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Resources
The resources focuses on specific topics relating to the
accounting and bookkeeping industry. Take advantage
of the information and tools in these resources.
Chapters
1. DEALING WITH CLIENTS
2. SALES & SERVICES
3. PRACTICE MANAGEMENT
4. CLOUD COMPUTING
5. OPERATIONAL EFFICIENCY
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6. STAFFING ALTERNATIVES
7. NETWORKING
5.7. Operational Efficiency -
Documentation of Systems
and Processes
Any company’s ability to scale and grow is going to be limited if they do not have the
strategic documentation of systems and process for training purposes.
Companies with complete documentation spend less time training and
more time focused on growing the business.
New employees integrate into the workflow easily and become productive much faster.
Training becomes on­going and on­demand. Employees can find the information that they
need quickly without disturbing anyone else or wasting time waiting.
The best approach to documenting your systems and processes is to create a short
3­5 minute how­-to videos on almost every internal process. You can then save the videos
on your server or intranet site or email them out at your discretion. Another great option is to
create a private YouTube channel that can then be accessed from anywhere and any
computer.
There are many great pieces of software available to capture videos of your computer
screen. They record the screen as you work and will record audio as you explain what you
are doing and why. Some will even record video, if that is something that you would like.
Kort Mehrle
Majored in Management Information Systems and has put his schooling to
work in various tech and software companies. His passion for technology
really shines when aiding others to understand the benefits of a new
software or technology.
CLEAR BIZ
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