How to go from Excel to an activity management program


The evolution of technological systems occurs every day, with effects, most of the time, the efficiency and speed of work.

But do we always know the advantages of technology?

It is not easy to change the way you have been used to a new system with a new system. And we perfectly understand feelings. But sometimes from the desire to be more restful and efficient, The change is worth it.

How many times have you not happened to capture the end of the month, are you repeated every month, do you have the impression of always meeting omissions and cannot end with lost documents?

We often meet the following scenarios:

  • In a month, one of your colleagues forgot to update Excel completely, more to send it to the team. It went on leave and it was not possible to complete the closing process of the month in time, because all the important data were there and everything had to be restored by 0.
  • Your colleague was unable to send a declaration on the basis of the fact that a customer was not added to the system in time, due to too many tasks that have arrived in the meantime and could not be managed effectively.

All these situations meet in an accounting company and we can certainly seize many others.

In general, Excel is used to enter data, accounting records, but also the organization of activities. But many times, you face impediments that occurred during the month, as we saw above: a single document has crossed the e -mail box will be loss or the impossibility of having a general look.

And then there is an alternative to Excel? AND!

We recommend a system for better load management. This system offers simplicity and is easy to follow by anyone. Moreover:

  • The possibility of automating the tasks that repeat monthly
  • Due to the platform, the work system will be simplified, because each employee knows what and when he has a certain task, he can control the state of an activity at any time, if it is blocked somewhere and a deadline is accused. This allows you to take actions in advance.
  • Receive training and advice during implementation.

Since the world has not created one day, the change will not be performed in one day.

If you want the passage from Excel to an activity management program, be sure to follow these steps:

  1. Establish the procedures already existing in the company. You can help this model.
  2. Once the procedures are established, you will already know where things must be refined and more organization is needed.
  3. Now you clarify who/what/when he does it.
  4. The exception can be used below and the new activities management system can be gradually implemented.

You can start with simple tasks such as: OPS registration and this task to be passed through all the moon and employees phases can use this process for the following activities.

For better visibility, see below an example of a personalized table based on the phases already existing in an accounting company.

How to go from Excel to an activity management program

The document above is the document with which all employees work. The information on what is happening in the company is no longer lost and are easy to manage.

In addition, for change, over time the productivity and the quality of the services offered will increase, because you will have an overview of the activity of the whole company. You will know what is going on and you will be able to intervene where both customers and employees need to be helped.

And another advantage is the fact that you will be able to manage more customers, so you can focus on the increase in the list of new customers. Therefore, the company diversifies its customer portfolio even more.

But be careful! One thing we hear from our accounting customers is the advantage of personalizing the workflow in this activity management program.

Personalization of the program means that it is possible to add any name of fields desires, rules of transition from a phase, sub-pre-feeding, specific projects on customers, the phases of the organization for example: processing of documents, operations, end, etc. All this starting from the current way of work.

Very important to mention!

It is not enough that this system is implemented and this. Employees need assistance and support so that the style is adapted and efficient. The changes, whether they are professionally or aimed at our personal life, are not seen in a positive way. Since the way to change is often difficult. For a correct transmission of information and respect for all procedures, a manager is necessary. A person to ensure that all this implementation process occurs at an organized rhythm.

Brunomag offers, first of all, consultancy for the current processes existing in the accounting company. Starting from the current processes, we will perform the work procedures, after which we will implement the system you need and that will help you not face the problems mentioned.

Therefore, not only buy a tool and therefore find out if it is suitable for your employees. But you will benefit from the advice, to understand the needs of the team and that the company has the ability to evolve in a subsequent phase. Therefore, you will choose the best for business and you will not hold back the employees with insignificant changes

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