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Accounting Process Improvement Committee - Coggle Diagram
Accounting Process Improvement Committee
Company Partners
Project Management
Shawn Havely
Service
Sales
Grant Gummow
Operations
Travis
Procurement
Scott McGraw :check:
Jordan Smith
Job Cost Sales
Caleb
Job Administration/Data
Reagan
Account Executives
IT
Patrick
HR
Tessa
Goals
Standard Operating Procedures Defining
Visibility to Customers (Internal)
Busting Silos
Clear expectations set between Accounting Teams and across other departments
Employee Set ups
TBD
Automation As Much As Possible to Reduce Data Entry
AR
AP
Commissions
Reporting
Write Ups
Billing
Cash
Audit / Compliance
Job Close Outs
Payroll
Committee Rules
Meeting Structure
Time
Every Other Week
Less than an Hour
Rules/ Needs
In Person or Virtual
Documentarian
In charge of tracking the next steps
Requirements Gathering Tools
Tracking Projects (Planner Board)
Project Qualifications
Medium Scale
Small Scale
Large Scale
Impact Matrix
SMART Goals
Create a Teams in Microsoft Teams
Accounting Team Members on the Committee
Jamin Olmstead
Controller/ Primary Stakeholder
Val Smith
Payroll Manager
Taran Johal
GL Accountant
Jennifer Richmond
MCA
Service Demand
Debbie Fortier
Assistant Controller
Tamara Berryhill
Process Improvement Accountant
Project Accounting Supervisor TBD