Give Your Clients a Process Attitude -- Part III
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Last time in Part II we talked about Step 1 of the Process Attitude, when you identified the main business processes and map the planned business changes to the processes. Now for Step 2.
You now have a list of planned business process changes. You've got to get that list into a form that can be analyzed, so now you want to express each process change in the form of a process flow diagram, a "Value Stream Map" (if you have a Lean emphasis), or some similar representation that helps visualize the process.
Step 2 is to gather information on and analyze the impacts of the process change by looking upstream, downstream, and cross-stream. For example, if the accounts payable process is changing - talk with the folks who created the purchase order that resulted in the invoice. What about purchasing, receiving and others? Who are the customers of the process? Who are the suppliers? Who else is affected by the process change? Do the same for cross-stream, such as talking with people affected in operations or sales, and down-stream, such as talking with the folks in shipping or the mail room.
Step 3: So what did you find out? Should the planned process change be refined to reflect unforseen impacts? Can the scope of change be expanded to strengthen the improvement? This is the step when we evaluate all of the options -- some of which might not even have been considered before! Remember, a Process Attitude can harness the under-utilized brainpower of employees, helping to find the best solution. Then we can finalize the implementation plans and get ready for Step 4 - Train and Implement.
We'll continue to cover the Process Attitude steps over the next couple of months. When we're through, you will have a new methodology for maximizing the impact of most, if not all, new technology and process changes. Using the Process Attitude with your clients will help forge an even better partnership between you, and could also help them get retraining or other tax credits!
Next time -- Give Your Clients a Process Attitude -- Part IV.
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Quick Update
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Looks like the State is releasing the revised Retraining Tax Credit (RTC) information in "bite-sized" pieces. DOR has put the new IT-RC form (rev. 11/09) on their website (click here). We are still waiting on the guidelines from the Technical College System of Georgia.
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About Us
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Alpharesults has assembled a team with the specialized knowledge and approach required to obtain Georgia income tax credits. We are not a public accounting firm. Rather, our services complement those of public accounting firms and do not create conflicted loyalties, because our professionals do not perform attestation work or other external audit functions.
We focus on small to medium-sized businesses and work exclusively in Georgia with a wide variety of in-state and out-of-state accounting firms. For more information on our services, follow this link.
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