Dynamic workflow management in accounting firms

 

Your workflows are the key to efficiency, consistency, transparency, and accountability in your accounting firm, but not every client or job is equal. In real-life, unplanned events often occur that can affect even the most detailed and well-planned process. 

In this video, Ian Vacin takes a deep-dive into dynamic workflow management and outlines how to plan for, and handle, these unexpected events with ease.

Learn:

  • Best practices for mapping out any process

  • Typical changes you should plan for

  • How to adjust workloads and modify your workflow models on-the-fly

  • How you can use Karbon, or your workflow tool of choice, to document your process, make real-time adjustments, and communicate changes to your team as they arise

Download the presentation slides.


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