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New Withum Experience answers need for automation effectiveness and data security
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Can't Afford To Automate? (Maybe You Can't Afford Not To)
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12 THINGS AVII AUTOMATES
1
Client Portal
All exchanges between client and firm, Client Contact Information, Proposals, Contracts, Engagement Letters
Dear Client,
Here's the single link where you can securely view lists, upload documents, and answer questions. A checklist and visual dashboard will tell both of us what's complete and what remains.
Here's the single link where you can securely view lists, upload documents, and answer questions. A checklist and visual dashboard will tell both of us what's complete and what remains.
2
Project Management
Project Setup, Plans, Forecasts, Lists, Practice Aids, Team Formation
Dear Spreadsheets,
I may never see you again. OK...I will at least stop using you for CRM, planning, project management, task management, reporting, or any other time-consuming, out-dated-the-minute-I-emailed-you, technicolor-status update again.
I may never see you again. OK...I will at least stop using you for CRM, planning, project management, task management, reporting, or any other time-consuming, out-dated-the-minute-I-emailed-you, technicolor-status update again.
3
Secure Document Exchange/Storage
Document uploads/downloads (i.e. Box and Citrix ShareFile) with tracking, completion status and notifications; all searchable by when and who
Dear IT and Legal,
Breathe. Maybe start smiling again. All the sensitive data and documents we exchange with each other and our clients are now in a single place. Everything is tracked...we know who touched it and when. And it’s really locked down.
Breathe. Maybe start smiling again. All the sensitive data and documents we exchange with each other and our clients are now in a single place. Everything is tracked...we know who touched it and when. And it’s really locked down.
4
Workflow & Tasks
Resource Planning, Milestones, Tasks, Priorities, Scheduling, Invoice Preparation, Rights & Permissions
Dear Therapist,
I’m going to spend a lot less time with you...and a lot more time with my personal life. The office is now one of my happy places. And my clients are sleeping better, too.
I’m going to spend a lot less time with you...and a lot more time with my personal life. The office is now one of my happy places. And my clients are sleeping better, too.
5
Review Cycles
Workpaper review, analysis, edits, comments and verification
Dear Demons of Revision,
You are hereby cast far from me and my cherished workmates and clients. We have found a far better way to collaborate. And we have proof.
You are hereby cast far from me and my cherished workmates and clients. We have found a far better way to collaborate. And we have proof.
6
Communications
Client and staff email, chat and notes
Dear Email and Chat,
You will now be used for what you were designed to do. You will no longer be my primary tools for distributing documents and disconnected thoughts and tasks, nor the place I spend time searching for who said what, and when.
You will now be used for what you were designed to do. You will no longer be my primary tools for distributing documents and disconnected thoughts and tasks, nor the place I spend time searching for who said what, and when.
7
Dashboards & KPIs
Real-time alerts, notifications and status to clients and staff across desktop, tablet and mobile
Dear Anxiety and Aged Reports,
I now know the real-time status of EVERYTHING I need to know. And so do my clients, peers and management. We are acting on live data and no longer reacting to reports of what took place last week.
I now know the real-time status of EVERYTHING I need to know. And so do my clients, peers and management. We are acting on live data and no longer reacting to reports of what took place last week.
8
Outputs & Archive
Track filings, lock down workpapers, generate reports & deliverables, manage data & documents
Dear Team and Clients,
Here are the results. They’ve been approved, locked, stamped, submitted and stored. Now, we can search for them in one place. And get rid of them just as easy... when that’s important.
Here are the results. They’ve been approved, locked, stamped, submitted and stored. Now, we can search for them in one place. And get rid of them just as easy... when that’s important.
9
Knowledgebase
Leverage past projects, onboard staff and clients, publish best practices
Dear person in the office with the best memory,
You are now free to have your own life. I now have Avii, and will no longer be asking you who did what and when and where they filed everything the last time we did what I’m doing right now.
You are now free to have your own life. I now have Avii, and will no longer be asking you who did what and when and where they filed everything the last time we did what I’m doing right now.
10
Technology Integration
Automate interactions with staff & client software systems(Microsoft Outlook 365 Calendars, Box, internal accounting systems, etc.)
Dear Internal IT and Accounting,
We no longer need so many separate SaaS systems, nor their 5 different users IDs, passwords and monthly fees. I’m not going to miss all the software trainings and support calls we are now not going to share. I’m guessing you won't either.
We no longer need so many separate SaaS systems, nor their 5 different users IDs, passwords and monthly fees. I’m not going to miss all the software trainings and support calls we are now not going to share. I’m guessing you won't either.
11
Engagement Optimization
Analyze client satisfaction, team performance, deficiencies and profitability; evolve team; implement change management
Dear Corner Office,
You can now see live status of everything you previously asked for in emailed reports, over-colored spreadsheets and time-sucking meetings. Really. It’s now all visualized on your desktop, tablet and mobile. Here’s to being indispensable.
You can now see live status of everything you previously asked for in emailed reports, over-colored spreadsheets and time-sucking meetings. Really. It’s now all visualized on your desktop, tablet and mobile. Here’s to being indispensable.
12
Client Training & Education
Portal-based client communications, training and education via newsfeed to strengthen relationships and expand engagement scope
Dear Client,
My clients are now so happy! Two just added our tax offering and three more will start advisory engagements within 60 days. The annual retreat pina coladas are on me...
My clients are now so happy! Two just added our tax offering and three more will start advisory engagements within 60 days. The annual retreat pina coladas are on me...
Imagine a world where YOU, your TEAM and your CLIENTS go to a single client portal (the first true SaaS Hub™) for all interactions in your practice management workflow...creating a single set of actionable data that fuels live KPIs & dashboards.