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4 Proven Organization Strategies for Your Small Business

Office workers standing in front of large window engaged in conversation

Getting your small business organized is more than neatening your paper documents and dusting off your offices. The process involves establishing systems and procedures to optimize all business areas, from accounting to marketing.

When implemented strategically, business organization techniques improve workplace performance and productivity. They increase employee morale and minimize turnover.

Here are several effective organization strategies you should implement right now.

1. Define a Company Culture

Building a consistent and transparent company culture is essential for getting your company organized. It represents the shared ethos of your small business. Company culture is how your employees feel about their jobs, the values they share, and how they understand long-term business goals.

Determine your company’s core values, goals, and missions. Communicate them to your employees and set ground rules.

That way, every team member will be on board and know what you expect from them. When they are familiar with the company culture, employees will adapt faster and perform better. Most importantly, transparent company culture helps you minimize conflicts in the workplace.

2. Establish an Organizational Structure

An organizational structure is a visual diagram of your small business. It describes what your workers do, whom they report to, and how decisions are made across the company. The goal of an organizational structure is to help your business run more efficiently.

Depending on your business needs, there are different types of organizational structures. Here is how HubSpot classifies them:

  • functional organizational structure
  • product-based divisional structure
  • market-based divisional structure
  • geographical divisional structure
  • process-based structure
  • matrix structure
  • circular structure
  • flat structure
  • network structure

Select the structure that aligns with your business goals and assess its effectiveness regularly.

3. Hire a Virtual Assistant

Mundane tasks suck the energy out of your employees. Yet, they need to get done to keep your business operations running. That is why you should consider outsourcing your non-core tasks to a virtual assistant.

They are individuals who provide different services to companies from remote locations. Since they are not in-house workers, virtual assistants offer more affordable, on-demand services. They offer a wide range of business areas, from administrative tasks to accounting.

Do you need someone to manage your social media presence? There is an assistant for that.

Want to provide exceptional, real-time customer service? Virtual receptionists offer 24 hour answering services, making sure your business never misses a call.

Apart from saving you money, virtual assistants also improve employee performance and satisfaction. By performing repetitive tasks, they let your in-house staff focus on jobs that require creativity and critical thinking.

4. Invest in the Right Productivity Tools

With so many cloud apps for businesses, finding the right ones may be challenging. You may end up investing in a wide range of tools your staff does not need.

To prevent that, take time to explore your company’s specific needs. Assess the areas that need improvement the most. Below are some business operations that could give you a solid starting point:

Contact Management

Managing customers, leads, payments, and similar customer information can be challenging. If you do not stay on top of your data, you may lose qualified leads and customers. Fortunately, modern customer relationship management (CRM) tools can help you get organized.

They bring your business apps together in a central location, allowing you to follow up when you need it most. No more losing track of vital customer conversations or scrolling down confusing databases.

Accounting and Bookkeeping

Do you have an in-house accountant? When done manually, managing business finances is a tedious task that requires lots of paperwork. To get the most out of the process, consider investing in a cloud-based accounting tool or online bookkeeping.

With tools like Quickbooks or Xero, you can streamline invoicing, take payments, and manage your cash flow in real-time.

Project Management

A project management app helps you add new projects, track files, and share files in real-time. Employees collaborate with teammates and share information all in one place.

Most importantly, project management tools reduce email fatigue. Employees stay on top of relevant projects and communications only.

Workforce Management

Workforce management is a set of processes your company uses to optimize employee performance. You can get the most out of it by investing in a cloud WFM tool. These platforms let you determine the number of workers needed to complete a job. Most importantly, you can track employees’ daily performance.

Choose the tools that offer fast customer service, have positive reviews, and offer trials. Once you invest in a software solution, keep analyzing its performance to ensure it meets your business goals.

Over to You

The tips above include tried and tested ways you can use to organize your small business faster. However, keep in mind that there is no one-size-fits-all business organization strategy to apply. That is why you should consider your company’s needs, problems, and resources before getting it reorganized.

Eve Anderson


Author’s Bio: Eve Anderson is a marketing specialist turned blogger. Interested in sports and exciting travel destinations. Love to share content that can inform people.



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