by Arianna Campbell, LSS Black Belt and Dustin Hostetler, LSS Master Black Belt
 
“It’s amazing how — from a firm that’s been using Wolters Kluwer products for a number of years — really focusing on the workflow transformed, from my perspective as a COO, operating efficiency, job efficiency, realization, client satisfaction, being able to turn work around faster, delighting our clients, having them refer business on to their peers that are in their industry group.”
— Cody Page, Chief Operating Officer, Peterson Sullivan LLP​
 
What is Workflow?
It’s the transformation of resources (data, knowledge, etc.) into services. It requires the right tools and integration of multiple applications. Workflow management organizes the setup, performance, and tracking of your workflow.
 
Why is Workflow Management Important?
Many firms are still relying on spreadsheets to manage workflows, scheduling, budgets, and more. These firms are risking their relevancy and longevity in a rapidly changing envirornment.
In this white paper, learn how leading firms are turning advances in technology into their greatest opportunity yet — to go beyond transactional and compliance work and offer more strategic services to clients.