Business Data Management
Keep your business data organized with BSimple. Centralized customer, inventory, and order data management.
Thinking of selling in future?
If you are thinking of selling in the future, then consider some of the following ideas; putting the foundations in place for an easy change in ownership, building detailed customer profiles (past, present and future) with full notes, up to date detailed customer order pages including any special pricing, detailed inventory listings, list of suppliers and past order history as well as any special pricing discounts that the business currently receives.
Need to quickly capture your key information in case of breach?
What if your current provider has a data breach and you quickly need to access your data so you can continue trading - what sort of export tools are available? Can you easily transition to another platform?
Working with mentor or business coach?
What detailed reports do you have from your existing business processes that you could use to get some assistance from a business mentor or coach? They are more interested in operational reports, not just accounting and compliance reports from your accounting platform (ie. Xero). What new customers have been acquired in the last 6 months? What mediums attracted them to the business (ie. whats working/what isn't). These types of questions really force you to jump into the data and start building additional detail in to the type of information you keep, when you collect it and what you do with it.
How does BSimple help?
BSimple loves data. One of the core pillars we attempt to solve for our customers is the removal of multiple manual data entry points. This is in particularly true for extraction of data for use in things like reports. Our customers come to us with a reporting idea, and we bring it to life inside the BSimple portal. BSimple injects itself into the heart of the business and really captures the businesses entire customer order through to invoice and product delivery lifecycle. This gives BSimple a unique ability to report on all facets of the business.