How We Make Your Systems Work for You
Running a small business is a juggling act. You’re managing clients, handling operations, and keeping everything moving—often without the right systems to support you. If you’re constantly stuck doing things manually, wrestling with spreadsheets, or wondering why your software isn’t making life easier, it’s time to take a step back.
At Orderly Company, we specialize in System Optimization and Implementation, helping business owners streamline their processes so their tools actually work. We’re not here to sell you on fancy software you don’t need—we focus on practical solutions that fit your business, your budget, and your workflow.
Understanding How Your Business Runs
Think of this as your foundation. Before we touch anything, we take the time to fully understand how money moves through your business. That means asking a lot of questions and doing a lot of digging.

Our Approach
- Revenue Capture – How do you get paid? Do you issue invoices? Are payments automated?
- Procurement & Expenses – How do you pay vendors? Are you still writing checks manually?
- Payroll & Policies – How is payroll processed? Do employees have clear procedures to follow?
- Existing Tools & Connections – Are your systems talking to each other, or stuck in endless manual loops?
The goal is to map out your entire workflow so we can see what’s working, what’s not, and where inefficiencies might hide.
Identifying the Bottlenecks: Where Things Go Wrong
Once we know how everything flows, we pinpoint the biggest problems—and most of the time, they’re easy to spot.

Common Issues
- Manual Processes Everywhere – If you’re re-entering the same data multiple times, there’s a better way.
- Underutilized Software – Many businesses own the right tools but never use them fully.
- Disconnected Systems – A business should run smoothly, not like a patchwork of random platforms.
The key isn’t just noticing these inefficiencies—it’s understanding why they exist and what needs to change.
Optimizing What’s There (or Recommending What’s Missing)
Our philosophy is simple: if what you have works, we’ll make it better. If it doesn’t, we’ll tell you.

Our Method
- First, we optimize existing systems. We streamline workflows, automate repetitive tasks, and ensure you’re getting full value from the tools you already pay for.
- If needed, we recommend new tools—but only ones that make sense. We focus on usability over flashiness.
- We always consider your budget. Better systems save time and money long-term, but we still aim to find the most cost-effective solution.
Ensuring Adoption & Long-Term Success
A great system is worthless if no one knows how to use it. That’s why we work with you every step of the way to make sure everything runs smoothly.

Why This Matters
- We train as we go. Every setup and testing phase is hands-on, so you and your team learn by doing.
- We provide clear documentation. Expect easy-to-follow guides and tutorials specific to your business.
- We stick around. Launching a new system can be nerve-wracking, so we’re available for ongoing support.
Our ultimate goal? To build systems so clear and well-structured that even an entry-level accountant or outsourced bookkeeper can navigate them with ease.
What a Successful System Looks Like
A well-optimized system should reduce stress, not create more work. The best outcomes look like this:

- More organization – Instead of scrambling at the last minute, you have structured data that’s easy to find.
- Less manual work – Automated processes cut down on data entry, minimize errors, and free up your time.
- Smarter decision-making – With accessible, accurate information, you can actually use your financials to manage and grow.
- A shift in mindset – Once business owners see the benefits, they begin thinking in terms of processes rather than reactive fixes.
Let’s Get Your Systems in Order
If your operations feel messy, your tools aren’t working for you, or you’re stuck in spreadsheet limbo, we can help. Optimizing your systems isn’t about adding complexity—it’s about making things easier so you can focus on running your business.
Email us at [email protected]
Schedule a consultation via Calendly