Workflow has been an integral part of our firms for years and our hosts Kim and Brian discuss how to better move work throughout the office. There has been old traditional ways to move work which included folders, notes, call messages; all were too easy to lose. A new form of workflow has emerged through software, [...]
have consulted with hundreds of firms over the last fifteen years about setting up billing software and practice management software. While each firm has its unique needs, one thing is clear: owners want to earn a good living for what they do. There are entrepreneurs, leaving the comfort of a secure job and paycheck to brave [...]
Have you ever wondered if you are not making the most out of your billable time ? Maybe retrace your steps and see if there is a way to recapture billing opportunities. If a policy is established that accounts for all time in the day, some may find that certain clients that actually end up [...]
According to a recent Touche Ross study, the survival rate for companies without a disaster recovery plan is less than 10%. It’s difficult to think ahead and to have the foresight that something monumental will happen, forcing you into decisions you never want to make. The reality is that at some point in the lifecycle [...]
As an office administrator, managing staff workflow and accountability are vital in turning a profit. When tracking something on paper it can easily get lost, which hinders workflow. Many companies are moving to software programs to manage workflow, but sometimes they move to too many applications or the software they get is too complicated [...]
There is more to backing up your information than you might think, and I’ll show you how to properly do it. Some might be asking, “Why should I back up?” The answer to that is simple, disaster recovery. Some might be thinking that a disaster is highly unlikely, well, what about accidental deletion or user [...]
Spring has arrived and you know what that means. Clean out the shed, trim the bushes and repair the sprinklers. Yes, I woke up to the beautiful sound of birds chirping and the site of blue skies and oh yeah, the “honey do list.” If you are a home owner you know all too well [...]
Having outside help may be the best medicine to quickly and effectively manage a firm. Here are some tips to consider before investing the money on an outside consultant. When anything needs to be taught or fixed, the first thing a company should do is evaluate whether the company has the internal resources or expertise [...]
Understanding and documenting your network is the first step in saving yourself money and time when problems arise or when considering bringing in an outside consultant. Many people don’t understand why they should document their network environment, the simple answer is that you run reports on your business to help you make informed decisions, this [...]
Before hiring a consultant or making internal decisions concerning technology, it’s important to understand and document your network environment. Doing so will help eliminate frustration and save money. So, when beginning this evaluation, there are some things to take into consideration: control, location, equipment, and software. Working with networks is all about control. It’s important [...]
Simplifying and streamlining processes and procedures isn’t as hard as one might think. When thinking of procedures it is imperative to apply Occam’s Razor Theory. In short, that means if you can get the same outcome with fewer steps, do it. Finding shortcuts is not a bad thing, cutting corners, on the other hand, is [...]
After simplifying a procedure the next step on the list is to streamline the process, also known as therblig. Therblig isn’t about changing the process or making the steps shorter. It’s about completing the steps in the process faster. This is used heavily in manufacturing where people have to interact with the process. We can [...]
Technology can have a huge impact on productivity in the office, whether it’s dual monitors, faster scanners, label printers or faster computers. Equipping staff with better tools can make a world of difference for productivity. Some may be thinking, “Why do I need two monitors?” the answer; two monitors doubles viewing space. Have emails [...]
Sometimes our desks can get a bit out of control and then sometimes our desks can begin to take over our workplace. David Allen, bestselling author of Getting Things Done, talks about keeping your desk in order. This is where I find our inspiration for this post. Our desk can slowly creep their way towards [...]
Excess clutter on a staff members desk or clean their desk is can make the difference between productivity and stagnation. A clean desk promotes productivity and helps the bottom line. Lets clean it up today. We all know we might not have the cleanest desk in America, and that makes us less efficient than we [...]
One way to empower productivity is internal instant messaging. There are a lot of benefits to internal instant messaging, like improving communication, and archiving historical data. Internal messaging prevents outside access to your network. This improvement in communication comes from the ability to talk to other people in different areas of the office. This also [...]