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Smarter Business Processes - APS User Group June 2016
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Transcript of Smarter Business Processes - APS User Group June 2016
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when was the last time you asked – “there has to be a smarter way”
Scott BarberDirector
O’Connells OBM / Smarter Business Processes
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Why?
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• Job Planning & Resource Management• Client Contact & Relationship Management• Database Maintenance• Automation alerts• Annual processing efficiencies• Document collation
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Workflow Reporting / Job Planning
Spend hours deciding and allocating budgets across clientsStill end jobs with write offs
Unclear where the bleeds and roadblocks are
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Use existing timesheet data to increase visibility Go down to a milestone level – different areas within 1 job
Identify trends & create change
Demo - Individual
Demo - Managers
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Centralise manager’s reportFull visibility & update APS data
Demo - Individual
Demo - Managers
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Client Contact / Relationship Management
We know we need to get out from behind the deskDon’t want to end up either writing off relationship activities (or
overstating WIP)Standardise a process for your team to manage their own clients
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Clear tracking of time spent on relationship activitiesStaff held accountable
Automated reporting to client managers, and team managers
Demo - CRM
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Database Maintenance
APS is a huge wealth of information – but like any database creates a burden to maintain
Important from a client management POV that data is correct and updated
Do that with little to know double handling, enable client managers to maintain data without losing integrity
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In excel – so easily used by all team membersDecrease the time required for the administration staff to make changes
Eliminate double handling with the changes required to the APS database
Demo – Attribute Demo – Client Ownership
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Automated Email Alerts
Not just about maintaining the wealth of data – how do you use that data?
Are we turning that data into opportunities to improve our client service?Limitless potential to automating emails and alerts to improve business processes
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• when actual time on a job reaches a certain % of its budget (assisting with tracking workflow and reducing write-offs);
• when an invoices reaches past its due date – to assist in debtor follow-up and cash flow management;
• producing a milestone client birthday listing to improve client contact and relationships;
• WIP management and control – to assist and prompt end of month fees.
Demo – Reports
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Client Relationship Prompts
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WIP Prompts
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Internal Planning - Mentoring
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Demo – Current Work plan
Demo – Touchtime
Workplanning
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Annual Compliance Automation
Making the “engine room” as effective as possible
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Demo – Journals
Journal Automation
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Demo – Balance Sheet
Balance Sheet reconciliation
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Annual document “rollover”
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Client Report Package Compilation
How much time are your productive and administrative staff spending on saving, searching and compiling client
files into report packages?
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For accounting practices – reducing annual report compilation time to <1 minuteDemo – FuseDocs
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when was the last time you asked – “there has to be a smarter way”
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when was the last time you asked – “there has to be a smarter way”