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
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

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
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
5 min read

How to Get Firm-Wide Buy-in for CAS

By Michelle Voyer, CPA, MBA on 3/16/20 9:00 AM

Have there been discussions in the firm about adding Client Accounting Services (CAS) to its offerings, with only lukewarm interest from senior management and partners? Is your existing CAS group running into a lack of support?

Topics: Growth XCM Spotlight Client Accounting Advisory Services Remote Staff Public Accounting
5 min read

4 Ways to Increase Your Tax Outsourcing Effectiveness

By Ray Barlow on 2/17/20 9:00 AM

Tax outsourcing has come a long way from its nascent beginnings back in the early 2000s. We know that tax outsourcing works - firms that outsource complete anywhere from 8-15% more returns during tax season than those who do not (based on an analysis of firms utilizing XCMWorkflow).

Putting it into perspective, for a firm used to a max capacity of 2,500 returns during tax season, with outsourcing, that firm could process an additional 200-375 returns. How do you think an increase in capacity 

Topics: XCM Spotlight Outsourcing Workflow & Productivity Enablement Tax