You’ve probably heard “streamline your business,” and you may wonder – what IS the big deal about streamlining? Well, you see, when you streamline your business, it’s like getting a fresh start.

You can reinvent yourself and all the processes that surround your business in a way that saves time, money, and makes your work flow more smoothly for everyone involved. And when done right, those changes will be permanent and continue to pay off over the long term.

But here’s the thing … a bit challenge many people face when it comes to streamlining business operations is deciding where to start. There are so many different areas of business that can be streamlined that it can be difficult to know where to focus your attention.

On top of that, many business owners are hesitant to change long-standing processes even when they know those processes could be improved. Habit is a very strong thing.

So, we understand that streamlining your business may feel like a daunting task. Especially when you’re bogged down in the day-to-day operations of your company.

But trust us, streamlining is actually a huge relief and can save you time and money in the long run.

So, in this article, we’re sharing 11 different ways you can streamline your business in order to improve efficiency and make life a little easier for everyone involved.
Here’s what we’ll cover:

  1. Start With Your Goals
  2. Understand Processes & Workflows
  3. Integrate Processes
  4. Look at Your Metrics
  5. Integrate Metrics Into Plans
  6. Assess Your Communications Processes
  7. Implement Helpful Collaboration Tools
  8. Automate Everything You Can
  9. Optimise Your Customer Service
  10. Talk to Your Employees
  11. Optimise Web Design and Development

Don’t worry – we’re going to explain what we mean in each section and give you some helpful tips to get started.

Ready to dive in? Let’s go!

1. Start With Your Goals

Before you streamline your business, it’s important to take a step back and think about your goals for the company. What are you trying to achieve? What are your priorities?

Once you have clarity about your goals, you can create a strategy for the best way to achieve them. And you will likely find that streamlining specific areas of your business will help you reach those goals more quickly and easily.

Here’s one simple example. If you have a goal to retain more clients, you may want to streamline your client onboarding process so you make a strong first impression and earn more repeat business.

Get started: Review your business goals and brainstorm some ideas about how to achieve them. Look for areas in your business that relate to these goals that will benefit updating and streamlining.

2. Understand Processes & Workflows

Another key step to streamline your business is to understand the processes and workflows you currently have in place.

In order to make changes that will actually save time and money, you need to know what currently works and what doesn’t. You also need to understand how all of the different processes fit together.

Not gonna lie – this can be a time-consuming task. But it’s essential for streamlining your business successfully.

Start by documenting all of your processes and workflows. Once you have a good understanding, look for ways to improve them. Can some steps be combined? Are there unnecessary steps that can be removed? Can repetitive tasks be automated?

Get started: Document all of your processes and workflows. Identify areas that need improvement and order them by priority. Now you have a plan in place and can begin working on streamlined processes.

3. Integrate Processes

Now that you have a good understanding of your current processes and workflows, it’s time to integrate them.

By “integrate,” we mean streamlining the way different departments or areas of your business work together. Because when you integrate processes, you can create a smooth-running and more efficient operation overall.

Here’s the thing. A workflow can be made up of a single process or dozens of business processes. There’s no minimum or maximum number. However, fewer processes mean a shorter workflow (and of course, fewer tasks within each process make them shorter).

When you assess all the things that your business does daily, you may find some operational tasks or processes can naturally be grouped together. Do this whenever possible to shorten the length of time you spend on one thing. When you do this, you open up more time for other aspects of your business.

Get started: Connect the dots between the departments or areas of your business and identify where inefficient processes can be integrated to flow more smoothly from one to the next.

4. Look at Your Metrics

Once you’ve streamlined your business processes, it’s important to track how well they’re working. You need to be able to assess whether the changes you’ve made are actually saving time and money. You can only do this by measuring your progress against key metrics.

If you don’t currently track your metrics, now is a good time to start. This will help you make sure streamlining is actually benefiting your business.

Before altering anything within your business, generate visuals that showcase your business’s recent ups and downs. Look for trends and figure out what’s working and what isn’t. This will help you pinpoint the tedious tasks and manual processes that should be higher priority than others.

You can then funnel your budget into areas of business that yield a higher ROI and cut down on those that don’t generate much revenue. This is a surefire way to save money!

Get started: Choose the metrics that are most important to your business goals and start tracking them. Begin making changes based on what you observe and re-evaluate regularly.

5. Integrate Metrics Into Plans

If you’ve been tracking your business metrics for a while, you should have a good idea of what’s working and what isn’t. You can use this information to streamline your plans.

For example, if you notice that a certain marketing campaign isn’t performing as well as you’d like, you can cut it from your plan. Or if a particular product is selling well, you may want to increase your production.

When you streamline your plans in this way, you’re making sure that your resources are being put into areas that have the potential to yield the best results.

Get started: Review your business metrics and use them to streamline your plans. Adjust as needed and continue monitoring your progress.

6. Assess Your Communications Processes

When people within your organisation struggle to communicate, processes are sure to move slowly. In fact, poor workplace communications cost around $37 billion yearly across the globe.

There are many reasons for this, the primary one being that people cannot collaborate on projects easily. If someone needs to complete a given task before the next person can begin theirs, it’s essential to have a way to inform the person behind the subsequent step of the process.

Make sure you’re not losing time due to communication and collaboration roadblocks.

Get started: Evaluate how your employees communicate with each other. If there are bottlenecks, find out why and identify solutions (our favourite tool for easy collaboration and improved communication is ClickUp).

7. Implement Helpful Collaboration Tools

Speaking of collaboration tools, implementing the right ones can save you a lot of time. If everyone is using the same platform to communicate and collaborate on projects, it becomes much easier for tasks to move smoothly from one person to the next.

Not only do these tools make communication easier, but they also help streamline project management. When everyone has access to the same tools, it’s easy to see who is doing what and when tasks are due. This eliminates the need for status meetings, which can take up a lot of time.

Get started: Choose a collaboration tool that works well for your team and start using it. Make sure everyone is familiar with how to use it and that they understand its importance.

8. Automate Everything You Can

One of the best ways to streamline business is to automate everything you can. Automation streamlines processes by eliminating the need for human interaction.

For example, if you have a process that requires someone to input data into a spreadsheet, you can automate it by using a tool like Zapier. This will free up the person’s time so they can work on other tasks.

But that’s just a really basic example. In fact, an automation tool can be implemented in nearly every area of business. Some day-to-day activities you can automate include:

  • Sorting and replying to emails
  • Custom task flows and workflows that work for your business
  • Perform repetitive activities such as security assessments, backups, plugin deployment, etc. automatically on a schedule
  • Building regular reports
  • Generating invoices

The options are really endless.

Get started: Identify processes that you can automate and look for software tools that can help you do it. Zapier is a great place to start, but there are many other options available as well.

9. Optimise Your Customer Experience

Your customer service process is one of the most important aspects of your business. After all, without happy customers, you won’t have a business for long.

Thankfully, there are many ways to streamline your customer service processes. For example, you can create a knowledge base to help your customers find answers to their questions quickly and easily.

Another idea is to automate the creation and management of customer support tickets. This will help you solve unsatisfied customer problems faster and with less confusion.

Other ways to streamline your customer experience include using AI-assisted chat and creating a self-service portal. But there are many more options than these. As with any streamlining effort, look at your specific business case to identify where streamlining and automation can help.

One thing to remember – with automated processes, customer service can be humanised to make it more appealing to customers. Make sure you have a good balance of personality and improved efficiency.

Get started: Evaluate your customer service processes and identify areas where you can streamline or automate them. Then, implement the changes and track the results to maximise customer satisfaction.

10. Automate Your Marketing

Marketing is another area of business that benefits greatly from automation and streamlined processes.

There are many ways to automate and streamline marketing activities such as email marketing, social media posting, and lead generation.

By automating your marketing processes, you’ll free up time so you can focus on other areas of your business. And, you’ll be able to reach more people with your marketing messages without expending a lot of additional effort.

One of our favourite marketing tools is Simplero, which makes it easy to automate your email marketing, create landing pages with follow-up automations and much more – all in one place.

Get started: Look at your marketing processes and identify areas where automation would be beneficial. There are many different tools available to help with this, so choose the one that’s right for you.

10. Talk to Your Employees

While you likely have a pretty good idea of what’s happening within your business, employees have a whole other perspective. They see smal