Managing workflow and time recording
I currently manage a very small team of paraplanners, team of 2 plus myself.
I am managing the workflow of paraplanning requests through a simple excel spreadsheet, it works however, I am wanting to make a more robust process as we will be growing as a team in the very near future.
The back office system we use at the moment is XPLAN, the system is a bit of a disaster so I am wanting to keep anything that is put in place completely separate.
It would be great if some of you could share with me what systems you use to manage workflow or any tips you may have.