How to Use EOS® Software to Benefit Your Business
EOS® Software - What is it?
As you may know, EOS® is remarkably simple in its structure. Made up of six core areas: Vision, Data, Process, Traction, Issues, and People, it is the implementation and execution that can pose a challenge to those looking to integrate EOS® into their business process. To utilize EOS® correctly and effectively, we need discipline and focus; when used correctly, EOS® software helps with that.
Why Do You Need EOS® Software?
Whenever you’re organizing a business process, it is best to keep all the aspects together in a single system. EOS® is no different. Allowing you to use one platform or software to organize your processes, meetings, tasks, etc., makes for an all-around more productive system. Beyond being an organized way to keep all your information, EOS® software is available to all personnel who need it meaning your L10 team and even departments if EOS® is deployed to a departmental level. Having your team input information, they are individually responsible for leaves less room for error or confusion. This software can keep your team accountable by allowing everyone to see exact progress.
We all know how crucial it is to have organized meetings, and EOS® software can be used to lead all key meetings you may have: L10, Quarterly, Annual, 1-to-1s, and quarterly conversations. Being able to use EOS® software to organize an agenda, guide your meetings, and clearly list out tasks or issues will ensure your meetings are productive. No important discussion is left off the table when using EOS® software correctly.
How to Make the Most Out of It
Like any software or resource, the easiest way to ensure you get the most out of it is simply to use it! Of course, it’s important that you use it in a consistent and disciplined way, and your team is held accountable for using the software correctly and consistently. The general rule of thumb here is: “if it isn’t in the system, it doesn’t exist,” meaning if there is an issue that needs to be discussed, it needs to be on the issues list. If there is a key leading metric you would like to use, but it isn’t on the Scorecard, then it isn’t a key metric. Don’t be afraid to reference the software often. Use it to share communications to the company, highlights for marketing, selling points for sales, and showcasing values to investors.
When everyone is doing their part to utilize EOS® software appropriately, it is an invaluable tool across the entire business.
Best Practices
Make the Integrator accountable for using, updating, and administering the software.
Make EOS® software available to team members who need access; do not provide access to people who do not need to see it. Give access with intention.
Be consistent.
Be honest - put in actual metrics and statuses - not aspirational ones.
Start by using the absolute core features, such as running an L10 meeting, but expand to use other features over time.
The Integrator should train / coach / teach users how to use the software; if the team doesn’t know how to use it, they won’t use it correctly.
It is not a checklist - go over all the aspects of EOS® that are stored in the software regularly: Accountability Charts, Processes, and other features of EOS® in the software need to be reviewed and updated regularly.
The BEST EOS® Software to Use
The best EOS® software is the software that gets used regularly and uniformly and is central to running EOS®. Not the answer you were hoping for? Well, while it may not seem like a fair answer, it’s really that simple. Any kind of software can be an investment, and because EOS® software is dedicated and customized to EOS®, the best way to make sure it is a smart purchase for your company is to use all its features frequently and correctly.
Because there isn’t a one-size-fits-all when it comes to EOS® software, let’s discuss the different classifications to help decipher which would work best for you:
Business Productivity Suite: Microsoft Office 360 or Google Workspace: these are configured specifically to support EOS®; sometimes by the Integrator, sometimes by the Implementer, and sometimes by IT.
SaaS Platforms: Ninety.io, TractionTools, EOS1: these are business operating system-specific platforms that are either dedicated to EOS® (EOS®1) or easily configured to support EOS® and are available on the monthly license basis
Custom-built platform: developed in-house or by a development company to meet a company’s specific requirements for EOS® software.
Do your homework and find which EOS® software is best for you and your business’s needs.
Set Yourself Up for Success with Software
While each company will choose a different software that is best for their needs, the common takeaway is that EOS® software is a must and, when used correctly, can propel your company forward. You wouldn’t do accounting without accounting software, would you?
Keep in mind there are several approaches: a dedicated SaaS product, configuring a business productivity suite, or custom development. While any EOS® software you choose can be beneficial, it only will be useful if you use it in a disciplined, uniform, and consistent manner. Just like EOS®, the benefit gained from using EOS® software is exactly proportional to the work put in. Just like an EOS® software, GCE can help your business grow and get organized. Start the conversation today.