Take a look at the 5 best real estate apps for simplifying your operations and closing more deals.

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[ Download our Free Ebook ] – Click here to download our free 111 page ebook on “How to automate the tasks you hate at work using Zapier“.

As a small business grows, and the number of employees increases, it is no longer possible for the person at the helm, the business owner, to attend to all problems as they arise. Without systems in place, you may find that you are dealing with issues in an ad hoc, time-consuming and often chaotic manner. It will mean that your employees are constantly bringing problems to you and that your business cannot run without you. This can be enormously stressful for you as a manager and frustrating for your staff. Systemisation of your business will be a key factor in helping you create a scalable, sustainable business that operates equally effectively whether you are present or not.

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