top of page
Build Efficient Processes with Swimlanes
Pair Karbon’s practice management system with Soraban’s client management system to save time and scale your accounting firm efficiently.
What is a Swimlane?
Swimlanes are flowcharts that document your internal processes from start to finish. They identify each team member's task and requirements. Swimlanes visually display each step of a process to keep teams synced and fix pain points that hurt your bottom line.
Document your processes.
Dive into your most important internal processes and list each step from start to finish. Interview your team for feedback. Document every single step and its "definition of done". Identify the things that are working and not working. Look for quick wins and low-hanging fruit. Capture anything broken or inefficient, but don't dwell on anything.
Find Solutions
With your important processes mapped, identify any challenges, problems, or inefficiencies. Ask yourself whether your challenges stem from your team or your technology. Assess whether your existing software offers solutions you're not leveraging. Share your Swimlanes with your team and ask for their solutions. Be receptive. Include all stakeholders in the decision-making process.
Steward of Good Change
Find an internal champion and empower that person (maybe to start that's you). Incorporate one-on-one training and full team workshops with everyone involved in the process to encourage adoption. Address hesitancy and detraction with a genuine desire to help your team grow. Help your team understand how changes benefit their role.
Fast, tangible benefits for your firm.
Ready to enter next tax season with a leaner, faster, and more scalable accounting firm?
While doing less!
© 2025 Genwise. All Rights Reserved.
bottom of page