An interactive Q&A with XCM's Points feature.

XCM's Points feature allows you to document any open issues within a task, which includes passing of knowledge, questions, and instructions between team members. It’s an effective way to communicate vital information in a timely manner to help improve the process. It's Post-It® Notes for the virtual world.

Let's get started. Can you identify with any of these 5 situations?

SITUATION 1:

Searching through emails to determine if a specifc task has been completed before you can move on to your next responsibility can be time consuming.

With XCM's Points feature, you don't have to look through a hundred emails to find out if tasks have been completed. It's all in one place—you can reference past notes, review suggestions, or leave instructions. You don't have to worry about searching for answers with deadlines pending.

Next situation

X

You're ahead of the game.

Did you know: Many tax, accounting, and finance professionals have to rely on email strings and binders for information and accuracy.

Next situation

X

SITUATION 2:

Missing changes to the process can happen because you have limited access to information as tasks related to a job are performed.

With XCM's Points feature, you can share information and leave a note about issues that have previously occurred, so the process gets smoothed out as it's happening. You can also make suggestions to add steps to the process and ensure key data is included.

Next situation

X

Communication isn't an issue.

Did you know: Tax professionals cite changes in the process as one of the top frustrations of using a spreadsheet-based tracking system.

Next situation

X

SITUATION 3:

Getting new team members up-to-speed quickly without overburdening the rest of the department.

With XCM's Points feature, you can trust that all of your team's knowledge and expertise about a given task are captured and kept with the task. Ultimately, this aids in process and execution optimization and overall accuracy. Plus, collaborating on information builds team communication and cohesion.

Next situation

X

Your team operates efficiently.

Did you know: Just because a team member has been reassigned or departs doesn't mean they have to take all of their unique knowledge with them.

Next situation

X

SITUATION 4:

Making suggestions for improvements that go undocumented or unheard can lead to frustration within the team.

With XCM's Points feature, team members feel supported because everyone is contributing to the success of the process. You don’t have to wait for a post-mortem meeting or worry about finger-pointing because complexities that were once lost are documented and discussed along the way.

Next situation

X

You're a team builder.

Did you know: Last year, many tax professionals pointed to team morale as one of the most important issues affecting their job satisfaction.

Next situation

X

SITUATION 5:

Running into the same process ineffiencies year-after-year.

With XCM's Points feature, your team is continually improving because lessons learned are put into practice rather than simply talked about. You can get the right information to the right person, right away, and now it's part of the new process.

Conclusion

X

Process improvement is embedded in your culture.

Did you know: Trying to keep lines of communication open can be a tall order when it's crunch time. Unless you have the right tools for the job, the small issues can cause big problems.

Conclusion

X

CONCLUSION:

XCM can benefit your organization in a variety of ways.

If you clicked "YES" regarding any of the situations outlined, then XCM can help. XCM was created by tax, accounting, and financial professionals just like you—so it was designed to help mitigate the top issues in the corporate tax and accounting world.

Return to the beginning

The XCMTM Productivity Enablement Quad

An effective business workflow solution should provide you with four key elements: Visibility. Control. Accountability. Flexibility. Now you can see exactly what you need to know about any given task and what you need to do all in one place—with XCM Corporate Solutions.

XCM™ Productivity Enablement Quad chart
Visibility: Having a 360° view provides the insight needed to make resource adjustments or changes.
Control: Identifying departmental bottlenecks and implementing process efficiencies will let you deliver quality results.
Flexibility: Enacting continuous process improvements will help deliver increasing efficiency.
Accountability: Gaining a real-time "single source" of the status for every assignment, task, and deadline supports greater accountability.

To learn more about XCM Corporate Solutions, contact an XCM Workflow Consultant today: 1-781-356-51XX

WE ARE YOU

XCMTM Corporate Solutions was developed by tax, accounting, and finance professionals for the corporate environment. XCM works with your existing technology systems to coordinate tasks between people and departments, with the ultimate goal of improving your productivity.
©2017 XCM Corporate Solutions.