2 min read

XCMworkflow Productivity Tips & Tricks

By Staff on 1/28/21 12:00 PM

Every piece of technology has little tricks to increase its functionality and get a few more minutes back in your day. These aren’t always new features but may be unappreciated or not used to their full potential.

Topics: Technology XCM Spotlight Workflow & Productivity Enablement Productivity Enablement
5 min read

Workflow 101 : Improve Your Workflow by Removing Bottlenecks

By Hillarie Diaz, CPA on 1/21/21 12:00 PM

Every organization is challenged to complete work accurately and on time. After all, “lost time is never found again,” or so said Benjamin Franklin. Unfortunately, the technology to create more hours in the day doesn’t exist, so how do we create more time without bending the laws of physics?

Topics: Lean Six Productivity Enablement Workflow 101
5 min read

2020 in Review: Popular Content

By Hillarie Diaz, CPA on 12/28/20 9:00 AM

As 2020 comes to a close, we’ve rounded up highlights from this past year our partners and customers have found particularly useful throughout 2020. Also, keep an eye out for upcoming webinars to help set you up for success in the New Year.

Topics: Technology Your People Growth XCM Spotlight Industry Client Accounting Advisory Services Outsourcing Remote Staff Career Coach Mentorship Workflow & Productivity Enablement Tax Employee Engagement Productivity Enablement COVID-19 Tax Season 2019 Customer Service Tax Outsourcing Workflow 101
6 min read

Workflow 101: How to Choose the Right Workflow Solution for Your Organization

By Hillarie Diaz, CPA on 11/30/20 9:00 AM

Topics: Technology Workflow & Productivity Enablement Productivity Enablement Workflow 101
3 min read

Workflow 101: You Should Document Your Workflow – Here’s How To Do It

By Hillarie Diaz, CPA on 10/19/20 9:00 AM

Whether you realize it or not, your organization already has some form of a process in place for moving work around your office. It may not be well-documented or standardized, but it exists. However, there’s a significant difference between a workflow documented ad hoc and one deliberately documented to capture the end-to-end process.

Topics: The Process Productivity Enablement Workflow 101
5 min read

Think Progress, Not Perfection: Strategies to Increase Your Capacity

By Hillarie Diaz, CPA on 9/28/20 9:00 AM

At some point, we have all been told to “strive for perfection.” There’s no better grade in school than 100%, and no better ranking on your annual performance evaluation than first amongst your peers. This emphasis on perfection inherent in our culture has historically driven amazing inventions and discoveries. It has also led to truly devastating failures. Perfectionism has its place – it encourages attention to detail, accountability, and quality control. However, left unchecked, the pursuit of perfection can destroy deadlines, derail projects, squash employee morale, unhinge productivity, and completely destroy capacity.

Topics: The Process Workflow & Productivity Enablement Productivity Enablement increasing capacity
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
2 min read

Every Successful Business Needs Workflow and Productivity Enablement

By Hillarie Diaz, CPA on 8/3/20 9:00 AM

Every day, the speed of change increases. More and more, organizations are rapidly reaching the point where there are too many competing priorities to effectively track using outdated business processes. Many of these organizations are investing in workflow technologies and productivity enablement solutions, capitalizing on the efficiencies that come from automation and optimization. The risk of not investing (RONI) is huge. Those organizations choosing not to invest place themselves in a position of competitive disadvantage, for no other reason than falling behind their industry’s technology curve.

Topics: Technology Growth The Process Workflow & Productivity Enablement Productivity Enablement Cloud Technology Future Forward
3 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
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