Considering a Fractional Integrator? Part II: Roles and Working Remotely.
By : GCE Strategic Consulting -
In part one of this two-part series “Considering a Fractional Integrator?” Part I talked about my experience becoming part of an organization using EOS® and my initial thoughts of working with a fractional integrator. In Part II, I will discuss the Fractional Integrator’s role in the organization, and some of the lessons learned from working with a remote fractional integrator. Whether you are looking for a fractional or FTE integrator, this article provides some tips and takeaways that could prove to be helpful when considering an integrator for your business.
Fractional Integrators role in the organization
I believe that the reason why the fractional integrator role worked in our organization is that Ken worked closely with myself and the other leaders on the team. Working closely with Ken, we made some transformational changes in our organization, implemented key systems to allow the business to scale and improved both customer and employee satisfaction.
When we arrived in the spring of 2017, the customer satisfaction score was at it’s best around 5 out of 10, and within a year we improved it to an average of 9.7 quarter over quarter. Ken understood the importance of putting systems into place to allow our business to scale. In the summer of 2017, we implemented an integrated project management system that connected with our Salesforce Sales Cloud system.
Working closely with Ken, we implemented sales systems and process that we connected with our project management system. These systems improved how our team sold deals and how we engaged with our customers once we won their business. The difference, in my opinion, was having an engaged executive and integrator that trusted his team in making decisions.
Having an experienced integrator on your team as you build your EOS® practice keeps things running smoothly. Ken ensured that our accountability chart was always updated, that we updated our weekly scorecard before level 10 meetings, and pushed the team to complete all of our rocks.
Remote Fractional Integrator, could it work for your business?
To be entirely transparent, I may be a bit biased about remote working as I have worked my entire career remotely in the corporate world. The organization Ken and I worked in was 100% remote with employees spread around North America. Our L10 team was made up of COO / Integrator in Atlanta, our Visionary in New England, me in Asheville, North Carolina and our fractional VP of Sales (GCE Strategic Consultant Bob BuWalda) in Michigan.
There are certainly challenges with remote work, but with Zoom, Skype, Google Docs, Hangouts, and other Software-as-a-Service (SaaS) technology, having an entire Level 10 team working outside of one location worked. Several factors will make or break having a fractional integrator working remotely.
- Type of Business– If your business is a manufacturer with factory or distribution operations made up of 100% on-premises employees, then having a fractional integrator working remote may not work. Whether you have a software or services business, using a fractional integrator in a remote working environment can work. As the Visionary, you need to decide if you can work well with your integrator over video. Can you develop a strong partnership based on trust working remotely? If you can’t trust your team to get the job done regardless of where they are located, then a remote fractional integrator may not be the best fit.
- Visionary must attend same page meetings – You should never be too busy, or something trumps your same page meetings with your integrator. Having regular Visionary and Integrator same-page meetings are important for both the health of the relationship, but the health of the organization. Same-Page doesn’t always mean that the Visionary and Integrator must agree on the same things, it is healthy to agree to disagree. Same-Page meetings are designed to allow the Visionary and Integrator to air out issues and strengthen their relationship.
- Technology – For a remote Integrator to work in your organization, you must be comfortable using technology to stay connected. One mistake you do not want to make is making decisions via text message or email. Video conference tools such as Zoom, Skype or Hangouts provides a great way to visually connect, and keep both you and your visionary connected. When we can see each other visually, it gives us a sense of connection. Use technology to your benefit.
Key Take Aways
Having decided to implement EOS® for your own business is a great first step from my opinion. Like any business system or process, it will work if you put in the time, money and effort to make it work. There are countless challenges when running your business, and putting the right people on the bus and into the right seat is crucial. Your integrator role is a vital position for your business, and selecting someone that not only is a good business fit but personally fits is important.
- Employing a fractional integrator can work, but you have to be committed to good and consistent communications.
- The Visionary and Integrator must be on the same page, and you must make your same page meetings.
- Remote fractionals can work if you are open to making it work and have the technology to enable regular communications.
- The Integrator role is critical in building the best systems and processes for your business. When done correctly, your business scales faster.
Jesse Frye is Visionary & Marketing Strategist helping companies with brand and product messaging, marketing strategy and product marketing execution. Additionally, Jesse has self-implemented EOS into his own organization. To learn more about Jesse, please visit http://www.avvocatto.com or http://marketingblueprint.io or follow Jesse on Twitter or Linkedin.