Who’s Missing in Action From Your Workflow Processing System?

“E-mail no longer enhances our productivity.  It sucks the life out of us.”

By Frank Stitely, CPA, CVA
Stitely and Karstetter 

Your office manager calls you in a panic.  “Fred Jones is on the phone, and he’s really angry.  He said he dropped off his tax documents in late February.  Now it’s early April and he still doesn’t have his returns.”

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You tell her to take a message while you investigate.  You look at your project management system, assuming you have one.  You see that his return is on hold pending answers from Fred to the questions you sent him in mid-March.