Ordinis Advisory

16/07/2026

A simple customer risk check for your business.

Write down your five biggest customers.

Next to each one, write the names of everyone in your business who could confidently call that customer tomorrow and understand:
• their history with your business
• current work or orders
• any problems or concerns
• future opportunities
• key commercial arrangements

If there is only one name next to each customer, you've just identified a potential risk.

You don't necessarily need to buy a new CRM tomorrow; but you do need to start by making sure important customer knowledge is being documented and shared.

Small step for this week: choose one key customer and document what the business needs to know about that relationship.

14/07/2026

Your CRM might have every customer's name, phone number and email address.

But try this test.

Pick your five biggest customers and ask:

• Who manages the relationship?
• Who else in the business knows the customer well?
• Are important conversations recorded anywhere?
• Could someone else pick up the relationship tomorrow?
• Do we know what work or opportunities may be coming next?

If the answers mostly sit with one person, the problem isn't necessarily your CRM. It's customer dependency.

Our latest blog looks at why customer relationships need to belong to the business, not just the individual.

For many growing businesses, investing in a Customer Relationship Management (CRM) platform is seen as a milestone. The thinking is simple; if customer information is centralised, sales opportunities are tracked, and reports become more sophisticated, customer relationships will naturally improve.Un...

13/07/2026

This is what a community getting behind a simple idea can achieve. ❤️

We were incredibly proud to support The Soup Box at the Toowoomba Farmers Market on Saturday, but the numbers really tell the story.

Every extra piece of fresh produce added to someone's shopping contributed to this result.

It's a great reminder that making an impact doesn't always require a grand gesture. Sometimes it's lots of people each doing one small thing.

Congratulations to Kat, the volunteers, and everyone who donated. We're very proud to be supporting The Soup Box as it grows.

https://www.facebook.com/share/p/1HgRQDZTEu/

Wow! Each week we are blown away with the community. Today we had the amazing volunteers Terri Adams-Munn Erin Wright Kristen O'Brien Kate Taylor Heidi Koschel and Charlotte who continued to share the purpose of this community led initiative.

The colours in the boxes were vibrant and we are delighted to see lots of leafy greens and fresh fruits are also going to create happy nutritious meals for those doing it tough.

Nat and Tiff from Base Services brought participants from the soup kitchen to load up all the boxes and so they could also see where the food is coming from.

Thank you Toowoomba. You were Soup-erb!!! 😆








Toowoomba Farmers Market
Toowoomba Chamber of Commerce
ALE Clothing & Signs Pty Ltd
Shoebox Books & Tax Toowoomba South
Enterprise Legal

11/07/2026

The purpose of reporting isn't to produce reports. It's to help leaders make better decisions.

If your team spends days preparing information and only minutes discussing what it means, the reporting process may need attention.

Good reporting creates insight. It shouldn't consume all the time available to generate it.

The purpose of reporting is to support decisions, not consume the time needed to make them.

09/07/2026

Most businesses worry about losing key customers. Far fewer think about losing the person who understands the reporting.

If your reporting only works because one employee knows which buttons to press, you've created a risk that often goes unnoticed.

The strongest businesses build systems that survive staff changes, annual leave, and growth.

Knowledge should belong to the business, not the individual.

07/07/2026

Most businesses don't set out to become dependent on spreadsheets.

It happens gradually. A report gets built. Someone creates a better version. Another spreadsheet fills a gap.

Eventually, important decisions rely on files that sit outside the systems designed to support the business.

Spreadsheets are incredibly valuable, but when they become the operating model, growth starts becoming harder than it needs to be.

Our latest blog explores the warning signs and why recognising them early can make all the difference.

Spreadsheets are one of the most powerful business tools ever created. They are flexible, accessible, and capable of solving an extraordinary range of problems. Almost every successful business relies on spreadsheets in some form.The problem is not the spreadsheet itself. The problem is when spreads...

04/07/2026

ERP projects often get labelled as technology projects.

In reality, they are leadership projects.

They require leaders to agree on:

• how work should flow
• who owns decisions
• what good looks like
• where accountability sits

Software simply supports those decisions.

ERP success starts with leadership alignment, not software selection.

02/07/2026

Automation is exciting. But automating a poor process rarely produces a better outcome. It simply helps the poor process happen faster.

The most successful businesses simplify first. Then automate.

Technology should support good processes, not compensate for poor ones.

30/06/2026

Many businesses expect a new ERP to solve long-standing operational frustrations.

The reality is usually the opposite.

A new system quickly exposes:

• inconsistent processes
• unclear responsibilities
• duplicated effort
• manual workarounds

Technology is only one part of a successful ERP project.

The bigger opportunity is using the implementation to improve how the business operates.

The strongest ERP projects improve the business first and implement the software second.

Our latest blog explores why.

ERP projects are often positioned as technology initiatives. New platform. New dashboards. New workflows. Better reporting.The expectation is clear: implement the system and performance improves. But in practice, that is rarely what happens.Many ERP projects fail to deliver expected outcomes not bec...

27/06/2026

The biggest cost of an ERP upgrade is not always the implementation.

Sometimes it's the years spent delaying it.

• Duplicate data entry.
• Manual reporting.
• Slow decisions.
• Hidden inefficiencies.

These costs rarely appear as a line item.

But they're there.

The biggest ERP cost is often the one you're already paying.