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