A friend of mine who writes for the funeral industry is doing an article on how things have changed in the office at the funeral home. He asked me what I thought about the changes, what’s working, what’s not and what do I think is coming down the road in the future. So here are a few thoughts.
I am a systems guy. From my engineering degree, to my days in the Navy, to my being a devoted fan of Michael Gerber, the author of the E-Myth, I am a firm believer that if the system is in place and you train people to work in the system, things will work better. And there is no more important place to have good systems than in the office. Many of the systems that we use in our office at the funeral home were put in place decades ago and we still use the same basic structure today. The way we number our cases, the information we gather and the forms we use look very similar to the ones we used nearly 100 years ago. Yes, we gather additional information (fields) and store it in different places (electronic files, pdf’s) but the process hasn’t changed a whole lot.
It’s all about access to information. The office has typically been the place where the information is stored and organized. And to get at that information you had to go to the office or talk to somebody who was there. Now with computers and the internet we can have access to that information anywhere we are. We also have access to much more information. And more information can be a good thing and a bad thing. Having too much information (showing 150 caskets on a kiosk, all with interchangeable corner pieces and cap panels) can be overwhelming. But if it is organized so people can narrow down their choices easily it can increase customer satisfaction.
What has been a big improvement for funeral directors is to have much more expansive lists of things available to them during the arrangement conference. By just clicking on a file folder on a monitor you can get church lists, florists, singers, phone numbers, pictures of merchandise, pre-arrangements, etc. The ability to quickly compose obituaries for proof reading is a big plus too.
For many years I have been trying to get a presentation program that works during the arrangement conference. As a manager with multiple directors talking to families, it’s my desire to make sure that there is a consistent delivery of information to each family. I always felt that if I could get a program on a screen that could help the directors deliver that information it would help. I looked at all of the programs developed by the casket companies first. As expected, they were always product oriented. Then I looked at the funeral data management programs. Those tended to be busy screens asking for too much information. Then we joined Life Story and we used their Today Presentation for a number of years. It had great information and graphic design but it didn’t flow the way we were used to talking to our families. And the program didn’t allow us to tweak it without going through the designers which always seemed to take forever because of the back and forth communications.
So last year I designed a program in PowerPoint. It wasn’t that hard to do. I have some basic knowledge of the program. The most important feature to designing this is the “hyperlink” control. It allows you specify a word, or graphic or box on the screen that when clicked on will take you to another page. My program allows my directors to use as little or as much of the program as they are comfortable with and what is needed for each individual family. It also includes all of our merchandise and packages. It has worked well so far and I can make changes to when ever I need to. It’s still a work in progress and I could use someone with a better eye for graphic design to clean it up for me.
What I haven’t developed yet is a way to use this technology to better show what it is we (the funeral home & staff) do and what we can provide. I believe that with the use of video and short slideshows/commercials (2 minutes or less) we can easily show families the options and possibilities along with showing just what the funeral home does behind the scenes and why they should consider using us for all of their “gathering/funeral/memorial service/celebration” needs.
I also believe that once these short “info-mercials” are done they could be shown on lobby video screens, kiosks, online and also put on to DVD’s that can be given to people during pre-arrangements and in any info packets.
The other part of the office that has changed dramatically is the production of printed material. When I first started in funeral service we had one register book, one memorial folder with the 23rd psalm on it and took everything to the printer where it was type set. Now we have custom books and folders and color printers and scanners and web pages and slide shows and videos. So many different options it can make you head spin. For us, we have taken much of this work out of the office and created a whole separate job description. We also created a whole separate location in the building where all the print/video production is done. Yet for some smaller funeral homes this is probably still done in the main office which just adds to the list of things the secretary/office person has to do.
The amount of “stuff” that the office will be responsible for will only continue to grow. Doing things digitally instead of in person will continue to grow; death certificates, billing and payments, body identification and tracking, video conferencing during the funeral arrangements, video recording and broadcasting of the service. Online obituaries will eventually eliminate the printed version.
So as I stated above, it’s all about access to information. The funeral home office will continue to be in charge of getting, storing and distributing that information. The technology they use to do that is changing which allows the office to work with more information than they ever have before. It’s the same job just more stuff.
I’m Dale Clock. Thanks for listening.