Chuck Wilson – IRIS https://www.irisglobal.com Mon, 24 Mar 2025 11:23:14 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.irisglobal.com/wp-content/uploads/2021/04/favicon.ico Chuck Wilson – IRIS https://www.irisglobal.com 32 32 Accounting Firm Workflow Challenges Checklist https://www.irisglobal.com/blog/accounting-firm-workflow-challenges-checklist/ Thu, 14 May 2020 13:18:00 +0000 https://www.irisglobal.com/?post_type=blog&p=145523 What Is Workflow, And Why Is It Important For Accounting Firms? Workflow is defined as a ‘progression of steps (tasks, events, interactions) that comprise a work process, and create or add value to the organization’s activities.’ An effective workflow allows firms to: Use this checklist of 16 workflow issues to understand where workflow improvements can […]

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]]> Top 10 Questions – Streamlining Document Management and Workflow https://www.irisglobal.com/blog/top-10-questions-streamlining-document-management-and-workflow/ Wed, 23 Sep 2015 08:15:00 +0000 https://www.irisglobal.com/?post_type=blog&p=144918 Over the years I have had hundreds of conversations with accounting firm partners and IT managers about the implementation of document management (DM) and workflow software. The discussions surrounding these questions are often the catalyst that starts the transition of moving your firm from where you are today to where you want to be. Let’s […]

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]]> 4 Keys to Success with Workflow Software https://www.irisglobal.com/blog/4-keys-to-success-with-workflow-software/ Fri, 22 May 2015 09:12:00 +0000 https://www.irisglobal.com/?post_type=blog&p=144937 A workflow is a formal customized business process, a method multiple team members with differing responsibilities can use to feel confident they understand each other, agree on how work will be handled, and are able to measure and plan based on consistent results.The most important critical success factors for implementing a workflow solution happen before […]

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