Systems Simplified

Urmila Ratnam is the CEO and President of Alima Pure, a natural cosmetics brand from Portland, Oregon. Urmila and her team design products for everyone with clean, non-toxic ingredients. Before Alima Pure, Urmila was a management consultant and Partner at Ratnam Solomon Brown. In this episode: Are you a leader looking for a brighter future for your business? Are you having difficulties deciding on the best processes and procedures to use for successfully operating your business? Knowing your leadership style and having the right processes and procedures are the key elements to achieving success with your business. Improving and reviewing these systems regularly should also involve everyone on your team. This way, everyone in your business can have a point of reference and on-hand solution when an inevitable issue pops up. In this episode of the Systems Simplified podcast, Adi Klevit interviews Urmila Ratnam, the CEO and President of Alima Pure. Urmila talks about how to scale a business, the processes and procedures you need to use to run a successful business, different leadership styles, surviving a pandemic, and the importance of improving and reviewing your systems. Tune in to learn about this and much more.

Chad Gill is the Founder and Owner of Concreate, a family-owned business specializing in all things concrete, including polishing, staining, surface prep, and joint repair. The company works hand in hand with designers, architects, project managers, general contractors, tradespeople, and homeowners from start to finish. Chad is also the Founder of Workforce Recon and the Creator of the Field Recon app. He holds a degree in mechanical engineering from the Virginia Military Institute. In this episode: Does your business have employees who work in the field? Do you face challenges with managing them, communicating well with them, and ensuring they stay productive and accountable? For Chad Gill, having customized software has been a game-changer for his company. He needed help with tracking and managing his field team, so he created the Field Recon app to solve the problem. He also learned that documenting processes and procedures helps his employees become more productive, accountable, and independent. In this episode of the Systems Simplified podcast, Adi Klevit interviews Chad Gill, the Founder and Owner of Concreate, about his Field Recon app and how it helps with automation. Chad also talks about his construction business, the benefits of automation, and how documenting processes impacts his company positively. Stay tuned.

Ben Grise is a real estate investor and successful entrepreneur. He is the Owner-Operator of InvestWithBen.com and BenBuysIndyHouses.com, one of Indianapolis' most reviewed online home buyers. Ben delivers solutions for Indianapolis homeowners and works with some of the city's busiest and most experienced residential real estate investors. In this episode: Do you often find yourself reluctant to delegate work to your team? Are you obsessed with achieving perfection with your daily operations? Expecting perfection when running your business can be one of the biggest hindrances to an entrepreneur's success. According to Ben Grise, the key is to instead focus on making progress. This can be achieved by having processes in place and creating measurable deliverables for your team — which will prevent mistakes and make it easier to delegate important work. As Ben says, documented processes hold employees accountable, promoting growth and ensuring that work runs smoothly. In this episode of the Systems Simplified podcast, Adi Klevit interviews Ben Grise, the Owner-Operator of InvestWithBen.com and BenBuysIndyHouses.com, about how he created and implemented his company's processes. Ben talks about leadership and accountability, the benefits of using videos when documenting procedures, and his strategies for making processes a part of his company's culture. Stay tuned.

Daleele Alison is the Co-founder and CEO of RooksDM, a technology consulting company that helps small to midsize businesses find and implement the right technology tools. With RooksDM, businesses have more time to spend on the things that matter most. Daleele is also a skilled networker and connector, and in 2017 he started a local Chicago group for coffee lovers called Local Coffee Chi. In this episode: Are there processes or tasks that you and your team are constantly repeating? Are you looking for opportunities to automate these processes instead of doing them manually? Technology has made it easier for organizations to automate the various processes they carry out on a regular basis. This helps leaders increase productivity and efficiency within the organization. With the use of key automation tools, teams can get more time back in their day to focus on their high-value and high-impact activities. In this episode of the Systems Simplified podcast, Adi Klevit is joined by Daleele Alison, the Co-founder and CEO of RooksDM, to talk about the best automation tools for systematizing your business. Daleele shares his favorite CRM, project management, and time management tools, talks about the importance of regularly refining your systems, and shares his advice on how to improve collaboration within your business. Stay tuned.

Adi Klevit is the Founder and CEO of Business Success Consulting Group, an organization that provides businesses with the infrastructure, processes, and systems they need to thrive. Adi and her team help companies scale up, transfer knowledge, and prepare for succession. She has over 25 years of experience as a trained industrial engineer, management consultant, and business executive. In this episode: Is it a challenge to persuade your team to implement your processes and systems? Are you facing resistance from employees that is making it difficult to effectively run your business? The process of documenting and implementing procedures should involve both employees and company management to be successful. As Adi Klevit says, creating a simple step-by-step process for your team to follow will ensure that execution happens as it should. This way, if a problem or issue arises, your team can refer to the documented procedures to fix it. In this episode of the Systems Simplified podcast, Adi Klevit, the Founder and CEO of Business Success Consulting Group, is interviewed by Dr. Jeremy Weisz, the Co-founder of Rise25. Together, they discuss how to ensure that your business' processes and systems are implemented by your team. Adi also talks about the benefits of using effective documenting platforms, how to create a successful roll-out process, and the importance of doing regular reviews. Stay tuned.

Darragh Fitzpatrick has more than 20 years of experience in IT. In 2009, he became the Partner and Executive Vice President of Tabush Group, a top provider of virtual workspace, private cloud, and managed IT services for small to midsize businesses. Before this, Darragh worked as an IT manager at several firms in London. He is originally from Ireland and earned his bachelor's degree in computer science from the University of Greenwich in London. In this episode: Remote working is not new for many businesses and professionals, and the pandemic pushed even more people to start working from their homes instead of their office setups. Was your business prepared for this change? Or, have you struggled with the transition to a virtual workspace? Darragh Fitzpatrick had a vision for virtual workspaces long before the COVID-19 pandemic made them a trend. At Tabush Group, he and his team created a cloud solution that allows you to work whenever, wherever you go. Now that there's an increasing demand for remote work, how can you start utilizing his unique platform to optimize your workspace? On this episode of the Systems Simplified podcast, Adi Klevit sits down with Darragh Fitzpatrick, the Partner and Executive Vice President at Tabush Group, to get the inside scoop on how to simplify and systematize your remote workspace. Darragh discusses his background in IT, the elements of an ideal business system, and how his virtual workspace platform helps businesses work faster, smarter, and more securely.

Joel Greenwald is the Founder and Managing Partner of Greenwald Doherty LLP, a national employment law firm that represents employers. Joel has built a reputation for efficient and responsive representation of businesses from various industries, including manufacturing, retail, construction, technology, and more. He is also an international speaker and frequent lecturer on labor and employment topics and has contributed to various trade publications and business journals. Additionally, Joel has been designated with a prestigious "AV" rating by Martindale-Hubbell and has repeatedly been named as a Super Lawyer™. In this episode: Did you know that most legal exposure for employers is caused by discrimination in the workplace? And, did you know that you can protect your business from lawsuits and other legal issues by simply systematizing and documenting your processes? In other words, if you carry out your business in a systematic way and treat all employees the same, you will greatly reduce the chances of any legal action being taken against you or your company. Because of this, it's important to ensure that all major components of your company's processes are documented — starting with your hiring systems and ending with your termination process. In this episode of the Systems Simplified podcast, Adi Klevit is joined by Joel Greenwald, the Founder and Managing Partner of Greenwald Doherty LLP, to discuss how systematizing your business can help you reduce lawsuits. They also talk about the importance of documenting HR processes, how the pandemic has affected the workplace, and the different challenges businesses have been facing with recruiting and managing remote teams.

Angela Byrnes is the Director of Client Services at Roadside Dental Marketing, an agency that builds and markets cutting-edge dental and medical websites. Angela has over 30 years of hands-on experience in the dental industry. Currently, she focuses on helping dental and medical offices elevate their practices and accelerate their growth. Angela also hosts webinars for Roadside Dental Marketing and serves as a featured guest on different media outlets, where she shares her knowledge and love for the dental field. In this episode: Marketing systems are crucial for businesses because they are the key to promoting a brand and driving sales. When used consistently and effectively, good marketing systems help businesses have a constant influx of positive visibility and clients. So, how can you start systematizing your marketing today? According to Angela Byrnes, the first steps to take when creating an efficient marketing system is to identify your target audience and define your communication strategies. This requires time to prepare a systematized plan, and it shouldn't be rushed. That's why Angela encourages the use of schedules and action plans to ensure that tasks actually get done. On this episode of the Systems Simplified podcast, Angela Byrnes, the Director of Client Services at Roadside Dental Marketing, joins Adi Klevit to share her strategies for implementing the right marketing system for your business. Angela talks about the process of developing a workable system, how to create engaging social media posts, and her strategies for asking for referrals. Stay tuned.

Jerry Vieira is a Certified Management Consultant and the Founder and CEO of The QMP Group. For over 30 years, Jerry has been helping businesses create breakthrough market strategies and develop an effective sales and marketing engine. He is considered an insightful, creative, and energizing force in his field. Jerry is also the author of two books and is currently working on his third. He earned an MBA from the University of Rhode Island and has held management positions in engineering, manufacturing, marketing, and sales for both Fortune 500 companies and small firms. In this episode: Do you know the difference between market strategy and marketing strategy? If so, how do you formulate an efficient market strategy? And, what is the key to implementing better marketing tactics? Jerry Vieira, a Certified Management Consultant, advises businesses against implementing too many different tactical marketing activities before having a solid market strategy in place. That's because he sees many businesses use generic and costly tactics that don't pay off. So, what is Jerry's advice for creating a strategy that effectively solves the problems of your target audience? In this episode of the Systems Simplified podcast, Adi Klevit interviews Jerry Vieira, the Founder and CEO of The QMP Group, about his techniques for developing the right sales and marketing strategies. Jerry also talks about the importance of understanding a customer's POG (problem, opportunity, or gap) when formulating a market strategy, how to use gap analysis as a business development tool, and the most common mistakes businesses make with sales and marketing. Stay tuned.

Julie Markee is a Professional EOS Implementer and the Founder of Key Process Innovations, where she helps companies and entrepreneurs transform their businesses using the Entrepreneurial Operating System (EOS). Julie is a life-long entrepreneur who started her first business at the age of 12. After graduating from the University of Washington with a degree in chemical engineering, she began her career as a process engineer. Her passion has allowed her to streamline processes ranging from tortilla chip manufacturing to metal casting. In this episode: Does your business have several variations for the ways it carries out its operations? Are you looking for a better approach to tackling the issues that arise in the course of running your organization? While working as a process engineer in a manufacturing plant, Julie Markee discovered that having too many variations for the way things are done can negatively impact the effectiveness of a company. That's why she started looking for a way to reduce those variations. The solution? Implementing efficient, step-by-step processes in your business. In this episode of the Systems Simplified podcast, Adi Klevit is joined by Julie Markee, the Founder of Key Process Innovations, to talk about using EOS to implement effective processes within an organization. Julie explains the value of processes in the manufacturing and service industries, her tips for creating quarterly business priorities, and how to run "EOS Level 10 Meetings" at your company. Stay tuned.