The Cloud is the future of the accounting industry. You've heard it a 100 times. The hard part is mapping out your workflow, changing your processes and implementing new solutions. Join us for an awesome webinar as we dive deep into the nuts and bolts of how to identify workflow inefficiencies, evaluate and implement new apps and bridge the gap from desktop to cloud.

1. The Nuts and Bolts of
Automating Your Workflow
and Going Paperless

2. Yoseph West
Marketing Leader, Hubdoc

3. Agenda
1. Workflow mapping and identifying inefficiencies
2. Steps to automating your workflow
3. Making the transformation!

4. Workflow Mapping

5. Determining Initial Direction
• Start with a process you want to better understand
• Don’t be intimidated; workflows can be broken out
• Think about the end-product and component
pieces
• There is no “perfect” direction

6. Laying the foundation
• Pick your toolset: Excel, pen & paper, MindMaple
• Components: Doc type, Status, Client, Staff
• Think about the steps from client to financial
statement

7. Creating the Visual
• List out the steps first
• Identify current tools involved
• Note documents required
• Map out the workflow visually or in Excel

8. Example of a workflow

9. Ultimate Goal
Auto-fetches client
docs from over
700 vendors
Sync all bills & invoices
TO BE PAID to Bill.com
Bill.com updates QBO
with PAID status
Sends receipts &
invoices to QBO
for reconciliation
Receipts & Invoices
scan snap forward
Backup to Cloud
Storage

10. Rules of Engagement
• Take your time and don’t try to do it all at once!
• Pick the lowest hanging fruit; get momentum!
• Remember it’s all about your team
• Client segmentation is critical

11. Workflow Automation
- Plan of Action -

12. Accountability for Change
• Select a person to run point for the project
• Ideally, they are close to the work and are a
champion for creating automated workflows
• Decide on deliverables with this person

13. Client Segmentation
• Group based on engagement & tech-friendliness
• 3 Buckets: Group A, Group B, Group C
• Considerations: type of phone, software used, age
• Start with the most engaged, tech-friendly clients

14. Start with Simple Automation
• Bank statements are an easy first step
• Average AB spends 5-10 min per month per client
• Needed: Login credentials
• Options for execution: Read-only access, Use
client login creds, Client inputs login creds

15. Identify Automatable Vendors
• Look through the bank feed for consistent vendors
• On avg, each vendor represents 5 min per month
• Needed: Login credentials
• Options for execution: Give client task list, Work
with client

16. Introduce manual uploading
• Paper receipts and invoices are the next
beachhead
• Provide the opportunity to email-in or submit
documents via their mobile phone
• Talk clients through workflow and/or share training
materials from vendors

17. Hubdoc-in-action

18. It’s Always Evolving
• Workflow process is never fully optimized
• Your firm is always improving and so is workflow
• Technology evolves; engage vendors to learn
• Talk to your peer group to troubleshoot

19. Vip Account for You
One free Hubdoc account for
Accountants & Bookkeepers
Simply sign up at
HTTPS://APP.HUBDOC.COM/SIGNUP
Once you love Hubdoc, begin adding
your clients
Supercharge your practice!

20. Connect with Hubdoc
Get your free advisor account
Hubdoc.com/ProAdvisor
Get Hubdoc-QBO Certified
http://learn.hubdoc.com
Contact us
support@hubdoc.com
1-800-577-2842

21. Thank You + Q & A
Yoseph West
yoseph@hubdoc.com
@ycwest