{"id":63505,"date":"2026-10-05T09:57:55","date_gmt":"2026-10-05T09:57:55","guid":{"rendered":"https:\/\/www.targetintegration.com\/?p=63505"},"modified":"2026-10-05T09:57:57","modified_gmt":"2026-10-05T09:57:57","slug":"before-2027-8-things-your-business-should-fix-before-the-year-ends","status":"publish","type":"post","link":"https:\/\/www.targetintegration.com\/en_ie\/before-2027-8-things-your-business-should-fix-before-the-year-ends\/","title":{"rendered":"Before 2027: 8 Things Your Business Should Fix Before the Year Ends"},"content":{"rendered":"<p class=\"wp-block-paragraph\">The end of the year can feel like a finish line.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Projects are being wrapped up, budgets are being reviewed and teams are starting to think about what comes next.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">However, October is also a good time to look backwards.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">What has caused problems this year?<br>Where has your team lost time?<br>Which processes still rely on spreadsheets, emails or manual work?<br>And what needs to change before you enter another year with the same problems?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You do not need to transform your entire business before January.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Instead, identify the areas that are creating the most friction and start fixing them now.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here are eight areas worth reviewing before the end of the year.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">1. Look at Where Your Team Is Losing Time<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Start with the everyday tasks that employees complain about.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Perhaps someone spends hours every week preparing reports. Maybe sales manually updates the CRM, finance chases approvals or operations constantly moves information between systems.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">These tasks might seem small individually.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">However, when they happen every day across multiple employees, the time adds up quickly.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ask your teams:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>What task takes longer than it should?<\/li>\n\n\n\n<li>What do you have to enter more than once?<\/li>\n\n\n\n<li>What information do you regularly have to chase?<\/li>\n\n\n\n<li>Which process causes the most frustration?<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">These answers can highlight some of your biggest opportunities for improvement.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">2. Review Your CRM and Sales Pipeline<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The end of the year is a useful time to look at the quality of your sales data.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Is your CRM actually being used properly?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Check for:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Old or duplicate contacts<\/li>\n\n\n\n<li>Opportunities that are no longer active<\/li>\n\n\n\n<li>Missing customer information<\/li>\n\n\n\n<li>Leads without follow-up actions<\/li>\n\n\n\n<li>Inconsistent sales stages<\/li>\n\n\n\n<li>Opportunities sitting in the pipeline without movement<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">A clean CRM gives your sales team a much better starting point for the new year.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">More importantly, it gives management a clearer view of what is actually in the pipeline.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">3. Check Whether Your Systems Are Talking to Each Other<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Many businesses have good software but still operate in disconnected ways.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CRM sits in one system.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Finance uses another.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Inventory is somewhere else.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Reports are built in Excel.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Information then gets moved between them manually.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If this sounds familiar, map out how information currently moves through your business.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Lead \u2192 Opportunity \u2192 Order \u2192 Inventory \u2192 Delivery \u2192 Invoice \u2192 Customer<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">How many times does someone manually move or re-enter information?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Those gaps could be costing your business more time than you realise.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">4. Find the Processes You Should Automate<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You do not need to automate everything.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Instead, look for repetitive tasks that follow the same rules every time.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">These might include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Invoice approvals<\/li>\n\n\n\n<li>Purchase requests<\/li>\n\n\n\n<li>Customer notifications<\/li>\n\n\n\n<li>Sales follow-ups<\/li>\n\n\n\n<li>Employee onboarding<\/li>\n\n\n\n<li>Leave requests<\/li>\n\n\n\n<li>Document approvals<\/li>\n\n\n\n<li>Reporting<\/li>\n\n\n\n<li>Data entry<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Tools such as <strong>Microsoft Power Automate, Odoo automation and Microsoft Power Platform<\/strong> can remove many of these repetitive steps.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The goal is simple:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Let technology handle the repeatable work so your people can focus on the work that actually needs them.<\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">5. Review Your Reporting<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Can your management team get an accurate picture of the business quickly?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Or does someone need to spend half a day exporting data from different systems and combining it in Excel?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Look at the reports you rely on most.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Can you easily see:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sales performance?<\/li>\n\n\n\n<li>Pipeline value?<\/li>\n\n\n\n<li>Profitability?<\/li>\n\n\n\n<li>Inventory?<\/li>\n\n\n\n<li>Customer activity?<\/li>\n\n\n\n<li>Outstanding invoices?<\/li>\n\n\n\n<li>Operational performance?<\/li>\n\n\n\n<li>Project progress?<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">If not, 2027 could be the year to improve your reporting.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A connected ERP, CRM and business intelligence solution can give decision-makers access to more useful information without waiting for someone to prepare it manually.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">6. Review Your Data Before You Start Using More AI<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">AI is likely to become an even bigger part of business technology over the next year.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But before introducing more AI tools, businesses should look at the data those tools will rely on.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Is your customer information accurate?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Are your product records complete?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Do different departments use the same definitions and figures?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Is important information sitting in personal spreadsheets?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>AI cannot compensate for poor-quality business data.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Cleaning and organising your information now can give you a much stronger foundation for AI and automation projects in the future.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">7. Identify the Processes That Depend on One Person<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">There may be someone in your business who everyone goes to when they need a particular report, process or piece of information.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">They know how the spreadsheet works.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">They know which system to check.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">They know the workaround nobody else understands.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That knowledge is valuable, but it also creates risk.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Before the year ends, identify processes that depend heavily on individual knowledge.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Then ask whether they can be:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Documented<\/li>\n\n\n\n<li>Standardised<\/li>\n\n\n\n<li>Automated<\/li>\n\n\n\n<li>Moved into a central system<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">That makes the business easier to manage and less dependent on individual employees remembering how everything works.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">8. Turn Your Problems Into a 2027 Technology Plan<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Once you have identified the problems, do not immediately start looking for software.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Start with the problems themselves.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Create a simple list:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Problem<\/th><th>Impact<\/th><th>Possible Solution<\/th><th>Priority<\/th><\/tr><\/thead><tbody><tr><td>Manual reporting<\/td><td>High<\/td><td>Power BI<\/td><td>High<\/td><\/tr><tr><td>Duplicate customer data<\/td><td>Medium<\/td><td>CRM integration<\/td><td>Medium<\/td><\/tr><tr><td>Slow approvals<\/td><td>High<\/td><td>Workflow automation<\/td><td>High<\/td><\/tr><tr><td>Poor stock visibility<\/td><td>High<\/td><td>ERP\/inventory system<\/td><td>High<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">This gives you something much more useful than a list of software you would like to buy.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It gives you a <strong>business case for change<\/strong>.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">You Do Not Need to Fix Everything Before January<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">The purpose of a year-end review is not to create another huge project.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It is to understand where your business is today and decide what needs to improve next.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Some problems might be solved with better processes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Others might need automation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Some may require better reporting.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And in some cases, your business may genuinely have outgrown its current CRM or ERP system.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The important thing is to understand <strong>why<\/strong> before deciding <strong>what<\/strong> to implement.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">Start 2027 With Fewer Problems<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">January is often when businesses start talking about new goals, new targets and new strategies.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">But the strongest plans start earlier.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If the same manual processes, disconnected systems and reporting problems have been slowing your business down throughout 2026, there is no reason to carry them into 2027.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Use the final months of the year to identify what is working, what is not and where technology could make a genuine difference.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>You do not need a completely new business next year. You just need a better way of running the one you already have.<\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Want to Identify Where Your Business Could Improve?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Target Integration helps businesses review their existing processes, systems and data to identify opportunities for <strong>ERP, CRM, automation, AI and business intelligence<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Whether you are looking at <strong>Odoo, Microsoft Dynamics 365, HubSpot, Power Platform or Power BI<\/strong>, we can help you understand what makes sense for your business before you commit to a solution.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Start the conversation before the new year:<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/bookings.cloud.microsoft\/book\/FreeConsultationFromSharePointExperts@targetintegration.com\/?ismsaljsauthenabled=true&amp;utm_source=chatgpt.com\">Book a free consultation with Target Integration<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>The end of the year can feel like a finish line. 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