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You’re Not Alone – Workflow Changes

At Fourlane, we help clients improve their workflow and take better advantage of technologies. With the implementation of our new CRM, Baseline, we’re not only experiencing the improvements change brings, but also the pain our clients feel when implementing change! Our team is adjusting to workflow, as well as a new, custom software – essentially reengineering the way we operate.

In a recent weekly team meeting, I gave our staff some tips for best managing the stress associated with process change – how many of these resonate for you?

  • 1.Remember the objectives. We developed this new CRM and processes to improve our workflow and provide the entire team better information about our clients.
  • 2.Trust the team. The team who designed the CRM and the workflow is capable and understands our business.
  • 3.Know that things will change. When designing a custom CRM and processes around it, the pitfalls don’t show up until the entire team starts using the tool. Be open and aware that we are working to develop the best process we can; we will modify it along the way.

Let us know if you need help modifying your workflow!

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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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