USA Flag CAN Flag
Clear Biz Logo
sales@clear-biz.com
Home Button Features Button Pricing Button Downloads Button Buy Button Support Button About Button Resources Button
Articles Icon
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
Arrow
Arrow
Arrow
Arrow
Arrow
Arrow
Arrow
Arrow
Arrow
6. STAFFING ALTERNATIVES
7. NETWORKING
5.4. Operational Efficiency -
Managing Workload
In order to effectively manage your workload you require detailed information on the work
needing to be completed, which employees are available, and the priority level of the work.
Issues with monitoring internal deadlines, reminding clients of deadlines or tracking clients
information will make managing workloads seemingly impossible.
The widely used first-in, first­out system is an extremely simple solution, however, it is
incapable of taking into account deadlines. It also falls apart the second you realize a client
has forgot to bring something in or is missing some piece of information.
In a perfect world, with perfect clients this system may work, but we unfortunately do not
live there and these issue happen on a daily basis.
The biggest issue with not properly managing your workload is employee
turnover. Without a clear picture of your employees workloads you may
unknowingly be overworking one employee and under working another.
A clear understanding of the work each employee has and the work that is coming down
the road allows you to adjust staffing levels accordingly. Thus reducing the risk of
employee burnout.
Clear Biz makes a seemingly difficult task of managing your workload,
incredibly simple. As Clear Biz has all federal and state deadlines built into
the system monitoring deadlines is as simple as a clicking a checkbox.
Clear Biz also reminds clients of deadlines and can keep track all missing information.
In he Calendar view in Clear Biz, you can simply drag and drop task to days with less work,
assign them other employees, and change the priority level. It also provides an estimate of
the hours of work each employee has for each day. This solves a very large problem for
a lot of firms in a very simple way.
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
Home
Features
Monthly Pricing
Support Pricing
Buy Now
DOWNLOADS
30-Day Free Trial
Upgrades
Documents
SUPPORT
Importing Clients
Getting Started
FAQs
Book a Free Demo
Contact Us
ABOUT
Company
News & Events
Subscribe
Referral Program
Privacy Policy
Subscribe To Our
e-Newsletter
Want to be notified of future updates,
events, news, offers and more?
Sign up now to subscribe.
Sign Up Button (Newsletter)
Have Questions? Send email to sales@clear-biz.com
Copyright © 1999;- Present, Trilobyte Solutions Inc. All Rights Reserved.