Annnd we are back with yet another great episode of Zoho Books: Accounting Software Extraordinaire! Boy is this a series we could easily binge-watch… Ok, maybe Zoho Books and chill doesn’t seem all that appealing- we get that. Something that does seem appealing? Another great Zoho Books integration that makes the tax side of your small business seem like less of an obstacle: Avalara! 

With this handy integration, Zoho Books not only has your accounting under control, but you’ll be able to rest easy knowing you are sales tax-compliant! 

Growing your business takes a lot of time and energy; why not focus on what’s important while Zoho Books and Avalara take care of the nitty gritty money details? Makes perfect “cents” to us! (Don’t worry, that’s it for the puns for today.)

Cutest Couple 2022

If the accounting world had high school superlatives, Zoho Books and Avalara would 100% win the cutest couple title. Now you may think that’s a bit extreme, but hear us out!

First of all, Zoho books allows you to automate all your business’ accounting needs for a very fair rate. Invoices, reports, inventory-tracking– Zoho Books has a feature that covers just about anything you can think of.

However, one thing we are missing from this accounting equation: the expansive and mysterious world of sales and use taxes. (Does reading the word ‘taxes’ make you cringe? Because it sure did make us cringe as we wrote that.)

That’s where Avalara fits in perfectly: they offer cloud-based software that can help just about any size business remain tax-compliant. Whether small, midsize, or enterprise– your business doesn’t have to continually battle the confusion and overwhelm that taxes can cause. Struggling with keeping track of all the new regulations? Confused about the categories your business falls under? Avalara is built for businesses with questions just like these!

tax
Integration Spotlight: Zoho Books and Avalara 4

Automation Is Always Your Friend

Sick of manually entering everything and doing the math yourself? Does it make you nervous to count on free applications and websites to take care of such an important task? Avalara is a great way to automate your sales tax situation while you focus on everything else that’s important! 

Plus, Avalara can truly be a ‘set it and forget it’ scenario, because they will add updates and automatically keep everything compliant no matter the random changes.

Avalara Has You Covered

Do resources on taxes often create more questions, rather than answering the ones you came there for? Don’t worry, it happens to us all the time. (It may have even happened to us as we wrote this very blog post…)

So, we’ve accumulated a list of things that we wanted more clarity on, and that Avalara just so happens to take care of for you:

Tax registration:

Did you know you have to register your business before collecting sales tax? Any state where you make sales, you have to register your business with that state. If it sounds like a hassle (and too much paperwork), that’s where Avalara steps in and not only simplifies the process, but makes sure you have registered in all the right states.

Exemptions:

Does your state offer tax exemption holidays? Do you know who qualifies as exempt? Does your product/service qualify for exemption? If you’re like us and don’t have time to worry about details like this, Avalara knows all the answers to these questions and more.

Updates and Changes:

Like we mentioned before, you won’t have to worry about any new laws or changes with Avalara around. They do all the research for you!

Jurisdiction:

Location is important when it comes to sales and use taxes. Do you understand your jurisdiction? Are you charging the right amount of taxes for your jurisdiction? Turns out your jurisdiction is way more than a zip code! Avalara can determine all of this for you (or confirm you have been doing it correctly).

Nexus:

If you conduct a certain type or amount of business in a given state, you have possibly created a nexus in that state. This means you must collect sales taxes and pay them what you collect. Even better, every state has different rules (yes, we’re serious). Sounds like we’ll let Avalara handle that potential nexus chaos! 

Industry Categories:

Does your business involve more than just straightforward retail? Are you unsure of how to proceed with sales taxes? Are you unsure if you even need to collect sales taxes? With things like short-term rentals, you may be missing some tax items, whereas you don’t have to worry about it under a marketplace facilitator like Etsy. Avalara will look at all these factors and determine what you need to consider!

Ecommerce:

If you run sales through your site and use an ecommerce solution like Shopify or Squarespace, you have to collect your own sales tax. Thankfully Avalara can seamlessly integrate with your ecommerce platform and make that way easier!

Avalara
Integration Spotlight: Zoho Books and Avalara 5

The Perks Are Endless

Avalara is just one giant confidence boost for business owners, and that’s something we can get behind! Put your mind at ease and walk away feeling:

Avalara
Integration Spotlight: Zoho Books and Avalara 6

Honestly, we keep thinking of more and more great things about the Zoho Books and Avalara duo, but we want to keep this short and sweet. Head on over and check out what options are a great fit for you and your business!

Emails are so fun! They are the highlight of my day! (Said no one ever).

How do I start this email? How do I sign this off? Is this too formal? Did I use too many exclamation points? Did I put in the correct address? HOW DO I LEAVE THIS EMAIL CHAIN?

Emails get a bad reputation because they are associated with work and that’s just no fun! However, they have become a communication staple and most organizations can’t conduct business without them. 

What’s our point? Maybe it’s time to stop hating email! Since it’s pretty much inevitable, maybe it’s time to embrace the things that make email a little easier (and possibly more enjoyable)!

That’s where our lovely friends at Zoho come in with another awesome product: Zoho Mail! 

Let’s talk about a few ways Zoho Mail can make emails a little less nightmare-ish for you and your business!

zoho mail
Application Spotlight: Zoho Mail 10

Customizable and easily controlled

If it’s not customizable, it’s more than likely not going to be Woggle-approved. Lucky for you, Zoho Mail has passed our rigorous tests and is more than capable of becoming an all-star email solution for your business!

Zoho Mail allows you to easily manipulate basic items like password policies and spam filters. Set conditions and create guidelines that are optimal for your business; You can even create groups with specific group moderators and assign roles all from one convenient control panel.

One of our favorite Zoho Mail features? Custom domains! Ever get tired of the same old domain options? Have no fear– you can create your own domain using your company name! For example, we could claim wizards@woggleconsulting.com as our very own! (Maybe we should seriously consider this…)

But in all seriousness, you can use a custom domain and create an email for different departments or individuals. You can also create multiple email aliases. As an added bonus, there’s no limit to the number of custom domain email addresses if you choose a paid plan! 

Communicate and collaborate

Streams is another great aspect of Zoho Mail that keeps things running smoothly. Communicate with the team on a shared wall, start a group chat, or even collaborate within an email. Yes, you read that right– Streams allows you to consult people about a draft before you even hit send! 

Instead of a lengthy, confusing, and time-consuming email thread, Streams allows everyone to easily tag each other and collaborate in a more “social media-esque” way.

Keep things private and secure

Data privacy and security– that’s what we like to see! With the topic of email, data is an especially important topic that no business should ignore! 

Are they selling my data? Who can access my data? Where is data security on their priority list?

Thankfully Zoho takes this very seriously and offers an abundance of features that make your email super safe. Zoho is GDPR compliant, ensures emails are encrypted, and even includes unusual activity reports among their lengthy list of features. 

You can also enjoy an ad-free mailbox (yes, ad-FREE) and rest assured that they aren’t using your data to tailor ad campaigns. 

Zoho makes sure none of their own employees can access your data/emails unless there’s a very specific reason or help request! You can even set your own password policy and have all users reset passwords as consistently and often as you please. 

email marketing
Application Spotlight: Zoho Mail 11

Make your life a little easier (and more organized)

Like other “suites” out there, Zoho Mail offers a handy Calendar feature along with Tasks and Notes. 

Take a peek at their website for more details, but there are five incredibly convenient ways to create tasks, including directly pulling info from within an email. You also have the option to create subtasks, along with notifications and email reminders.

Worried about transitioning to an entirely new email service? Zoho Mail has you covered with their migration tools: move over your emails from any provider with Zoho’s migration wizard! (We’ve talked a lot about wizards in this blog post…)

zoho mail
Application Spotlight: Zoho Mail 12

Dependably Accessible

Use the mobile apps or access everything on your desktop– whatever is most convenient. Zoho Cliq is another great option that will sync all your Zoho information on all your devices!

Have multiple tasks created within Zoho Mail along with tasks from other products? You can easily see all your Zoho tasks all on one convenient screen! Access your control panel wherever, whenever and with offline mode, you can work in Zoho Mail even when Wi-Fi’s not the most dependable.

Wrapping Up

We could talk about the wonders of emails for days.. 

Okay, that’s actually not true– but we could easily talk about the wonders of Zoho Mail for days! Like any other great Zoho product, Zoho Mail has tons of great features at a great price point. (And if your business has 5 or less employees, you can actually use Zoho Mail for free!)

Reasonably priced, accessible, and tons of awesome integration options– Zoho Mail may just be the perfect email solution for your business!

Want to find out how we can help you? Let’s chat.

Why Should it Matter to You?

You didn’t quit your 9-5 to start a business that is “just fine”. Let’s face it, you started up a business to serve a mission. To follow your passions, to make an impact, to set impressive goals and attain those goals.  

There’s a bit of fantasy behind every entrepreneurial venture, and the last thing we want to think about are the challenges and hard work between us and that dream. 

But what if we took a different look at the process? The pathway to success? What if instead of getting discouraged because we aren't seeing instant success or profit, we reanalyze the factors that got us here?

The Aggregation of Marginal Gains concept is not only a great concept to apply to our business mindsets, but also a great addition to our personal mindsets. It emphasizes the journey more than the end result. 

Time to take a deeper dive into this inspiring notion!

What’s the story behind Aggregation of Marginal Gains?

This may come as a surprise, but the Aggregation of Marginal Gains concept did not come from an entrepreneur, inventor, or economist. It did not come from an author or a professor. Nope– it came from a man named Dave Brailsford, the Performance Director/Cycling Coach for British cycling!

Aggregation of Marginal Gains
David Brailsford. Image: road.cc

After years of discouraging losses, David Brailsford stepped up for the British cycling team and started to dissect all the elements that may affect performance. Diets, bed pillows, van cleanliness– you name it, he analyzed it!

Brailsford then improved every one of these elements by 1%. His theory was that every small change can compound into long-term improvements and that incremental change would slowly lead to significant outcomes. 

Even though this may seem a bit meticulous, his theory proved valid: The team went on to win 7 Tours de France within 8 years and won 16 Olympic gold medals. (Pretty noteworthy results if you ask us!) 

Where does this concept fit into your life?

Basically, the Aggregation of Marginal Gains means it pays to focus on the smaller picture versus the big picture/end goal. Sometimes we can get distracted by the big picture and multiple ideas. Not only can this mentality be overwhelming, but it can be a huge time-waster. 

It makes sense to implement small, gradual changes instead of huge, quick changes. Continuous process improvement will pay off in the long run! This mindset is a lot more likely to keep you on track and headed toward an important achievement.

Aggregation of Marginal Gains
Aggregation of Marginal Gains 16

We have now seen this concept in a cycling example, but what about an example that pertains to more people? Don’t worry– there are a lot of ways marginal gains can be incorporated in your life, both personally and professionally!

Physical exercise is a great application of this concept, since a few minutes a day over a long period of time can bring great results.  Another application is journaling daily to improve mindfulness or listening to an educational podcast a few times a week. In terms of your business, you could try to automate an additional process each month or slowly change the structure of sales conversations or marketing approaches. The options are endless!

A few additional points to remember

In our research on this topic, there seemed to be a few additional points that deserve mentioning. After all, no concept can be blindly applied to absolutely every situation!

Be practical- The idea behind the Aggregation of Marginal Gains is the buildup of change over time. But guess what? If you run into obstacles or lose motivation, it can destroy any progress and delay the ultimate goal. 

It’s important to be able to stick with elements that you change or adapt. If you commit to running 5 miles a day when you don’t currently run, you are likely to lose momentum early on. If you set a more realistic goal, like running/walking for 30 minutes every other day, you are much more likely to see success. 

Consider marginal losses- Although this may sound negative, it really doesn’t have to be. Incorporating marginal losses means gradually cutting out habits that detract from your goals. For instance, eat out less or eliminate one unnecessary business expense each week. By losing one habit, you can gain momentum in a positive direction!

Define your focus- The Brailsford story makes it seem like you have to slowly improve everything, but that’s not exactly the case. If you try to focus on everything, it may end up being counterproductive! It’s totally okay to define factors that have a heavier impact and concentrate your focus on those things.

Business Goals
Aggregation of Marginal Gains 17

Let’s look at some more benefits behind this concept

Sure, the initial focus may have been on those gold medals, but what else can the Aggregation of Marginal Gains concept bring us (and our businesses)?

You may see a better team dynamic. Sometimes troubleshooting and working together on continuous improvements can be motivating for a team! 

You may see less of a focus on an end goal and more of a focus on the process. Attention may shift towards the impact of individual changes and valuable lessons learned along the way. 

You may discover a new definition of success. Rather than instant gratification or quick results, you achieved something that took long-term motivation and refining details/skill sets. 

The Takeaway

Small changes, major impacts! The Aggregation of Marginal Gains concept may initially serve a direct purpose, but it can also indirectly affect a myriad of other things. Where do you see this concept fitting into your life and business?

Contact us for a consultation!

As a business owner, many decisions have to be made–not just any old decisions but also informed decisions.

How do you know what the best decision is from limited information? What if you choose something that negatively impacts your business? You are not alone in these entrepreneurial conundrums!

This overwhelm, and self-consciousness is part of what drives us here at Woggle– we want to provide the information that helps guide you toward a business solution that fits your business

As part of our desire to share the best tips and information, we are highlighting a Zoho product today. We love Zoho for many reasons, and we often mention Zoho One and the 40 (plus) applications it has to offer, but today we are taking a deeper dive into Zoho Projects and what it can do for your team!

What is Zoho Projects?

Focused boss communicating with workers

Ah, what an excellent place to start! Zoho Projects is a cloud-based project management software ready to take on all your team project challenges! (Even though we kind of made it sound like a superhero, we can’t promise you that it will be quite that exciting.)

It may not save people from space creatures and collapsing buildings, but it can improve productivity, increase profitability, and keep things transparent with clients. Not to mention, in this world of growing amounts of remote work, Zoho Projects enables your team to work from anywhere with an internet connection efficiently. There are even applications available for IOS and Android if you need to work from your mobile device!

Who Doesn’t Love Customizable Options?

The word ‘customize’ may mean something different for everyone, but it highlights a key aspect: catering a solution to fit our individual business needs. There’s really not a one size fits all option out there (no matter what other services want you to believe).

Not only can you control the theme/colors and layout, but this project management software allows you to create templates that work for your tasks. It also lets you create tags and customized statuses to help organize your project even further!

Collaboration Made Easy

We don’t deny that several software options are available that enable collaboration efforts. However, Zoho Projects kicks collaboration up several notches.

Like other options, they offer ways to share documents; team members have access to files when and wherever they need them. Additionally, Zoho Projects provides a chat function and a shared feed where contributors can comment, make announcements and step up team communication.

One other incredibly convenient feature is the ability to control items from your email. Yes, everyone can create tasks, report issues, and even upload a document– all from the comfort of their email.

Young collage student using computer and mobile device studying online.

Seamless Integration Inside (and Outside) of Zoho

When you purchase a Zoho product, it rarely limits you to just a particular set of applications. Zoho Projects is no different! You can utilize Projects along with Zoho Books, Invoice, People, and so much more.

Businessman using a digital tablet
No one puts Zoho in the corner– it’s fully willing to play with others! Don’t worry if you can’t accomplish everything within Zoho Projects because it easily integrates with software like Dropbox, Slack, and Microsoft 365. Even better, it easily integrates with Zapier and the 2000 automation applications it has to offer!

Just in Case You Need a Little Help

There are virtually endless resources with every Zoho product to help you get through the speedbumps. Zoho Projects has a Tips and Tricks section that comes in handy. It also has videos, webinars, and forums to help your business take advantage of the software. If you hate buying a product or service, Zoho may be an excellent fit for you!

Show Us the Money

You pay 5 dollars a month for their premium subscription per user. You can also pay for client users, which will help keep transparency with your clients at a level they will certainly appreciate!

So, Zoho Projects is one of the most cost-effective options. For 15 team members, it will cost you around $307 dollars monthly to use Asana. It will cost you around $900 dollars annually to utilize Monday.com for ten users.

Check out the price comparisons for yourself, but Zoho is winning this battle so far!

We Have Shown You the Zoho Way (Sorry it Doesn’t Involve Light Sabers)

If we haven’t converted you into a full-blown Zoho fan, we hope this spotlight at least presents a few key factors to consider.
It is worth putting in the time and effort to make the best purchases for your business. Got more questions? Schedule a free consult with us today to get them answered!

Chances are, you have used spreadsheets at some point in your life. For business or personal tracking purposes, spreadsheets are commonly used and can be pretty handy.

However, as new software and resources become available every day, are spreadsheets relevant? And more importantly, is the spreadsheet route genuinely ideal for your business?

Spreadsheet Document Information Financial Startup Concept
For every devoted spreadsheet fan, there’s also a scary anecdote– like that time when JP Morgan Chase lost over 2 billion bucks because of one spreadsheet error.

Okay, okay– enough with the extreme (and terrifying) examples. It’s time for you to decide for yourself whether you are Team Spreadsheet or not. And to help, we’ve listed out some nice pros and cons for you to consider.

Let’s Start With the Spreadsheet Pros :)

Now Let’s Take a Look at Some Spreadsheet Cons :(

Wrapping Up

Well, there you have our list of spreadsheet pros and cons. As a company that’s all about automated solutions and making the lives of business owners a little easier, Woggle tends to lean away from spreadsheets.

So, where do you stand on this 2022 Spreadsheet debate? (No pressure to take your side right this moment!) As always, if you remain confused about what options would be better for your business, Woggle is always here to help guide you in the right direction!

The “6P Rule” has been defined and applied in many different ways, always circling back to the main message: the importance of planning.  What is the” 6P Rule”, exactly? 6P stands for Prior Proper Planning Prevents Poor Performance. The exact origin of the rule is unknown, but the emphasis on effective planning is a message we can all relate to.

proper planning
The 6P Rule: A Blueprint for Success 25

Think of all the ways a lack of appropriate planning could impact your business. Is there something you could change that would have a positive impact? And more importantly, is it worth it?

Benefits to Proper Planning 

Without some consistent structure for everyday tasks and events, we lack a realistic path toward business success. With proper planning, businesses can:

Establish clear project objectives - Clear objectives mean a clear timeline and an ability to plan out each workday to suit this timeline. This creates the opportunity for checkpoints, delegation, and other steps to lead to a better outcome. 

Prepare better for the unexpected- We can’t predict every little detail, but we can plan for a better rebound from unforeseen issues. Thorough planning can allow for a more adaptable budget and backup options. You can also learn from previous problems and plan out how you would better handle them if they happen again. 

Track progress-  Planning well in advance can allow tracking developments and show where you fall behind. A well-thought-out plan can also be great to review down the road, emphasizing what can be adjusted or included next time. 

Ways to Plan More Effectively

Realistically, no one is a perfect planner, and there’s always room for improvement. Identifying our planning strengths and weaknesses can significantly impact overall business performance. Let’s take a look at a few ways to optimize your planning skills:

Plan with a Strategy

6p's

Don’t just make a list for the week; think of the best way to schedule tasks. Make sure you place the more challenging tasks first and get them out of the way. If you work better in the morning, reserve the more difficult tasks and place more manageable tasks in the afternoon. Procrastinating on more complicated tasks will only increase your chances of failing. 

You also don’t want a ton of long-term goals on your to-do list. Break down long-term goals into short-term tasks. Not only is it more motivating to accomplish multiple short-term goals as you go, but it is more likely that you will complete the big goal on time. 

Plan with Practicality

What’s a part of every workday, even if we don’t consider them as “tasks”? Breaks. Plan out your days in a realistic way; schedule your lunch and any other breaks you should be taking. Don’t schedule a huge chunk of time working with no breaks. Be practical about what you require to keep motivated and concentrated. 

proper planning

This may sound trivial, but also attempt to schedule specific times for things like checking emails and updating your calendar. We are all familiar with the category tasks like these fall under unexpected time-suckers that tend to send us down random rabbit holes. Once you get distracted, it may be an hour before you get back on track!

Also, do not oversimplify your to-do list. If you have to complete a blog post, is it just one task that you can do in an hour? Of course not! Time goes into planning, research, and then eventually writing! Schedule out times for all the steps; don’t just make a generic “Write Blog Post” task. The same goes for things like client meetings and Zoom presentations.

Plan with Different Tools 

There’s plenty of software out there that can make your life a little easier. One great way to optimize planning with some added benefits? Use a calendar application. A visual calendar may not seem overly complex on the day-to-day, but down the road, you can use it to identify patterns and weaknesses in your plan. 

Another great way to utilize technology within your business planning? Team collaboration through options like Google Workspace or Zoho Projects. These applications are great for sharing plans, delegating tasks, and increasing overall productivity. And like the calendar applications, these tools can also make it easier for process duplication and improvement easier down the line. 

Wrapping Up

In conclusion, no one wants to violate the 6P Rule, right? We wouldn’t dare! Don’t let a lack of proper planning negatively affect your business– there are easy and risk-free ways to make it less of a problem. And like always, there’s never a better time to start than now!

Need help planning a better plan? Woggle is ready to lend some suggestions!

Chances are your work team has its fair share of conflict, problems and miscommunications. It wouldn’t be “work” if everything ran smoothly all the time, now would it?

team conflict

There may seem like there are way too many problems to fix. It also may seem like there are way too many solutions to choose from! 

So, what issues have been causing conflict within your team? If you can quickly answer that question, but are stumped when it comes to the right fix, it’s your lucky day: We’ve rounded up a few common issues and the platforms that can help!

Team Issue #1: Unoptimized Processes

Smooth processes are key to serving your customers. They’re also important in establishing a decent work environment. No one wants to work at a chaotic job where operations are shut down every 5 minutes for an issue that was already fixed three times last week. 

Errors happen. If your company is not working to reduce errors from a process or eliminate certain errors altogether, something is wrong. Continuous improvement is necessary for the success of your business and ultimately employee retention. 

Programs like Zoho Flow can lend some help with workflow. Flow can assist with process automation and project management. Zoho Analytics is another level of double-checking what’s really going on in your business, and providing a further understanding of the problem. Allow Zoho to help you work out the kinks and keep things running smoothly.

Team Issue #2: Bad Onboarding Procedures 

Many things can go wrong when starting a new job. A few examples: A lack of thorough training, a lack of training altogether or receiving different training than your coworkers received. 

african american businessman giving presentation explaining new marketing plan meeting

Onboarding new employees should be consistent and effective. They should be given the tools to assimilate into their new environment and contribute to the team. Additionally, it not only needs to be a smooth transition for the new employee, but a seamless transition for the whole team.

How can businesses keep the onboarding process consistent and efficient without wasting time and resources? Zoho Recruit and Zoho People are applications that assist with Human Resources processes, along with applications that provide learning/training resources. Other options can keep procedures and paperwork all in one accessible place, like Zoho Writer and Zoho Workdrive.

Team Issue #3  A Lack of Open Communication 

Communication issues should probably be at the top of the list...and in the middle..and then maybe reemphasized again later. Our point? Communication is truly the root of many problems (and solutions).  Why not invest in a platform that can make communication more effective? A solution that makes managers more reachable and updates more easily shared? 

One great platform that comes to mind when we think of communication is RingCentral. Video conferencing, team messaging, secure communication- what more could a business need? Connect with coworkers no matter the time zone. Stop disruptions in communication from continuously disrupting workflow!

Team Issue #4: Collaboration Roadblocks

woman making video call laptop

Gone are the days of constant in-person meetings, presentations and brainstorming sessions. Thanks to the pandemic, it has become more crucial than ever to have plenty of online resources that enable collaboration. Working remotely should never mean you have to work alone in every aspect!

Platforms like Zoho Sprints make team projects a breeze, creating a board for everyone to easily contribute to and access. Zoho Projects is another great option where the entire team can work on an organized list of tasks and projects.

Zoho Workplace offers additional options, with applications like Zoho Writer, Zoho Cliq, and Zoho Workdrive. It’s a one-stop shop where the entire team can upload information and easily share with their coworkers. 

Team Issue #5: Insufficient Resources/Improper Delegation

Sometimes there’s just not enough manpower behind what needs to be done. Your team may already be stretched too thin. Don’t add on to their to-do list and create more stress over an already tough project! It may be time to hire a freelancer or contractor that specializes in the task at hand. Or maybe your business would benefit from a consultancy (like us) guiding you in the right direction.

An even simpler solution? Utilize a platform that has no issue doing most of the work for you! Shopify is a great example of a platform that takes some weight off your shoulders: why put the time and money into becoming a website expert when Shopify makes it easy to jump right in to the ecommerce scene?

custom application development company
custom application development company

What exactly is Operational Excellence? Although born in the industrial arena, the idea of Operational Excellence can be applied to many facets of business. The goal? To provide business leaders and strategists with key principles that could potentially improve efficiency and effectiveness of company operations. Phew, that got wordy!

A deeper understanding of what goes into smoothly running a business will ultimately waste less money and time, helping to ensure a better future for the company. The guiding principles within the concept of Operational Excellence show you exactly what to consider to achieve that better understanding.

Who came up with the Operational Excellence concept?

Dr. Shingo, an industrial-management specialist and productivity expert, had extensive knowledge of process improvement. He built a long and impressive resume, consulting with many companies over the years and helping them improve their production methods and business processes. One of the biggest companies he worked with was Toyota- you may have heard of them! Dr. Shingo helped Toyota develop the Toyota Production System (TDS), aka the birth of lean manufacturing. 

Dr. Shingo narrowed in on keeping low levels of inventory to save money. He also created Poka-Yoke, a method of detecting manufacturing process errors and subsequently (and quickly)  making necessary changes. Poka-yoke is not only a way to refine and enhance processes, it is a safeguard against human error. Dr. Shingo centered many of his key concepts around human error and the fact that it is inevitable. 

It’s really no surprise that Dr. Shingo made the idea of Operational Excellence the business pillar it is today. 

What makes up Operational Excellence?

Operational Excellence consists of 10 guiding principles, all of which are further divided under “dimensions”. 

Dimension #1: Cultural Enablers

✓ Respect Every Individual- Provide a respectful work environment for employees. Make sure they feel like they are a part of the business processes. Emphasize a team effort and the importance of inclusivity. 

✓ Lead with Humility- Take input and feedback graciously. Leaders should be approachable and create a collaborative environment. They should be willing to face criticism and accept that their way is not always the right way. 

Dimension #2: Continuous Improvement

✓ Focus on the Process- Don’t blame individual people for problems that should be blamed on a process. Work on creating the best process possible. 

✓ Seek Perfection- Yes, human error exists and will always exist. Seeking perfection, however, opens the door to continuous improvement. Think big and think about long term solutions, instead of focusing on small steps and temporary fixes. Think more radically and less rationally. Don’t simply focus on what’s attainable: go beyond it!

✓ Assure Quality at the Source- Don’t try to hide potential errors in your process: create transparency and identify/fix errors immediately. Quality depends on the beginning stages- not correcting what went wrong way down the road. 

✓ Improve Flow and Pull- The flow of a company’s process should not be convoluted by excess materials/products. The best way to ensure optimal flow is to answer directly to demand, and not keep extra inventory around. 

✓ Embrace Scientific Thinking- This one is pretty straightforward: use trial and error to your company’s benefit. Seek data-driven solutions and research-based approaches. Encourage employees to have a scientific mindset. 

Dimension #3: Enterprise Alignment

✓ Think Systematically- Try to understand the big operational picture. How do processes interconnect? What will one process change look like for another part of the organization? Systems rely on several different pieces to properly function. 

✓Create Consistency of Purpose- Ensure that everyone within the organization has a clear understanding of goals. Make employees confident in the vision of your organization and changes or improvements that may be required.

✓Create Value for the Customers- To put simply: the customer is always right. There is no business without the customer wanting what you offer. Operational Excellence isn’t possible without a heavy focus on customer needs. 

Let’s Sum it Up

Email marketing
What CRM software can boost business

There are all kinds of classes, books, and vlogs out there discussing the meaning and application of Operational Excellence. Others may disagree, but when we think about the concept of Operational Excellence, we see four key things emphasized:

Based on what you’ve read so far, how could you achieve Operational Excellence within your business? Have you identified any pain points you hadn’t really thought of before? 

Let’s face it: there’s alway room for improvement. Sometimes these improvements are glaringly obvious, sometimes it takes a fresh perspective to see them. Let Woggle help you examine your process and what you can do better. We are here to help you discover and implement new tactics and approaches. 

What will incorporating Woggle and all our resources leave you with? More time to focus on other aspects of your business! Just know we are always here to help in your journey towards achieving Operational Excellence!

Let’s take a journey back in time. Before wifi and social media. Before YouTube tutorials and the “there’s an app for that” mantra. How did businesses cope? How did they troubleshoot problems? Well, since they couldn’t always Google the solution, they had to rely on professional connections and resources. They had to seek help outside the company or hire staff that could handle these problems. Much like today, no single business could do it all themselves!

Who’s Going to Help Me?!

Zoho Consultant

That’s where services like Zoho step in. Zoho is more than a CRM- they have an application for anything you could possibly need. They have created more than 45 apps for your business to utilize! Need help with recruiting new employees or scheduling current ones? They have an application for that. Need help building forms or managing social media? Zoho has an application for that!

Imagine you are a business owner. You look down at your phone one day and among Candy Crush Saga and your weather application, you suddenly notice 45 additional Zoho apps. Where would you begin? Would you be overwhelmed? Personally, we would probably panic-delete everything.

Zoho is a perfect all-in-one solution for any business, but where’s the best place to start? This exact question is why Zoho consultants exist: to assist businesses with effectively using the services they purchase. Consultants take the overwhelm out of the process, while allowing business owners the chance to focus on whatever else they need to. 

Although taking away some stress and overwhelm is a great reason on it’s own, we’ve compiled 5 more reasons to consider a Zoho consultant!

Valuable Expertise

Zoho Consultant

Consider your company and the amount of people who have been hired. How many of them walk in and get straight to work? Skip the training, they’ve got it! Probably doesn’t happen much (if at all) does it? 

Zoho consultants are no different. They aren’t your run of the mill helpline- they have been specially trained to handle your situation and identify what your business needs from Zoho. Consultants have the expertise to tell you what software you need and what you can skip. They have the capability to guide your business in the right direction, while saving you from getting bogged down with small details.

Experience and Insight

Zoho Consultant

Zoho consultants have worked with many businesses. On top of being trained, they have the experience to back-up their suggestions. It is entirely possible that they have worked with a business similar to your’s in the past- whether it was the same size, same industry or encountered the same types of challenges. 

They can guide you away from making mistakes other companies have made and give you valuable insight into what they’ve seen work! You’re paying for Zoho, why not invest in someone who truly understands how to use it?

True Customization

As you may know, Zoho is not just a one-time, one-package deal. You don’t get stuck with software you’ll never use or services that don’t make sense for your business. You can truly customize what you get and tailor your experience to your business needs. Consultants cater to this- they get to know your business and evaluate what pieces of Zoho would work best for you. 

On your own, you may have a general idea about what you need, but you might forget about a few details or not realize all the types of applications available. A consultant can help you make the best customization decisions!

Efficient and Effective

Alas, the question that always shows its ugly head: Who has time for this? And honestly, no one in your company (especially you) has the time to sit down and thoroughly research anything, let alone research 45+ Zoho applications. Plus, there’s rarely (especially in the current workforce climate) a person within your company to delegate this task to! So, who does have time for this? A Zoho consultant, of course!

Zoho Consultant
Why Hire a Zoho Consultant 35

Consultants can get to know your business and then put together a plan without you having to stress over it. This gives the opportunity to focus on whatever else you need to focus on. After all, when running a small business, there’s no shortage of problems to fix and issues to consider, right? Fitting Zoho into your business should be a helpful advantage, not another item on your to-do list. 

There When You Need Them

At what stage do you need a Zoho consultant? There’s no right or wrong answer here! It would be helpful to have their expertise from the beginning, but they will join you mid-process as well. Consultants don’t dictate when they can help- you have the ultimate say! 

They also stick with you through your business journey. There’s no time constraints, which means one less thing to worry about. If you have questions months after they get you set-up with Zoho, your consultant will still be willing to find answers for you! 

Wrapping Up

Choosing where to spend your time and money is a daunting task. There’s no completely straightforward or risk-free business plan in existence But the one thing that’s alway beneficial? Some solid, old-fashioned expertise. Consider hiring a consultant so you can get the most out of the wonderful things Zoho has to offer! After all, one less thing on your plate is never a bad thing!

Hanlon’s Razor

When you’ve heard the term “Hanlon’s Razor” in the past, have you ever wondered what it means? Did you think beyond the definition and consider how it could apply to your life? Ever wonder why on earth an old adage would involve the word razor? Did you think it was the name of an actual razor product? (We promise not to tell anyone your answers to these questions!)

Throughout philosophical history, the word razor has been utilized to convey “shaving off” details and “cutting down” convoluted logic. Philosophical razors “shave” things down to the essentials to better understand the issue at hand. It doesn’t stop with Hanlon’s Razor- other adages like Hume’s Razor and Grice’s Razor use the word razor in the same fashion. 

What Exactly is Hanlon’s Razor?

Hanlon’s Razor is an adage telling us to “never attribute to malice, that which can be adequately explained by stupidity”. So basically, don’t jump to conclusions about why a person did something. Consider what other factors could have contributed to their actions and assume they didn’t do it to be hateful or vindictive. 

The adage is a reminder to take a step back and view experiences through an objective lens. You won’t always have an explanation for why things happen, and the assumption that you can explain the why behind everything is a waste of time. Not only is it a waste of time, but it’s a negative mindset to keep. 

Humans are quick to be cynical and make an occurrence all about them. When, in reality, people do things all the time that have no malicious intent. Instead, there may be a little ignorance or incompetence behind their actions.

Some Quick Examples of Hanlon’s Razor

Carla’s Perspective: Carla doesn’t receive a birthday gift or birthday phone call from her co-worker, Jessica. Clearly, Jessica is mad at Carla for not bringing cookies to the team potluck. 

Hanlon’s Razor Reality: Jessica is not mad at Carla. Jessica’s child became sick and had to be picked up from school and taken to the doctor. Jessica simply forgot about Carla’s birthday because of the crazy events that day. 

Gary’s Perspective: Gary has sent three emails to his client with no reply. Clearly, they have moved on to another company and don’t want to say anything to him.

Hanlon’s Razor Reality: Gary’s client is not betraying him. The client’s partner is out on maternity leave, and their administrative assistant just resigned, so things have been more hectic than usual. Gary has been inadvertently pushed further down on the priority list. 

The main point of Hanlon’s Razor is that we can’t always assume people are out to get us. The reason something happens may not involve us at all! It pays to consider the less harmful possibilities for why something happened. Just remember to think:  Did it really happen to us? Or did it just happen to affect us?

So How Can Hanlon’s Razor Improve a Team?

Ok, we’ll stop taking you down the philosophical rabbit hole. Instead, we’d love to chat about how Hanlon’s Razor can ultimately be applied in everyday life- particularly to improve work relationships and team dynamics. 

Hanlon’s Razor

Although Hanlon’s Razor is not a physical product or step-by-step guide, the concept can help build a better and more supportive work team. Application of this concept can:

Cut down on internal conflict- In this case, when we say internal, we mean within a team. There would be no automatic assumption that our co-workers or superiors are out to get us. Instead, we would assume the best. There would be no made-up problems causing teammates not to get along. Less conflict within the team = more time to be productive.

Shift the team dynamic (in a positive direction)- Not assuming the worst in people can build trust. Changing your outlook on your teammates will help develop a more positive work relationship, leading to a more productive environment. Trust leads to better teamwork and ultimately better collaboration.

Normalize a more objective lens- How often do we hear someone say to look at the big picture or focus on the long-term goal? It doesn’t pay to get caught up in small, momentary details. Achieving goals does not entail creating unnecessary obstacles along the way. Using an objective lens in life (and more specifically at work) can eliminate overly emotional decisions. Instead of focusing on hurt feelings or malicious intentions, Hanlon’s Razor encourages us to focus on the facts and relevant information.  Making a decision from a level-headed mindset and a clear perspective will create much better team outcomes. 

The Takeaway

Hanlon’s Razor

It’s safe to say we are all guilty of assuming the worst at one point or another. There are very few humans (if any) capable of living their lives without negative assumptions or worrying about small things. 

Just remember to stop and think: Is this situation truly all about me? What other factors could be contributing to the actions of my co-worker? Does my boss have other things (maybe outside of work) causing her stress right now?

Don’t get caught in the crosshairs of a negative mindset and dramatic assumptions! Shave down the details and simplify your life (and work life)!  Cut back on jumping to conclusions and contribute to a better team dynamic! If you do this, we’ll promise to stop with the hair/razor puns.

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