SURVEY RESULTS: Today’s Top Productivity Strategies

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Workflow issues and process management rank as top concerns.

By Randolph P. Johnston and Leslie Garrett
The Accounting Firm Operations and Technology Survey

Workflow issues and process management rank as a top concerns for all segments, and practitioners have a new wave of workflow automation tools in early 2016, including Karbon, Pascal Workflow, and Scalus, which have just emerged from beta testing, while other new products such as Intapp have entered the accounting profession after focusing in other professional markets.

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While innovation is good, we caution users to run pilot projects for a period of time on any workflow system before you implement.