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Outlook to outsourcing: The compliant productivity ninja

Ashley Pattinson, ADFP, ChLP

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In this session, Ashley Pattinson discusses simple steps to take control of your time. Learn how to plan for the year ahead and publish your annual planner by November each year. Pattinson covers how to unlock the time-saving functions built into email software and how to set rules that allow your email account to automatically categorize traffic. He also discusses the journey from hiring your first employee through sending your work to an external service provider. This will help you create processes to ensure consistent quality and measurable predictable outcomes — enhancing the client experience, compliance and profits.

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