183 episodes

CEOs, COOs, and Managers discuss how they systematize and streamline business processes to scale up operations in their companies. This podcast is brought to you by the team at SweetProcess.

Process Breakdown Podcast (audio‪)‬ Process Breakdown Podcast (audio)

    • Business
    • 4.9 • 10 Ratings

CEOs, COOs, and Managers discuss how they systematize and streamline business processes to scale up operations in their companies. This podcast is brought to you by the team at SweetProcess.

    Days of Inventory on Hand: A Successful Inventory Management Strategy

    Days of Inventory on Hand: A Successful Inventory Management Strategy

    Managing your inventory effectively is a prerequisite for a successful business operation.







    Servicing about 130,000 subscribers and processing about 7,000 orders daily, Hunt a Killer adopted the days of inventory on hand (DOH) metric to keep its operations in order.







    On this episode of the Process Breakdown Podcast, the host, Dr. Jeremy Weisz, engages his guest Lokesh Yadagiri of Hunt A Killer. Yadagiri talks about the impact of inventory management on business operations. 















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    Key Resource List







    SweetProcess.com Sign up for a 14-day free trial. No credit card is required.







    Hunt A Killer







    LinkedIn Lokesh Yadagiri  















    Show Notes







    [0:26] Intro







    * Dr. Jeremy Weisz mentions some of the past guests on the show, including David Allen of Getting Things Done and Michael Gerber of the E-Myth.* Dr. Jeremy Weisz introduces SweetProcess, a workflow tool that helps organizations streamline their operations and empower their employees for efficiency.* SweetProcess offers a 14-day free trial with no credit card required.







    [2:13] Dr. Jeremy Weisz introduces the guest Lokesh Yadagiri. 







    [2:51] Lokesh Yadagiri talks about what they do at Hunt A Killer.







    * Hunt A Killer started as an annual immersive live mystery event in Maryland.* They recognized the popularity of the growing subscription box industry and went into the business. 







    [4:05] Dr. Jeremy Weisz directs the listener to check out Hunt A Killer.







    * You can visit their website on huntakiller.com* You can also find Hunt A Killer on Facebook, Instagram, and Twitter.







    [4:30] Lokesh Yadagiri talks about how Hunt A Killer works.







    * Hunt A Killer is like a Netflix TV show season.* Subscribers get a mystery box every month, and each box is a season.* The box contains documentation from a private investigator that will help the subscriber solve a mystery.







    [5:27] How Hunt A Killer started.







    * The business kicked off in October 2017 with 47 members.* One of their co-founders, Derrick Smith, shipped the first set of boxes out of his basement.







    [6:58] Lokesh Yadagiri talks about how to manage your inventory.







    * Inventory management can either make or break a company.* Balancing inventory with optimum sales is key.







    [8:29] How does Hunt A Killer ship its orders?







    * In the beginning, they were shipping orders once a month.* Now,

    • 33 min
    From Third-Grade Teacher and Middle-School Principal To Efficient COO

    From Third-Grade Teacher and Middle-School Principal To Efficient COO

    Today’s experiences are precedents for future opportunities.







    From the classroom as a third-grade teacher, Keith Westman became a middle-school principal and then rose to the position of COO. His interactions with students and teachers make him well-grounded in managing the operations of his organization efficiently.







    The host of the Process Breakdown Podcast, Dr. Jeremy Weisz, engages his guest Keith Westman on this episode. Westman talks about how being a third-grade teacher and middle-school principal makes him a more efficient COO.















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    Key Resource List







    SweetProcess.com – Sign up for a 14-day free trial. No credit card is required.







    Otus







    LinkedIn Keith Westman

















    About Keith Westman























    Keith Westman is the COO at Otus, a Chicago-based ed-tech company that helps schools to streamline their operations.







    Having worked as a third-grade teacher and middle-school principal, Keith is passionate about enhancing the learning experience.







    As more schools turn to remote learning, they use tons of new technology for different learning activities. Keith leads the team at Otus to find better ways to make learning seamless for both students and teachers.

















    Show Notes







    [0:26] Intro







    * Dr. Jeremy Weisz mentions some of the past guests who have been on the show including David Allen of Getting Things Done, Michael Gerber of the E-Myth, and Adi Klevit.* Dr. Jeremy Weisz introduces SweetProcess, a workflow tool that helps businesses to streamline their operations even in life or death situations.* SweetProcess offers a 14-day free trial without a credit card.







    [1:50]  Dr. Jeremy Weisz introduces the guest Keith Westman.







    * Keith Westman was a third-grade teacher and middle-school principal.* Dr. Jeremy Weisz and Keith Westman are neighbors in Highland Park.







    [2:46] Keith Westman talks about the problems they solve with Otus.







    * It resolves the chaos that teachers and students suffer using over a dozen ed-tech tools during learning, especially remotely.* It helps students and teachers to have all the tools they need in one place for efficiency.* It provides access to real-time data into activities in the school.







    [3:52] Why Otus was created in the first place.







    * The middle school where Otus was created was awarded a grant by the district 112 Ed Foundation in 2012 to help each student in their class get a device for better learning.

    • 33 min
    How to Align Your Team With Your Business Goals for Success

    How to Align Your Team With Your Business Goals for Success

    Are you struggling with achieving your business goals? If so, you may need to evaluate the efficiency and structure of your operations team. 







    Aligning your team with your vision and using the right tools helps you enhance your business operations by identifying opportunities, mitigating risks, and implementing effective change management for efficiency.







    The host of the Process Breakdown Podcast, Dr. Jeremy Weisz, and the guest on this episode, Tess Waresmith, discuss how to create a team that aligns with your business goals for efficiency.















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    About Tess Waresmith























    Tess Waresmith is the director of business operations at Acceleration Partners, the premier global partner marketing agency.







    With a knack for problem-solving, Tess loves a good challenge and strives to overcome it by implementing innovative solutions. She has a track record of launching strategic-partner marketing programs for global clients, including Uber’s global-partner marketing program.







    Tess leads a team that streamlines the operations at Acceleration Partners (AP).















    Key Resource List







    SweetProcess.com – Sign up for a 14-day free trial without a credit card!







    Acceleration Partners







    LinkedIn Tess Waresmith















    Show Notes







    [0:26] Intro







    * Dr. Jeremy Weisz mentions some of the past guests on the podcast, including David Allen of Getting Things Done and Michael Gerber of The E Myth.* Dr. Jeremy introduces SweetProcess, an effective tool for streamlining business operations. It offers a 14-day free trial with no credit card required.







    [1:41] Dr. Jeremy Weisz introduces the guest, Tess Waresmith, who is the director of business operations at Acceleration Partners.







    [2:17] The importance of having a centralized operational team.







    * The team oversees the overlapping processes in the areas where different departments are connected to support their cross-functionality. * The team fosters shared learnings. Working across different departments, members of a centralized team understand what works and what doesn’t work in each department.* The team helps to prioritize projects across various departments to achieve collective business goals.







    [4:51] Tess explains that having a problem-solving strategy is key in creating either a centralized operational team or an individual department operational team.







    * Your business needs should determine whether to have employees operationally focused within a department or in a cen...

    • 33 min
    How pLink Leadership Eliminated Fear Among Its Employees With a Strong Knowledge Base

    How pLink Leadership Eliminated Fear Among Its Employees With a Strong Knowledge Base

    CEO Gretchen Pisano and Chief Design Officer Jennifer Schneider at pLink Leadership are passionate about helping businesses accelerate their growth. 







    As a fully virtual company with team members across the United States, pLink Leadership relied on having everyone operate with the same processes to maintain consistency and efficiency. But achieving these was a challenge in the absence of well-documented standard operating procedures (SOPs). 







    One thing was clear: they needed an effective tool to document and streamline their operations. SweetProcess came in handy. Today, their operations are in top gear. Gretchen and Jennifer take us through their SweetProcess journey of growth in this case study. 







    Gretchen Pisano – Co-Founder and CEO at pLink Leadership























    Jennifer Schneider – Chief Design Officer at pLink Leadership















    About pLink Leadership 







    pLink Leadership is an executive coaching and leadership development organization focused on accelerating positive change in organizations. 







    Established in 2013, the organization is 100 percent virtual, with team members located in various cities of the United States. It caters to clients around the globe. 







    Owned and led by women, pLink Leadership lives by its core values of future-mindedness, perspective, curiosity, and love. 







    The organization helps business owners close the gap between themselves and their employees in a positive work environment. 















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    Documenting Business Processes the Wrong Way







    When the business was established eight years ago, the team had a clear picture of what it wanted to achieve. But like most new businesses, there were a lot of moving pieces. At some point, pLink Leadership realized that their operations would be better off if they documented their processes, especially for repetitive tasks. 







    Their quest to document their processes in a Word document left them with an 85-page document for starters. And with more processes to be added, the pages increased.







    Jennifer, who took it upon herself to create the document, was excited for doing such a great job. But her excitement was short-lived as their operations changed rapidly. Most of the information in the document became outdated almost immediately after they were created. 







    Besides the information being outdated, team members had to search all these pages for a single piece of information every time they needed confirmation for a new task. This led to a slow process and frustrated employees. 















    “We’ve got a really wonderful work culture.

    • 32 min
    How MiPA is Scaling up With Streamlined Business Processes

    How MiPA is Scaling up With Streamlined Business Processes

    The owner of MiPA, Emma Mills, is dedicated to helping business owners and entrepreneurs focus on growing their businesses. She and her team handle the back-and-forth communications between business owners and their customers that normally take time. 







    To help businesses stay focused, Emma and her team have to be organized and on top of their game. They handle repetitive tasks so business owners can spend time on the things they love to do most. 















    While the competence of her employees wasn’t up for debate, it became apparent that they needed a more effective workflow tool to keep up with the growing needs of the business. 







    They soon discovered SweetProcess, and the operations at MiPA have never been more solid. In this case study, Emma shares her experience with using SweetProcess with us.















    Emma Mills – Owner and Founder at MiPa















    About MiPA







    MiPA is the UK’s number one award-winning choice for virtual PA (personal assistant) support and call answering services. 







    With freedom and fun as its core values, the organization gives business owners the freedom to do the things they enjoy doing and have fun without worrying about wasting time on low-energy and time-consuming tasks such as answering calls and managing diaries.







    Established in 2007, MiPA has grown across the UK and answers 2,000 calls daily. 







    MiPA upholds its philosophy “We exist to make your life better” with a superb team that works around the clock to keep its clients’ businesses running and thriving. 















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    The Biggest Game Changer 







    Handling the communication needs of many businesses is no small feat. With so much going on, things can easily slip through the cracks without proper organization.







    Emma and her team understood that to be efficient, they needed to document their processes but the tools they were using fell below the mark.















    “We dabbled a little bit with Dropbox in terms of just having some folders and putting in a Word document that had some basic steps in it. But it quickly became apparent that, yes, it might work if you’ve got maybe ten processes, but we needed something that was gonna take part of the management out of it for us.” 















    Giving the unique needs of each business, they also needed to offer a personalized service to each customer. With the systems they had, doing this effectively used to be a challenge. They were unable to log in the various processes for different businesses. 







    According to Emma, the biggest game-changer of using SweetProcess is the ability to offer a custom service to their customers. 

    • 23 min
    How AEJuice Used Optimal Training and Knowledge Base to Build a More Effective Customer Support Team

    How AEJuice Used Optimal Training and Knowledge Base to Build a More Effective Customer Support Team

    Jacob Syrytsia, Chief Executive Officer at AEJuice, is the go-to person if you want to create videos to promote your business online. Today, his business is worth $2 million in revenue, but it didn’t happen overnight. He had to build his business from scratch. 







    Getting buy-ins from customers presented a challenge. Despite having a good product, Jacob wasn’t getting the desired patronage. He and his team had to go back to the drawing board to figure out the missing puzzle piece. 







    Part of the missing puzzle was a streamlined business process. His commitment to streamline his business processes led him to SweetProcess. It’s been a core part of his company’s growth. Jacob gave a window into his journey with SweetProcess. 















    Jacob Syrytsia – Chief Executive Officer at AEJuice















    About AEJuice







    Established in 2015 by Jacob Syrytsia and Mark Duval, AEJuice consists of motion designers and software engineers that create videos for business promotion, especially on social media. 







    Based in Florida, the organization offers a drag and drop feature that simplifies the video creation process for entrepreneurs who want to get hands-on and create their own videos to promote their products and services. 















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    The Pain of Answering Unending Questions 







    Customer support is a huge part of AEJuice’s business as they help their customers use their products effectively. Everyone on the support team has to be on their A-game to be efficient.  







    In the absence of documented procedures, Jacob had to explain everything to his support team members. But with his explanation came tons of questions; they always needed more guidance on their tasks. 















    “We had the support team and it was growing. We didn’t have any documented procedures for internal processes and it was pretty painful when somebody joins and you have to explain it all over again.”















    He figured that documenting the procedures would help. He did that and gave his employees the document, but they always came back with more questions even with the document in their hands. 







    Answering the same questions over and over again was a huge part of Jacob’s responsibilities at work. There was little or nothing that could be done in his absence so he had to always be available for things to get done. 















    SweetProcess Came Highly Recommended 







    Jacob is one of the lucky ones who didn’t have to look too far to find SweetProcess. The software came highly recommended by his tutor in an online course. 







    Given the credibility of the source, he believed that SweetProcess would be worth it so he gave it a try.

    • 22 min

Customer Reviews

4.9 out of 5
10 Ratings

10 Ratings

LeTx77 ,

Pain, Problem,s, and Challenges

Updated: Thank you for making the changes. The podcast is now much easier to listen to and very informative.

Previous review:
I used to love this podcast but, wow, the new host is like a robot. He keeps repeating the same phrase, “pains, problems, and challenges”. It got so annoying, I couldn’t even finish the podcast.

Thegianthobbit ,

Super valuable

I love the format and content of this podcast - always learn something new!

VicDorfman ,

Educational and entertaining!

I started listening to this podcast after the Michael Erickson episode and I really enjoy it.

They take what might otherwise be a dry topic and turn it into an educational and entertaining show.

The host has a very unique voice (both literally and figuratively speaking) and asks fantastic questions.

I appreciate the fact that the host takes the time to speak at length with guests BEFORE the actual interview and this makes for a smooth interview process.

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