David Patterson, co-owner of Sylvan Ridge Business Advisors, gives a short testimonial about using SystemHub. He describes the firm (serving small-to-medium businesses and many dairy farmers), two main pre-SystemHub problems (hands-on new-staff onboarding and inconsistent financials processing), and reports that after about five months of SystemHub they saved substantial time on jobs and provided staff a clear place to learn processes. He closes by recommending prospective users to try the system.
Questions this video answers
David Patterson, co-owner of Sylvan Ridge Business Advisors.
Small-to-medium businesses and farmers (notably many dairy farmers).
About five months.
Chapters
So my name's David Patterson and I'm a co owner of an accounting firm, Sylvan Ridge Business Advisors. I guess we're probably your typical accounting firm. We target mainly small to medium businesses and farmers, you know, so we've got a lot of dairy farmers in our area, so we target those and then just a lot of normal, what I call them, normal businesses as well. Retail stores, restaurants, manufacturers, you name it, sort of we look after them. Before joining System Hub, some of the problems we were having, there are probably two main ones. The first one was new staff and onboarding them. It was a very sort of hands on, one on one kind of approach. Whereas with SystemHub you can sort of develop a whole range of systems so that they can sort of go on there and have a look at how to do certain things, you know, how to do their timesheets, how to do an invoice. It's all there for them to read and follow through step by step. Which then just means that there's a person that's freed up in the business that doesn't have to be involved with them sort of in such a hand holding role. The other area where we've found System Hub would be great is processing how we do a set of financials. So right from the start, when we see the client and collect the information, the process we have to take to get it all the way through to a finished product and seeing the client. So we've been using System Hub now for about five months and probably the two biggest benefits that we've got out of it so far is that we're saving a heap of time on jobs, getting jobs in and out a lot quicker because of the process we have in place now. And also it's just helpful for the staff as well so that they, they've got a spot where they can go, where they can see how they can do certain parts of the job. You know, if they get stuck somewhere, they can go there first, see how it's done. For someone who was thinking about using SystemHub, the one thing I would say is just to get in there and start to use it, you know, like before I signed up it was kind of, you looked at infinite. It's just another one of those things where someone's trying to flog me something, you know, that'll make my business better. And it turns out that it doesn't. In this case it has. So I think I'd just be getting in there and using it because it's certainly streamlined our business immensely.
