When deciding whether or not multiple business units are for you, consider:
the size and structure of your business
how and where you operate
any plans you have to expand your business.
You can add business units to your AroFlo site but before you do, please consider the following points.
Multiple business units can add complexity to the way you use AroFlo.
You can't delete a business unit once you've created it. We can delete business units for you, but there may be a cost, we may need to take your site down for a few hours, and it's not always possible to bring all your data across from one business unit to another. We assess each request individually.
You can change the order of business units, but only within one level. For example, a child business unit cannot be swapped with its parent.
The diagram below walks you through some of the things you could consider in deciding whether or not to set up multiple business units. Your own situation may contain other considerations, so we recommend speaking to one of our Customer Service staff for specific advice.
Size and structure
A sole trader or partnership focusing on just one area of specialty (e.g. electrical, plumbing) will normally have a simple company structure. If this is you, the default business unit that we set up for you when we created your AroFlo account will probably be all you'll need.
A small company may also be able to manage with just the default business unit they receive as part of their AroFlo setup, but may benefit from using business units, depending on how they operate.
A medium-to-large company may benefit in a couple of ways from using multiple business units. For example, the company may:
contain multiple legal entities, each with its own tax ID number, that need to operate independently
operate across multiple geographic regions or time zones
want to have separate calendars for teams in different divisions.
How and where you operate
The following examples give a couple of scenarios that explain why you might use multiple business units, depending on how or where you operate.
Example 1: Parent company with multiple regional child companies
In this example, each child company needs to operate independently, with its own clients, suppliers, work types, staff, inventory, and so on. The parent company needs to maintain oversight of all the child companies.
The parent company has a unique tax ID number.
Each child company has a unique tax ID number (i.e. each is a separate legal entity).
Staff in the parent company can access all the details in the child companies (depending on staff access permissions).
Staff in the child companies can only access the details of their own company.
Example 2: Parent company with different functional divisions
In this example, the parent company, a facilities management services company, wants a separate calendar for each group of staff (e.g. plumbers, electricians, HVAC mechanics), but wants all divisions to be able to interact with each other. The parent company and all child business units have the same tax ID number (i.e. they are one legal entity).
Child business units have been set up with full visibility of each other's tasks, quotes, calendars, staff, etc.
Tasks, quotes, calendars, staff, inventory and more can be shared between child divisions.
Invoicing for all divisions has been set up to reflect the parent company's details.
Example 3: Sole trader or partnership
If you're a sole trader or a partnership and you mainly focus on only one type of work in one area, e.g. plumbing, electrical in one city or region, it's unlikely you'd need to set up business units. You could simply use Task Types to differentiate one type of work or client from another. For example, you might have the following task types:
Plans for expansion
It's not unheard of that once people start using AroFlo, their business grows in unexpected ways due to the extra time they have available to devote to core tasks and business-building activities. If you're thinking to expand your business in the future, you may see a need for multiple business units. We recommend waiting until you have a clear business plan before adding business units in response to growth. Our Customer Service staff can talk you through the pros and cons of multiple business units for your situation.