LMA and LSSO Present

Project Balance: A Case Study on Workflow Improvement and Happier Professionals

Part of LSSO's RainDance on the Web Series

with

Becky Dowd
Director of Business Development, Kirkland, Albrect & Frederickson

and

Barry MacQuarrie

Director of Technology, Kirkland, Albrect & Frederickson

Date:
June 26, 2008

Time:
11:00 am - 12:30 pm Pacific
12:00 pm - 1:30 pm Mountain
1:00 pm - 2:30 pm Central
2:00 pm - 3:30 pm Eastern

Fees:
$99 Full Member
$149 Limited Member
$199 Non-member

Register Online                Download Reg Form  

Can't get your team together on June 26? Register now and receive a link to view the webinar at your convenience.

Things have changed at the accounting firm of Kirkland, Albrecht & Fredrickson: the firm tackled the long days and Saturdays tax preparers normally work during tax season by improving workflow at the company’s tax practice. Except it wasn’t discussed as a workflow problem and solutions—it was “Project Balance.”Project Balance aims to provide employees a balance between their work and personal lives. The solution? The XCM software the firm implemented last year—software that was developed by the firm and is now being marketed by its affiliated company XCM Services. XCM starts with scanning documents, an increasingly common practice. But workflow software is not just concerned with providing scanned images—it tracks the process of a tax return, or other documents through the firm.

Attend this session to learn about the process and the results – it’s been good for employees - and good for clients.