The past 18 months have brought a major shift to the future of work in the Accounting industry. Specifically where we work and how that work is done. According to an Accounting Today survey, this shift is not going away. Roughly 22% of accounting firms plan for their employees to continue working from home full-time. Another 25% expect employees to settle into a hybrid model of working part-time from home and part-time in the office.
There’s no shortage of virtual collaboration tools available. However firms still find themselves struggling to make remote work really work for their teams. Often because they don’t have the right processes in place to ensure productivity.
Let’s take a closer look at how you can equip your team to do their best work, no matter where they are.
Task Management
Very small firms may not have used task or project management tools in the past. With a small team in the same physical location, it’s easy to simply discuss which tasks each person will handle on a daily or weekly basis. However, regardless of size, remote and hybrid teams need a better way to manage and track each engagement and project’s status. This ensures that important projects and deadlines don’t fall through the cracks.
On a personal level, task management solutions help employees view their workload at a glance. As a result, people are more productive and less stressed out. They have a better sense of what needs to be accomplished each day. Additionally, they can quickly prioritize tasks and identify issues that need their attention.
Workflow Automation
Workflow automation allows your firm’s operations and administrative tasks to continue running smoothly, no matter where team members are located. Client work and back-office functions need to continue running smoothly when team members work remotely. Otherwise, both the client experience and employee experience suffer.
With quality workflow automation software, you can easily digitize and streamline client-facing and employee-facing processes. Thus enabling your team to work efficiently without skipping a beat.
Business Process Management
Having the right tools available is crucial for remote work. Equally, you need processes in place to ensure that the work gets done efficiently. Business process management ensures that all the steps that need to get done to onboard a new client, send monthly invoices, or deliver a client’s tax return get done.
When your team is working remotely, your existing processes don’t go away. More likely, you need to make some adjustments to address the limitations of virtual collaboration. Business process management helps you identify steps in any process that are currently performed manually and can be digitized or automated.
How Amelio Supports The Future Of Work for the Accounting Industry
Remote work is here to stay. It can, however, be difficult to maintain visibility and control over all of your firm’s processes and projects without the right tools.
Amelio is a pioneering technology in the accounting profession. With its rules driven workflow, it showcases the value business process management and workflow automation can offer. It provides a flexible and scalable workflow solution that allows you to leverage your firm’s unique processes no matter where your team is located.
It also features an open, powerful reporting system that can connect all your systems, capturing a wealth of important data. This can help you identify any bottlenecks in your firm’s remote processes and facilitate continuous and measurable improvement.
Amelio supports the future of work by helping people schedule and plan for their workflow. Ensuring all crucial tasks get done while allowing for the flexibility that work-from-home teams have come to expect.
Is your firm prepared for the future of work? If your processes need some tweaking to support your remote team, we’d love to show you how Amelio can improve and automate your processes. Schedule a demo with our Director of Product Development to learn more!