How A Workflow Consultant Can Be Of Benefit
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How a workflow consultant can be of benefit including workflow definition, workflow benefits and challenges, the importance of a workflow consultant, roles of a workflow consultant, and about CRE8 Independent Consultants. For more information email us at consulting@cre8inc.com or see www.cre8inc.com
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Learn to revamp your firm or finance department’s service offerings to reduce cost and reduce your staff’s workload, while allowing your staff to focus on more value-added areas like financial planning & analysis and decision support. While automation technologies come with some cost, they greatly reduce manual labor and risk of error when integrated well. By providing more holistic services to your “clients”, you can help them improve their overall performance and better position yourself to be a trusted advisor.
This session will empower you to:
• Understand how to select your accounting apps and develop your innovation strategy
• Develop your “intraprise architecture” and use it to visualize the changes to your firm’s or accounting department’s operations
• Obtain insight into the skills and knowledge you will need to build in your staff to maintain your team’s relevance and improve the services you provide
Steve Mattson Resume
Steve Mattson has over 21 years of experience in business analysis, project management, and IT roles. He has a strong technical background and is skilled in Oracle applications, SQL, databases, and Microsoft Office. His most recent role was as an Information Security Analyst at Wells Fargo, where he performed data management and reconciliation tasks. Prior to that, he held several roles at Ceridian Employer Services, including Business Systems Analyst, Oracle Applications Administrator, and Billing Specialist. He is proficient in all phases of the system development life cycle and has a track record of effective communication and ensuring projects meet business objectives.
MIS Session 6
The document summarizes chapters 13 and 14 about systems as planned organizational change and managing projects. It discusses the four types of structural organizational changes enabled by IT: automation, rationalization, business process reengineering, and paradigm shifts. It provides examples of how business process reengineering using IT improved processes and reduced costs. It also describes the objectives and importance of project management, as well as challenges in managing global projects.
Boski CV
Boski Rai is seeking a leadership role in global infrastructure delivery and has over 17 years of experience leading technology services and delivery. She has expertise in operations management, service delivery management, and ITIL consulting. Her skills include people management, delivery management, technology management, contract and financial management, and vendor management. She has experience across industries including healthcare, banking, manufacturing, and energy.
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How A Workflow Consultant Can Be Of Benefit
- 1. HOW A WORKFLOW CONSULTANT CAN BE OF BENEFIT George Dunn President CRE8 Independent Consultants www.cre8inc.com
- 2. WHAT IS WORKFLOW? As a technology workflow, also referred to as digital workflow, automates input, routing, decisions, and outputs associated with processes, including: • mobile devices, • web sites, • data systems, • electronic forms, • recognition, • machine learning, • artificial intelligence, • parallel and sequential routing • automated decisions, • RPA, • integration, and • e-signature. HOW A WORKFLOW CONSULTANT CAN BE OF BENEFIT
- 3. WHAT ARE WORKFLOW BENEFITS AND CHALLENGES • If properly planned for workflow can, provide at 25% to 100% improvement in quality, efficiency, and service. • Workflow challenges can include unhappy users, lack of business process benefit, incomplete ROI, and lack of expansion. • Most organizations are still at the early stages of workflow deployment. HOW A WORKFLOW CONSULTANT CAN BE OF BENEFIT
- 4. IS A WORKFLOW CONSULTANT IMPORTANT? Organizations today are under pressure to: • improve revenue, • lower cost, • reduce errors, • improve interactions with customers, • increase purchased system ROI, and • find qualified staff. HOW A WORKFLOW CONSULTANT CAN BE OF BENEFIT
- 5. ROLES OF A WORKFLOW CONSULTANT? Develop, update, and manage of workflow creation, input, processing, integration with other applications, output, vendor assessment, ROI, and vendor oversite. • Enterprise-wide workflow plan. The enterprise workflow plan should provide a roadmap based upon cost/benefit so that projects can be categorized, planned, budgeted, and approved. • Process improvement plan. Identify current process costs, risks, issues, and errors; and clean up. • Application requirements. Business-level process requirements, workflow requirements, integration requirements, technical requirements, RFP, change management, project costs, and ROI assessment. HOW A WORKFLOW CONSULTANT CAN BE OF BENEFIT
- 6. ROLES OF A WORKFLOW CONSULTANT? • Vendor selection. Assess, rank, and evaluate vendors at the RFP, response, demonstration, and contract stages. • Implementation plan. Develop project plans identifying timelines, project dependencies and risks, responsibilities, change management, acceptance criteria, progress, and completion. • Accountability. Hold integrators, vendors, and internal staff accountable for the proper completion of the project on time and within budget. HOW A WORKFLOW CONSULTANT CAN BE OF BENEFIT
- 7. Since 1995, CRE8 Independent Consultants has assisted organizations with Digital Transformation Planning, Process Improvement and Update of Governance Programs. • Technology planning includes digital workflow, RPA, electronic content management, e-signatures, AI, machine learning, recognition, electronic records management, and complex system replacement planning. • Process improvement services includes total quality management, re-engineering, business process management, lean, six sigma, frictionless, and helping organizations to work better. • Development of process baseline and redesign blueprints, change action plans, workflow maps, data system integration, 3rd party integration, and standard operating procedures. • Vendor assessment and implementation oversite. We have assisted over 300 organizations, across all industries, that range in size from 25 to 250,000 employees. As independent consultants we provide an independent voice regarding technology abilities, planning, return on investment, transformation, and vendor selection/management. ABOUT CRE8 CONSULTANTS HOW A WORKFLOW CONSULTANT CAN BE OF BENEFIT
- 8. IF YOU WOULD LIKE TO DISCUSS YOUR NEEDS Contact me, I am happy to provide a free consultation to discuss your workflow requirements and goals. We work with organizations of all sizes to help with workflow planning. George Dunn, President CRE8 Independent Consultant dunn@cre8inc.com 206-556-5958 https://www.cre8inc.com HOW A WORKFLOW CONSULTANT CAN BE OF BENEFIT