Sessions

Workflow Management at its Finest!

Software Success

 

Presented by: Laura Redmond

Sponsored by:

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Aero organizes workflow for the purpose of increasing productivity in your firm.  This is accomplished by defining your services, and then identifying what can make the delivery of those services more efficient.  Once your services are defined, Aero helps you organize the setup, performance, and tracking of your workflow in such a way as to transform your knowledge capital, staff, computers, and apps into profitable services.

Aero organizes the assignment of client work to staff at the proper intervals to clearly inform every person in your firm exactly what they need to do – and when they need to do it!  As the work is performed, Aero offers you insights into the productivity, profitability, and efficiency of the client service delivery process.  This session will walk you through how we can help you solve your workflow painpoints!

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©2019 by the Institute of Professional Bookkeepers of Canada. 

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