Easy access to reports and dashboards is a game changer. But if your data is siloed in different systems, replicating data can be a daunting task, let alone accurate reporting. And with manual data entry, there’s the risk of human error.
Imagine if you could consolidate tools to improve automation – gaining visibility, accuracy, and efficiency within your team.
In this episode, we’ll hear from Tyler Caskey, a chartered accountant and founder of TheBeanCounters. You’ll learn what to look for in a new tool to centralize more of the workflow and how to introduce this change to the business.
Tyler will share:
- The challenges agencies face with disjointed systems
- The importance of user-friendly and well-integrated technology
- Examples of successful consolidation
Resources:
- SPI Research’s Service Maturity Levels
- May 2024 Agency Hackers State of the Nation webinar where Harv presented on business maturity (starts at 10 minute mark)
Follow Tyler on LinkedIn
Follow Harv on LinkedIn
