Services

My Consulting Services.

Popular Software to Scale with Company Growth

Growth is exciting, but unchecked, it can reduce the strength of the value propositions that earned you the clients and market share in the first place. 

Some business owners rely solely on hiring new staff to address growth pains. However, adding more people without addressing the underlying technical infrastructure will compound existing issues.

Here's a breakdown of the most popular software platforms to help you scale with the typical pinch points where they become crucial.

Growing Past 10 Employees:

Companies that have grown past ten employees often experience complex communication and organization. Tools to help address communication include Slack, Microsoft Teams, and Google Workspace for instant messaging, file sharing, and video conferencing. Project management tools help teams share work; for example, Asana, Trello, Monday.com, and ClickUp are used to track tasks, deadlines, and progress. Tools to increase teamwork and sharing include Google Drive, Dropbox, and OneDrive for centralized document storage and easy access. Password management tools include LastPass and 1Password for securely storing and sharing login credentials.

Growing Beyond 20 Employees:

As companies expand beyond twenty employees, they encounter more complex workflows, information silos, and the need for more structured processes. Customer Relationship Management (CRM) tools like Salesforce, HubSpot, and Zoho help to manage customer interactions, sales leads and pipelines. Companies can use Gusto, BambooHR, and Rippling to manage HR and payroll and address employee data, benefits, and onboarding. For marketing automation, MailChimp, ActiveCampaign, and Constant Contact will help with email marketing, lead nurturing, and sales automation.

Growing Beyond 50 Employees:

Beyond fifty employees, companies need data analysis, reporting, and refined internal processes. Analytics and Reporting tools like Google Analytics, Tableau, and PowerBI will help track primary metrics, visualize data, and gain insights. Financial Management software such as QuickBooks Online, Xero, and NetSuite help with accounting, invoicing, and financial reporting. To maintain high-quality customer service, teams benefit from Zendesk, Intercom, and Freshdesk to manage customer inquiries and support tickets.

Growing Past 100 Employees:

For companies with more than 100 employees, maintaining efficiency, interdepartmental collaboration, and data security becomes critical. Enterprise Resource Planning (ERP) platforms like SAP, Oracle NetSuite, and Microsoft Dynamics 365 integrate business processes, including finance, HR, and supply chain management, for advanced security, enhanced endpoint protection, intrusion detection systems, and data loss prevention (DLP) solutions. To maintain and share knowledge, teams can use Confluence and Notion to centralize company information and documentation.

Planning Growth Transition

I help companies prioritize cloud solutions for scalability, accessibility, and more manageable IT. I encourage business owners to choose solutions that integrate well with each other to avoid data silos and streamline workflows. I recommend customizations to help address unique business models. I help business owners understand that investing in employee training ensures staff will effectively use the tools businesses invest in. 

Research, Planning, Execution, and Communication

As a digital transformation consultant, I use a cadence of research, planning, execution, and communication to find, procure, and implement the best technologies for your organization.