The Process-First Approach: Why Software Alone Isn't the Answer
In today's fast-paced business world, there's a common misconception that software is the silver bullet for all operational challenges. But here's a hot take that might ruffle some feathers: Software companies don't care about your processes; they want to sell you licenses.
The Noisy World of Process Management
The process industry is currently drowning in noise. Software companies are engaged in a relentless battle for your attention, fighting for ad space and YouTube pre-roll spots. Their goal? To hook you with a whim and a free trial.
ðĪŠ "But don't forget your 30-minute onboarding call to set you up for #success!"
Sound familiar? This approach is fundamentally flawed because it puts the cart before the horse. By leading with software as the solution, we're ignoring the most crucial element: THE PROCESS ITSELF.
The Pitfall of Software-First Thinking
Trying to configure these software platforms without a documented process in place is like building a house without a blueprint. It's a recipe for disaster. You might end up with a fancy tool, but if it doesn't align with your actual workflows and needs, it's about as useful as a chocolate teapot.
Now, don't get me wrong. I'm not advocating for a complete rejection of software in your business. (Our team would have my head if I suggested that!) The key is in the approach.
The Process-First Solution
â Here's what you should do instead: START WITH PROCESS FIRST!
Document Your Processes: Take the time to purposefully document your processes in a visual 20/80 format. This means capturing the 20% of your process that drives 80% of the results. It's about clarity, not exhaustive detail.
Review and Identify Automation Opportunities: Once you have your processes mapped out, review your visual process documentation. Look for areas where automation could streamline operations and reduce manual work. (If you need help with this step, our Automation Opportunities Worksheet is a great resource.)
Choose Complementary Software: Now, and only now, should you start looking at software solutions. Choose a platform that complements your processes, facilitates work throughout your company, and creates a real ROI through automation.
Why This Approach Works
By starting with your processes, you gain several advantages:
Clear Understanding: You have a crystal-clear picture of how your business actually operates, not how you think it operates.
Identifying Inefficiencies: Mapping out processes often reveals redundancies or bottlenecks you might not have noticed otherwise.
Informed Decision Making: When you do look at software solutions, you know exactly what features you need and which ones are just flashy extras.
Easier Implementation: With processes documented, it's much easier to configure software to match your actual workflows.
Better ROI: You're less likely to pay for features you don't need or miss critical functionality.
The Bottom Line
In the rush to digitize and automate, it's easy to fall into the trap of thinking that the newest, shiniest software will solve all your problems. But the truth is, no software, no matter how advanced, can fix a broken or undefined process.
By taking a process-first approach, you set yourself up for success. You ensure that when you do implement software, it serves your business needs rather than forcing your business to conform to the software's limitations.
Remember, processes are the backbone of your business. Software should be the tool that helps those processes run smoothly, not the other way around.
If you're feeling overwhelmed or unsure where to start, don't worry. Our Optimization team is here to help guide you through this process-first approach. We're committed to helping you build a foundation of solid processes that will support your business growth for years to come.
Don't let the siren song of flashy software lead you astray. Start with your processes, and the right software solution will follow. Your future self (and your bottom line) will thank you.
