Map your processes in Glide and have a workflow management system perfectly suited to how you currently run your business. Control your job flow and leverage the accuracy of the data to increase automation around the practice.
Single, central platform
Built to withstand complex scenarios Glide can cater for multiple physical offices, departments, teams and client portfolios. Split client portfolios any number of ways and create multiple job positions to reflect the intricacies of staff allocations. This allows you to bring multiple disparate teams onto a single platform, to improve visibility over data, to standardise procedures and reduce risk.Include all your services and proceses
Glide has a library of standard templates for common compliance, advisory and internal activities. In addition you can create custom workflows to track absolutely anything. Create workflows with multiple sub-flows to track more complex processes such as new client onboarding or to split the Accounts and Corporate tax into dedicated flows both linked to a single job.Multiple routes
Create multiple routes within a workflow system to cater for differences in client groups, such as in-house v outsourced bookkeeping, or for differences between teams/offices/departments etc. Stages, steps, fields, deadlines, workflow actions and alerts are all route specific allowing for differences to be reflected whilst retaining the ability to easily report on the entire workflows system such as the average turnaround time or all Corporate Tax returns requiring filing in the next 30 days.Progress buttons
When users view a job card they will simply press one of the progress buttons available on that stage, there will be one visible for each step you have leaving a stage. For example in the image above jobs that are on the stage Queries with client would have a button called Queries chased and a button called Queries resolved. A one-click approach makes it very simply to keep the system up to date. Importantly users are not only confirming completion of a stage but by choosing a labelled option they are also confirming exactly what has happened. In accordance with your configuration the job can then be moved onto the correct stage and any number of workflow actions can be triggered.Workflow actions
Workflow actions add further control and vast possibilities for automation to your workflows. On job creation, on taking a job from the pool or when any progress button is pressed you can configure Glide to execute any number of workflow actions. These can simple such as passing a job to a different team member or setting target dates. As your workflows grow you can also automate a large amount of routine communications through automated e-mail/SMS sending, share information with other programs through webhooks and create linked jobs. Workflow actions also provide control in the form of traffic lights which can block any progress button until criteria is met such as a field being completed or a linked job progressing.Job boards
Visualise your teams workload with our configurable job boards. Easily see who has too many or too few jobs to complete.
Dashboards
Each user can create any number of highly configurable dashboards. A wide range of widgets give users an instant overview of job progress, upcomign targets and deadlines for both template and custom workflows. Filter widgets to report on an entire practice, an office, a users portfolio of clients or the jobs they are holding.
Target dates
Fully automate the generation of target dates to ensure work progresses in line with the service level you have agreed with clients. Generate at any point a workflow for any number of calendar or working days, linked to any key date with option to use client specific offsets. Dashboard and custom reporting focused on one target per job ensure you are always aware of upcoming priorities.
Deadlines
Glide is able to calculate around 70 different statutory deadlines for various countries. Add them to a route for automatic calculation on job creation. You configure when they are deemed complete (typically passing through a stage) and can prevent job completion until they are complete. Numerous widgets and reporting options ensure users have full visibility over outstanding deadlines.
Turnaround
Report on historical turnaround times to see where improvements in process can be made. Calculate the average time taken to get from point a to point b (being the job date or any stage) and report by team member or manager/partner portfolio. Compare turnaround performance over time to see where extra capacity may be needed.
Fee info
Eliminate another spreadsheet by storing your fee info in Glide. Track your recurring revenue by service or portfolio over time and see your projected billing for any date range. Jobs understand their value regardless of differences between billing and job frequency.
Teams
Create teams in Glide to reflect your working practice. Jobs can be held by a team where individual allocation is not necessary, such as admin teams, in addition teams allow you to quickly see the relative workload for individual team members such as Compliance teams.
CRM
Create unlimited custom fields at client or job level to store data. Record details for contacts and the relationships between contacts and client with custom tagging. Send e-mails to tagged contacts for general updates and connected to workflows.
Reporting
In addition to dashboards and standard reports you can create and share any number of custom reports that output and filter by all of your client and job data. This includes target dates, deadlines, job fields, job stages, contact tagging, system active status and fee info - essentially all of your data in Glide.
API, Zapier & Webhooks
Use our fully open API set, Zapier app and webhook triggers to integrate your Glide data into other practice systems. For example you can trigger a webhook when a progress button is pressed to update a Spreadsheet and send a message to Slack. Alternatively you might create a Glide job whenever you receive a Gmail.