Episode 53: How to Develop Systems and Processes for Your Small Business, with Linda Phan
Release Date: 01/31/2018
System Execution Podcast
Allen Adamson is a noted industry expert in all disciplines of branding. He is Co-Founder and Managing Partner of Metaforce.co and the author of BrandSimple, BrandDigital, The Edge: 50 Tips from Brands That Lead, and Shift Ahead: How the Best Companies Stay Relevant in a Fast Changing World. Prior to Metaforce, Allen was Chairman, North America of Landor Associates, a global branding firm.
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Berkley Egenes is the Vice President of Marketing for MERIDIUN. A results-driven strategic marketing leader solving business challenges at the intersection of consumers and technology, Egenes is committed to building brands, launching products and producing returns for his partners.
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Peter Lovenheim is an author and journalist whose articles and essays have appeared in the New York Times, New York magazine, The Los Angeles Times, Parade, Moment Magazine, The Washington Post, and other publications.
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Rami Jebara is the Co-Founder & CTO of Tuangru, a software provider of next generation data center infrastructure management (DCIM), designed for today’s hybrid IT environments. Whether a users application workloads reside on-premises, in edge data centers or in the cloud, Tuangru provides users with a holistic view of their entire infrastructure for management and optimization. The company was recognized as one of the fastest growing companies in North America by Deloitte Technology Fast 500™.
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David Thomas, CEO at Evident, is an accomplished cybersecurity entrepreneur. He has a history of introducing innovative technologies, establishing them in the market, and driving growth with each early-stage company emerging as the market leader. Today, as CEO of Evident, he helps provide innovative business solutions to simplify interactions with personal data assets.
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By his 35th birthday, Mike Michalowicz had founded and sold two multi-million dollar companies. Confident that he had the formula to success, he became an angel investor and proceeded to lose his entire fortune.
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Kristin is the founder and managing director of Creative Development Agency (formerly award-winning firm, Marquet Media). She oversees the day-to-day operations of the agency as well as directs all client accounts and projects. With a strong eye for creating memorable brands and a diverse range of knowledge, Kristin provides strategic counsel to clients interested in developing successful internal and external communication programs across all media platforms.
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With experience in both office interiors and product design, Ken Baker understands the inside and out of the architecture and design field. Ken has been a Gensler Principal for 20-years and is currently serving as a member of the Gensler Management Committee.
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Ken is the co-author of the recent manufacturing sales book, entitled “Selling in Manufacturing and Logistics.” Ken and his co-author are experienced Sandler trainers who play very important roles in the Sandler’s worldwide organization.
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Peter Strohkorb has over 15 years of corporate business experience in executive-level Sales and Marketing executive roles with some of the biggest brands on the planet.
info_outlineLinda Phan was born in LA, but she grew up in Massachusetts from eight years old onwards. She graduated from UMass Amherst with dual degrees in Accounting and Psychology and worked for two years as a corporate auditor at the 6th largest accounting firm in the US. Linda moved to Austin, TX a year ago and worked as Chief of Staff at Newchip, a financial technology company. She is currently on track of getting her MBA from Acton School of Business.
What you’ll learn about in this episode:
- Linda’s background learning processes as an auditor
- The most important systems and processes for small businesses
- How Linda came to Newchip first as an executive assistant and then moved up to Chief of Staff by implementing systems and processes and making the company more efficient
- The time management skills Linda needed to balance working for Newchip, going to school full time, and helping her boyfriend launch his dental startup
- Figuring out the steps needed for hiring a great employee and sticking to that system
- The system Linda developed for communicating with investors and why that communication needs to be constant
- The methods Linda uses for storing system documentation at Newchip using Lucidchart
- The five processes Linda built and put in place at Newchip before leaving to focus on her MBA and her boyfriend’s startup
- Why people in the operations department shouldn’t just stick to operations
Ways to contact Linda:
- Email: [email protected]
A transcript of this episode is available here: http://systemexecution.com/systems-and-processes-for-small-business/