{"id":11935,"date":"2025-02-19T16:53:06","date_gmt":"2025-02-19T05:53:06","guid":{"rendered":"https:\/\/smithink.com\/?post_type=recording&#038;p=11935"},"modified":"2025-02-20T11:24:31","modified_gmt":"2025-02-20T00:24:31","slug":"how-to-re-engineer-your-processes","status":"publish","type":"recording","link":"https:\/\/smithink.com\/recording\/how-to-re-engineer-your-processes\/","title":{"rendered":"How to re-engineer your processes"},"content":{"rendered":"\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-vimeo wp-block-embed-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to re-engineer your processes\" src=\"https:\/\/player.vimeo.com\/video\/1058100499?dnt=1&amp;app_id=122963\" width=\"500\" height=\"281\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>In a world where quality labour is hard to find and expensive, we need to ensure that people are as efficient as possible. It is time to put a broom through your processes and rethink them, particularly given the impact of technology. In this webinar, we\u2019ll discuss the aspects of a re-engineering plan.<\/p>\n\n\n\n<p><strong>Presented By:<\/strong><br>David Smith, Smi<em>think<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Key Takeaways:<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\">The Need for Change:<\/h2>\n\n\n\n<ul>\n<li>Many firms follow outdated processes simply because &#8220;we\u2019ve always done it that way.&#8221;<\/li>\n\n\n\n<li>Now is the time to reassess and innovate for better efficiency and client service.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Lessons from COVID-19:<\/h2>\n\n\n\n<ul>\n<li>The pandemic forced rapid decision-making and process adaptation.<\/li>\n\n\n\n<li>One firm transitioned to a paperless environment in three months after delaying it for years.<\/li>\n\n\n\n<li>Firms should adopt a similar proactive stance in process improvement.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Implementing a Process Framework:<\/h2>\n\n\n\n<ul>\n<li>Appoint a &#8220;Process Policeman&#8221; to oversee and ensure compliance.<\/li>\n\n\n\n<li>Introduce <a href=\"https:\/\/smithink.com\/2024\/04\/07\/zero-tolerance-for-process-compliance-a-blueprint-for-success\/\" target=\"_blank\" rel=\"noreferrer noopener\">zero tolerance for process<\/a> deviations to maintain consistency.<\/li>\n\n\n\n<li>Leadership must set an example by adhering to established processes.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Optimising Workflow:<\/h2>\n\n\n\n<ul>\n<li>Develop clear pre-job and post-job review procedures.<\/li>\n\n\n\n<li>Ensure processes add value to the client while maintaining efficiency.<\/li>\n\n\n\n<li>Establish structured engagement letters outlining client response expectations.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Leveraging Technology &amp; AI:<\/h2>\n\n\n\n<ul>\n<li>AI is revolutionising firms, much like the PC revolution of the 1980s.<\/li>\n\n\n\n<li>AI-powered tools (e.g., ChatGPT, Fireflies, automation software) can enhance personal productivity.<\/li>\n\n\n\n<li>Assign an AI champion to monitor advancements and ensure secure implementation.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Robotic Process Automation (RPA):<\/h2>\n\n\n\n<ul>\n<li>Automate repetitive tasks such as ATO portal queries and data entry.<\/li>\n\n\n\n<li>Use keystroke memorisation and workflow automation to enhance efficiency.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Client-Centric Process Design:<\/h2>\n\n\n\n<ul>\n<li>Improve the quality of client-provided data to reduce bottlenecks.<\/li>\n\n\n\n<li>Consider two-tier processes based on client complexity and risk profile.<\/li>\n\n\n\n<li>Provide clients with value-driven reporting, such as Smith Inc.&#8217;s one-page summary report.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Commitment to Change:<\/h2>\n\n\n\n<ul>\n<li>Some firms guarantee turnaround times with fee refunds for delays.<\/li>\n\n\n\n<li>Document processes thoroughly for consistency and scalability.<\/li>\n\n\n\n<li>Firms not yet fully paperless should prioritise digital transformation.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Conclusion:<\/h2>\n\n\n\n<p>Efficiency and process improvement should be ongoing commitments within firms. Businesses can enhance profitability and client satisfaction by challenging outdated methods, embracing AI and automation, and fostering a culture of continuous improvement.<\/p>\n","protected":false},"featured_media":11936,"template":"","meta":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to re-engineer your processes - Smithink<\/title>\n<meta name=\"description\" content=\"In a world where quality labour is hard to find and expensive, we need to ensure that people and processes are as efficient as possible.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/smithink.com\/recording\/how-to-re-engineer-your-processes\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to re-engineer your processes - 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