Index

Functional Departments

Team management

Team Collaboration

Client Management

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

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