[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-242446-105":53,"doc-detail-242446-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","workflow","Workflow","","Guidance for improving business operations by moving from shortcuts to a quality workflow. It emphasizes confronting current practices, detailing the information and process steps needed to understand the systems required, and using specifications to compare software and VAR options. The material highlights reference checking, follow-up, and readiness to support implementation. It also provides a workflow example covering sales tracking, estimating and job costing, proposals, scheduling billings, and monitoring job costs and profitability.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/workflow/242446/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/workflow/242446.png","ImageObject",442,249,{"name":88,"@type":89},"Theodora","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-11","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":73},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"Why does taking shortcuts in system purchases hurt a business?","Question",{"text":108,"@type":109},"Rushing the purchase without a quality specification can lead to choosing the wrong system, poor implementation follow-through, or the owner being unable or unwilling to understand and support the system. The result is often unmet expectations after rollout.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How should businesses compare system choices before implementation?",{"text":113,"@type":109},"Confront current practices, get into the details, and adopt a quality workflow process. Use clear specifications to properly compare options, and always obtain references from both the VAR and the software, then follow up on those references.",{"name":115,"@type":106,"acceptedAnswer":116},"What key steps are included in the provided job-costing workflow example?",{"text":117,"@type":109},"The example covers sales tracking and forecasting, estimating and job costing tied to client service agreements, presenting proposals for signatures, creating job budgets from approved proposals, scheduling billings, and monitoring vendor costs, time postings, and job cost/revenue/profit performance.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},242446,1791722715,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":135,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":76,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":9},687197207919,"https://ap-avatar.wpscdn.com/avatar/a000253d6f5f7c60be?x-image-process=image/resize,m_fixed,w_180,h_180&k=1779446848396160552","Q. Are you considering these steps? Can you deal with a quality workflow process to optimize your business? Are the short cuts you are taking hurting your business?  \nQ. Are you will to outline some process/a work flow & the information you want in order to better understand the systems you need to better run your business? Observation: All too often we observe business don't want to take thoughtful steps in order to plan for the right systems choices. The end up hurting themselves by rushing into a systems purchase (another short cut) in the hopes of a \"quick fix\". For lack of a quality specification up front, either the wrong system in chosen, the implementation lacks follow through, or worse the business owner can't or won't understand and or support the system for a quality implementation.  \nA. Recommendation: Confront your current business practices & make improvements. Get into the details. Adopt a quality work flow process and anticipate the info. that you need. Be willing to learn something new. Use your specifications to properly compare systems choices. Always get references on both the VAR & the software. Follow up on the references. Unwilling to do the work required? If you can't then stay where you are. 50/50 chance the new systems implementaion will NOT meet your expectations. Don't generalize, get into the details. You will be glad you did. We can help. We already have by giving you a work flow template to work from.  \nExample Creative Co . Workflow  \n Application:  \nSales  \nusing Excel  \nVia Excel & Or  \nVia Job Cost Accounting Software Estimate Record  \nWord & Or  \nOr Job Cost Accounting Software Estimate Layout  \nJob Cost Accounting System  \nTrack The Sales Effort:  \nRFP or Sales calls take place. A sales forcast, broken down by client, by month, is tracked in Excel and shared in weekly meetings.  \nSales are tracked regarding stage and likelihood. Dollars are tracked. Revenue forecasts tie into sales effort. Revenue forecasts & expense budgets are entered and tracked in the job cost accounting software. Current month & YTD actual vs. budget income statements are monitored each month (see accounting below) . Quarterly incentive compensation can be awarded base upon exceeding revenue targets.  \nEstimate (Qualify) Job (Profitability):  \nCompose Job Costing & Pricing. Pricing must agree to the Client Service Agreements (\"CSAs\") below.  \nThis is called a Job Costing Sheet. Detail Design & Project Mgt Labor hours are needed. Also Detail Vendor Requisitioning (Cost) .  \nThis may have to involve a breakdown only to be seen internally. Clients see estimates on a rolled up basis by deliverable.  \nQualify Job Profit Margin(s) & Profit realization. Decide to take the job and sometimes more importantly NOT to take the job.(labor cost & standard revenue rates are calculated by employee, used, tracked, & incorporated into profit calculations which drive job profit analysis in the job cost accounting system.  \nCosting sheets & CSAs are shared over the server w. staff.  \nJob Estimates & Client Service Agreements (\"CSAs\") (& client Pos/Change order) are located on the server for monitoring  \nQuotes & CSAs can be custom designed, printed (or e-mailed), & databased in the JC Accounting Software. Or Excel or Word can be used.  \nPresent Proposal to The Client:  \nPresent CSAs/PO or Change order info. to clients. Obtain Signature. A copy goes to project management The scope of work is documented in either a CSA or the client's PO/Change order-all signed.  \nAnd the CSA/PO/Change order must tie back to cost sheet where profit margins are confirmed  \nQuotes & CSAs can be custom designed, printed (or e-mailed), & databased in the JC Accounting Software. Or Excel or Word can be used.  \nOpen Jobs w. the push of a button from Approved Proposals:  \nCreate Client Profile in Shared Database.  \nInput or create Approved Estimate (summaries) in Job Cost Accounting Software Job cost & revenue estimate info become job budgets automatically  \nSched","cbCaiksxhPl9zpD6","https://ap.wps.com/l/cbCaiksxhPl9zpD6","pdf",33673,10,"English","# Business workflow improvement\n## System specification and vendor references\n# Example workflow\n## Sales tracking and forecasting\n## Job estimating and profitability qualification\n## Proposal presentation and approvals\n## Job budget creation and billing preparation\n## Job cost, AP/JC, and profit monitoring","[{\"question\":\"Why does taking shortcuts in system purchases hurt a business?\",\"answer\":\"Rushing the purchase without a quality specification can lead to choosing the wrong system, poor implementation follow-through, or the owner being unable or unwilling to understand and support the system. The result is often unmet expectations after rollout.\"},{\"question\":\"How should businesses compare system choices before implementation?\",\"answer\":\"Confront current practices, get into the details, and adopt a quality workflow process. Use clear specifications to properly compare options, and always obtain references from both the VAR and the software, then follow up on those references.\"},{\"question\":\"What key steps are included in the provided job-costing workflow example?\",\"answer\":\"The example covers sales tracking and forecasting, estimating and job costing tied to client service agreements, presenting proposals for signatures, creating job budgets from approved proposals, scheduling billings, and monitoring vendor costs, time postings, and job cost/revenue/profit performance.\"}]","Workflow | PDF",1789190664]