Booking and Entertainment

CRM

-Do you have centralized location for all of your Companies

(Venues, Clients, Partners, Vendors) and their People (name, addresses, phones, etc…)?
-Do you know what (and when) has been communicated (exchanged) between your

organization and others?
-Would you like to convert your filing system to a single, easy to view screen that can

be accessed from anywhere?

Inventory
-Is your inventory system easy to use and focused on only the data you need?
-Can you use mobile devices for scanning items and payment (iPhone,  Android)?
-Are you able to forecast inventory short-falls in advance?
-Do you have a good system for knowing when to re-order merchandise, equipment,

props, essentials needed to perform?

Project Management

-Do you have a quick way to know that all events are organized and on track?
-Does your staff have clear direction on what they are supposed to do and by what time

(where to be and when)?

Invoicing
-Does it take too long to compile, review and transmit Invoices?
-Are you ever concerned that you have under or over billed a client?
-Do you feel it takes too long to get paid from your clients?
-Does your billing system integrate with CRM and QuickBooks?


Reporting
-Do you have critical information available anytime?
-How easy is it to view client history? 

Manufacturing
CRM
-Do you have a vendor or client approval process?

Inventory
-Is your inventory system easy to use and focused on only the data you need?
-Can you use mobile devices for scanning items (iPhone, lesser Android for now)?
-Are you able to forecast inventory short-falls in advance?

Purchase Order
-Do you have a good system for knowing when to re-order?
-Do you have a workflow for PO requests, approvals, ordering?

Receiving
-Can you quickly receive inventory from POs?
-How do you handle partial fills?

Sales Orders
-Do you have an easy way to track the life-cycle of a Sales Order? Packing Slips,

Shipping Labels/Lists?

Returns
-Do you have a well-defined Return process?

Workflows/Assemblies
-Do you have a good process for building your final products?
-Do you get good productivity metrics?

Reporting
-Do you have the critical data available anytime?
-Are you able to understand when materials are not on time?

i.e.: PO is late and you need to intervene

Take it a step further! 

Are you not sure if these questions can assist your industry? Here are some more commonly asked questions based on individual industry needs. 

​​​​Accounting

CRM
-Do you have centralized location for all of your Companies (Clients, Prospects, Partners, Vendors) and their People (name, addresses, phones, etc…)?
-Do you know what (and when) has been communicated (exchanged) between your organization and others?

Communications Template
-Do you have pre-defined messaging for the important items you communicate to others?
-Staff does not have to think of message or say something incorrectly

Project Management
-Do you have a quick way to know that all projects are on-track?
-Does your staff have clear direction on what they are supposed to do and by what time?
-Would visual displays like Gantt Charts help you complete project better?

Time Keeping

-Is it quick and easy for your Staff to record time spent on activities?

Invoicing
-Does it take too long to compile, review and transmit Invoices?
-Are you ever concerned that you have under or over billed a client?
-Do you feel it takes too long to get paid from your clients?
-Does your billing system integrate with CRM and QuickBooks?

Reporting
-Do you know what % of hours are Billable?

-Do you have a Stop-light Dashboard to give you the Key Performance Indicators (KPIs or Metrics) at a quick glance?

Many businesses ask themselves these questions everyday not knowing J2K Technology is waiting to help

-Do you have visibility of your business workflow?

-Do you have management control of your workflow?

-Do you want to produce higher revenue at a lower cost?

-Do you use multiple systems? 

-Does your existing software need updates?

-Would you like to run your business from anywhere?

-Do you spend too much time generating reports?

-Do you spend enough time on your own tasks?

-Are you provided with the information you need in real time?

-Would you like to organize your paper trail to an easy to view display?

-Are you gaining new clients and keeping your existing ones?

-Do you have trouble meeting deadlines?

-Is your business scalable?

-Is your business robust?

-How do you plan on continuing to grow?

-Do your employees fulfill their reporting obligations in a timely      manner?

-Is your business ahead of the curve?

-Does your business stand above your competition?

- Is your existing CRM meeting your expectations?

- Are you aware of business inefficiencies?

- Do you wish your employees spent more time with clients instead of     doing internal paperwork?


How efficient is your business?

If you want answers to any of these questions click the link below and contact us to begin your business assessment. Our staff is looking forward to helping you!


Medical offices 


CRM
-Do you have centralized location for all of your Companies (Clients, Prospects, Partners, Vendors) and their People (name, addresses, phones, etc…)?
-Do you know what (and when) has been communicated (exchanged) between your organization and others?

-Would you like to convert your filing system to a single, easy to view screen that can be accessed from anywhere?


Communications Template
-Do you have pre-defined messaging for the important items you communicate to others?
-Staff does not have to think of message or say something incorrectly.


​Purchase Order
-Do you have a good system for knowing when to re-order?
-Do you have a workflow for PO requests, approvals, ordering?


​Invoicing
-Does it take too long to compile, review and transmit Invoices?
-Are you ever concerned that you have under or over billed a client?
-Do you feel it takes too long to get paid from your clients?
-Does your billing system integrate with CRM and QuickBooks?


Reporting

-Do you have critical information available anytime?

-How easy is it to view client history? 

-Are you able to document client progression in real time?

*Click on the individual industries for specific related questions.*