Process Improvement is Not Just a Buzz Word

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One of our clients has a process problem; they don’t trust the data in QuickBooks, so they are using Excel to track inventory. They are concerned too many employees have access to the system and are keying in bad data.

As business process and accounting consultants, we see problems like this every day. My job is to question the processes my clients have in place and help find cheaper, better and faster alternatives. While this blog series is about how to determine if you have the right software in place, “processes” are an integral part of that decision.

If employees are spending a lot of time on data entry, creating manual reports or using Excel for something like inventory tracking when there is an inventory module installed, it’s time to find a system that integrate those functions. Use available technology to streamline processes, reduce data entry and create more efficient processes.

I start by talking to the client’s accounting department to determine what is happening. I find out what each employee is doing every day, week and month, asking, “Why are we doing things this way?” The answer will give you a lot of insight into what is working … and what isn’t.

For the client I mentioned earlier, we’re cleaning up the company’s QuickBooks file and then implementing a tool that provides a data review process before the data posts. This should solve the data integrity issue, improve processes and enable them to take advantage of the functionality QuickBooks provides.

My next blog offers a new way to review the constraints of your current system.


About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

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