saving trees, tempers, time & money the impact of special portfolios on workflow within wilder...
TRANSCRIPT
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Saving Trees, Tempers,Time & Money
The Impact Of Special Portfolioson Workflow Within Wilder Coe
Stephen Landy & Colin DicksWilder Coe LLP
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The Right Tool For The Job…
Make Sure You Know What Outcome You Want Before You Start!
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In The Beginning…
Paper Workflow reports were circulated and discussed in meetings.
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Updating Workflows Was A Pain…
To update a Workflow, you had to click on Portfolio, then Workflow, then find the Client and click on the Yellow arrow…
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Scroll Down & Find The Tasks…
Click on Edit To Access The Fields…
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Edit The Task Fields…
By Entering The Relevant Data…
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And When Complete…
Click on Update to Save Changes…
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Find & Repeat For Any Other Tasks…
Before going back and…
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Laboriously Repeating…
For Each Individual Client.
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Then Along Came Practice Engine Version 8
With Special Portfolios.
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Where Are Special Portfolios Hiding?
In the Portfolio Task Pad.
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Special Portfolios Screen
There are Two Dropdown Boxes…
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Portfolio Type
Select the Type Where Your Special Portfolio was Saved.
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Portfolio
Then Select Your Special Portfolio.
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Click on Refresh…
Find The Client We Want To Update…
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Update The Relevant Fields…
Directly Into The Relevant Box!
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Then Scroll Down…
And Repeat for any other clients.So Much Simpler!
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We Also Use A Lot Of Exception Reports To Manage The Firm…
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Old School Exception Reporting…
An old paper “Jobs over Budget” report discussed at meetings
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Again, A Pain To Update Because…
To update a Job budget, you had to go through Portfolio, Workflow…
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Find The Client Job…
Right click on the job and select View Job Details in order to…
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Access The Job Details Screen…
Change the Budget Cost figure and Click on Save
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Repeating The Process For Each Job
Again, Quite Slow & Clunky!
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But With Our Special Portfolio…
We can not only update all the Job budgets very quickly…
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We Record Other Useful Information…
Such as the estimated billing month and a variety of pitiful excuses in the boxes provided!
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Techy Bit…
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Special Portfolios Use SQL Script…
Which Are Saved As Stored Procedures.
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The Portfolio Table…
Details of the Special Portfolio and its sources are stored here.
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The Portfolio Columns Table…
Each Column Has Its Own Customisable Entry.
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Create An Update Script…
Changes To Data Can Be Made Dependant On Which Field Is Updated.
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End Of Techy Bit…
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Who Else Enjoys Spending Time Compiling Information For The
ICAEW Annual Return?
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Using Clunky Old Client Attributes…
To update our Client classification attribute, we used to have to go Client, Searchand find the client…
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Access The Client Details Page…
Then, in the Client Details area, remember to select Client Attributes…
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Find The Relevant Attribute…
Update the appropriate Classification, Click on Apply &…
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And Then Go Back …
And Do It Again For EACH Client. One at a time!
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Analysis Was Done Using Our CRM System
Partners reviewed & marked up any changes on paper copies of reports for Annual Returns.Then sent back to Admin dept to update system.
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Now, One Stop Classification Within PE…
Info for Annual Institute Returns is easily reviewed & amended through a Special Portfolio.
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Attribute Field Updating En Masse…
Update a classification attribute field from options listed in a dropdown box.
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We’ve Also Solved Our Suspended Pending Loss Dilemma!
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Before – Status Field Updated Client by Client
Using PE’s hard-coded Client Status values.
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Now, Client Status Is A Special Portfolio
And we created our own Client Status field & linked it to the main PE field. Client Status is now updated through a dropdown box, along with the Date Lost, when necessary.
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What’s the Definition of a good Tax Accountant?
How do you improve the smooth running of your Tax department?
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By Using Special Portfolio Workflows!
Tax Job Special Portfolios have significantly increased efficiency within the Tax department.
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Auto-Populating Job Workflows…
Ticking the India box automatically populates a job with the relevant outsource tasks, and allows the outsource worker to access the job in their own workflow.
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Outsourcer’s Tax Jobs Workflow
Any Issues arising are flagged and normally dealt with by phone. Special Portfolio Workflows provide an easy & efficient way to keep the Job data up to date.
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Minimising Write Offs…
This Tax Exception report immediately flags Jobs where Outstanding WIP exceeds the budget. (nb. Interim WIP Budget = Job Budget less any Fees already billed).
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Special Portfolios Also Helped Turn A Laborious 5 Week Tax Admin Job Done Every Year, Into A 5 Day Job…
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Annual Tax Engagement Letters…
Before Special Portfolios Budget and Engagement Letter informationused to have to be entered into spreadsheets.
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Now, Quick Tax Job Budget Entry…
New budget data is captured through a Special Portfolio
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Linked To Engagement Letter View…
Where the Engagement Letter data is reviewed and used in a straight forward mail merge.
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Courtesy of OurMoney Laundering Officer…
What is the difference between tax avoidance and tax evasion?
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Don’t Try To Automate Something Until You Understand Every Step Of The Manual Process Because You’ll
Only End Up Making A Big Mess Faster!
Valuable Tip:
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Case In Point: New Client Assurance…
Forms used to be manually filled in, printed out and sent off to London for gatekeeper approval. This could take several days with different offices involved.
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Incomplete KYC Data Issues…
If the data was incomplete (ie missing signatures etc) forms got sent back,adding to the time it took to process the request.
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Manual Checks Required Prior To Input
The request then had to be signed by gatekeeping before being sent to admin for input. A questionnaire was then completed prior to final gatekeeping approval.
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Client Assurance – Now, All On-Screen
The Assurance form is now completely entered through Web Engine.
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New Client Set-Up
The contact search feature automatically populates the fields in the assurance form.
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Set-Up In Stages
All information entered will be stored in a secure, hidden area in the database.
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Including Services & Jobs
Services and Jobs are also now entered during the set-up phase.
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Initial Admin On-Screen Review
When submitted, admin first reviews the request. It is then either returned or approved.
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Money Laundering Questionnaire
When approved, the requestor fills in the questionnaires. KYC documentation can also be attached as PDF file .
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Money Laundering Questionnaire
The Partner And Manager Must “Sign” Their Own Questionnaire.
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Gate-Keeping Process
The gatekeeper then reviews the questionnaire and approves or returns it.
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Gate-Keeping Process
The Partner And Manager Must Submit Their Own Questionnaire.
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All Done!
It could take up to a week to finalise assurance requests in the past.Now, requests are finalised within a day & Urgent requests
can take as little as an hour! How things have changed!
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Special Portfolios Have CertainlyHad A Positive Impact on Wilder Coe
We Hope You’ve Seen How TheyCould Do The Same For You
Thank You
Stephen Landy & Colin DicksWilder Coe LLP