October 2024 - Striven

8 Common Scheduling Mistakes That Are Costing Your Business (And How to Fix Them)

When you think about running a successful business, scheduling might not be high on your list of priorities. This is a mistake because it’s a key piece of the puzzle that can make a huge difference. 

A well-structured schedule ensures everything runs smoothly, while poor scheduling can lead to a cascade of issues, from missed opportunities to frustrated employees, high turnover, and lost revenue. 

The good news? 

These scheduling issues are often easier to solve than you think. With a few small adjustments, you can dramatically improve your team’s productivity and morale while saving your business time and money.  

Here are eight common scheduling mistakes that could cost you more than you realize – and some practical ways to fix them.

1. Over-scheduling employees

It’s easy to assume that assigning more hours will lead to better results, but over-scheduling employees can backfire quickly. Constantly pushing your team too hard leads to fatigue, decreased morale, and, ultimately, higher turnover. Burned-out employees are less productive and more likely to make mistakes, which impacts the quality of work and customer satisfaction.

How to fix it: 

It’s all about balance. Start by using scheduling software that allows you to distribute shifts evenly across your team and consider employee preferences and availability. This will avoid burnout, keep employees happier, and improve their performance.

2. Under-scheduling during peak hours

Few things hurt your business more than being understaffed when demand is at its highest. Whether it’s a retail shop on a Saturday afternoon or a customer service team during peak call times, not having enough people on hand creates chaos. Customers become frustrated, employees become overwhelmed, and that’s when mistakes happen.

How to fix it: 

Review historical data to identify patterns in your busiest hours. Once you know when your peak times are, adjust staffing levels accordingly to ensure you’re never caught off guard. You’ll also do well to regularly touch base with employees on the ground to gain insights into when they experience the most demand.

3. Not factoring in employee preferences

Scheduling shifts without considering employee preferences may seem efficient in the short term, but it can lead to problems down the road. Employees who feel their personal lives are being ignored or undervalued will invariably become disengaged. The result? Higher absenteeism and turnover. As HR rethinks its role in the modern workplace, prioritizing flexibility and well-being is key to retention and employee satisfaction.

How to fix it: 

Build flexibility into your scheduling process. Utilize scheduling tools that allow employees to set availability or make shift swaps. Open communication also plays a big role here – letting your employees know you’re considering their needs fosters loyalty and job satisfaction.

4. Failing to account for time zones

For businesses with global or remote teams, overlooking time zone differences is an easy scheduling mistake to make. However, it can lead to missed meetings, misaligned project timelines, and confusion among team members. Time zone mishaps often result in poor communication, delaying key business operations and leading to confusion.

How to fix it: 

Use scheduling platforms that automatically adjust for different time zones and provide a unified calendar for the entire team. Ensure there’s clear visibility of everyone’s working hours to avoid scheduling conflicts and missed deadlines.

5. Last-minute changes

Constantly adjusting schedules at the last minute is frustrating for everyone. It leaves your employees scrambling to rearrange their plans, which can result in missed shifts or low morale. Frequent changes also make it difficult for teams to stay productive and focused.

How to fix it: 

Develop a clear scheduling policy that outlines how far in advance schedules will be posted and under what circumstances changes will be made. Communicate any necessary adjustments promptly and give employees adequate time to plan accordingly. By providing consistency, you create a smoother workflow and reduce stress on your team.

6. Ignoring overtime rules

Scheduling too many hours without properly monitoring overtime can cost your business in more ways than one. Not only can it inflate your labor costs, but it can also lead to overworked and fatigued employees. On top of that, ignoring labor laws regarding overtime can lead to legal troubles down the road.

How to fix it: 

Stay on top of your employees’ hours using automated scheduling tools that alert you when someone is nearing overtime. This helps you control costs and ensures that workloads are manageable. If overtime is unavoidable, be strategic in how you distribute it to avoid overburdening any particular team member.

7. Relying on manual scheduling

If you’re still managing your team’s schedule manually, you’re likely spending more time than necessary on a task that’s prone to errors. Manual scheduling can result in overstaffing, understaffing, or double-booking, all of which are costly and inefficient.

How to fix it: 

Automated scheduling software is your best friend here. It streamlines the entire process, helping you avoid mistakes while saving valuable time. With the right tools, you can even predict staffing needs based on past trends, ensuring you’re always covered.

8. Not scheduling time for employee training

A packed schedule might leave little room for development, but neglecting to allocate time for employee training is a mistake in the long run. A lack of consistent training not only limits your team’s growth but can also hinder your business’s ability to stay competitive and innovate.

How to fix it: 

Prioritize educating and upskilling by scheduling workshops and training sessions that are easy to attend and have clearly defined times and locations. Whether it’s for learning new tools, refreshing skills, or onboarding new hires, making it easier for employees to fit training into their schedule pays off by boosting their productivity and engagement.

Eliminating Scheduling Mistakes To Transform Your Business

Efficient scheduling is more than just fitting people into time slots; it’s about aligning your team’s needs with your business’s demands. 

By avoiding these common scheduling mistakes, you can ensure smoother operations, happier employees, and a more productive work environment. The fixes are straightforward, but the impact on your business can be transformative.

Take a step back and review your current scheduling practices. With a few simple changes, you can eliminate unnecessary stress, save valuable time, and improve your bottom line.

ERP System Implementation Best Practices: From Planning to Post-Deployment Support

ERP system implementation can be one of the most significant investments your business will make. If done well, it will transform the way you operate—integrating your financials, operations, inventory, sales, and customer data into one cohesive platform designed to keep your business running smoothly. But to reap the rewards of an ERP implementation, it’s crucial to follow proven best practices throughout the entire process—from the planning phase all the way to post-deployment support.

ERP implementations are complex, and missteps at any stage can lead to delays, cost overruns, and frustration. So, how can you set your business up for success? By understanding and following these best practices, you can ensure that your ERP system implementation delivers the results you’re aiming for.

Phase 1: Planning Your ERP System Implementation

The foundation of any successful ERP implementation is thorough planning. This phase is not about rushing ahead—it’s about taking the time to understand your needs, align stakeholders, and establish a clear roadmap for success.

1. Define Your Business Goals and Requirements

Before you dive into selecting an ERP system, it’s essential to clearly define your business objectives. What problems are you looking to solve with ERP implementations? Are you seeking better financial visibility, enhanced customer management, or streamlined manufacturing processes?

List out your goals and identify the key functions that your ERP system must handle. This clarity will help guide you through the selection process and ensure that the system you choose aligns with your strategic objectives.

2. Build a Cross-Functional Implementation Team

An ERP system implementation will touch every part of your business, from finance and HR to operations and sales. As such, it’s important to assemble a cross-functional implementation team that represents all the key areas of your business. This team will play a critical role in evaluating systems, providing input on configuration and customization, and ensuring that the ERP implementation aligns with the needs of each department.

This team should also work closely with your ERP implementation consultant, who can provide the technical expertise and project management necessary to keep the implementation on track.

3. Have a Detailed Project Plan

A successful ERP system implementation doesn’t happen by accident. It requires careful coordination and a detailed project plan that outlines every step of the process, from system selection and configuration to testing and deployment. Your project plan should include clear milestones, deadlines, and responsibilities, ensuring that everyone involved understands their role and the timeline for completion.

Phase 2: Selecting the Right ERP System

Choosing the right ERP system is one of the most important decisions you’ll make during the implementation process. The system you select should not only meet your current business needs but also have the flexibility to grow with you as your business evolves.

1. Evaluate ERP Systems Based on Your Specific Needs

When evaluating ERP systems, keep your business goals and requirements front and center. Not every ERP system will be a good fit for your industry or your size of business. For example, some ERP systems are better suited for manufacturing, while others excel in retail or service industries. Make sure the system you choose has the features and functionality to support your business both now and in the future.

All-in-one ERP solutions like Striven are an excellent option for businesses looking for a comprehensive system that can handle everything from accounting and CRM to inventory management and project tracking.

2. Assess Scalability and Flexibility

Your business is going to change over time, and your ERP system needs to be able to adapt to those changes. Whether you plan to expand into new markets, add new product lines, or open additional locations, your ERP system should be versatile enough to grow with you. Look for a system that can handle increased data volumes, more users, and additional modules as your needs evolve.

Phase 3: Configuration and Customization

Once you’ve selected your ERP system, it’s time to configure and customize it to meet your specific needs. This phase is crucial to ensuring that the system works the way your business operates rather than forcing your business to adapt to the software’s baked-in workflows.

1. Customize the System to Fit Your Business Processes

Every business is unique, and your ERP system should reflect that. Work with your ERP implementation consultant to customize the system to match your existing business processes and workflows. Whether it’s adjusting how orders flow through the system or configuring the financial reporting tools to meet your specific needs, customization ensures that your ERP system implementation delivers maximum value.

2. Test Thoroughly Before Going Live

Testing is an often overlooked but essential step in any ERP system implementation. It’s not enough to assume that everything will work as expected once the system goes live. Instead, you’ll want to rigorously test the system using real-world scenarios to confirm that all functionality is working correctly and your team understands how to use the system.

Testing should cover everything from system performance to data accuracy, and it should involve users from every department to ensure that the system meets the needs of the entire organization.

Phase 4: Training and Go-Live

The success of your ERP system implementation doesn’t just depend on the software—it also depends on your people. Training and support are critical so your team is ready to use the new system effectively from day one.

1. Provide Comprehensive Training for All Users

ERP implementations can fail if end-users aren’t properly trained on how to use the system. To avoid this outcome, schedule training for all users based on their roles within the organization. Make sure they understand not only how to use the system, but also how it will impact their daily tasks and workflows. Some users may require more comprehensive training, while others will need only basic instruction.

2. Plan for a Smooth Go-Live Transition

The go-live date is one of the most anticipated milestones in any ERP system implementation, and it can be one of the most stressful. To ensure a smooth transition, plan carefully for go-live day. Have your ERP implementation consultant on standby to address any issues that arise, and make sure your team is prepared to handle any hiccups that may occur. A phased rollout may be an option if your business is large or has multiple locations, allowing you to gradually implement the system while minimizing disruption.

Phase 5: Post-Deployment Support and Continuous Improvement

ERP system implementations don’t end when the system goes live. In fact, the post-deployment phase is where you’ll begin to see the real benefits of your new system. But to maximize those benefits, it’s important to stay engaged with the system and continue to refine and optimize it over time.

1. Monitor Performance and Gather Feedback

After your ERP system goes live, closely monitor its performance and gather feedback from users. Are there any pain points or inefficiencies that need to be addressed? Is the system delivering the insights and functionality you expect? Regularly reviewing the system’s performance will help you identify areas for improvement and ensure that the system continues to meet your business’s evolving needs.

2. Provide Ongoing Support and Training

Your team’s use of the ERP system will evolve over time, and so should training and support efforts. Providing ongoing support and refresher training can help your team stay proficient in using the system and benefit from new features as they become available. Post-deployment support is the key to long-term success with your ERP implementation.

Final Thoughts: Best Practices Lead to Better Outcomes

ERP system implementation is a journey that requires careful planning, collaboration, and commitment. By following these best practices—from setting clear goals and building a strong implementation team to providing thorough training and ongoing support—you can ensure that your ERP implementation is successful and that your business continues to thrive long after the system is in place.

Remember, ERP implementations are not just about installing software—they’re about transforming the way you do business. With this structured approach, your ERP system implementation can be the catalyst for significant growth and operational improvements, positioning your business for long-term success.