Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

You need to have systems in place for your entire team! Financial Cents can help!

31 Jul 2024 · 1 min

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In this segment, the speaker explains how a centralized system lets managers instantly see the status of each staff member’s file reconciliation work. When a file hasn’t been reconciled since a specific date, the system flags the delay, prompting a quick phone call to understand the cause. The manager can then reallocate resources—bringing in another team member—to help the lagging staff catch up. The speaker emphasizes that this visibility and proactive intervention are essential for handling growing workloads, as having clear processes enables the team to scale efficiently without bottlenecks.

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But for us, it's just that phone call when somebody said, I'm looking at my file and nobody's reconciled this since last October. And then you're like, oh my God, why isn't it reconciled? And then you'll find out that the task's not done. So to be able to, for us to be able to pull up the screen and see where are our staff on their work, and maybe they don't come to us, they're falling behind, they don't come to us, we can see it. We'll hop on a call and say, what's going on? Why are you behind? And find out maybe a really valid reason. And then we'll get somebody else in to help catch you up. Because something else got in the way. And sometimes they don't tell you, and you wanna be able to see where you're at with the files. Yeah. You know, and that's the important piece of this. And I think that's— it, it's gonna allow you to grow. So as you start to get bigger and bigger and pile it on, the more you have your processes in place, the better.