Open Site Navigation
About Kyber Courses

We're really good at marketing. We'll teach you all the stuff to make you a crap ton of money. I'm talking like, A LOT of money. And after you're done getting really good at marketing, maybe we could get a snow cone? 

  • Kyber Digital team

Easy Ways to Organize Your Back Office

It's no secret that business owners are always looking for ways to optimize their workflows and make their lives easier.


Perhaps your business is booming.


Your service or product is solving pain points for your customers, and they may even be coming back for more.


Organizing system - Kyber Courses

You're one step away from accomplishing your dreams. But your back office is a disaster zone.


Many companies are struggling in one aspect of system organization or another.


Departments may struggle with communication, but the problem is only because of a lack of automation.


As a result, most business owners would probably acknowledge the need for improvements in their back office.


This blog post will show you how to use digital technology to enhance your back-office efficiency.


Whether it's dealing with past-due invoices, keeping track of receipts and paperwork, keeping track of employee payroll and tasks, or simply running more smoothly, here are five suggestions for improving your back-office operations.


 


1. Find A Helpful Method For Keeping Track Of Your Schedule


One of the most critical items to be covered when organizing your back office is finding a tool that tracks your schedule.


Even if you're exceptionally organized, keeping track of everything that happens at work and in your personal life may be challenging.


gif

Sending yourself emails or memos can help keep track of some parts of your busy schedule, but they aren't always sufficient—and this is where using a system for tracking your processing schedule may come in handy.




It is a great idea to have something put in place that you will use to record what you're supposed to do and when you're supposed to do it.


Choose a system that your employees can also use and help ensure that they are paid for the hours they work and keep track of tasks they perform.




2. Implement Your Schedule


After choosing a scheduling tool, it is time to set a timetable for everything you do in your back office and stick to it.


Ensure that you are checking off every item on your schedule as you go, and if something inadvertently gets missed, you can add it as a priority for the following day or delegate it.


This will help keep you on task, and it can also be helpful for other employees who may need to access information from your back office.


Your schedule could look like this:


  • Payroll processed on Mondays

  • Invoices paid on Tuesdays

  • Orders are checked and created on Wednesdays

  • Managers' meeting on Thursdays

  • Email management weekdays between 1:30pm-2:00pm


Depending on your industry, your daily tasks should be modified in a way that works best with your business needs.


There are plenty of online calendars and scheduling platforms that can make your life easier and keep your team in the loop (so that no one is wondering where you are or what you are doing if you have to step out away from work).




3. Use Cloud-Based Solutions


Digital technology has made leaps and bounds in the past few years, so there's no reason why you shouldn't take advantage of cloud-based solutions to help organize your back office.


Cloud-based solutions are applications or software that you and your team can access from anywhere in the world as long as you have an internet connection.


This means that you can keep track of your business's finances, employee payroll, and other vital data from any device with an internet browser—including your smartphone or tablet.




4. Create A Filing System And File Daily


Getting your back office organized may be as simple as creating and implementing a filing system.


If most of your invoices, orders, and other necessary documentation are digital, you may not require an extensive filing system or a large physical filing cabinet.


However, if you have a lot of paperwork that needs to be filed and organized, it's best to invest in a good-quality cabinet and create a system for managing the files.


Filing System - Kyber Courses

First, you will want to decide if your filing system will be in binders, folders, or electronically based.


Some people work best with a physical copy, so you may want to keep an electronic copy as well as print something for your filing system.


Next, label your binder, folder, or electronic file with a specific category: Accounts Receivable, Orders, Supplier Information, etc., and file all papers related to that category within.


Remember that organization is fluid, so if you are going to try paperless, and it doesn't work for you, do instead what helps you become more organized.


You will also want to ensure that you are using a uniform naming and labeling method to keep consistency and help you find what you are looking for when you need it.


Keep on top of filing daily. You will thank yourself later.




5. Use Enterprise Service Management


Enterprise Service Management or ESM is an excellent way to keep your back office efficient and improve service delivery. ESM will manage your business's internal processes and automate your marketing and finance, insurance, legal, facilities, and human resources (HR).


ESM uses principles from IT Service Management (ITSM). Still, where ITSM is focused on ensuring that your internet and computer situation is solid, ESM automates business services so that your back office is also solid.


You can include your filing system, scheduler, and other platforms in ESM, which allows your business to keep an eye on your leads, employees, inventory, and more.


Marketing, keeping track of your ranking, and responding to your reviews on Google My Business and customer inquiries will be simplified when you can do it all in one place.


Your organization will find that ESM helps create a flow between departments or between owners and employees in smaller businesses.


Automation allows for smooth transitions and communication between remote employees or multiple facilities.


Using ESM will inform you or your facilities manager of issues with property or equipment, HR can discuss payroll or absence reporting via internal messaging systems, and you will be able to keep track of projects, supplies, and more.


ESM will help you manage your business services effortlessly.


 


Organizing Your Back Office


By creating an efficient way to organize your back office through digital (and some offline means, too!), your business will benefit in many ways.


With automation, you will have more time to spend on marketing efforts, developing products, or delivering services.


Are you looking to improve your landing page conversions? Please read our blog here.


Kyber Courses offers free training for growth strategies to help businesses transform their operations.


We provide expert-led courses on a wide range of topics, from social media marketing to search engine optimization.


Contact us today to learn more about our services!


 


Rationale


It's no secret that business owners are always looking for ways to optimize their workflows and make their lives easier.


Whether it's dealing with past-due invoices, keeping track of receipts and paperwork, keeping track of employee payroll and tasks, or simply running more smoothly, here are five suggestions for improving your back-office operations.


  1. Find A Helpful Method For Keeping Track Of Your Schedule

  2. Implement Your Schedule

  3. Use Cloud-Based Solutions

  4. Create A Filing System And File Daily

  5. Use Enterprise Service Management


By creating an efficient way to organize your back office through digital (and some offline means, too!), your business will benefit in many ways.


With automation, you will have more time to spend on marketing efforts, developing products, or delivering services.


Learn more helpful tips with Kyber Courses.


 

Kyber Courses


343 Harbor View

Forked River

NJ, 08731

(215) 305-8769

kybercourses.com


Kyber Courses Logo

0 views0 comments