How to Systemize Your Business from Scratch

In this episode of Business Systems Explored, we talk to Wendy Tadokoro from Organising Works! a business systems consultancy based in Australia.


You’re not going to be able to scale your business properly if you don’t use systems…

The problem is, businesses think they don’t have enough time to create processes.

What they don’t realize is that every day you go without a process, you’re wasting time and setting yourself up for failure.

Processes help you:

  • Train new employees
  • Assign tasks to anyone
  • Automate tedious jobs
  • Scale your business

So, how do you start systemizing your business from scratch?

If that’s what you want to know, this is the episode for you. Joining me this week is Wendy Tadokoro from Organising Works!, a systems consultancy with years of experience working with enterprises and small businesses. She walks us through everything she does when starting with a new client, revealing how you start making systems from the very beginning.

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Quote to tweet:

“The question is… why would people NOT systemize their business?” (tweet this)

Show notes:

  • Why systemizing your business isn’t hard or overwhelming
  • Explained: how it’s cheaper to pay for systems consultancy than to carry on the way you’ve always done it
  • Getting out of the day-to-day grind with systemization
  • Why systems will help you actually enjoy running a business
  • Horrific examples of systemization nightmares
  • The most major systemization error you can make
  • The first thing Wendy asks a new client when systemizing their business
  • Analyzing where a system broke down, then improving it
  • How to decide which processes to document as a priority
  • Exactly how Wendy systemizes a business
  • The three lists you need to make before you can start systemizing your company
  • Screen-casting to document systems quickly
  • Making systems for system creation
  • Collaboratively improving and iterating on processes
  • Who in your business is the best person to document the processes?
  • How often should you review your processes?
  • How to make sure you’re not re-inventing the wheel when you improve processes
  • Why Word documents are the worst thing you can use
  • Getting systems up to speed in three weeks or less
  • How Wendy structures her processes
  • Balancing time between running your business and documenting processes
  • The tipping point where systems need to be created
  • Integrating your processes into the tools you already use
  • Why everything should be in the cloud
  • On never using Evernote for process management
  • What kinds of admin permissions to implement for processes
  • Using multimedia in your processes
  • Saving time by automating as much as possible
  • The best books to teach you to systemize your business

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Vinay Patankar

CEO and Co-Founder of Process Street. Sign-up for his free systems masterclass or find him on Twitter and LinkedIn.

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