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CPB Canada webinars are presented by industry experts and thought leaders from the world of business and accounting. Register to join our upcoming live webinars or view on-demand webinars anytime - designed with you in mind.
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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:
1. Defining the outcome of your workflows
2. Creating a decision matrix on what workflows to create
3. Setting up workflows in spreadsheets to make them quick to design and implement
4. 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.
Presenter: Kellie Parks, CPB, Cloud Process Creator
Kellie crafts processes and automation for future-thinking accounting professionals who believe in the mightiness of online technology.
She wants every accounting professional to love running a cloud-based firm as much as she does. The keys to embracing the cloud are effective best practices, consistent communication and efficient processes, systems and workflows, which is why she has dozens of pre-built templates to take the pain of creating optimization in your firm off your plate.
Certified or partnered in over a dozen cloud applications and a proud member of the Intuit International Trainer Writer Network, the LeaderBean of The Financial Cents Ambassador Program, and the Alumni FreshBooks Partner Council.
