Systemising your Business for Success

Proven, repeatable systems are the key to your company’s success. Enhance your hospitality, professional services or retail business with new systems that maximise productivity and make the business work for you.

Good systems can provide numerous advantages to your business, increasing profits at the same time as reducing stress.

Even if you pride yourself on a laidback, quirky or instinctive style of business management, consider some of the benefits of taking a very systematic approach:

  • Reduce human error and ensure steps aren’t skipped with automated systems
  • Help with business admin costs, especially with cloud-based software systems
  • Produce standardised results that will keep customers happy
  • Reduce the time you spend on repetitive jobs, so you can attend to customer needs
  • Give you time to focus on creative tasks like marketing that will boost your business
  • Reduce staff conflict with systems based on clear and documented procedures
  • Reduce burnout – for staff and management – with more efficient operations
  • It becomes easier to take a holiday as you can put your business in capable hands feeling confident that results will be consistent
  • Make it easier for management to work remotely
  • Make it easier to grow, duplicate, franchise or sell your successful business.

Action plan to upgrade systems

To commence an upgrade of your business systems, first review the tasks that you perform most often. Even small improvements to processes here will have a great effect because they will save labour and money multiple times.

The Realise Business team can work with you to implement new systems for your business using relevant tools, apps, software, templates, techniques and work plans. To be truly systematic your processes must be backed by documentation.

The goal for each system is for processes to run smoothly and methodically and produce the same results each time. That way, anyone using your defined business systems has a good chance of achieving standard results.

When you have new systems up and running, apply the principle of ‘rinse and repeat’ so you can refine the process and the results.

Most businesses already have some systems  – or at least ‘the way we do things’ – in place. However, it is worth reviewing and testing your old systems to improve and then document them.

Industry-specific tips on systems

Consider which aspects of your business operations you can systemise – and how. Join relevant associations and attend trade expos to learn more about industry best practice and the latest tools for systems. Find affordable systems that suit your industry by researching online the tools that similar businesses use. Also look for online templates you can use to give your business a head-start when developing procedures.

Following are tips on systems for different industry sectors.


Tools include:

  • Cloud-based POS systems
  • Online booking systems
  • Cloud accounting software for the office
  • CRM (Customer Relationship Management) software – to manage customer reservations, collect details and encourage feedback
  • Customer loyalty program software
  • Staff management apps
  • Staff in-house training modules (video) 

Example – In-house training modules:

Most hospitality businesses are based around frequent intakes of new staff, so a suite of video training modules will work best for repeated viewings. The systematic delivery helps shape standards consistently.


Tools include:

  • Cloud accounting software for the office
  • Meeting scheduling software
  • Staff in-house training modules (video) 
  • Marketing or lead generation system software
  • Sales or lead conversion system software
  • Branding tools for consistent marketing of your business
  • Content management systems for websites
  • Employee guidelines, handbooks and manuals

Example – Employee handbooks and manuals

The company culture can be really important to professional services businesses. It begins with a systematic approach to staffing. There should be documented guidelines for the advertising, recruitment and induction of new staff. Well thought-out staff manuals provide a background to the company culture. The consistent approach office surety for new staff and puts new employees on the same page from the outset. Online staff handbooks can be easily updated with current personnel charts, for example. Look for online templates to get you started.


Tools include:

  • Cloud-based POS systems
  • Stock Keeping Units (SKU) to track inventory
  • Retail Management Systems (RMS) for inventory, customers, employee shifts and finances
  • Staff in-house training modules (video) 
  • Staff policies and procedures documentation
  • Customer service plan including customer returns, complaints and referring disputes
  • Store policies that can cover store entry, dress code and pets on the premises
  • Customer loyalty programs to notify customer base electronically re sales and special offers.

Example – Retail Management Systems platforms:

Retail Management Systems (RMS) cover all the core retail processes in the one platform, enabling retailers to manage and purchase inventory, monitor customers, track employee shifts and keep tabs on finances.

Realise Business Advisors can help you systemise your business and also let you know more about the many digital tools that will help you in the process. Book your free advisory session today

Share the Post:

Find the Right Digital Solution for Your Business

Related Posts

Martin Rogers
Chief Executive Officer

Martin holds an extensive background and certification in Business, Marketing, and Strategy with over 20 years’ experience specialising in Strategic Thinking, Business Growth, Leadership and Team Development, across a number of industries. Martin utilises a collaborative leadership style and has a thirst for problem solving, understanding the latest trends and identifying the uniqueness that gives businesses their edge.

Mark McCrea
Chief Operations Officer

Mark McCrae stands out as a highly efficient Operations professional, known for his strategic oversight and management prowess within the corporate landscape. With years of experience under his belt, Mark has become synonymous with operational excellence, streamlining processes to enhance productivity and drive sustainable growth. Mark's forward-thinking approach and unwavering commitment to excellence have solidified his reputation as a cornerstone of operational success.

Razz Khan
Chief Marketing Officer

With over a decade of experience, Razz has a proven track record of driving growth and enhancing the digital footprint of various brands across multiple industries. His expertise spans across SEO, PPC, content marketing, social media strategies, and analytics. Razz is known for his innovative approaches to solving complex marketing challenges. Razz's passion for digital marketing, combined with his commitment to client success, makes him a valuable asset to any team looking to elevate their digital presence..

Greg Kay
Chief Commercial Officer

Greg has more than 25 years success in working with many for the development and implementation of growth strategies for businesses by building strong relationships through effective partnerships. Greg constantly strives for opportunities to have a positive influence in the personal and business lives of the people he works with.

Chris Wilborn
Contracts Manager And Advisor

Chris is a results-driven leader with a wealth of knowledge derived from his more than two decades in the NGO, corporate and government sectors. As a current business owner, from his prior work as a growth-minded CEO and a background working with disability organisations, Chris is deeply passionate about the NDIS, small business community and the central role they play in the fabric of our society.

Lindsay Munns

As a long term member of the Realise Business Board, Lindsay has temporarily stepped into this key role to facilitate the changeover of Chief Executive as part of our CEO succession strategy. Additionally he is busy leading the roll out of a major new Government contract that will take Realise Business up to the next level of its vital place in the NSW Small Business Advisory scene.

Marisa Barresi
Office / Client Coordinator
- Business Connect

Shanice Bangar
Events / Client Coordinator - Digital Solutions

Mona Bucog
Event Coordinator

Over the past 12 years, Mona has honed her skills in customer service, specializing in managing and addressing a wide range of customer needs. She’s dedicated to providing exceptional service and ensuring customer satisfaction. Her experiences have helped her develop skills that assist organizations in achieving their goals. Her ultimate aim is to help them focus on what they love, and she will take care of the rest!