FYI Showcase | July 2023
Run Time: 30 mins
Dates:
Session 1 – Monday 3rd July 12:30PM AEST
Session 2 – Tuesday 4th July 12:30PM AEST
Session 3 – Wednesday 5th July 12:30PM AEST
Session 4 – Thursday 6th July 12:30PM AEST
Session 5 – Friday 7th July 12:30PM AEST
Description:
Our very first Showcase event coming to you July 2023!
For the first week of July, we’ll take a look in turn at each of our key feature sets. We’ll be providing best practice guidance on each of these features and how to leverage them with your team. This series will help you and your team take productivity to the next level, recover more time and concentrate on work that adds more value. But don’t just take our word for it, you’ll also hear from practices just like yours with our client panel at the end of the showcase series!
Showcase Agenda:
- Session 1: Managing Emails
Explore how you can save up to 21 minutes per day with your email management. In the first session of the Showcase, we’ll take you through our best practice for creating, sending, filing and managing your emails to get you #lightspeed with your inbox.
- Session 2: Working with Documents
Check out our time saving digital document management processes. Find out how you can create standard documents at #lightspeed and maintain full document history so nothing gets lost, use powerful search tools to sort, filter and access information fast, and work better with documents as a team. With processes like these working with documents has never been so easy.
- Session 3: Managing Jobs & Recording Time
Welcome to simplified job management. Explore how you can visualise your work, update job states in just a few clicks, and monitor time spent versus budget and job progress, you’ll know where every job stands across your entire team. We’ll take your through best practice for working with jobs and share tips and tricks along the way so that you can get #maximumefficiency for your job management.
- Session 4: Build your App Stack
Come along to see how you can connect FYI to industry-leading platforms to automate data capture, sync your clients, client groups, jobs and team info for one source of truth practice-wide. We’ll take you through some key apps and how you can integrate to digitalise your client signature process.
- Session 5: Hear from Practices like yours
Wrapping up our very first Showcase, a very special Client Panel. We don’t want you to take our word for it so we’ve brought along some practices like yours to share their favourite features and how they’re maximising value from FYI.
If you can’t make the live events, register to receive the resources post-event including the webinar recordings.
