Workflow Management Software 101
June 10, 2021
The modern business landscape is fast and ever-changing. To keep up, professionals must always stay on top of deadlines. Every day consists of never-ending to-do lists on top of mountains of paperwork and endless client inquiries and messages. This is the reality of most accounting firms across the country, making staff feel overwhelmed.
There never seems to be enough time to get the work done, even after process improvement theories, workshops, and employee training. Streamlining can seem like an afterthought, one that’s reachable and yet difficult to accomplish.
More often than not, however, the answer to workflow problems lies in the type of tools you use. Firm360 offers a comprehensive platform built specifically for accountants, and we’d like to shed some light on how and why you need powerful workflow management software. Let’s get down to the business basics.
Getting Down to Basics: The Workflow Management Software
A workflow management system enables accounting firms to automate every repetitive task, with little to no error occurring in between. Expect similar results each time, thereby allowing you to enjoy a tool that encourages both flexibility and accountability to flourish within the team. Simply put, you’ll encourage them to pay close attention to their specific job roles, contributing more to the company in the long run.
The best workflow management system is one that meets your business needs, however, which is exactly what Firm360 offers. We offer an all-in-one platform designed to help your staff get their job done, ensuring that no data gets left behind or misinterpreted.
You’ll have access to a powerful client management system, one that allows you to keep contact information, client preferences, notes, history, documents, invoices, and other necessities. Your team will also be able to track their efficiency with the help of the project management feature, ensuring that they never miss a client deadline. You’ll also be able to integrate your existing platforms with ease, including QuickBooks, Office365, Google, and so much more.
Getting the Implementation Process Right
Investing in a comprehensive workflow management system is one thing, but implementing them is another story. You’ll want to take the right steps towards implementation, which should help everyone on your team adjust accordingly. Although modernizing shouldn’t be done overnight, a thorough planning process will help you get to where you need to be. Consider the following steps below:
- Step 1: Review your current processes. What needs to be improved? Once you identify the area, plan the implementation.
- Step 2: Make sure to decide on the right solution, which should include the capacity, possible disruptions, and the available resources needed to support the implementation.
- Step 3: Proceed with the implementation. This should include training your staff on the new workflow system, as well as refining the processes needed to ensure a seamless transition.
Dealing with the Aftermath
Investing in a modern workflow tool may result in processes different from your current ones in place, which can be disorienting for many. It’s important to trust in the program, however. It also pays to remain alert, ready for any change that may disrupt the transition process. More importantly, you need to make sure that your people are comfortable using the new tools. After all, a workflow management platform will only be as good as the people who use them.
Embracing the Technological Change for a Better Future
By adopting a comprehensive workflow platform, you’ll propel your accounting firm towards better income streams and extra time. You’ll find your firm standing out from the competition, especially once clients experience what it means to transact with a solutions-oriented business. In time, you will be reaping the benefits. Your first step towards that success is to simply invest!
For the best accounting workflow management software in the United States, Firm360 has you covered. Powerful and cutting-edge, we help make your firm’s processes smooth and stress-free. Book a demo today.