Workflow to Benefit You and Your Clients
Tuesday, December 3, 2019
Workflow provides an opportunity to improve your practice along with team member and client experience. Improvement in both manual and automated processes can minimize missed deadlines and due dates, improve scheduling of resources, and reduce the amount of effort required to complete engagements. This overview will list opportunities in your firm where workflow can make a difference in the amount of effort from your team to provide client deliverables. Learn how to develop your own customized workflows for your practice, and discover tools and techniques for implementation.
*Identify opportunities to use workflow
*List key processes in your firm
*Implement improved workflow processes and technologies for improved productivity