A great way to begin the new financial year is by reviewing and overhauling your current workflow and tune it for greater productivity and scale.
Here are five steps you can take to transform your practice: Â
Â Step 1: Get your Task list right
Â At the core of your workflow is your comprehensive Task list. It ought to be a finite and mutually exclusive list not exceeding 20 well crafted tasks. I can safely bet that most practices have this all muddled up. Get this one right and the rest will fall in place.Evaluate by asking these questions:
What inefficiencies can you spot in the way you are set up now? WhatÂ needs to be changed?
What are the reports that you are missing? Are you monitoring the health of your practice the way you should?
Do your Invoices and Quotes need to look different? Are you wasting too much time fiddling around but getting nowhere?
Get your task list right and you are well on your way.
Step 2: If it is important, it needs to be measured
So make sure you are capturing all relevant dataÂ accurately and in a timely manner. The most important data element for your practice is time. Measure it to impact your practice productivity and eventually release time for yourself – to work on your practice and grow it.
Step 3: Know the functional features available to youÂ Â
Have a look at all the features which is provided by WorkflowMax and think how it helps your business. For instance, 9 out of 10 of WorkflowMax users DO NOT use Custom Fields. Using this helps you record useful client information â anything from your clientâs key business metrics to how many [...]