I spoke with an older accountant just yesterday and they almost had a stroke over me telling them what i was paying for a PM, the suggestion was "every client needs a cover sheet."
Something you hit the nail on the head with in the beginning of the video that people should not overlook: How many subscriptions to this app do we really need? Very often, a firm will end up giving an employee an app subscription to all of the apps that a firm uses. This, in turn, ends up being cost prohibitive to the firm well at the same time completely overwhelming the employee. For example, if your firm those tax resolution: does every accountant need access to that resolution software? Or just the people who are working cases? And, can you further reduce that down by having just select people have the ability to pull down transcripts and put those transcripts into the customer's file so they are accessible to all? And then only staff members who actually handle more complex cases like offers and compromise or higher dollar installment plans get access to the entire app? If you were not thinking about your app rollout architecture, You are probably creating an overwhelmed employee as well at a very costly expense to the firm.
I spoke with an older accountant just yesterday and they almost had a stroke over me telling them what i was paying for a PM, the suggestion was "every client needs a cover sheet."
Something you hit the nail on the head with in the beginning of the video that people should not overlook:
How many subscriptions to this app do we really need?
Very often, a firm will end up giving an employee an app subscription to all of the apps that a firm uses. This, in turn, ends up being cost prohibitive to the firm well at the same time completely overwhelming the employee.
For example, if your firm those tax resolution: does every accountant need access to that resolution software? Or just the people who are working cases? And, can you further reduce that down by having just select people have the ability to pull down transcripts and put those transcripts into the customer's file so they are accessible to all? And then only staff members who actually handle more complex cases like offers and compromise or higher dollar installment plans get access to the entire app?
If you were not thinking about your app rollout architecture, You are probably creating an overwhelmed employee as well at a very costly expense to the firm.