Presentation Transcript

1. Solving your Pain Points: Workshop for your Organization

   Presented by Joe Nevshemal and Casey BaderHandel Information Technologies, Inc.
2. What is a pain point? Presented by Joe Nevshemal and Casey BaderHandel Information Technologies, Inc.
3. Pain! A term to describe the places where a business feels the “pain” due to poor operational structure or process, bad software or good, or old-fashioned inefficiencies.
4. Pain!
5. Places where “Pain” could lie Business Process Data inconsistencies Poor software Reporting on data Employees Office layout
6. Why is it important to identify these issues? Cost money Cost time Cause frustrations Lower employee morale and create higher turnover Get your effort to work for you!
7. Or Frustration is in your Future
8. Solving the Pain Expose other “Pain Points” Hopefully smaller, less painful ones Happier Employees Happier Bosses Waste less money Waste less time Better services for clients
9. Effort “not equal” Reward Spend time and money on the right things that will make your organization successful
10. Thank You! Your feedback has been invaluable We look to constantly improve Our doors are always open Thank you
11. Today’s Workshop Rules Be open and willing to share Others most likely have the same difficulties Ask questions Be critical and constructive Talk to your employees Talk to your clients
12. Today’s Pain Points Client files on our computers are so disorganized. The time it takes to find client information is sometimes quite a while. Everything I do is in paper Online applications would make my life so much easier I have to put this billing record into 3 different software applications My employees are overloaded but I cannot see their case load We are constantly missing deadlines and its costing us money Federal statistical reports take days to compile for my employees, shouldn’t this be quicker?
13. Client Files and Organization Organization is key to an efficient program or organization Most organizations take approximately 3 minutes to find documents they need for a client How many clients do you look up each day? Where can you better spend that time?
14. Client Files and Organization Easily searchable software or system is what is needed
15. Client Files and Organization Good software lets you forget how your cases are organized Did you have to take a class on how to search the internet?
16. Paper The biggest eater of time….
17. Paper Adding Updating Scanning Printing Storing Finding Losing… Finding again… Spilling coffee on it…. Time
18. Get Rid of Paper (for the most part) Electronic Document Management is key to solving this problem Tie documents to your clients directly, digitally Software allows you to “forget” where you put the documents and organizes it for you Maintains historical document history Powerful but easy to use
19. Get Rid of Paper (for the most part) Simple, straightforward digital document management Stores any digital file Tie it to any client, case, organization, what you want Cross assignment
20. Getting the Client to do Work Online Applications and Client/Member Portals Spending too much time “inputting” data already put on paper? Clients must put this data down, why not have them do it directly in your software? Great Idea!
21. Getting the Client to do Work Online wizards and applications
22. Getting the Client to do Work Step them through the process
23. Getting the Client to do Work Have them upload to your software the needed documents
24. Duplication of Work
25. Duplication of Work Automate processes which are the same every time Employees are not machines and do not like duplicative work Do not reinvent the wheel Integrate instead of create Use the software programs that are good at what they do Custom Integrations
26. Custom Integrations All Integrations are not equal and never the same Solve your problem not the world’s problem Other software we have integrated with: Great Plains, Quickbooks, other accounting software ID Works software SACWIS systems Social Security Administration Office Google Mapping Microsoft Outlook, Excel, Word Social Networking (Twitter, Facebook, etc.)
27. Case Load Management Managing your caseload and employee caseload Case overload is the number one cause of employee dissatisfaction in social services industry Managing this well can allow you to keep good employees and maintain morale
28. Missing Deadlines? Deadlines cost you money Sanctions No payment Legal action How can you handle all this?
29. Missing Deadlines and Case Loads Scheduling and Calendaring
30. Missing Deadlines and Case Loads Trees that auto-populate with today’s “To Do”
31. Missing Deadlines and Case Load Notifications Case Review and Load Reports Dashboard Reports
32. Federal Reporting! Reports and Pain Points Review what reports you have and which take the longest time Spend money toward automating those reports Federal reports almost always fall into this category
33. Federal Reporting! Reports and Pain Points Review what reports you have and which take the longest time Spend money toward automating those reports Federal reports almost always fall into this category
34. Federal Reporting! Custom Federal Reports Directly out of the system Exact format Feds want for easy submission
35. Open Discussion and Questions Remember the Rules! Be open and willing to share Others most likely have the same difficulties Ask questions Be critical and constructive Talk to your employees Talk to your clients