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In the second part of this blog post, we’re continuing our look at the file noting process and how it may be reconsidered. The first part, which focused on trying to be smarter with our process is …
Continue Reading about Rethinking the not so humble file note – Part 2 →
In this two-part post, we’re going to look at the not so humble file note and some ways we can enhance record keeping when it comes to client meetings/conversations. The file note, by virtue of its …
Continue Reading about Rethinking the not so humble file note – Part 1 →
Some things seem really simple, until you go to write them down and map them out in full detail. So, you map out a workflow. How deep do you go? Is ‘Schedule a review meeting’ one task or three? …
Continue Reading about Three common errors in workflows/threads →
A complaint I often hear from practice principals is the number and manner of notifications they receive from their CRM/workflow management software. It can be frustrating, as it creates a mess of …
Continue Reading about So many tasks, so many notifications →
A key tenet of the Kaizen philosophy is that every employee should be engaged in, and is responsible for, process improvement. This stems from the principle that nobody understands a process or …
