when was the last time you asked – “there has to be a smarter way”
Scott BarberDirector
O’Connells OBM / Smarter Business Processes
Why?
• Job Planning & Resource Management• Client Contact & Relationship Management• Database Maintenance• Automation alerts• Annual processing efficiencies• Document collation
Workflow Reporting / Job Planning
Spend hours deciding and allocating budgets across clientsStill end jobs with write offs
Unclear where the bleeds and roadblocks are
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
Centralise manager’s reportFull visibility & update APS data
Demo - Individual
Demo - Managers
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
Clear tracking of time spent on relationship activitiesStaff held accountable
Automated reporting to client managers, and team managers
Demo - CRM
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
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
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
• 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
Client Relationship Prompts
WIP Prompts
Internal Planning - Mentoring
Demo – Current Work plan
Demo – Touchtime
Workplanning
Annual Compliance Automation
Making the “engine room” as effective as possible
Demo – Journals
Journal Automation
Demo – Balance Sheet
Balance Sheet reconciliation
Annual document “rollover”
Client Report Package Compilation
How much time are your productive and administrative staff spending on saving, searching and compiling client
files into report packages?
For accounting practices – reducing annual report compilation time to <1 minuteDemo – FuseDocs
when was the last time you asked – “there has to be a smarter way”
when was the last time you asked – “there has to be a smarter way”
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