Workflow as a Best Practice
Monday, February 11, 2019
4CREDITSBusiness Management and Organization
One of the greatest opportunities of this decade is improving your firm by focusing on process and procedures to allocate your resources in an optimum way. Automated workflow tools can assist with scheduling, due date monitoring as well as controlling documents, portals and electronic delivery of documents. You have heard that workflow can help your firm, but haven’t been able to find an authoritative CPE course to provide guidance. Attend this session to understand the options and approaches available.
*Identify and implement specific solutions and processes to improve workflow management
*Discuss and recommend simplified processes for managing projects and engagements, including scheduling and due date monitoring
*Understand current issues for security and delivery methods of documents to protect firms
*Implement procedures to optimize resource allocation