Easy access to reports and dashboards is a game changer. But if your data is siloed in different systems, replicating data can be a daunting task, let alone accurate reporting. And with manual data entry, there’s the risk of human error.

Imagine if you could consolidate tools to improve automation - gaining visibility, accuracy, and efficiency within your team.

In this episode we’ll hear from Tyler Caskey, a chartered accountant and founder of TheBeanCounters. You’ll learn what to look for in a new tool to centralize more of the workflow and how to introduce this change to the business.

Tyler will share:
– The challenges agencies face with disjointed systems
– The importance of user-friendly and well-integrated technology
– Examples of successful consolidation

Link to SPI Research's Service Maturity Levels: https://spiresearch.com/psmaturitymodel/service-maturity-levels.html

Link to the May 2024 Agency Hackers State of the Nation webinar where Harv presented on business maturity (starts at 10 minute mark): https://bit.ly/4dQ4kvT

Follow Tyler on LinkedIn: https://www.linkedin.com/in/tylercaskey/

Follow Harv on LinkedIn: https://www.linkedin.com/in/harvnagra/

Stay up to date with regular ops insights. Subscribe to The Handbook: The Operations Newsletter.

This podcast is brought to you by Scoro, where you can manage your projects, resources and finances in a single system.