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
5.3. Operational Efficiency -
Project Management
Taking a project management approach to your firm can be hugely
beneficial. It ensures that projects are being properly completed and can
provide much needed information for future projects.
Projects and processes will vary depending on the industry, but they will all follow the five
basic phases:
1. Intiation
The identification of projects and determination if they are a benefit to the company and
if so actually feasible.
2. Definition
Defining the scope of the project including budget and timelines. If done incorrectly can
lead to the scope needing to be changed and unrealistic results.
3. Launch
Official start of the project, includes the distribution of responsibilities and resources.
4. Performance
Monitoring the status of the projects. Comparing actual and expected timelines and budget.
5. Close
All tasks have been complted and the client has approved. Evaluate the project to see if
anything should be adjusted for the future.
Any task that currently take more than a few hours, have multiple steps or require multiple
staff members should be looked at as a project that needs managing. Too many firms are
treating each client as a unique transaction.
Many of the larger firms have started taking this approach, they have planning processes
and meetings once the file is completed.
Once you have adopted the project management approach, scheduling and planning
becomes much easier. You gain a clear picture of the actual time and work required to complete the task. It also allows you to learn from previous misshapes and enables you to
very quickly identify potential delays.
The ability to budget and monitor, means you will be able to see in real time if this project will
be making money or not. Allowing you time to make changes or simply learn for the next time.
The amount of project management resources available online is staggering. From software
tools to actual course, there will most definitely be a tool to your liking. An approach to
training that we like is to have a small group attend formal training either in a classroom or
online. Once completed they in turn teach what they have learned to the rest of the staff.
The result is a stronger team and more knowledgeable staff.
Clear Biz includes a built-in projects management system that tracks all
of your clients’ tasks.
Any task that you feel should be properly managed can be set up and monitored every step
of the way gaining you invaluable information about your firm.
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.