Workflow has evolved from the simple due date monitoring systems of the past to congregated, comprehensive office management systems that can organize your entire firm. We are seeing options ranging from stand alone workflow systems to complete firm management systems and the choices are endless. In this session, we will explore why these systems are in such high demand, some of the successful methods used to implement them and how to get your team to embrace the changes necessary to benefit from them.
Find out what ground work is necessary before you implement new workflow systems.
Discover why investigation of the tools available is necessary to insure successful implementation.
Learn how to get teams buy in and the continued benefits from a periodic review of a well thought out workflow system.
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Michael Giardina is the Designer and Architect of the OfficeTools WorkSpace™ and WorkSpace™ Online software. Michael has owned a tax practice, worked for multiple firms and provided consulting to over 500 firms. Michael routinely speaks at Accounting & Tax Conferences and webinars on the benefits of technology and effective firm management. Michael holds a Bachelor of Science in Business from Metropolitan State College, Denver, Colorado.
Philip Phares has worked in Information Technology since 2001 and has over 15 years of experience in instruction and training. As a small business owner he began working with Office Tools in 2010 as an IT consultant and support technician. Philip has been involved in the development of the current and future Office Tools Products and speaks regularly at National Summits and Conferences. Currently the Director of Education, he has consulted, trained and helped implement and apply best practices for hundreds of offices across North America.
CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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