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Documenting Processes 101: "Pre-Step" to Automating Processes


Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 7, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

Is there chaos at your firm managing your work? Is everything your company does "in your head"? Are you building a business or a job?

If you are struggling with delegating work at your firm, building a documented repeatable process is the first step to reducing the chaos. Today, we are covering the "pre-step" to automating your processes.

Learning Objectives:

  • Identify why documenting processes are important.

  • Recognize how to efficiently document your processes so they can be repeated.

  • Identify how to delegate processes to your team and involve them in process documentation and improvements.

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Tony L Brown is a Business Systems Strategist, and an award-winning Author, Speaker, Podcaster, and Trainer. He is also a Customer Success and Partnerships Lead at Process Street. Tony’s goal is to help small business entrepreneurs to develop Standard Procedures that will help them to run their business more efficiently, giving them more free and flexible time to spend doing the things they want to do. He is the Author of "Standard Procedure" - How to Systemise your Business, Reduce your Workload, Increase your Productivity and Become Profitable. His book, published in May 2016, and has gone on to help small business entrepreneurs all over the world, to systemise their business, reduce their workload, increase productivity and become profitable.

About Our Sponsor

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AutoEntry is a solution by OCREX, a company which specialises in the development of OCR software solutions. Since its launch, we're delighted that AutoEntry has become one of the fastest growing solutions in its space, with more than 150 new businesses added to our platform every day.