In this episode of Protea Weekly, Zane Stevens and Lauren Peters discuss the technology and tools that drive efficiency at Protea Financial. They explore a typical day at the firm, emphasizing the importance of time tracking, practice management software like Karbon, and client management systems. The conversation also highlights performance management through 15Five and knowledge management with Guru, showcasing how these tools enhance communication and productivity across teams in different locations.
Takeaways
- 2024 is a pivotal year for improvement at Protea
- Time tracking is essential for accountability and client billing.
- Karbon is a transformative practice management tool.
- Automation reduces stress and improves efficiency.
- QuickBooks Online is the primary accounting software used.
- Performance management is facilitated through 15Five
- Recognizing team achievements fosters a positive work environment.
- Guru serves as a centralized knowledge management system.
- Effective communication tools are crucial for remote teams.
- Finding the right technology is key to business success.
Sound Bites
“2024 is a big year of improvement.”
“Karbon organizes my entire life.”
Chapters
00:00 Introduction to Protea Weekly and Team Dynamics
02:06 A Day in the Life at Protea: Technology Overview
06:03 The Importance of Time Tracking and Billing Practices
10:19 Utilizing Karbon for Practice Management
15:43 Client Management and Task Automation
16:38 Core Accounting Tools: QuickBooks and Excel
19:25 Performance Management with 15Five
22:23 Recognizing Team Achievements and Communication
23:42 Knowledge Management with Guru
28:41 Conclusion: The Impact of Technology on Business Efficiency
