Understanding Workflow and Automation Essentials

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A well-designed workflow enhances a company’s profitability. After you’ve streamlined your workflow, you may automate it using a number of software solutions. This workshop will teach you how to effectively build up workflow procedures. You will also learn about a range of technologies for achieving automated workflow. We’ll look at Zoho Flow, Power Automate, XCM, Automation Anywhere, and other robotic process automation (RPA) applications. This presentation will give a road map for workflow technology and options that you can put in place right away.

Fundamental Course Information

Objectives of Learning

After finishing this session, you should be able to:

Determine the most effective workflow technology.
Tools for workflow documentation are listed.
Distinguish between current goods and workflow technology that is impractical.
Make a plan to enhance the workflow process.

Major Topics

Documentation of the process
Software alternatives
Practical things that you may utilize and may even own right now
Workflow optimization tips
Workflow ideas will be demonstrated.

Randy Johnston is a nationally recognized educator, consultant, and author with more than 40 years of experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering, and outsourced managed services.
EXPERIENCE

K2 Corporation

(K2E.com)

1990 to the present

Hammond, Louisiana

Executive Vice President, Shareholder – The nation’s premier CPA technology CPE provider. Consultations with prominent technology providers. Delivers nationwide lectures on accounting, healthcare, and banking technology to CPAs, business organizations, and IT professionals. Creates and delivers lectures and publications on 30+ technology themes such as CPA Firm Technology, Cloud, Paperless, Business Continuity, Accounting Software, and Technology-Enabled Business Strategies.

Network Management Services, Inc. (NMGI.com)

From 1983 until the present

Hutchinson, Kansas

Chairman and CEO, Stockholder – Consults on Strategic Technology, including planning, selection, and execution. Accounting Software, Business Intelligence, and CRM; Infrastructure including: Cloud, Business Continuity, Virtualization, Backup, and Remote Management.

Hutchinson Community College (HCC)

1977 – 1997

Department Chair, Professor, Adjunct – Mathematics and Management Information Systems Depts. Courses in all areas of mathematics and computers were designed and taught.

Data Professional Services

1978 – 1981

Programmer and system designer – Created a medical system that included Kansas’ first paperless claims, appointments, and collection systems. Owned ComputerLand, Entre’, and Connecting Point stores, and got Kansas’ first IBM PC and Compaq.

Agriculture Industries

1977 – 1978

Developed and maintained P&L, Credit Union, and Feedlot accounting systems as a programmer and system designer.
EDUCATION

Hutchinson Community College, A.A. in Computer Science and Math, 1975
B.S., summa cum laude, in C.S., Math, Science, Kansas State University, 1977
Masters in Computer Science, Wichita State University, 1981, 60+ postgraduate hours
ACKNOWLEDGEMENTS
Accounting Today named him one of the Top 100 Most Influential People from 2004 to 2013.
CPA Practice Consultant
Top 25 Thought Leader 2011-2014 Accounting Hall of Fame
Technology in Accounting
Listed as one of the industry’s top nine technology stars
Past Chair and prominent Speaker at the AICPA Technology Conference for the past 28 years.
Who’s Who in Business and Industry from 1990 to 2013; Who’s Who in Computing from 1987 to 2013
Recognized as a top business professional and a top computer professional
CERTIFICATIONS
Microsoft Company
MCP (Microsoft Certified Professional) Novell Corporation CNA (AutoDesk, 3Com, Entre’ Certified CAD Specialist, Network Professional, Data Communications)
PUBLICATIONS
Several publications CPA Practice Advisor monthly columnist, Journal of Accountancy, CRN, Accounting Technology, PCWeek, InfoWorld, Interface, State Society newsletters, frequent quotations in accounting and computer press since 1978.
Mitchell Publishing – Basic Using Micros – 1981
1982, Random House
Systems for Business Computing
1984, McGraw Hill
Introduction to Computers
John Wiley & Sons, Inc., 2002
Best Technology Practices
K2 Enterprises – Accounting Software Solutions 2003-2012

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