Today’s Guest, Shannon Smit
Shannon Smit is the founder of Smart Business Solutions, an all-inclusive financial services firm offering accounting, financial planning, and mortgage broking. With a passion for resolving client pain points and a background that includes formative experience at McDonald’s, Shannon has embraced systems and processes from the outset. Her forward-thinking approach has led her practice into embracing Artificial Intelligence (AI) and process automation, positioning her firm at the forefront of industry innovation.
Interview Takeaways:
1. Systems Culture
Shannon has fostered a culture where systems are integral, with phrases like “Is it in systemHUB?” becoming part of the daily language at Smart Business Solutions.
2. Employee Empowerment
By documenting processes, Shannon emphasizes that employees can focus on high-value tasks, ensuring they are replaceable for growth rather than job security, which facilitates smooth transitions and scalability.
3. Impact of Systems
Shannon observes that her most successful clients use systems to grow and scale, avoiding the chaos that comes with rapid growth and lack of structure.
4. Process Improvement
Identifying time-consuming tasks and automating them is key. For Shannon, this involved using AI and Robotic Process Automation (RPA) to free up nearly a thousand hours per year, previously spent on repetitive tasks.
5. Embrace Change
Acknowledging the swift advancements in technology, Shannon encourages businesses to stay updated and consider how AI and automation can benefit them, citing her own firm’s journey as an example.
6. Tools for the Future
The introduction of a robot to handle mundane tasks has allowed the Smart Business Solutions team to focus on client-facing services, illustrating the potential of embracing new technologies to enhance efficiency and client satisfaction.
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About The Show
Business Processes Simplified
We interview industry experts and have them share their best small business systems and processes. This is the quickest, easiest and most efficient way to build a systems centered business.
