The key to successful collaboration is establishing a centralized system and effective workflow that everyone has to use to control business-critical information, with alerts and follow-up protocols that are hard to ignore. Using Microsoft Office, you can assign tasks or use the Calendar function to manage reminders and deadlines, but Outlook has limited capabilities for managing tasks and deadlines.
There always is the “human factor” where managers forget to update a document, or forget to close it so no o ne else can open it.Īnd what about managing deadlines? We also have had some experience using Outlook to manage client tasks. It can be a good workaround, assuming you can maintain it. You can store this spreadsheet in a central data repository, like Google Docs, to you can set up a master spreadsheet with version control. For example, in the past we have used a master spreadsheet for all of our clients, with action items and check boxes with initials for responsible parties. We have seen many approaches for effective workflow, and each has its flaws. What are some Effective Business Workflows? The inability to implement an effective workflow to track business-critical processes, like accounting, is one the biggest shortcoming we encounter with our clients. Particularly when it comes to bookkeeping, we need to set up procedures for monthly review, annual reviews, tracking accounts payable and receivable, 1099s, etc. One of the largest challenges we run into with clients is creating systems that promote collaborative processes. At Pacific Crest Group we are all about implementing work systems and finding ways to measure the results.
0 kommentar(er)
