What is workflow? Well, it’s the way work gets done in an office. These workflows are orchestrated and repeatable business activities.
Your practice’s interactions and activities…
For accounting practices, workflows represent all the activities that take place in each practice area, as well as the interactions that the firm has with its clients. Understanding all these activities and recording them helps a firm analyse processes and ensure it’s running smoothly.
But to stay competitive, firms need to ensure high productivity and be able to rationalise resources needed for a process. Workflow automation technology can help achieve efficient and compliant productivity.
We know work never stops, so to ensure maximum focus on each practice area while reviewing processes, the best approach is to review and improve one process at a time.
How to improve a process…
- Start with low hanging fruit – areas that appear to be most in need of help because of broken processes, high operating costs, low client satisfaction or paper-intensive operations.
- Appoint an in-house champion to coordinate the effort and work with the practice heads to understand the workflows and look for ways processes can be optimised.
- Use the opportunity to introduce digital automation technology that will help you move to a paperless environment, enhancing client satisfaction and employee experience.
- Choose a workflow automation platform that will accommodate your custom workflows, be easy to implement for each process and can integrate well with your existing systems.
- Choose a technology partner that can work with you to review, map and then move you to the digital environment. This can save costs on additional IT consultants.
- Last but not least, choose an automation platform that charges by process and not by number of users. This will reduce costs and allow you to deploy the workflow automation technology across internal as well as external users.
One Paper Lane is helping accounting firms of all sizes digitise workflow and automate their practice areas and client management work – one process at a time. You get more than cutting edge technology with One Paper Lane, with our willingness to work alongside firms, help them review and map processes and bring in custom solutions as needed.
Who we are and what we do…
We are One Paper Lane, the digital process automation and collaboration platform of the future. We are launching in the UK at Accountex on stand 490.
Our technology will enable you to streamline, automate and improve your processes. It can work together with your existing software, apps and tech tools. Our specialists also help you implement these improvements.
We have already helped accountancy and other professional services firms increase productivity and improve both the client and team member experiences.
Visit us and our UK partner, practice advisers Foulger Underwood, at Accountex. Alternatively, for more details, contact Julia Whistler at [email protected]