CAN Flag USA Flag
TOLL-FREE:
1-866-423-8525
Features Button Cloud Portal Button Pricing Button Downloads Button Buy Button Support Button About Button Blog Button
Blog
The blog focuses on specific topics relating to the
accounting and bookkeeping industry. Take advantage
of the information in this blog.
Chapters
1. DEALING WITH CLIENTS
2. SALES & SERVICES
3. PRACTICE MANAGEMENT
4. OPERATIONAL EFFICIENCY
Arrow
Arrow
Arrow
Arrow
Arrow
Arrow
Arrow
Arrow
Arrow
5. STAFFING ALTERNATIVES
6. NETWORKING
4.7. Operational Efficiency -
Documentation of Systems
and Processes
Any company’s ability to scale and grow is going to be limited if they do not have the
strategic documentation of systems and process for training purposes.
Companies with complete documentation spend less time training and
more time focused on growing the business.
New employees integrate into the workflow easily and become productive much faster.
Training becomes on­going and on­demand. Employees can find the information that they
need quickly without disturbing anyone else or wasting time waiting.
The best approach to documenting your systems and processes is to create a short
3­5 minute how­-to videos on almost every internal process. You can then save the videos
on your server or intranet site or email them out at your discretion. Another great option is to
create a private YouTube channel that can then be accessed from anywhere and any
computer.
There are many great pieces of software available to capture videos of your computer
screen. They record the screen as you work and will record audio as you explain what you
are doing and why. Some will even record video, if that is something that you would like.
Site Map
CLIENT TRACK
Features
Client Track Portal
Pricing
Buy Now
Blog
Workshop Webinar
DOWNLOADS
30-Day Free Trial
Upgrades
Documents
SUPPORT
Importing Clients
Getting Started
FAQs
Book a Free Demo
Support Centre
ABOUT
Company
News & Events
Cancellation Policy
Referral Program
Privacy Policy
Contact Us
Subscribe
If you are interested in receiving
Client Track emails to your inbox,
click the button below to fill out a
form to be part of our mailing list.
Subscribe Button
Copyright © 1999;- Present, Trilobyte Solutions Inc. All Rights Reserved.
Have questions? Contact us at 1-866-423-8525 or by email at sales@clienttrack.ca