Practice Management Training Webinar - Chapter 1 of 4

1. Practice Management Training Webinar - Chapter 1 of 4 Ros Campbell Product Consultant

2. Introduction & Chapter 1 Goals Overview Course content Starting point client lookup & data mining search Workflow getting started Homework and quiz

3. Introduction & Chapter 1 Goals Overview Course content Starting point client lookup & data mining search Workflow getting started Homework and quiz

4. IRIS Practice Management • Goal • At the end Practice Management will be up and running in your business • Introductory webinar plus 3 further chapters • Aimed at partners, managers & staff • Homework & Quiz • Each stage opportunity to ask questions • Webinars

5. Introduction & Chapter 1 Goals Overview Course content Starting point client lookup & data mining search Workflow getting started Homework and quiz

6. IRIS Practice Management • Know what jobs are due “don’t miss anything” • Plan your jobs “the right staff at the right time” • Monitor your jobs “ensure on target” • Deal with unexpected problems “staff sickness” • Communication Tracking “automatic filing” • Data Mining “profile your clients” • Staff Planning“graphical view of staff activity”

7. Demo Overview

8. IRIS Practice Management • Sits at the heart of the IRIS products communicating and supporting constantly • Unique in the benefits it provides • Saves time • Understands statutory deadlines • Don’t miss tasks that cost • KPI’s for the business • What’s going on in your business

9. IRIS Practice Management • Why should we use IRIS Practice Management and will it suit my business? • Recent survey showed our IRIS Practice Management users save an extra “5 hours per staff member per month” • 10 staff @ £50 per hour • £2,500 per month • £30,000 per year

10. Introduction & Chapter 1 Goals Overview Course content Starting point client lookup & data mining search Workflow getting started Homework and quiz

11. Recorded & live webinars Chapter 2 Workflow cont. planning, monitoring and reporting, Communication tracking (getting started), homework and quiz Chapter 3 Communication tracking cont. logging & filing documents automatically, Data Mining saving searches, profiling your clients, marketing, homework and quiz Chapter 4 Review of Communication Tracking, Data Mining, saving searches, profiling your clients, marketing, feedback, Staff Planning, bringing it altogether, homework and quiz

12. Introduction & Chapter 1 Goals Overview Course content Starting point client lookup & data mining search Workflow getting started Homework and quiz

13. Starting Point • Easy access to the client file • The power of Data Mining saving time • How easy it is to identify clients that match a specific criteria • Useful for administrative tasks • Chapter 3 looks at Data Mining in detail

14. Introduction & Chapter 1 Goals Overview Course content Starting point client lookup & data mining search Workflow getting started Homework and quiz

15. Workflow • The aims of workflow • How to set the system standard jobs • The job stages and profiles • The process • Who • When is it due • Getting ready for planning

16. Introductions & Chapter 1 Goals Overview Course content Starting point client lookup & data mining search Workflow getting started Homeworkand quiz

17. Homework • Set up all the main job profiles for your business – be ready to plan • For example; Personal Tax Returns, Corporation Tax Returns, Partnership Tax Returns, Sole Trade Tax, Trust Tax returns, Accounts Production, Take on New Client, VAT, Payroll • Take a Look at Job Planning - preparation • As you log into Practice Management into the Staff Control Panel take a look at Launch | Job Planning and have a go at planning a job. • Post time – use the integration • If you are an IRIS Time & Fees user as you log into IRIS Practice Management, on the Staff Control Panel select the Timesheet tab to post your timesheets. • Quiz

18. IRIS Practice Management • Know what jobs are due “don’t miss anything” • Plan your jobs “the right staff at the right time” • Monitor your jobs “ensure on target” • Deal with unexpected problems “staff sickness” • Communication Tracking “automatic filing” • Data Mining “profile your clients” • Staff Planning“graphical view of staff activity”

19. IRIS Practice Management • Chapter 2 • Answers to the quiz & feedback • Workflow continued • Planning • Monitoring • Reporting (Personal Tax MASTER list) • Communication tracking - getting started • Homework and quiz

20. Surgery webinars • Webinar will take you to the webinar page • Register onto the surgery webinars • Answer any questions for you • Guide you though other chapters

21. IRIS Practice Management • Fast Track Training • Consultant visiting your office for the day • Class room courses across country • E-learning courses • For more information • Call: 0844 815 5550 • mail: training@iris.co.uk http://accountancy-practice.iris.co.uk/services/training.aspx

22. Support The presentation slides Course notes containing the homework notes The webinar recording Quiz

23. Support • Online product help F1 • www.iris.co.uk/support • Knowledge base articles • How to guides • Call the support line on 0844 815 5551 • Email Support@iris.co.uk • Webinars

24. Ros.Campbell@iris.co.uk Product Consultant