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26 docs tagged with "Workflow"

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Accounting Cycle

The accounting cycle is a process used to record financial transactions and produce financial statements.

Bank Reconciliation

A bank reconciliation statement is a critical step in the accounting cycle that helps ensure the accuracy of a company's financial records. Specifically, it involves comparing the company's internal records of its bank transactions (as recorded in its cash account in the general ledger) with the bank's records of those transactions (as provided in the bank statement).

Commercial Finance

Commercial finance is focused on forward-looking activities that support your growth strategy.

Contractors

What routine checks and balances needs to be setup to manage this process optimally?

Customer Journey

Address the pain, share a vision, collaborate on plans, support over obstacles.

Customer lifecycle management

This workflow focuses on managing customers throughout their entire lifecycle, from acquisition to retention and upselling. The workflow can include:

Data Integrity

The data in a block cannot change without changing all subsequent blocks, which would require the consensus of the entire network.

Employee Onboarding

Onboarding is systemised leadership and the most important process to enable any organisation to scale operations.

Lead and contact generation

Develop strategies for increasing sales with a focus on capturing and managing leads and contacts from various sources, such as website forms, trade shows, or social media.

Lead qualification

Lead qualification workflows help ensure that only promising leads move further down the sales funnel. The workflow steps can be as follows:

Legal

Legal tasks and responsibilities are critical in any business, and the specific legal needs can vary greatly based on factors like the company's size, industry, location, and business model.

Outsourcing

What routine checks and balances needs to be setup to manage this process optimally?

Payroll

What routine checks and balances needs to be setup to manage this process optimally?

Sales

The best idea does not win, the best story does. If you want to sell you need understand human nature and retell stories better than you heard them.

Sales Technology

Automate as much as possible to focus on building relationships deeply anchored in trust.

Training

What routine checks and balances needs to be setup to manage this process optimally?

Treasury

Treasury operations are a strong candidate to be replaced by a DAO.