Accounting & Financial Women’s Alliance: Making Your Workflows Work for You: Crafting workflows that create efficiency and joy in your day.
As more and more processes and documentation become cloud-based and collaborative, security systems among stakeholders are a must-have. It is essential for your business and your clients’ businesses. But where do you start? In this session, we will go through the systems you can implement right now and how you can engage your team and clients in the processes.
This session will cover:
Defining the outcome of your workflows
Creating a decision matrix on what workflows to create
Setting up workflows in spreadsheets to make them quick to design and implement
Setting up workflows as milestones and tasks
Key Learning Objectives
Why defining outcomes build better workflows
Use milestones to keep work efficient and concise
Create consensus among stakeholders to use the workflows
Decide what to build and what to leave until later
Why would someone want to attend this session?
Workflows are often created in a messy and ad-hoc manner (if they exist outside of someone’s head at all), which can lead to inefficiencies, confusion and less-than-stellar work. In this session, attendees will leave feeling confident in creating defined, streamlined workflows that will take their internal tasks and client outcomes to the next level.