Process Improvement

Sales and Workflow Dashboards Improve Processes and Accountability

Sales and Workflow Dashboards

Sales and workflow dashboards are a great way to keep employees on task while providing real time insights for management. That’s why I can’t believe I am admitting this, but I only recently created a sales dashboard for my company. Sales and workflow dashboards are a collection of data that provide an overview of the reports and metrics that you care most about. Don’t get me wrong, we use an EOS® Scorecard with metrics which we review each week. However, customizing a dashboard from the data in our project management tool monday.com has been a real game changer for us. We now can review in one place information such as:  # of leads in the sales pipeline  Source of leads (Referrals, Marketing, etc.)  Revenue generated YTD  # of current engagements […]

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Trusting the Process for Business Success

Trusting the Process for Business Success

Trusting in a business process or methodology is often very difficult for entrepreneurs who are accustomed to thinking outside the box. When Trilogy Partners celebrated its 10th anniversary in February 2019, I contemplated the reasons for its longevity. One conclusion I came to may be a bit surprising to anyone who knows me. I trusted the process. I don’t like to adhere to processes. As a Visionary, it’s in my DNA to break the rules. So, it was eye-opening and not so ironic to realize that part of Trilogy Partners’ own success stems from the Trilogy 9-Step Process™ that we use with clients which includes: Discovery – digging deep to find the pain points that inhibit growth Diagnosis – presenting and understanding the reasons for stagnation Willingness to Change – […]

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It’s Time for a Plan!

Companies large and small often deliberate on the need and/or depth for a strategic plan or roadmap. Is there really any reason not to have a formal plan documenting where you are; where you want to go; and how you will get there? At Trilogy Partners, we guide business owners through the strategic planning process, allowing the organizational leadership to get out of the day-to-day and look at the business from “the clouds” or using the cliché, “working on the business, not in the business.” There is an essential difference between tactics, operational effectiveness, and strategy and we have seen first-hand how strategic planning improves overall organizational performance. In the past, strategic plans were onerous to develop and often sat on a shelf; dusted off only when the plan was […]

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Fix the Toaster

At Trilogy Partners, we often have to ask, do you want to fix the toaster or keep scraping the burnt part off the toast? It seems like a simple question but hear me out. How seamlessly does your organization really operate? Can you cite examples of non-productive behavior caused by the way you’re doing business now? Where are people in your organization falling further behind serving customers, making shipments, or completing their work because process improvements were not put in place? I am prompting you to go much deeper in your thinking process than whether or not you have an up-to-date organizational chart. You and your top team need to examine if your organization is really coalescing around the best ways to get things done. Do you need to fix […]

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