SMEs

‘Conveyer Belt’ Your Way To Saving Time

Navy alarm clock standing on a white desk infront of a plant

I recently worked on a project for a client, covering whilst a member of their team was away. She is extremely efficient, knows what she’s doing and never wastes time (I know this from working with her regularly)! And yet, whilst I was covering her work, I was around 30% quicker at getting the tasks done than usual.

I considered a number of things to try to understand this. Including: 

The process – was I changing or reducing the number of actions taken to achieve the same result? .. No.

The amount of work – were the number of work requests fewer than those usually provided? .. No.

The time of day – considering that each person varies in productivity level depending on the time of day and other influencing factors? .. No!

So what was it??

When she came back from her annual leave, we did the usual handover and I took the opportunity to talk to her about my thoughts on the timing issue. What I discovered, (and she has since taken up!), is that we use a different method, mine evidently saving significantly more time.

So here it is: The method;

I call it my conveyer belt system, which will hopefully make sense as I explain..

When taking on any task, simple or complex, I always break it down into chunks. Usually with admin, you’ll have a number of different tasks throughout any given day and any one action will be repeated several times. E.g. Invoice processing, raising quotes, filing documents, organising emails, updating spreadsheets, and so on etc. 

It’s highly likely that for any task that comes in you’ll do it as you go. I.e. Process that invoice, update the relevant spreadsheet, then reply to an email, process the next invoice etc. Whilst that feels productive because you’re getting through everything, it’s actually quite inefficient. You’re constantly having to go in and out of various files and systems, and your brain is having to focus on something new every 5 minutes!

If you consider for a moment, a factory. A product is created by going through various stages of a conveyer belt system, and each area of the conveyer belt focusses on one action. This is the most efficient way. It would be impossible for the labelling element to also design, create and package the product. And if it were possible, that one area of the machine would take considerably longer to produce multiple products at any one time.

So, to be as effective as possible, we need to adopt the same theory. 

Still with me? Not quite? OK, let’s run through a couple of examples..

Example1 – Invoice Processing: 

Firstly, it’s likely you’re going to receive more than one invoice per day, week or month. So, depending on the frequency, you want to choose one time of day, one day a week, or one day a month to process all of your invoices together. This is the first stage of your conveyer belt – working out what needs to be actioned and when. 

Next, breakdown the task of processing an invoice. What actions are required? You’ll need to;

  1. Open/ load/ view the invoice
  2. Save it to your files
  3. Add it to your accounting software
  4. Possibly add it to a task list or other spreadsheet for internal use/ reporting
  5. Get payment approval
  6. Pass it for payment

That’s quite a list just for one small job. I know each of those elements won’t take long, maybe 30 seconds to a minute, but that means each invoice can take up to 6 minutes to process! It also means that for each one, you have to move your brain through 6 different activities, adding on a few more precious seconds.

Getting back to our conveyer belt theory. If you were to instead action all invoices, within each stage, at the same time, think how much time and brain re-engagement effort that would save! Opening all (10 let’s say) invoices one after the other, then running through and saving them all, adding each to the accounting software, etc. etc. Until all actions are complete across your entire conveyer belt.

After the first one, this brings each ‘new’ 30-60 second action down to 20 or 40 seconds because you’re no longer having to think or work so hard on each section. Each action becomes a brief habit in that moment of time. And suddenly you’ve gone from 1 hour to completely process 10 invoices, to only 40 minutes. Across an entire day, you’ve saved almost 2.5 hours!! Just think what else you could be doing with that time.

Example 2 – Organising Emails:

If you’re anything like me, by the end of the day your inbox can start to look a bit messy and needs a good sort out ready for the next! You keep articles or newsletters you want to read, but haven’t and possibly won’t get round to. You have important emails that no longer need actioning but do need to be saved or filed. There’re junk emails you’ve skipped over in a hurry to get to more urgent matters. There’re non-urgent emails that need a response you haven’t gotten round to yet. And a number of other wonders in between!

Following a similar approach to the above, to get through this as quickly and efficiently as possible, we need to adopt the ‘conveyer belt’ method. Start by breaking down the types of emails you have;

  1. Urgent – needs a reply
  2. Non-urgent – but still needs a reply
  3. Information only – need to review but no reply required
  4. Informative – articles, newsletters, offers etc.
  5. Junk/ spam – Why am I still getting these!!!

Then, for each type, consider the actions required (and the priority). Work through each email type (not each email, each type). For example, all of the urgent – needs a reply emails. Once you’ve done one, your mindset will be focussed on appropriate wording and responses, so doing the next and the next will get easier and easier. Follow this with the non-urgent – needs a reply emails. They might not be urgent, but whilst your brain is in the right gear, get them done. It will take less time overall.

If you have emails that need filing out of your mail system, do them all at once. If you’ve decided that you want to get rid of all the newsletters from ‘products are us’ (because you’re just not going to get round to reading them), do a search, pull them all up at once and delete them all together. Don’t spend time unnecessarily running through each of your emails to find them. 

Find all of your junk emails and get into a rhythm – opening each one, unsubscribing and then deleting it. And so on within each area of your emails.

To summarise: 

Your whole day, week, month or even year can be broken down into chunks of the work, tasks and actions needed – areas of time that can be managed dependent on the frequency of the task required. Start there. Then once you’ve figured that out, you can focus on the individual tasks and the actions necessary to complete them. From there, you can set up your ‘conveyer belt’ system. Good luck! 

Thank you for reading our blog, I hope you’ve found the ‘conveyer belt’ idea useful. If you need any help or want to chat through this idea in more detail, please get in touch, we’d love to hear from you. 

Tel: 01903 688789. Email: makeithappen@mbsmih.com.

Passing The Baton – 45 Tasks You Could Outsource

Hands typing on the keyboard of a white laptop

When you pass tasks that you are finding time consuming on to your virtual assistant, it leaves time and space for your company to grow. Your focus can return to what you do best – running your business. You may not have been aware of the incredible number of tasks that you could outsource, so here are just some of them that we offer to give you an idea…

VOICEMAIL CHECKING – Does your phone get full of voicemails? We can keep you up to date.

APPOINTMENT MAKING – Conducting calls to existing and prospective clients to make appointments.

DIARY MANAGEMENT – Keeping you and your diary up to date.

EMAIL MANAGEMENT – Sorting, cleansing and replying on your behalf.

DATA INPUTTING – We can help you keep your business records up to date and accurate.

SERVER AND ONLINE FILING – It’s easy for your server and online files to get out of hand. We can make sure that they stay clear and consistent throughout.

PREPARE TRAINING MATERIALS – Running training events or meetings can be time consuming with the amount you have to prepare. Whether that’s PowerPoint presentations or questionnaires, we can help.

COMPILING MEETING MINUTES – Attending meetings can take huge chunks of time out of your day, so the last thing you want to be doing is compiling meeting minutes, which can take up even more of your time. We can compile meeting minutes for you.

LEGAL FORM COMPLETION – We can take the process of completing necessary legal forms away from you by taking care of this remotely. One less thing for you to worry about.

FORM CREATION – Forms can be useful tools to gather information. We can help create these for you.

PREPARING PRESENTATIONS – Preparing an engaging, well laid out presentation can take time. Our malicious attention to detail and keen eye for design can take care of this for you.

DATABASE CLEANSING – Keep your database free of irrelevant documents with our database cleansing service.

EXCEL DATABASE CREATION – We love a good spreadsheet! If you need one created, look no further than MOMENTUM.

REPORT CREATION – Need daily, weekly or monthly reports but don’t have the time in your day to create them? Pass the task on to us.

 DOCUMENT CREATION – Need a specific type of document created, but not sure how to do it, or simply don’t have the time? Let us help you out.

ONLINE RESEARCH – Collecting data via the internet.

CUSTOMER RESEARCH – Gathering information about your customers’ needs and preferences.

KEYWORD RESEARCH – Research into keywords that people enter into search engines relating to your business.

COMPETITOR ANALYSIS – An assessment of the strengths and weaknesses of current and potential competitors. 

TWITTER SOCIAL MEDIA MANAGEMENT – We are experts in the ‘twittersphere’. We’ll help you stay connected sharing relevant, frequent and direct messages to your followers. We help clients in a number of industries reach their target market in 280 characters or less!

FACEBOOK SOCIAL MEDIA MANAGEMENT – Our skilful social media gurus can help you gain organic page likes on this popular social networking site, making sure details of your offerings and expertise reach prospects and existing customers.

LINKEDIN SOCIAL MEDIA MANAGEMENT – We can help you reach even more businesses and contacts. Let us start building your business presence on LinkedIn by creating your Company Page, attracting followers, and posting regular updates to drive engagement.

PINTEREST SOCIAL MEDIA MANAGEMENT – Pinterest is a great social network for sharing details of your images and videos – including links, making this the perfect platform for us to promote and visualise your products and services.

BLOG CREATION – Helping you to get regular messages and insightful content to your online audiences.

PROOF READING – We can read over everything you’ve written, checking for errors and ensuring your grammar and tone are consistent.

COPYWRITING – If you’re creating or updating a website, we can help by creating bespoke keyword focussed copy.

EMAIL CAMPAIGNS – Targeted messaging, monthly updates, one off communication and much more.

SEARCH ENGINE OPTIMISATION – We can help you to achieve high ranking search results.

CONTACT DATA – Turning your business cards and other contacts lists into functional databases.

NEWSLETTERS – Regular digital communications providing key updates and marketing opportunities.

BUSINESS LISTINGS – Getting your business noticed and supporting your SEO strategy.


CREDIT CONTROL – Building relationships with your customers to improve your cashflow.

REDUNDANCY AND TUPE – We can provide specialist employer advice on making employees redundant, dealing with business transfers, or changes to service provisions within your business.

DISCIPLINARY AND GRIEVANCE – We can support you with developing a disciplinary or grievance procedure, or to provide advice and support when managing an employee disciplinary or grievance case.

CHANGE MANAGEMENT – We can support you throughout your organisational changes to allow you to focus on your day to day business.

PERFORMANCE MANAGEMENT – We can provide you with specialist advice or training on managing performance, and we can support you with developing an effective performance appraisal system.

RECRUITMENT AND SELECTION – We can help you with writing job specifications, job descriptions, recruitment selection frameworks and support you through the selection procedure. We can provide job offer paperwork and contracts of employment, and even support you on your induction procedure.

CONTRACTS AND EMPLOYEE HANDBOOKS – We can review your existing contracts, policies and procedures to ensure they are up to date with current legislation requirements. We can also tailor our templated frameworks and policies to suit and protect your business.

HEALTH AND SAFETY POLICIES – We can review your existing policies and procedure to ensure they are up to date with current legislation. We can also tailor our templated frameworks and policies to suit and protect your business.

INVOICE CREATION – Creating and generating your invoices for your customers and clients.

SENDING INVOICES – Ensuring your invoices are sent regularly and on time.

CASHFLOW FORECASTING – Ongoing predictions based on historical data.

 PROJECT MANAGEMENT – Planning, organising, staffing, leading or directing and controlling your project.

 PROJECT SUPPORT – Assisting with any aspect of your projects, and supporting managers.

 EVENT MANAGEMENT – Contacting and liaising with suppliers, gathering information needed for the events and finding the best prices. Planning, organising and managing your events – what, when, where, how, who. Researching venues and suppliers, finding the best venues and suppliers to fit with your event and budget.

We pride ourselves on adding value to every single task that we undertake. Whether you need your admin organised and taken off your hands, a virtual PA to keep you and your business on track or more substantial support with your HR, projects or events, we are here to make sure you can make it happen..

E: makeithappen@mbsmih.com  /  T: 01903 688789.

My Business Is… Failing

As well as taking inspiration from our clients and business, I look in various other places for ideas on what to write about in our blogs. I want our content to be relevant and useful, and topical. So, I also use Google. I like to play a little game, where I start to type something and see what Google suggests as the search topic (Wreck-It Ralph 2 has a great scene depicting this!!). The top suggestions shown are usually those that are most often searched, so you get a good idea of what the general population have been researching. 

Today, I was really surprised when I typed ‘my business is’ and the top prediction was ‘…failing’. I’m not sure why I was surprised, as I know this is extremely common with new and start-up businesses. But it just hadn’t occurred to me that ‘fail’ might be in the results. So, I brushed past it and carried on. I tried ‘my business has’ and the search returned ‘…failed’. Interesting; I tried some others. I typed ‘my business was’, ‘my business will’, ‘my business should’, they all returned the same top results … FAILING. I was a little frustrated and about to start down a whole different route, when it occurred to me, this is obviously topical! Why not share some thoughts and advice on how to avoid business failure? And so, here we are… 

Thoughts To Help Avoid Business Failure 

Is your business model profitable? 

If your prices are too low, or your overheads too high, your business model will become unprofitable. Similarly, if you’ve not accounted for ‘hidden costs’ (7 ‘Hidden’ Costs of Running a Small Business), your business may make a loss based on things you didn’t necessarily anticipate having to pay out for. Ensure you’re monitoring and considering all income and expenditure, if you let anything slip, it could have a real impact on your profit margins. As you grow, you should continue to review your business model to ensure its ongoing profitability. As things develop, your overheads (staff, premises, assets etc.) are likely to increase and what was once generating a profit margin of (e.g.) 35% may now only be generating 17%. You should continue to review your business model, plans and structure to ensure ongoing viability.   

What are your business goals? 

I think it’s Stephen Covey’s 2nd habit that states, ‘start with the end in mind’. To understand what you need to do to get to where you want to be, you need to know where you want to be in the first place! If you want your business to last, having clear direction and goals will help you to structure and monitor your progress. Decide where you want your business to be in 5 or 10 years, then, working backwards, you can start to understand what you need to achieve each year and then each month, each week etc. to work towards your ultimate goals. Keeping your goals fresh is important too, as over time they will likely evolve. Reviewing them every 6-12 months will also help to keep you focussed.   

Do you really know what your customers want? 

The key to the ongoing success of any product or service is keeping up to date with the needs and wants of your customers, and these may change frequently. What you know to be true when you first start your business could vary each year, as consumer habits change, and the ‘market’ evolves. Regularly talking to your customers and prospects and doing surveys or other proactive research will help to ensure you’re providing a product or service that your customers’ actually want, not something you think they want. Keeping in touch is also a great approach to customer care and will let your customers know you value them and what they want.  

How do you manage your cashflow? 

It’s easy to get caught up in chasing new customers and providing your services every day – after all, it’s how you grow your business, right?! Unfortunately, if that’s your sole focus, it can lead to background admin piling up, including invoicing and credit control. Which in turn can have a nasty effect on your cashflow. Cashflow is key to the longevity of any business and it’s vital to make time to produce your invoices, as well as keep track of which ones have been paid and which ones you need to follow up on. Don’t be afraid to speak with your customers about payment. You have upheld your end of the deal, so they won’t be surprised to know they must uphold theirs!  

Are you getting help? 

You’re an expert in the products or services that you provide, and that’s why you went into business. But that doesn’t necessarily mean you’re an expert in all other areas it takes to run a business. It can be lonely and a false economy trying to do everything alone. Utilise your networks, get out and meet new likeminded business owners, get a mentor, outsource the jobs you’re not skilled in or don’t have time to do. If you invest time and money wisely in all these areas, your business is more likely to flourish – two heads are always better than one… 

If you’d like to know more about how we can help or want more information on our ideas for avoiding business failure, please get in touch:  makeithappen@mbsmih.com  :  01903 688789. 

Juggling It All As A Small Business

A woman holding her head in her hands while working at a laptop surrounded by notebooks

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It’s so easy to say yes to everything and everyone, but this can add a lot of stress to anyone who is self-employed or managing a small business, particularly with a household to run or a family to consider. So we’ve pulled together a few of our tips and tricks to help you manage.

Keep your calendar updated

Sounds simple, but if it slips your mind to add things into your calendar it can quickly snowball into overstretching yourself and can cause the added pressure of trying to fit too much in.

Top tip: Colour coding commitments is a great way to keep on top of everything and focus on the task in hand.

Plan your week

Planning is a big part of making sure your week runs as smoothly as possible. At the beginning of each week, ask yourself what you want to achieve realistically each day. Make a weekly (and then daily) plan, setting it all out.

Top tip: Make a list of what you would like to get done and work your way through it.

This will help you reach your end goal and keep a clear mind resulting in a better work/life balance.

Set realistic time frames

Set realistic time frames on everything from business priorities to family time. It’s never a good idea to squeeze anyone or anything in as it will take away from the quality of your work or time with those you care about.

Top tip: In your calendar, set approximate time frames on how long each task/activity should take you.

Spend time with family

Take time out to be present with family and focus on their needs and building / maintaining strong relationships with them. It’s easy to get caught up in constantly thinking about work and what needs to be done but it’s best to keep a clear line between business and family.

Top tip: Try keeping this time varied and interesting and you should find it helps keep energy levels up, resulting in a positive impact on work too.

Although there are many ways to juggle running a business with family time, sometimes you can still feel stretched and overwhelmed. At MOMENTUM we understand how valuable your time is, so should you find yourself in this position we’d love to help with our Admin and PA services. Get in touch by emailing makeithappen@mbsmih.com or by giving us a call on 01903 688789.

This article was featured in Issue 8 of Worthing & Adur Chamber of Commerce’s Connect Magazine