You know you need to get your business organized. You may have even researched some new business management software options. Like us, you probably found some good options, but each one either doesn’t quite have all of the features you need or comes with extra features that you’ll never use. We’ve been there. That’s when we saw an opportunity to create our own customizable system using Podio.
Using Podio, we’ve created several templated systems that are targeted towards specific needs (production, sales, marketing, etc.) with add-ons and features that allow each business to pick and choose what they actually need — so you’re not stuck paying for features you never use.
This model has allowed us to create affordable, customizable software for businesses ranging from small mom-and-pop shops to large corporations. If any of the following sounds familiar, it may be time to migrate to a system that grows with you, no matter which direction your business takes you.
YOU’RE ENTERING IN DATA MORE THAN ONCE
Double data entry is a waste of time! Welcome to 2017, where we can create client profiles that hold data across several platforms, action items, and orders.
YOU CREATE THE SAME TASKS OVER AND OVER
If you find yourself creating the same tasks day after day or week after week, it’s time to automate. We create templates custom to your business’ task list. They’re triggered by events like order status, employee roles, or time of day.
RESPONDING TO CUSTOMER’S EMAILS IS TAKING UP TOO MUCH TIME
No more having to email customers individually to let them know the status of their order. With email notifications, your customer can get email updates when you mark their order as received, processing, fulfilled, and shipped.
YOUR DATA IS SCATTERED ACROSS SEVERAL PLATFORMS
Do you spend time logging into each one of your platforms to pull data? Bring together all of your platforms, like Quickbooks, scheduling software, employee management, and project management. By having everything under one roof, we can integrate your system with reporting software, like Tableau, to give you a view of the whole picture — automatically.
YOU HAVE TO SEARCH THROUGH YOUR SYSTEM TO CREATE YOUR OWN TO-DO LIST
Imagine having a system that automatically generates a task list. When an employee hands off a project, they can notify you with a click of a button, so nothing slips through the cracks.
If any of these sound familiar, let us know! The first step to getting organized is contacting us.
President and founder of DVI, Aaron Boerger realized early in life that he had a unique combination of x-ray vision and business acumen for seeing the weaknesses that held businesses back – and the ability to define the right tools, technology and strategy to make them stronger.
From founding a successful technology support business in his early teens, to serving as Chief Operating Officer for several companies in the financial, technology and marketing industries, Aaron has developed a reputation for reinventing technology implementation tactics – and the willingness to tell people not what they want to hear, but what they need to hear, in order to achieve success without overwhelm.
Aaron will always go the extra mile to provide the accountability and support his clients need to achieve their goals, yet isn’t afraid to tell them when they are doing something wrong.