ACCOUNTS WORK PROCESS AND ORGANIZATION

ACCOUNTS WORK PROCESS AND ORGANIZATION

We need to work in a efficient manner so we can achieve maximum output with minimum effort , this is the key part of our company success in the past and future survival and viability depends upon the ability to adapt to change quickly and work in an efficient manner 


EMAILS

Email Inbox –at least once per day should have no emails in it , inbox zero 

the inbox is the action box – we don’t leave old emails in there , just delete them once done , (you can find them from the deleted file if required ) 


Check email in batches say every 3 hours – you don’t have to answer immediately

If you have email ,either

ACTION AND COMPLETE –it if can be done in less than 3 mins

DELETE IT –If its jsut FYI and no task action required after reading 

IF ACTION REQUIRED BUT YOU CANT DO IT NOW - COPY DETAILS INTO TASK IN ZENDESK AND SET DUE DATES/PRIORITIES – so all work to do is in one spot


ZENDESK

All tickets BEFORE you start work on them have due dates and priorities

@ start of day – look at tickets to be done for that date – adjust –re prioritize as required

Start from the most urgent tickets and then just work thru , start and finish the ticket in one batch ideally ,

Set regular tasks that you have to perform will show as tickets in zendesk ( this is done via google calender)  

do x amount of tickets then have a break , check emails , re prioritize ( sharpen the axe )

Then repeat