Business Support Functions

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This Airtable is for the organization details that are often fragmented across different departments. By bringing the information together, we've increased communication across departments such as IT, Human Resources, Accounting and Marketing, while having fewer meetings.

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This Airtable helps manage the following:

  • New and Terminated Employees with Start/Final Day
  • Online Reviews
  • Top Performers
  • Thank You Cards that Need to Be Sent
  • Software Renewal
  • Employee Newsletter
  • Ordering Trophies and Prizes for Top Performers
  • Contacts such as Account Executives for Software
  • Business Card Orders and Templates
  • Employee Appreciation Events
  • Company Meetings Agendas for Sharing Monthly Goals/Feedback
  • Employee Birthdays
  • Employee Social Media Accounts (to make sure licensed individuals have proper disclaimers)
  • Phone Numbers and who they're assigned to
  • Fax Numbers and who they're assigned to
  • Software Licenses and who they're assigned to
  • Employees by Department
  • Employee Directory with Photos
  • Event Costs and who is assigned to plan the event
  • Responses to positive reviews and resolution of negative reviews
  • Top Performer Photos for our Lobby

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We've had an one million percent reduction in employees complaining that they can't do their job due to "lack of information" since we started using this system.

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To keep the information up-to-date we use Gravity Forms and Zapier and only give certain individuals who can't be trusted to keep our records clean read only rights.

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Updated October 17, 2017 at 8:00 PM
Copied 651 times

Felicia Ceballos-Marroquin

maxproductivitysystems.com · Obsessed with Optimizing the World
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By Department
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Birthdays by Month
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Print View for Meeting
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