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Supercharge Your Accounting Firm with Swimlanes
Build efficient processes to empower your team.
What is a Swimlane?
Swimlanes are flowcharts that document your internal processes from start to finish. They identify each team member's task and requirements. Swimlanes visually display each step of a process to keep teams synced and fix pain points that hurt your bottom line.
How to use a Swimlane.
Making the most out of a swimlane requires acknowledging that your processes aren't perfect. Once you know where the problems lie, you can make prescriptive fixes to address the most prolific challenges facing your firm.
1. Document your existing processes.
Dive into your most important internal processes and list each step from start to finish. Interview your team for feedback. Document every single step and the "definition of done" for each step. Identify the things that are working and what is not working. Look for quick wins and low-hanging fruits. Capture anything broken or inefficient, but don't dwell on anything (you can do that later).
1. Document your processes.
Dive into your most important internal processes and list each step from start to finish. Interview your team for feedback. Document every single step and its "definition of done". Identify the things that are working and not working. Look for quick wins and low-hanging fruit. Capture anything broken or inefficient, but don't dwell on anything.
2. Find Solutions for Pain Points.
With your important processes mapped, identify any challenges, problems, or inefficiencies. Ask yourself whether your challenges stem from your team or your technology. Assess whether your existing software offers solutions you're not leveraging. Share your Swimlanes with your team and ask for their solutions. Be receptive. Include all stakeholders in the decision-making process.
2. Find Solutions for Pain Points.
With your important processes mapped, identify any challenges, problems, or inefficiencies. Ask yourself whether your challenges stem from your team or your technology. Assess whether your existing software offers solutions you're not leveraging. Share your Swimlanes with your team and ask for their solutions. Be receptive. Include all stakeholders in any decision-making process.
3. Be a Steward of Good Change.
Find an internal champion and empower that person (maybe to start that's you). Incorporate one-on-one training and full team workshops with everyone involved in the process to encourage adoption. Address hesitancy and detraction with a genuine desire to help your team grow. Help your team understand how changes benefit their role.
3. Be a Steward of Good Change.
Find an internal champion and empower that person (maybe that's you, to start). Incorporate one-on-one training and full team workshops to encourage adoption. Address hesitancy and detraction with a genuine desire to help your team grow. Help your team understand how changes benefit their role.
Fast, tangible benefits for your firm.
Fast, tangible benefits for your firm.
Find Bottlenecks
Reduce Errors
Clear Responsibilities
Visual Clarity
Team Alignment
Employee Training
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