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Proper workflow optimizes a business for profitability. Once optimized, you can automate workflow with a variety of software tools. Learn to setup automated workflow processes using a variety of tools including Zoho Flow, Power Automate, XCM, Automation Anywhere, and other robotic process automation (RPA) tools. We’ll provide a road map and choices you can implement now.
Identify leading workflow technologies
List workflow documentation tools
Differentiate products working today and workflow technology that is not practical
Create a workflow process improvement plan
Process documentation
Software options
Practical tools you can use today and may even own now
Tips on optimizing workflow
Demonstration of workflow concepts
Busy accounting and financial professionals who want to improve their personal and organizational productivity
Fundamental knowledge of hardware, software, and technology trends
None
