Author
Chuck Wilson, Senior Client Solution Specialist with Doc.It, provides implementation consulting and training services to clients. Prior to joining Doc.It, Chuck worked for a public accounting firm managing all systems implementation, product selection and migration, disaster recovery planning and process excellence initiatives. Chuck joined Doc.It in 2006, and has personally assisted over 150 firms with document management implementation and training initiatives. Chuck’s experience working in the trenches of a successful and growing accounting firm gives him the aptitude to readily understand the challenges firms face as they go about their daily work. Chuck is instrumental in helping firms as they implement document management and workflow software and establish processes resulting in firm-wide productivity gains.
What Is Workflow, And Why Is It Important For Accounting Firms? Workflow is defined as a ‘progression of steps (tasks, events, interactions) that comprise a work process, and create or add value to the organization’s activities.’ An effective workflow allows firms to: Deliver high-quality services at lower operational cost Effectively…
Chuck Wilson | 14/05/2020 | 1 min read
Over the years I have had hundreds of conversations with accounting firm partners and IT managers about the implementation of document management (DM) and workflow software. The discussions surrounding these questions are often the catalyst that starts the transition of moving your firm from where you are today to where…
Chuck Wilson | 23/09/2015 | 5 min read
A workflow is a formal customized business process, a method multiple team members with differing responsibilities can use to feel confident they understand each other, agree on how work will be handled, and are able to measure and plan based on consistent results.The most important critical success factors for implementing…
Chuck Wilson | 22/05/2015 | 2 min read
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