Every business wants to save time. That’s one reason companies continue investing in automation, AI tools and productivity software designed to help employees work faster.
But adding another tool isn’t always the answer. Some of the biggest time savings come from something much less exciting: building routines that prevent problems from consuming your team’s time in the first place.
An undocumented process might not seem urgent until the person who owns it is unavailable. An aging laptop is easy to tolerate until it fails during an important deadline. An untested backup is easy to trust until you actually need to restore data.
These are the kinds of small operational issues that quietly create wasted time, unnecessary costs and business risk.
As Q4 approaches, here are five habits worth building into your business — particularly if you want to spend the end of the year moving priorities forward instead of putting out fires.
1. Plan ahead instead of playing catch-up
Quarterly planning shouldn’t happen only when something has gone wrong.
Set aside time throughout the year to review what has changed, what’s coming next and whether your current technology and processes still support the business.
That doesn’t require another two-hour meeting on everyone’s calendar. A focused review can cover questions such as:
- What are our biggest priorities for the next 90 days?
- What could prevent us from accomplishing them?
- Are there technology limitations slowing anyone down?
- Are any systems, contracts or hardware approaching renewal or replacement?
- Have staffing, vendors or business processes changed?
- Are there unresolved issues we’ve simply learned to work around?
This is particularly important for technology planning because many IT decisions can’t be implemented overnight. Hardware procurement, software migrations, security improvements, infrastructure upgrades and disaster recovery planning all require some lead time. Regular business continuity planning gives you that time.
It also helps technology spending become more intentional. Instead of approving purchases because something suddenly failed or a contract is about to expire, you can evaluate investments based on the company’s actual priorities.
Related Resource: 6 Questions Smart Companies Ask Their IT Provider Every Quarter
2. Document the things your business can’t afford to forget
If an important business process depends entirely on one employee knowing what to do, you’ve created a single point of failure.
Documentation doesn’t need to capture every minor task your company performs. Start with the information that would be difficult to reconstruct quickly if the person who normally handles it were unavailable.
That could include:
- Critical business processes
- Vendor and support contacts
- Technology systems and dependencies
- Employee roles during an interruption
- Escalation procedures
- Recovery procedures
- Communication plans
- Key account and contract information
The goal isn’t documentation for documentation’s sake. It’s reducing the amount of time employees spend searching for information, recreating processes or waiting for someone else to tell them what to do.
Documentation also plays an important role in business continuity. The Federal Emergency Management Agency’s Ready Business program recommends identifying critical business functions, dependencies and continuity procedures as part of preparedness planning.
Related Resource: FEMA Ready Business
And documentation shouldn’t be a one-time project. Build periodic reviews into your routine so phone numbers, responsibilities, vendors and procedures don’t become obsolete.
3. Stop accepting workarounds as permanent solutions
Almost every business has them. The computer that has to be restarted every afternoon. The manual process that takes 20 minutes longer than it should. The software nobody wants to update because they’re afraid something will break. The recurring support issue employees have stopped reporting because they’ve learned to live with it.
Individually, these problems can seem too small to prioritize. Collectively, they create friction.
For example, if a workaround costs one employee just 10 minutes a day, that’s more than 40 hours of lost productivity over a year. Multiply that across several employees or processes and a “minor inconvenience” can become surprisingly expensive.
More importantly, some workarounds are warning signs of larger problems. Aging hardware, unsupported software, recurring network problems and security exceptions can eventually lead to downtime or expose the business to unnecessary risk.
Create a simple process for employees to flag recurring frustrations and review them periodically. If the same issue keeps appearing, determine whether the time and risk associated with the workaround now outweigh the cost of fixing the underlying problem.
4. Test your recovery plans before you need them
There’s an important difference between having a backup and knowing you can recover from it.
Businesses often assume they’re prepared because backups are running or because a disaster recovery plan exists. But a successful backup job doesn’t answer some of the questions that matter during an actual disruption:
- Can the data be restored?
- How long will recovery take?
- Which systems need to come back first?
- Who is responsible for initiating recovery?
- How will employees communicate if normal systems are unavailable?
- Can critical operations continue while systems are being restored?
Testing is how you find those answers before an emergency does it for you.
The National Institute of Standards and Technology (NIST) recommends testing contingency plans to determine their effectiveness and identify deficiencies that need to be addressed. Similarly, the Cybersecurity and Infrastructure Security Agency (CISA) recommends maintaining offline, encrypted backups and regularly testing backup procedures.
Related Resources: 4 Real-Life Business Continuity Examples CISA backup guidance
September’s National Preparedness Month is a useful reminder to do this, but recovery testing shouldn’t be a once-a-year exercise. Testing should be part of an ongoing business continuity and disaster recovery strategy.
The goal isn’t simply to prove that a plan works. It’s to uncover what doesn’t work while you still have time to fix it.
5. Talk to your IT provider before something breaks
If most conversations with your IT provider begin with “we have a problem,” you’re getting only part of the value that a technology partner should provide.
Your IT environment changes alongside your business. Employees come and go. New applications are adopted. Data grows. Cyber threats evolve. Vendors change their products and pricing. Business priorities shift.
Regular strategic conversations give you an opportunity to address those changes proactively.
At least periodically, your IT provider should be helping you evaluate questions such as:
- Where are your biggest technology risks?
- Is your backup and recovery strategy still appropriate?
- Are your cybersecurity controls keeping pace with current threats?
- Are employees creating new security or operational risks?
- Is aging hardware likely to cause problems?
- Are you paying for technology you no longer need?
- Are upcoming business initiatives going to require new technology or capacity?
This turns IT planning from a series of emergency responses into an ongoing business process.
A good managed service provider shouldn’t simply fix what’s broken. It should help you identify what is likely to break, where risk is increasing and what technology decisions need to be made next.
Small habits can prevent expensive interruptions
None of these habits is particularly complicated. That’s precisely why they’re easy to overlook. The value comes from doing them consistently.
Planning ahead can prevent rushed purchases. Documentation can prevent knowledge bottlenecks. Addressing recurring problems can eliminate hours of wasted time. Recovery testing can expose weaknesses before an outage or cyberattack. And regular IT reviews can help ensure technology decisions stay aligned with the direction of the business.
As you prepare for Q4, you don’t need to overhaul everything at once.
Start by asking five questions:
What should we plan for? What needs to be documented? What have we been working around? What haven’t we tested? And what should we be discussing with our IT provider now rather than later?
Those answers will tell you where to start.
How resilient is your IT environment?
If you’re not sure where your biggest technology gaps are, our IT Resilience Assessment can help you evaluate your current approach across backup and disaster recovery, cybersecurity, email and human risk, cloud and identity security, and business continuity.
Or, if you’d rather talk through your environment with an expert, schedule a discovery call with a data protection specialist at Invenio IT.
Could Your IT Strategy Have Hidden Gaps?
Take the free 3-minute IT Resilience Assessment to see how your backup, cybersecurity and business continuity measures up.