What you will find:
- Step-by-step guides
- Practical tips
- The option to seach key terms
January 2024
LEADERSHIP MESSAGE
Establishing Your Core Processes
Last month, we delved into the power of the 20/80 approach – focusing on the vital few processes that drive the majority of your results. To make it happen, I recommend these two key steps:
- Identify and Document: Gather your leadership team to pinpoint, simplify, and document those core processes.
- Ensure Everyone's on Board: Sync up your team, making sure everyone follows those processes.
This exploration reveals any missing or unnecessary steps, providing clarity on current practices and areas for improvement. Documenting and simplifying these core processes is your key to a team that operates like clockwork. Even if a key player takes a break, your operations keep running smoothly.
Here's the game-changer: With OneHQ, you can set up your technology to automate processes, ensuring everyone stays on board for consistent success, no matter what the circumstances.
Kyle Ginavan | CEO
CASE STUDY
Case Study: Ideal Producers Group
One of our clients uses OneHQ to track incentives in real-time. Is it time for you to do the same?
How IPG eliminated busy work and became recognized for their exceptional service
OneHQ automated IPG's incentives tracking system, freeing them up to focus on what's important: helping more clients. Watch now to know their story!
SOFTWARE
Software Updates
We are always adding and improving features to make OneHQ even more valuable for you. We're excited to tell you about these new improvements, and we hope you enjoy them as much as we do!
New Filter Options on Reports
We have two new date range filter options: "Between" and "Not Between." Can be used individually or combined to provide you with more precise data filtering. Click HERE for a step-by-step guide.
Tracking Chargebacks
We're introducing "Chargeback" as an option in the 'Advance' field within Paid Business. Click HERE for more information.
Share reports in multiple formats
Now you can easily send reports in different types of files. Just pick the ones you want!
Coming Soon
We're excited to announce these important updates coming soon to OneHQ! Stay tuned for the upcoming releases.
Forecasting
You will soon have another way to reconcile your commissions and create business forecasts. Stay tuned for more information on this highly requested tool!
Enhanced Reporting Capabilities for Hierarchies
Look forward to simpler report formatting, making it much easier for you to create hierarchy reports.
Merging Carrier & Payout Schedules
We will soon be merging carrier and payout schedules for a more robust commissions system that is easier to use. Rest assured, extensive testing will be done to ensure a smooth transition without any impact on your operations.
TIPS & TRICKS
Check out our new OneHQ User Manual
Have any questions about our software? Dive into our online user manual for helpful instructions and valuable tips.
DATA & INSIGHTS
Business Metrics
As we start this new year, we are thrilled to share with you the incredible journey of growth that has defined OneHQ in 2023.
Reflecting on our year
This year, the expansion of our team from 37 to 61 members allowed us to complete data conversion for several new clients and focus on 6 impactful projects. In line with our commitment to delivering reliable software and service, we’re investing significantly in technology. We're growing to better serve you!
Our Vision for 2024
We're in the final stretch of perfecting our new UI. We've been constantly enhancing our software as industry trends evolve, adding features to ensure it surpasses your expectations. Our mission is clear: to help you reach your goals by reducing busy work, so you can focus on helping more clients.
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