Small Orders, Big Decisions: Streamlining for Profit

In the last installment, Sam Lewis showed how small jobs could lead to big opportunities, turning Print Perfect into more than just a quick-service print shop. With larger projects now coming in, Sam realizes his shop’s operations need an overhaul to handle the increased demand efficiently. In this article, Sam explores how streamlined workflows and automation can help his team stay productive and profitable while maintaining the quality his clients expect. 

As Print Perfect began taking on more substantial projects, Sam quickly realized the need for a streamlined workflow. While his new strategies for attracting larger jobs were working, the volume was straining his team. “If we’re going to keep up,” he thought, “we need to boost our efficiency—without sacrificing quality.” 

Identifying Bottlenecks

Sam started by observing day-to-day operations closely, noting where time and resources were being lost. He quickly saw patterns: small jobs with multiple adjustments, delays in approvals, and time-consuming communication over project specifications. Realizing he couldn’t ignore these bottlenecks, he gathered the team for input. 

 

“I want to hear from everyone,” Sam began at their meeting. “Where do you see us getting slowed down the most?” 

Laura was first to chime in. “We spend a lot of time adjusting files that clients submit, and the back-and-forth for approvals is draining.” 

Others agreed, adding that tracking individual job statuses and juggling order priorities were also causing slowdowns. Sam took notes, knowing these insights would be critical in making effective changes. 

Implementing Automation and Task Tracking

Determined to solve these issues, Sam began exploring options for task automation and tracking. After researching, he found a tool that could simplify job tracking, assign tasks to the right team members, and provide real-time status updates on every project. 

He introduced the tool to the team, setting up a system where each job would be tracked from intake through completion. “Now, anyone can see where a job is in the process,” he explained. “We won’t waste time searching for updates, and we can keep projects moving.” 

The team quickly adapted, and the change was palpable. Task tracking cut down on miscommunications, and each team member could focus on their tasks without interruption. For the first time in months, they were operating with a rhythm that felt productive and focused. 

Enhancing Communication with Clients

While the new system streamlined internal processes, Sam knew client communication was another critical piece. Delays often stemmed from back-and-forths over project details. Sam decided to take a proactive approach, creating an online form where clients could submit precise project specifications upfront, including color, paper choice, and deadlines. 

“It’s simple,” he explained to a regular client, Ted, who often placed larger orders. “This form helps us capture everything we need from the start, reducing the need for extra calls or emails.” 

Ted appreciated the convenience, and other clients quickly followed suit. With clearer expectations set from the outset, the team could work more efficiently, avoiding time lost in clarifications and corrections. 

Automated Approvals and File Checks

Sam took things a step further by implementing an automated file-checking tool. This solution allowed clients to submit print-ready files that were immediately checked for common errors, like low resolution or missing bleeds. The system would flag any issues, allowing clients to make corrections before the project ever reached Sam’s team. 

Laura was thrilled. “This is going to save us so much time! Now we can focus on production instead of fixing file errors.” 

The impact was immediate. By reducing file-related delays, the team could move projects forward faster, freeing up time for larger, more profitable jobs. Sam realized that, with these tools in place, his team could focus on delivering quality work without getting bogged down by minor adjustments. 

Reflecting on Operational Improvements 

Over the next few weeks, Sam saw a marked difference in Print Perfect’s productivity. The new systems had not only improved job turnaround but also empowered his team to take ownership of their tasks, knowing they had the tools to work efficiently. Sam felt a renewed confidence in Print Perfect’s ability to handle the growing demands. 

One evening, as they closed up, Sam turned to Laura. “I was so worried about losing our personal touch if we automated. But I think we’ve actually improved our service.” 

Laura nodded. “Clients appreciate the professionalism, and we’re able to give them better results. I think this is the best decision we’ve made in a long time.” 

Planning for Future Growth

With his workflow finally streamlined, Sam began thinking ahead. He was considering further improvements, like implementing a scheduling system to manage high-priority projects or adding additional training for his team to maximize the new tools’ potential. 

For the first time, he saw a clear path to sustainable growth. Print Perfect had become a streamlined, efficient operation capable of handling both small and large projects with equal ease, and Sam was ready to take on the next chapter of his business with confidence. 

Next Month in Print Perfect’s Journey: Sam reflects on his journey so far and considers what’s next for Print Perfect. He contemplates future challenges, realizing that growth will require continuous improvement and adaptation. 

This article originally appeared in the April 2025 issue of NPSOA magazine. For more information on how you can become an NPSOA member and enjoy the many benefits offered there, contact Member Services at membership@npsoa.org or head to their website at NPSOA.org.

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