Top 5 Tips to Future-proof Your Business for the Year Ahead

18 January, 2022
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Pandemic or no pandemic, at the end of every year we all make promises to ourselves to make the next year better than the last.

When it comes to your business, it’s more important than ever to be ready and to set yourself up not just for survival, but ultimately for success.

It is understandably a daunting task. However, we’re here to give our tips on what you can be doing to start 2022 off right.

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1. Smart Automation

Aim to minimise as many of the manual tasks within your business as possible so that you and your team can focus on growth and providing a better level of customer care. 

Businesses waste a lot of time on manual tasks that can be automated to work away in the background for you. Formitize includes a “Smart Assist” function that is expanding all the time to help businesses automate as much as possible.

With Smart Assistant, users can automate:

  • Appointment reminders
  • Follow-up surveys
  • Sales lead nurturing
  • Quote follow-ups
  • Job status updates
  • Document expiry reminders, and more.

You can customise and personalise these tasks. Communications can be automatically sent by email or SMS, and internal tasks can also be created.

So take some time out to explore the features available and automate tasks throughout your business wherever you can.

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2. Clear your process blockages

If the business has blockages caused by workflow or process challenges, hiring new staff to solve the issue can be expensive, time consuming and draining on resources while they are trained and brought up to speed.

So, wherever possible, explore smart digital ways to solve the challenge instead. Formitize includes paperless forms with automated actions and a new integrated Workflows module that enables business workflows to be automated, tracked and delivered with integrated tasks and communications.

The Workflow module has customisable “Stages” so that you can easily see what stage each item is up to. Once you have started using it, you will quickly identify other areas of the business that can be improved, like Compliance, Health and Safety, and Customer Support.

Significant time can be saved, and the process ensures that nothing slips through the cracks, which can not only save huge amounts of time but can add value straight to the bottom line.

3. Plan for new people earlier than normal

If you need to bring in new people, start planning for their recruitment and roles sooner rather than later. Following the COVID-19 lockdowns, the labour market is seeing changes that haven’t occurred before, so start promoting available roles earlier than you would have before in order to secure the people you need in time. 

It may be that you build up a portfolio of candidates that you can call on later when needed, but it is important to not leave hiring to the last minute. 

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4. Document and video your business processes

In business, so much time can be wasted saying the same thing repeatedly, particularly when you are recruiting new employees or moving team members into new roles. 

To streamline these manual tasks, document your business processes and, if possible, include videos visually describing and showing the process being done correctly. It may take a little longer the first time, but once it’s done, it’s done forever until the process needs to be updated. 

Formitize is working on a brand new module called “Training” that includes video and documented “Lessons”. The Lessons can relate to Business Processes, Job Types Training, Equipment Handling, Operating Procedures, Health and Safety, Job Roles, and much more.

5. Stay on top of cashflow

As the saying goes, “Cash is king”, and let’s face it, it’s much better in your bank account than in your Accounts Receivable. With ongoing business uncertainty and stretched trading conditions, some may become more relaxed about chasing payments. While everyone appreciates a tolerant and understanding business relationship, it is easy to let payments lapse, and delays that have not been agreed set a benchmark that is difficult to change once it becomes standard. 



To help you stay on top of money owed to you, Formitize includes automated Invoice Reminders and Outstanding Invoice Chasing. You can customise the timing and the wording of the reminders that can be sent by email or SMS to suit the nature and lateness of the payment. 

Not only are you keeping outstanding items in check, but by automating a painful task, you are freeing up time to focus on other parts of the business.

Whether you’re replacing manual tasks with automation, improving workflows, recruiting fresh new faces, documenting processes, or keeping your bank account healthy, Formitize has the tools to make it possible.

Get in touch with us or book a demo to find out exactly how Formitize can future-proof your business.