Introducing APS Workflow+    Learn More >

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  • Meeting client expectations around time and budget
  • Keeping your team on target to reach their goals
  • The power to schedule and plan for the future

Understanding your workflow is the first step towards managing your workload effectively, and ultimately towards getting the most from your team's capacity. Workflow provides a single point of visibility over issues like turnaround and ability to get the work done. Managing it well helps identify potential bottlenecks and red flag issues before they occur.

Ensuring the right people are working on the right tasks will increase overall efficiency and provide greater certainty on price, delivery and improve bottom line results.

Scheduling your resources well in advance reduces stress, avoids burnout and helps build a happier team. Imagine the power to plan and call for work in advance, rather than juggling impossible deadlines and constantly playing catch-up.

Keys to optimising Capacity

Optimisation of your APS Solution is a journey of continual improvement. While it may seem overwhelming when you start to look at what can be done to improve your systems and processes, it is not necessary to tackle all of these tasks at once. We have organised each key area into bite sized chunks for you, so you can move through this process at a pace that suits your Practice. Each one of these steps can be repeated multiple times, so you may like to first target one specific area of your master data and complete each of the steps below, then circle back and start the process again with another area of data. We would also love to hear from you if you feel you need assistance with any of the steps throughout this process.

Workflow

Workflow is typically about managing the 'now'. The transparency provided by well-scoped client engagements based on realistic targets, allows you to identify potential issues before they arise, minimises expectation gaps and “bill-shock”, which makes for happier clients.

Productivity

Team members who lose track of what’s expected, fail to meet deadlines or just don’t share the Practice’s common goals are a headache for any Practice. If left unmonitored, the flow-on effect can begin to pollute your entire culture. Teams are encouraged to take ownership when great performance is showcased frequently. Gaining and retaining great people is easier when KPIs and targets are clearly defined and montored. Create and publish ongoing team targets or KPIs to put monitoring and variance analysis at your fingertips, enhances accountability.

For more detail on how Practice IQ and BPA can provide you insights to measuring and monitoring productivity, please click here and review these sections:

  • Staff Dashboard
  • Team Dashboard
  • BPA Staff and Team notifications

Scheduling

Scheduling is the ability for you to plan for the future, and the following areas should be considered. Identify ahead of time where excess or over-extended capacity exists. Clients gain clarity around when their work will be scheduled; staff have visibility over when they might be expected to go the extra mile, or when it may be a good time to take a well-earned break.


Tools

Tools to consider

PM APS Practice Management Learn more...
BPA APS Business Process Automation Learn more...
PIQ Practice IQ Learn more...
WM Workpaper Management Learn more...
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Contact Us

For more information on the Optimisation process

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