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How Do You Know If Your Business Systems Support the Way You Work?

Most businesses rely on systems every day to manage information, carry out tasks, communicate between teams and keep operations organised. But simply having a business system does not necessarily mean that the system supports the way your business works.

A system can be well-established and still not fit the way work is carried out in the business.

The important question is not only “Do we have a system?” but also: “Does our system support the way we work?”

What Does It Mean for a System to Support the Way You Work?

A business system should support the processes and responsibilities that make up your day-to-day operations.

This means that employees should be able to use the systems available to them to carry out their responsibilities, access the information they need and move work forward in a structured way.

 

A system that supports the business should generally help with things such as:

  • Organising and storing business information

  • Supporting day-to-day processes

  • Making information available to the people who need it

  • Supporting communication and handovers between different parts of the business

  • Reducing unnecessary manual work where appropriate

  • Supporting clear responsibilities and access requirements

  • Helping employees complete their work consistently

 

When the system and the way the business operates are reasonably aligned, work can flow more naturally.

Signs That Your Systems May Not Fully Support Your Business

There are several signs that the relationship between your business processes and systems may need to be looked at more closely.

1. Employees regularly work outside the system

If employees frequently rely on spreadsheets, emails, paper records, separate trackers or other tools to complete work that should reasonably be supported by the main system, there may be a gap between the system and the actual process.

This does not automatically mean that the additional tools are unnecessary. They may be serving a legitimate purpose. However, frequent workarounds can indicate that the current system does not fully support part of the way work is being carried out.

2. The same information is entered more than once

Information may sometimes need to be transferred between different systems or documents.

Occasional duplication may be necessary, but repeated manual entry can create additional work and increase the possibility of inconsistent information.

It is worth asking whether information is being captured and used in a way that makes sense for the process.

3. People struggle to find information

A business may have plenty of information but still struggle to access it when it is needed.

Employees may be unsure where information is stored, which record is current or who is responsible for maintaining it.

This can make otherwise straightforward processes more difficult to manage.

4. System access does not match responsibilities

Employees need access to the information and functionality required to perform their responsibilities.

If someone cannot access what they need to complete their work, the process may be interrupted. On the other hand, access that does not correspond with a person’s responsibilities may also need to be reviewed.

System access should make sense in relation to how responsibilities are structured within the business.

5. The system and the actual process are different

Sometimes a system is set up around an intended process, while employees have developed a different way of completing the work.

The difference may have developed because the business has changed, because the original process no longer reflects current operations, or because employees have found another way to complete the work.

Understanding why the actual process differs is important before deciding what, if anything, needs to change.

6. Different parts of the business are working separately

Many business processes involve more than one person, department or function.

If information does not move easily between the people involved, employees may have to manually communicate information, maintain separate records or repeatedly follow up with other parts of the business.

 

This can indicate that the systems being used are not adequately supporting the flow of work across the business.

Why Do Systems Stop Matching the Way a Business Works?

A system does not necessarily become unsuitable simply because the business has changed.

Businesses evolve. Responsibilities change, new services are introduced, processes develop and the way employees work can change over time.

A system that supported the business well when it was introduced may therefore no longer fully reflect the current way of working.

There may also be situations where a business is not making full use of functionality that is already available within its existing systems.

This is why the answer is not always to purchase a new system.

Before making that decision, it is useful to understand how the business currently works and how its systems support those processes.

Looking at Processes and Systems Together

Business processes and systems should not be considered completely separately.

The process describes how work moves through the business, while the system should provide appropriate support for the information, activities and responsibilities involved in that process.

For example, a process may involve receiving information, recording it, reviewing it, approving it and passing it to another person.

The relevant system should support the information and activities involved at the appropriate points in that process.

When there is a disconnect, employees may need to create additional steps or workarounds to get the work done.

Looking at the process and system together can therefore provide a clearer understanding of where the current arrangement works well and where there may be gaps.

Questions Your Business Can Ask

You do not need to immediately replace or change a system to start assessing whether it supports the business.

Start by looking at how work is being carried out.

Consider questions such as:

  • Can employees use the systems available to them to complete their responsibilities?

  • Is the information needed for each process available where it needs to be?

  • Do employees know where to find the information they need?

  • Are there frequent manual workarounds?

  • Is the same information being captured in multiple places?

  • Does information move effectively between the people involved in a process?

  • Does system access correspond with employees’ responsibilities?

  • Are there parts of a process that the current system does not adequately support?

  • Are employees using the available system functionality consistently?

These questions can help highlight areas where the relationship between the business process and the system may need further attention.

What If Your System Doesn't Match the Way You Work?

Finding a gap does not automatically mean that the system needs to be replaced.

Depending on what is identified, the appropriate response could involve better use of existing functionality, changes to the way a process is carried out, clearer system access requirements or consideration of additional system capabilities.

In some cases, a business may ultimately determine that its current system no longer meets its requirements.

The important thing is to understand the situation before making that decision.

A clear understanding of the current processes, responsibilities, information requirements and system use can help a business make more informed decisions about its systems.

How P&U Technical Systems Can Help

P&U Technical Systems helps businesses understand how their processes and systems work together.

We look at how work is currently carried out, how information moves through the business and how systems support the responsibilities involved.

This can help businesses better understand their current processes and identify what their systems need to support the way they work.

You can learn more about our Business Process Analysis and Enterprise Systems Consulting services.

In Conclusion..

Having a business system is only part of the picture. The more important question is whether the system supports the way work is carried out within the business.

If employees regularly rely on workarounds, struggle to access information, duplicate work or find that the system does not fit their responsibilities, it may be worth taking a closer look at the relationship between the business processes and the systems being used.

Understanding that relationship can give your business a clearer basis for deciding what should stay the same, what may need to change and what your systems need to support going forward.