Software Set up / Training
Google Drive. Xero. Slack. This day and age calls for technology and automation in order to work smarter and keep competitive in your industry.
We have experience setting up and training people to use a variety of systems or apps to help with your business day-to-day.
Xero - Accounting
ClickUp - Project Management
Google Workspace - Gmail, G Drive, Google Calendar etc.
Trello - Customer/project management
Promapp - Process management
Slack - Communications system
Other similar systems we have some experience with are Podio, Fergus, Tradify, Monday, Asana, Freshdesk and more.
How it works
Every business is unique. Every persons learning style is different. So our approach is to get to know you, and by learning about your business, your goals and what is most important to you, we can recommend and set up the right system solution for your needs.
There are 2 ways to tackle this....
Option 1: I don't know what I need...
We will help you figure it out!
To do this we will discuss with you:
What problem you are trying to solve or streamline.
Your current processes.
Who are the people that will be affected by a new system (and any training requirements)
What platforms (phones, laptops and/or tablets) does the system need to work on.
What your budget is.
Option 2: I know what I want, help me set it up!
We will ask you to share your plans with us and determine how far along you are, and where we need to pick up from.
What you want to implement and why?
Is there any training required?
Once we have agreed on the systems or apps to set up for your business, then we can get stuck in doing things such as:
Mapping out your processes/workflow (if not done so already) & translating this into the new system setup.
Set up system branding, business details and administrative user access etc.
Configure the system to meet any specific requirements.
Trialing and training as needed.
*All prices exclude GST.