Virtual EOS Integrator Fractional Integrator role in the organization
I believe Ken plays a partial integrator role in our organization because he works closely with me and other leaders in the team. Working closely with Ken, we made some transformational changes in our organization, implementing core systems to enable the business to scale and improve both customer and employee satisfaction.
In the spring of 2017, the customer satisfaction score was the best out of 10, and within a year, we increased it to an average of 9.7 every three months. Ken understands the importance of deploying systems to continue to scale our business. In the summer of 2017, we implemented an integrated project management system connected to our Salesforce Sales Cloud system.
Working closely with Ken, we implemented the sales systems and process that we linked to our project management system. These systems have improved the way our team sells deals and the way we communicate with our customers after winning their business. I think the difference was that there was a sub-manager and integrator who trusted his team to make decisions.
While creating your EOS practice, having an experienced integrator in your team ensures that things go smoothly. Ken made sure that our accountability chart was always updated, updated our weekly scorecard before the 10th level meetings, and forced the team to complete all the rocks.
Could a Virtual Fractional Integrator work for your business?
To be completely transparent, I might be a bit biased about working Virtually as I have been working in the Virtually corporate world throughout my career. The organization that Ken and I worked for was 100% away, with employees scattered across North America. Working virtually certainly has its challenges, but having a Level 10 team working outside of a single location in Zoom, Skype, Google Docs, Hangouts and other Software as a Service (SaaS) technology. Several factors will cause or disrupt a fractional integrator to work Virtual.
- Business Type – Having a Virtual partial integrator may not work if your business, factory, or distribution activities are 100% on-premises manufacturer. Whether you have a software or a service business, using a partial integrator in a Virtual operating environment can work. As a visionary, you must decide whether you can work well with your integrator over video. Can you work virtually and develop a strong partnership based on trust? Virtual partial integrator might not be the best option if you can’t trust your team to do the job wherever it is found.
- Visionary should attend same page meetings – You should never be too busy or anything to get in the way of your same page meetings with your integrator. Regularly holding Visionary and Integrator meetings on the same page is important for both the health of the relationship and the health of the organization. The Same Page does not always mean that the Visionary and the Integrator should agree on the same issues, it is healthy to accept not to agree. Same Page meetings are designed to allow the Visionary and Integrator to raise issues and strengthen their relationships.
- Technology – For a Virtual Integrator to work in your organization, you must be comfortable using technology to stay connected. One mistake you don’t want to make is to make a decision via text message or email. Video conferencing tools like Zoom, Skype or Hangouts provide a great way to connect visually 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 advantage.
I think deciding to implement EOS for your own business is a great first step. Like any business system or process, it will work if you put the time, money and effort into running it. There are countless challenges in running your business, and getting the right people in the bus and in the right seat is essential. Your integrator role is a vital position for your business, and it’s important to choose one that fits not only well but personally.
- Using a fractional integrator can work, but you need to stick to good and consistent communication.
- Visionary and Integrator should be on the same page and your meetings should be on the same page.
- If you are open to running it and have the technology to maintain regular communication, virtual fractions can work.
- The integrator role is critical in creating the best systems and processes for your business. When done right, your business will scale faster.