Episode E.001 Building a Scalable Organization

Overview
I will make this quick because I want to jump into it. There are approximately 10 core processes that need to be present for a business to function long term. These can be rolled up into 5 Systems: Finance, Strategy, Operations, Customers, and People. Our experience is that these can be built in a sequence - build it when you need it.

We will cover this in more detail later - this first episode in the series starts with an audit - where is your business today?

Core Systems & Processes
Strategic System
Strategic Planning Process

• Level 1: Business Wide
• Level 2: Departmental & Work Group
• Level 3: Individual
• Level 4: Vertical Alignment

Budgeting Process

• Level 1: Incremental
• Level 2: Activity Based
• Level 3: Values Based
• Level 4: Zero Based

Financial System
Financial Accounting Process

• Level 1: Record Transactions
• Level 2: Actionable Reports
• Level 3: Forecasting
• Level 4: Return On Investment

Managerial Accounting Process

• Level 1: Cost Allocation
• Level 2: Cost Control
• Level 3: Cost Planning
• Level 4: Lowest Cost Producer

Customer System
New Client Acquisition Process

• Level 1: Informal
• Level 2: Formal
• Level 3: Embedded
• Level 4: Agile

Customer Experience Process

• Level 1: Transactional
• Level 2: Positive Relationship
• Level 3: Solution Provider
• Level 4: Trusted Partner

Operations System
Production (Service Delivery) Process

• Level 1: Productivity
• Level 2: Flexibility
• Level 3: Leanness
• Level 4: Horizontal Alignment

New P/S Development Process

• Level 1: Champion
• Level 2: Beta Tested
• Level 3: Collaborative Development
• Level 4: Market Defining

People System
Attracting & Onboarding Process

• Level 1: Eligibility
• Level 2: Suitability
• Level 3: Synergy
• Level 4: Ownership

Managing Performance Process

• Level 1: Performance Expectations
• Level 2: Results Metrics
• Level 3: Progress Metrics
• Level 4: Balanced Scorecard

Everything we do from this point forward is directed at you taking the business to Level 4.