CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Understanding Workflow and Automation Essentials

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Computer Software & Applications

Course Description

Proper workflow optimizes a business for profitability. Once your workflow is optimized you can automate it with a variety of software tools. In this session, you will learn how to setup workflow processes properly. You will also learn about a variety of tools that you can use to achieve automated workflow. We’ll review Zoho Flow, Power Automate, XCM, Automation Anywhere, as well as other robotic process automation (RPA) tools. This session will provide a road map on workflow technologies and choices you can implement now.

Major Subjects Covered
  • Process documentation
  • Software options
  • Practical tools you can use today and may even own now
  • Tips on optimizing workflow
  • Demonstration of workflow concepts

Learning Objectives

Upon completing this session, you should be able to:

  • 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

Course Specifics

Course ID
WC12207004
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Randolph P. (Randy) Johnston Headshot
K2 Enterprises (Randolph P. (Randy) Johnston, MCS)

Randy Johnston is a nationally recognized educator, consultant, and writer with over 30 years’ experience in strategic technology planning, accounting software selection, paperless systems, systems and network integration, business continuity and disaster recovery planning, business development and management, process engineering and outsourced managed services. A consultant for high profile technology vendors, Randy delivers national seminars to CPAs, business groups, and IT leaders on technologies in accounting, healthcare, and banking. He also creates articles on over 30 technology topics including CPA firm technology, cloud technology, business continuity, accounting software, and business strategies leveraging technology. Accounting Today listed Randy as one of its Top …

K2 Enterprises (Randolph P. (Randy) Johnston, MCS) Read More »

Understanding Workflow and Automation Essentials

CPE CREDITS
2 Credits: Computer Software & Applications

$125.00

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Computer Software & Applications

Course Description

Proper workflow optimizes a business for profitability. Once your workflow is optimized you can automate it with a variety of software tools. In this session, you will learn how to setup workflow processes properly. You will also learn about a variety of tools that you can use to achieve automated workflow. We’ll review Zoho Flow, Power Automate, XCM, Automation Anywhere, as well as other robotic process automation (RPA) tools. This session will provide a road map on workflow technologies and choices you can implement now.

Major Subjects Covered
  • Process documentation
  • Software options
  • Practical tools you can use today and may even own now
  • Tips on optimizing workflow
  • Demonstration of workflow concepts

Learning Objectives

Upon completing this session, you should be able to:

  • 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

Course Specifics

Course ID
WC12207004
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Randolph P. (Randy) Johnston Headshot
K2 Enterprises (Randolph P. (Randy) Johnston, MCS)

Randy Johnston is a nationally recognized educator, consultant, and writer with over 30 years’ experience in strategic technology planning, accounting software selection, paperless systems, systems and network integration, business continuity and disaster recovery planning, business development and management, process engineering and outsourced managed services. A consultant for high profile technology vendors, Randy delivers national seminars to CPAs, business groups, and IT leaders on technologies in accounting, healthcare, and banking. He also creates articles on over 30 technology topics including CPA firm technology, cloud technology, business continuity, accounting software, and business strategies leveraging technology. Accounting Today listed Randy as one of its Top …

K2 Enterprises (Randolph P. (Randy) Johnston, MCS) Read More »

Understanding Workflow and Automation Essentials

CPE CREDITS
2 Credits: Computer Software & Applications

$125.00