3 min read

Productivity Trends and COVID-19: Lessons Learned and a Roadmap for the Next Normal

By Mike Sabbatis on 8/24/20 9:00 AM

The COVID-19 pandemic has had a profound impact on our lives, businesses, and the global economy. Many organizations had to switch to a remote, distributed workforce practically overnight, and business leaders had to quickly re-examine workflow processes, try to maintain department productivity, manage new staff scheduling needs, and assess new ways to service customers. At the same time, employees have faced the new realities of staying home, working in a remote environment, adjusting to new deadlines, and new relief legislation.

Topics: Technology Growth XCM Spotlight The Process Workflow & Productivity Enablement Productivity Enablement Future Forward featured
3 min read

How to Ensure Effective Communication with Different Personalities

By Michelle Walsh on 8/17/20 9:00 AM

Communication is critical to our relationships, whether personal – with friends, spouses, and children – or professional – with peers and team members. It isn’t enough to just communicate, however. I’ve worked in customer-facing positions for over 25 years – starting as a cashier at the local grocery store in high school and summers as a waitress at the local country club – and have learned that effective communication with a customer is 10% the message being delivered and 90% how the message is delivered.

Topics: Your People featured Client Services Customer Service
4 min read

2019 Tax Season in Data: 07/15/2020

By Mark McAndrew on 7/30/20 9:00 AM

“Measure the size of the accomplishment by the obstacles you have to overcome to reach your goals.” – Booker T. Washington

Topics: Technology Industry Tax featured Public Accounting COVID-19 Tax Season in Data Tax Season 2019
4 min read

Customer Service Best Practices in a Turbulent Time

By Michelle Walsh on 7/27/20 9:00 AM

Customer service is a key component of any successful organization, especially in times of turbulence and uncertainty. Whether you have a dedicated team or everyone is customer-facing, how you treat a customer is critical to your business development and growth. At XCM, we focus on four fundamentals as part of our conscious commitment to exceptional customer service.

Topics: Your People featured COVID-19 Client Services Customer Service
2 min read

Workflow Customization Matters: Here's Why

By Jairam Padmanabhan on 7/20/20 9:00 AM

When discussing the benefits of workflow, a great deal of focus is placed on standardization, optimization, and automation, with good reason. These are the building blocks of business process improvement (BPI) and workflow and productivity enablement solutions.

Topics: XCM Spotlight Workflow & Productivity Enablement Productivity Enablement Future Forward featured
6 min read

2019 Tax Season in Data: 06/30/2020

By Mark McAndrew on 7/9/20 9:00 AM

“Be not afraid of growing slowly; be afraid of standing still.” – Chinese Proverb

Topics: Tax featured Public Accounting COVID-19 Tax Season in Data Tax Season 2019
4 min read

How To Create a Better Business Process

By Mike Sabbatis on 6/29/20 9:00 AM

Welcome to part two of this three-part series on Business Process Improvement (or BPI). In part one I referenced Seth Godin’s quote, “We’re so busy doing our jobs, we can’t get any work done,” and it’s true. The combination of workload compression and dysfunctional processes is creating an environment where we know that there is a better way but continue to SALY (Same as Last Year) the process.

Topics: Technology Growth Workflow & Productivity Enablement Lean Six Productivity Enablement featured
2 min read

6 Tips on Coaching During COVID-19

By Jackie Flesher, CPA, CGMA on 6/1/20 9:00 AM


Note from the editor: This post is directed at those who coach or mentor their colleagues.

What can a coach do during a global pandemic? Plenty! Now is the time for coaches to step up their efforts and keep coaching relationships strong during this crisis.

Topics: Your People Remote Staff Career Coach Mentorship featured COVID-19
5 min read

Tax Outsourcing Update: Lessons Learned During a Unique Season

By Ray Barlow on 5/18/20 9:00 AM

In reaction to the rapid spread of COVID-19, on March 24th, the Indian government passed mandated stay-at-home legislation for private businesses. For many tax outsourcing organizations, this meant temporarily pausing operations. A few outsourcing partners, like Xpitax, were able to implement business continuity plans and maintain security while operating in a reduced, work-from-home capacity.

Topics: Industry Outsourcing Tax featured COVID-19 Tax Season 2019
3 min read

Positioning Your Organization for a Stronger Future

By Mike Sabbatis on 5/11/20 9:00 AM

Topics: Growth Future Forward featured COVID-19 Productivity Roadmap