Archive for July, 2016

Change needs more than just a leap of faith

Monday, July 25th, 2016

“If you always do what you always did, you will keep getting what you always got”

Albert Einstein

When you are considering changes any processes at work, particularly those you are comfortable with, it takes more than a leap of faith. You need to be convinced that the process you are changing actually needs improvement and b) you need to have confidence that the proposed replacement process is going to work and be worth the investment of time and money. It’s no wonder we are resistant to change!

When we started to develop docSAFE, we researched the working practices of many professional firms and created a product that addressed many issues. We still use that ethos to this day when we build new features or improve existing ones. We didn’t create something that performed one particular job. We designed a system to make professionals’ working lives more streamlined and effective. We cut out lots of admin tasks and automated some processes (back ups, follow up reports, reminders – for example). We followed the work cycle in a typical accountancy practice (although docSAFE is used by all kinds of professionals) and turned docSAFE into software that would support it and make it easier, quicker and more profitable.

Ask to see docSAFE in action – we can demo it to you or provide a free trial. It will convince you that change is good!

Take a close look at your working practices

Monday, July 11th, 2016

Large organisations invest in (what used to be called) ‘time and motion studies’ – where analysts look at every aspect of an organisation in a bid to make it more efficient and cut wasted costs wherever they can. This is probably not something you can afford to do on a day to day basis but it is definitely worth looking across all your areas of productivity to see what you can improve on, say, every few months.

We advocate a number of efficiency measures but the one thing that our clients cannot live without, once they’ve started using it, is the ability to get clients to sign online. We are big fans of face-to-face time with clients BUT for the important things – planning, strategy, a beer… Not admin or process – that’s just a waste of everyone’s time.

Have a look at how you could manage some of your basic paperwork requirements and see if this can help:

  • Collate multiple documents into one neat pdf
  • Send securely via a client portal in the cloud
  • Let the client review the document, sign it and return via the same portal
  • Keep an audit trail of this process
  • Look at reports to see where ALL your clients are in this process – who has signed, who has reviewed, who has returned, who do you need to chase?

We think it’s a no-brainer but talk to us and see if it could help your internal procedures and cut any unnecessary costs involved in this unprofitable part of your daily work.

Take the next step, call us today
0121 794 0685