In this episode of the podcast, Jeremy and Chris talk about their different approaches to workflow management, capacity management and engagement management. The key takeaways from the episode are:
- · How ticketing software can be used to manage the workflow of a firm.
- · What is practice management software?
- · What’s the difference between practice management software and project management software?
- · The importance of tracking the history of client engagements – digitally!
- · How these platforms can help you share information across the team
- · Are we still using email or are we using one of these other systems?
- · How does the month end close tie into the practice management system?
- · What analytics are important to layer on a project/workflow management system?
- · How does a CRM system fit into a firm management software ecosystem?
- · How important is integrated data within a firm?
Follow the show on Twitter @CPAAdvisoryShow
Jeremy Wells on Twitter @JWellsCFO
Chris Hervochon on Twitter @ChrisHervochon
