What Level is Your Design Business?


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Viewing 15 posts - 46 through 60 (of 90 total)
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  • in reply to: click up #23559

    Hi Suzy,
    thank you for your patience as i was trying to verify some info with Amber.

    it’s been a couple of years since i tried to do the PMS in click-up, so i’m going by my best memory.
    i seem to remember that one of the reasons we couldn’t go with it is b/c it couldn’t do the drop-down menu within each component.
    so for example: for component hardware – we have several task options (place order, confirm order, receive order, etc). Then we had a status for each task (open or complete). Click up couldn’t provide that level of intuitive granular breakdown.

    Amber remembers it a bit differently. She remembers that all of the functionality could have been replicated, but only with customization.
    and since i already spent time and money on customizing AT, it didn’t make sense to scrap it and start doing the same work in Click up.

    i guess bottom line is: anything is possible. Click-up is probably just as good as any other software out there. Everything needs customization to fit our industry and your process flows. it’s just picking one, doing the customization work, and sticking with it.

    hope it helps!
    Which platform are you leaning towards?

    in reply to: Would you do me a favor? #23471

    hi Alejandra,
    Wow, BEST investment in your business and yourself?!
    that’s incredible feedback.
    i’m very humbled to hear you say that.
    i loved seeing you in class!
    and hearing how it’s going to improve your business going forward is very very rewarding to me.
    you hit the nail on the head: little by little, step by step, one low hanging fruit at a time, every week for two hours – you do that for a year – and you’ll be miles ahead of where you are today!
    i can’t wait to watch you grow!!!

    in reply to: Would you do me a favor? #23470

    you are so sweet and your words made me tear up, especially about kindness.
    that IS something i was trying to weave into every point i was making and i’m so glad that it came through.
    there is so much to know, to learn, to figure out – i did some of it (still have a lot more) and i’m happy to share, so that others don’t have to reinvent the wheel.
    How did Freddie put it yesterday? Love and kindness! Love and Kindness – to others, and most importantly to ourselves.
    Thank you for taking the class – i can’t wait to hear about your progress!!!
    please keep in touch.

    in reply to: Would you do me a favor? #23469

    hi Nikki,
    thank you so much for your kind words!!! i’m so glad that my passion for teaching you what i know and seeing your succeed came through. yes, so many challenges and set-backs along the way – it’s important that you guys know it’s not all roses and unicorns. thank YOU for being such an active participant, even in light all of your staffing challenges. i love how committed you were in each and every class!!

    in reply to: Alumni list #23468

    yes, of course, it’s a great idea!!
    i think everyone should post here with their best contact information.
    i’ll start:
    Vita Vygovska
    IG handle is @Vitalia_Inc

    in reply to: What’s on your mind, yogis? #23426

    Hi Vessie,
    I am SOO excited for your son – and you, as his mama! We are a family of swimmers here (my husband and kids, NOT me :-)), so we are constantly at competitions, some high level, so I know EXACTLY how you feel. So proud, so wanting to be there, yet so bummed that you’re missing some important work things. That’s ok. Work will always be here, while your son may decide to stop playing one day and you’ll really miss it.

    Ok, about QBO. I have heard NO complaints about QBO “giving trouble”. What does it even mean exactly? I know that QBO differs from desktop version, it has different functionality, and that there is a learning curve to master it. Yes, learning QBO, even if you have knowledge of desktop QB, is not for the faint of heart. Is it possible that this CPA doesn’t want to learn the online version b/c he is used to the desktop version?

    Having said that, it sounds like LogMeIn gives you the ability to work from anywhere and him the ability to check on your QB without being there physically. If that’s the case, than you’re good to go. B/c that’s the name of the game: work from anywhere, any time, accessible by anyone.

    If I were you, I would get a second opinion: what is the benefit of getting QBO vs. desktop QB through LogMeIn?

    Please lmk what you find out – i would be very curious to know…


    in reply to: What’s on your mind, yogis? #23425

    Hi Nikki,
    What a great note!
    I command you for getting your finances in order. And recognizing that you need help there and making the hard decision to invest in it!! It takes real courage to be that self-aware and then to spend some real money to make that part of you better. I hope you use both of the financial services to not just get information, but to really learn HOW to read the reports and HOW to make those decisions. You are a very smart cookie :-), pretty soon, you’ll be able to fly on your own. Another thought is to take the QuickBooks class through LuU. Think about setting a goal to become financially-minded and proficient by _____date – you’ll get a lot further and use your time with these consultants more productively if you have an end-game in mind.

    People. OH MY! I can’t believe all the troubles you’ve gone through. Looks like you are operating without most of your staff! That’s a really big deal, huge burden, and incredible cause of stress. I am also very acutely aware that even though I have the right people on the bus, as soon as one of them gets sick or wins a lottery, it is ME who is back in the trenches. Having the right people is KEY to getting your life back. Getting the right people is your first priority right now. Do consider Jessica and Eileen to help you get the exceptional people you deserve!

    The learning curve in our industry is indeed so long and steep – it’s like a marathon mountain climb! I do have to tell you that, one step at a time, it WILL get easier. There are no magic pills. You have to put in the work. Your advantage after taking this class is that you don’t have to think anything up, wonder if you’re doing the right thing, or reinvent the wheel. Just follow the blueprint that I outlined and you’ll see that it will get more manageable.

    My heart goes out to you! Hang in there!

    in reply to: What’s on your mind, yogis? #23366

    hi Olga,
    thank you so much for your heart-felt note!!
    i so appreciate your sharing where you are right now: all the trials and tribulations – but all the wins too, no matter how small!
    this class can be a lot to take in b/c it is deep, strategic, and gets to the core of how we run our businesses AND our lives.
    one of my previous students contrasted it with a sewing class where one might learn a new technique: learn, implement, perfect.
    this class is different. the strategies here may require an overhaul of how we’ve done things for years.
    one of my other students compared it to ‘taking a house to studs and rebuilding it’.
    as you alluded, let’s not jump to any conclusions or make pivotal changes.
    let’s take it all in.
    then perhaps take it in again by rewatching or rereading.
    then make a plan of action.
    for right now, let’s concentrate on what’s possible!
    thank you for being such an active participant and a great student ๐Ÿ™‚

    in reply to: finances vs people #23145

    Finances IT IS! ๐Ÿ™‚

    in reply to: Odds and Ends #22981

    hi Kathy,
    thank you so much for your input!
    we too use Microsoft and everything that comes with it.
    i think that’s the corporate background in both of us – you’re my corporate drop-out sister ๐Ÿ™‚

    the one thing that fillable pdf’s don’t give is the picture.
    yes, we can take pictures separately.
    but there is something special about being able to draw (in Vessie’s case she does it in oneNote) or use Measures (in my case) and get your measurements and notes right on the picture.

    have you done it like that? i would love to hear your thoughts about it. if you can figure out an efficient way to get measurements that are ON pictures into OneDrive, that would just blow my mind ๐Ÿ™‚


    PS. stay tuned for this week’s class on how we use detailed estimate template, to create a summary estimate, collect deposit, then invest time to create the proper detailed estimate.

    in reply to: PMS, anyone? #22980

    hi Vessie,
    i hear you, girl, i started with Excel spreadsheets too.
    btw, nothing wrong with them either :-). i worked for a huge corporation, and we tracked multi-million dollar product development process via excel.
    AirTable, of course, has a ton of other benefits, not the least of which is that it is prettier and easier to train on, although not as robust as Excel.
    for what we need in our businesses, it’ll do just fine!

    my heart-felt advice is:
    take what i’ve done, copy it, and move on.
    don’t reinvent the wheel.
    change only those things that are particular to your business (like what Lisa is doing).
    even with a complete blueprint like this, it’ll take some time to get used it, get your people trained, integrate it into your routine, etc.

    do you think i tracked my $ and hours?
    i sure did ๐Ÿ™‚
    it took me 165hours so far (since 2018) and $4825 in consultant’s fees.
    That’s a LOT of time and money.
    that’s why i’m so passionate about you guys not spending ALL this time and money.
    you have the blueprint – now you just have to incorporate it into your business.

    regarding tracking numbers. Yes, you’ll see it in upcoming modules.
    but just to save the suspense: we create estimates, production orders, and PO’s in excel. Manually enter the amount into AT. The information automatically transfers into QBO (via an app called Zapier). We track numbers (sales, GM, expenses, NI) in QBO. Stay tuned ๐Ÿ™‚


    in reply to: PMS, anyone? #22979

    hi Myrna,
    so glad to hear that you’re excited about AT and are trying it already!
    i’ve also tried ClickUp as a PMS and was not able to make it work.
    so you’re not alone!

    i checked on the formula for my first column.
    it is: Customer & ” – ” &Project
    to be sure, the 1st column combines customer name with project name, not designer name.

    btw, “if you loved mine and wish you could just copy and paste it into your Airtable account!” – why not just do that?
    the most time-efficient way is to hire an AT consultant, give her the class video, and have her copy it.
    it’ll take her a few hours.
    how many hours will it take you? is it worth your time?
    just a thought…


    in reply to: PMS, anyone? #22978

    i’m so glad that you’re applying what i you saw to what you already have AND to what your personal needs are!
    that was exactly the point!!!
    and you’re 100% right – process flows are the foundation for how you set up the airtable.
    that’s why it’s the 1st module – that’s where it all starts.

    regarding calendaring: i’m sure there is a way! it’s a matter of asking the people who are intimately familiar with how the back-end programming works. Kathy sounds like a wealth of knowledge, so let’s see if she can help. if not, there is an AirTable forum that’s full of experts.


    in reply to: Getting rid of leftover fabrics #22897

    hi Olga,
    such good question! i used to keep the left-overs.
    over the years, i accumulated, TONs of them.
    i felt bad throwing them out.
    i kept thinking, that one of these days, i’ll make a pillow out of this beautiful fabric.
    that my friends would want to use for their house.
    That day never came.
    left-overs kept getting dustier and dustier.
    And every time i looked at them, i felt stressed out.
    the energy was draining out of me.
    so one day, i just donated, gave away, and threw out.
    it broke my heart temporarily, but i felt soooo much better after it was all done.

    now, we donate or throw out the leftovers.
    i want to collect nothing.
    the only exception is if it’s a solid. We use solids as piping on valances and cornices.
    it’s a nice addition and designers like it.

    hope this helps!

    in reply to: Odds and Ends #22896

    Good Saturday Morning!!
    Happy to answer your questions!
    1. COM, CFA’s. we have the picture of fabric attached to the estimate (i’ll show you in the next class). So that’s your permanent record of what it looks like.
    Once the order is complete, is there a need to hang on to COM’s and CFA’s?
    2-3. we, too, cut off a little piece and attach it to a packing slip or whatever label vendor inserts into the bolt. We keep those in the folders. we now have 3 filing cabinets of these folders, accumulated over the last 16 years. my plan was to go through them and have my 12year old son scan them in. as i think through more, i do wonder the validity of doing it though: for the 1-2 instance where we would refer back to a physical snippet, he would spend hours scanning. is it really worth it? I’m coming to a realization that perhaps the physical snippet is not needed at all, provided the fabric spec and picture is captured either in the estimate or in the PM system. Would love to hear everyone’s thoughts.
    4. We use an app called Measures. It’s been working great, however, it does not sync with OneDrive. So in order to get it off the ipad, we have to manually upload it. It is one part of the process that i’m not happy with. while i have one person creating estimates, it’s been ok. but it will rear it’s ugly head, when one person takes measurements and another has to put together an estimate
    5. Airtable is a central repository of information. You can upload images, files, etc. So keep on drawing, then upload it: either in AT or OneDrive (or where you keep your files).

    Let’s talk about paperless for a second. i do not hold ourselves to a super high standard of paperless. i know some do. i don’t. i just take this unrealistic expectation off the table. Make it easier for myself. if i don’t need to print, i don’t. if i do need to print, i just do. i will be making an better effort to scan all future paperwork, so that we don’t accumulate files, once the order is complete. but while, it’s pending, having physical snippets, CFA’s, confirmations sometimes is helpful.

    where i feel strongly about paperless is with Project Management System. As many details as possible, should be cloud-based. Primary reason is so that someone else, NOT YOU, can update, manage, follow-up, etc. YOU, as the CEO, can keep track on what’s happening, while you’re vacationing in Paris ๐Ÿ™‚

    hope this makes sense!
    xo, v.

Viewing 15 posts - 46 through 60 (of 90 total)
What Level is Your Design Business?