3 min read

The Future of Audit is Workflow Automation

By Glen Keenan, CPA on 10/1/20 9:00 AM

A common misconception of the audit community has long been that engagement management software is enough to complete a quality audit within the budgeted time.

Topics: Technology Growth XCM Spotlight Workflow & Productivity Enablement Audit & Assurance Future Forward
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
6 min read

Impact of Workflow on the New Normal

By Randy Johnston, Executive Vice President, K2 Enterprises on 9/24/20 9:00 AM

Topics: Technology Workflow & Productivity Enablement
3 min read

How to Achieve a Smarter, More Efficient CAS-to-Tax Pipeline

By Hillarie Diaz, CPA on 9/17/20 9:00 AM

When properly executed, Client Accounting Services (CAS) can lay the groundwork for smooth, seamless tax preparation. However, if CAS and Tax teams are not able to collaborate and align on projects, efficiency and profitability suffer — and so does the client experience.

Topics: Client Accounting Advisory Services Workflow & Productivity Enablement Tax Public Accounting
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
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
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
5 min read

Budget and Plan With Data You Already Had

By Mark McAndrew on 4/20/20 9:00 AM

Let’s be honest; no-one (well, almost no-one) likes the budgeting and planning process. The median organization takes 32 days to go from establishing budgeting objectives to delivering a ready-to-use budget.

Topics: Technology XCM Spotlight Workflow & Productivity Enablement Productivity Enablement featured
3 min read

Workflow 101: What is Workflow, Exactly?

By Hillarie Diaz, CPA on 4/13/20 9:00 AM

Workflow is an essential part of making sure that an organization functions at peak productivity while maintaining clear lines of communication. Without workflow, business processes can easily become complicated. Without the correct tools and technology solutions to uphold optimized business process, those complications multiply, breeding inefficiencies.

Topics: Technology Workflow & Productivity Enablement Productivity Enablement