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Webinar: Workflow Optimization: Key to Unlocking Your Firm's Potential
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When: 10/21/2010
1-2 PM Eastern
Where: Online Webinar (Group Internet-Based Delivery Method)
Contact: Erika Schonberg
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Webinar Description

This tax season, you want your firm operating as efficiently as possible. If you use a document management system, or are considering one, XCM Firm-Wide Workflow Automation can help maximize your technology investment by establishing an automated workflow process that digitally manages your work from start to finish, not just at the final scanning and archiving stages. A document management system is a positive step towards implementing a paperless office. But an automated workflow process is the key element that can make going paperless a real measurable success – helping firms realize efficiency gains of 50% or more.

This Webinar will:

  • Explore the growth opportunities presented by a completely digital and optimized workflow
  • Discuss where workflow software fits relative to your other paperless initiatives
  • Review both competing and complimentary approaches to workflow
  • Illustrate the results of the right approach through a case study



Who Should Attend

  • Partners
  • Managers
  • It Decision-Makers


Glen Keenan, CPA - President, XCM Solutions

Joseph Manzelli Jr., CPA - Director of Operations, Fuoco Group

Jim Boomer, CPA -  CIO & Senior Consultant, Boomer Consulting, Inc.

Webinar Registration

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