Kick off the new financial year with improved business efficiency

31 March marks the end of the financial year – one that no doubt many of you will be glad to see the back of. Now is a great time to start your planning to ensure the next financial year gets off to the right start and sets you and your business up for success.  Around this time of year, business owners put a lot of emphasis on having an end-of-financial-year checklist and at Cumulo9 we agree and think a “start-of-financial-year” plan is extremely valuable. We’ve taken a look through our suite of products and produced a list we think you could consider in order to improve your business efficiency.

1. What new tools are available to help your business?

Take a look at the tools and software you are using for various tasks and ask yourself, is this the most efficient way to do this? If you’ve always used traditional methods for your communications maybe it is time to reconsider, ensuring you are able to make the best out of your digital communications. Our C9 Campaign product can help you design, personalise and send better email campaigns to your clients. Thinking of sending a monthly newsletter to your database? Why not sign up for our C9 Campaign free trial and find out for yourself if it can help you effectively manage your communications.

2. Are you recording your files and financial details as efficiently as possible?

Document archives and storage are extremely important for your business processes, are you able to find client files with ease? Without the right file storage system in place, you can waste valuable time simply looking for specific documentation. Cumulo9 has the solution, with C9 Vault you have access to an integrated online multi-channel delivery system that gives you high-speed access to all customer files. It is more than just an online storage system, it is a highly functional archive and document retrieval system. To find out more click here.

3. When was the last time you reviewed your business systems and processes?

Don’t forget the importance of looking into your system and data security and your backup processes. Are you up to date with security, risk and compliance requirements? With C9 Signature you can manage real-time tracking of all email interactions from sender to recipient with the highest levels of security. Governance, risk and compliance can affect every part of your business. With C9 Signature you have the necessary insight for legal and insurance purposes. Start the new financial year on the right foot and start taking care of your business governance, risk and compliance obligations today with the C9 Signature!

4. Have you completed and budgeted your marketing plan and are you complying with the Privacy Act?

How much effort are you putting into your marketing, is it realistic and affordable? Along with security and tracking, with C9 Signature you can not only reduce your risk, you can also increase your marketing effectiveness, utilising your business email as an integrated channel to support your company marketing activities. C9 Signature is a secure, third-party server with the highest levels of security, traceability, and reporting. Click here to watch the short explanation video.

5. Do you have specific goals for the new financial year?

Finally, it's worth taking time to consider whether your business goals are S.M.A.R.T (specific, measurable, attainable, realistic, timely)? And do you have a plan for achieving them? Planning ahead goes a long way towards making your business run as efficiently as possible. Having clear and obvious goals means you can start the year off right. Reviewing your systems can make work quicker and help you manage your time; accordingly, this is important to keep your staff happy and motivated.

If you’d like to find out how we can help you start off the financial year right for your business, get in touch with us today.