when was the last time you asked – “there has to be a smarter way”

Scott BarberDirector

O’Connells OBM / Smarter Business Processes

Why?

• Job Planning & Resource Management• Client Contact & Relationship Management• Database Maintenance• Automation alerts• Annual processing efficiencies• Document collation

Workflow Reporting / Job Planning

Spend hours deciding and allocating budgets across clientsStill end jobs with write offs

Unclear where the bleeds and roadblocks are

Use existing timesheet data to increase visibility Go down to a milestone level – different areas within 1 job

Identify trends & create change

Demo - Individual

Demo - Managers

Centralise manager’s reportFull visibility & update APS data

Demo - Individual

Demo - Managers

Client Contact / Relationship Management

We know we need to get out from behind the deskDon’t want to end up either writing off relationship activities (or

overstating WIP)Standardise a process for your team to manage their own clients

Clear tracking of time spent on relationship activitiesStaff held accountable

Automated reporting to client managers, and team managers

Demo - CRM

Database Maintenance

APS is a huge wealth of information – but like any database creates a burden to maintain

Important from a client management POV that data is correct and updated

Do that with little to know double handling, enable client managers to maintain data without losing integrity

In excel – so easily used by all team membersDecrease the time required for the administration staff to make changes

Eliminate double handling with the changes required to the APS database

Demo – Attribute Demo – Client Ownership

Automated Email Alerts

Not just about maintaining the wealth of data – how do you use that data?

Are we turning that data into opportunities to improve our client service?Limitless potential to automating emails and alerts to improve business processes

• when  actual time on a job reaches a certain % of its budget (assisting with tracking workflow and reducing write-offs);

• when an invoices reaches past its due date – to assist in debtor follow-up and cash flow management;

• producing a milestone client birthday listing to improve client contact and relationships;

• WIP management and control – to assist and prompt end of month fees.

Demo – Reports

Client Relationship Prompts

WIP Prompts

Internal Planning - Mentoring

Demo – Current Work plan

Demo – Touchtime

Workplanning

Annual Compliance Automation

Making the “engine room” as effective as possible

Demo – Journals

Journal Automation

Demo – Balance Sheet

Balance Sheet reconciliation

Annual document “rollover”

Client Report Package Compilation

How much time are your productive and administrative staff spending on saving, searching and compiling client

files into report packages?

For accounting practices – reducing annual report compilation time to <1 minuteDemo – FuseDocs

when was the last time you asked – “there has to be a smarter way”

when was the last time you asked – “there has to be a smarter way”