Index
Functional Departments
This first session in the advanced workflow management series explores the essentials of a functional department in a modern accounting firm. Based on techniques implemented by best-in-class firms, learn:
Modern firm roles and responsibilities
Advanced concepts and workflows for specialist roles
Which areas of Karbon matter for each role
Team management
This second session in the advanced workflow management series explores techniques to manage your team, maintain visibility over what they are working on, and set a process for constant improvement.
Based on the techniques implemented by best-in-class firms, learn:
Operating mechanisms to manage your team: daily standups, weekly recaps, monthly review, quarterly meetings
Meeting management: schedule, data capture, and follow-up
The differences and use-cases for Karbon work items versus to-do items
Quarterly goal setting, scoring, and review (OKRs)
Team Collaboration
This third session in the advanced workflow management series explores techniques to work better together as a team. Learn how you can unite your team with effective communication channels and guidelines, and encourage collaboration to get the work done together.
Find out:
Communicating in Slack versus Karbon
Using comments: email, tasks and notes
@mentions and how to keep the right people in the loop
Actioning emails involving junior team members
How to complete internal reviews
Multi-person checklists
Client Management
This fourth session in the advanced workflow management series explores methods to increase the satisfaction of your clients and service them faster by bringing them into your workflow.
Using examples of specific workflows, see how Karbon can help you:
How to manage their onboarding process using templates and work items
Client request automation
The power of bringing your client communication into your workflow
How to involve the team on multi-project clients