You might have lots of ideas on ways you can make process improvements in your firm, especially in the response of unprecedented change and need for digital transformation. But how do you prioritise them?
The first thing you need to do is identify those ‘low hanging fruit opportunities’ and make sure:
Our advice is always to direct your focus to the improvements that address your biggest workflow issues and impact your top strategic priorities first. If you have a few and you’re unsure where to start, consider using a matrix like the below to identify your ‘sweet spot’ of improvements so you can start off with a quick win.
A quick win, and proven to save huge amounts of time and resources is implementing a tool like FuseDocs that compiles, formats and sends client-ready documents at a click of a button. If you’re already a FuseDocs client, then you might benefit from finding out about some of our new bolt-ons that could help you achieve even higher maximum efficiency, like our new Workflow add on.
As for how it has assisted clients with their top strategic priorities, here are some of the ways that we know FuseDocs has made a difference:
For some ideas on some quick wins you could be implementing, check out our post: Quick Wins for using technology in 2020. If you’re looking for some ideas of tools to use, check out our post: 20 Tools to help achieve your goals in 2020.
If you’d like to kick around some ideas (being accountants and working with them as clients, we’ve seen a lot in this area!) and find out more on our solutions here at FuseWorks, get in touch!