Process Optimisation Blueprint

Explore how successful businesses tap into the power of Kanban to run their operations successfully with this handy workbook!

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Create an Accountable Team
Set SMART, achievable Goals
Be more transparent and accountable
Identify bottlenecks in processes and eliminate them

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Scale your professional services firm,

faster with bulletproof processes

Boombirds helps you build, enforce and delegate your business processes so you can get your time back and grow faster.

Built for business users, no technical skills required, empowering you to rapidly transform your manual processes into actionable workflows in minutes!

Schedule Demo Start a free trial

Overwhelmed and losing track of your manual processes?
Grab your free Process Optimisation Blueprint to help get your time back!

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Professional Firms who love us

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How Boombirds has transformed
the way professional firms work

Build your business processes in record time

Code-Free visual builder is easy and intuitive
Simple step-based workflows transform your manual processes in minutes
Clone templates - including forms and checklists - for rapid deployment

"An incredibly flexible solution to meet any business process need, love the simple set up and how easy it is to iterate"

Steven
Managing Director

Easily maintain processes and enforce compliance

Alerts for outstanding actions and checklists preventing steps from being skipped
Flexible permissions to establish constraints around task re-allocation, who can work on each step and changing due date
Optional notifications for customers to ensure service consistency, quality & timeliness

"We can't imagine going back to manual operations management, in fact to my business I now see it as important as email!"

Mr. V.K. Dinesh
Senior Partner

Makes it easy for you to identify and fix bottlenecks

Kanban-inspired bird's-eye management view pinpoints workflow gaps to increase productivity
Multi-dimensional filter zooms in by customer, individual, team, priority etc.
Drill down by each step to eliminate process wastage (value-stream mapping)
Cut down on emails between teams with complete operational visibility

"Boombirds has helped running the organisation comfortably and has improved operational efficiency by 30%."

Mr. Venkatesh
Partner

Empowers your team to smoothly execute business processes

Establish self-organised teams with intelligent routing and task assignment rules
Create and delegate sub-tasks between team members for ad-hoc collaboration outside of the normal workflow
Permit specific steps to be skipped and set rollbacks to manage exceptions in linear workflows

"Highly recommend to any auditor or accountant who is looking to scale and make a significant difference in their business. "

Patrick
Director

Automatically track the time worked by everyone on your team

Never leave money on the table again with all activities tracked by client to ensure accurate billing
View time spent logged in and on active work by team member for employee productivity
Easily report on how work gets done with breakdown by file, task & activity

"Irrespective of the client, size and turnover, we are now able to maintain the same high standards of service delivery. These happy clients have shared their experience, resulting in many referrals and overall increased revenue."

Mr. Gautam
Team Lead

Effortlessly manage retainer services for your clients

Flexible recurence policy auto-generates relevant jobs by client and service
Set frequency timeframes for daily, weekly, monthly, quarterly & annual commitments
Easily define due date and days prior that job to be auto-created

"Boombirds helps to better manage and streamline our operations. As a managerial tool it gives us a view of the productivity of the team. We have enhanced our overall task management and now benefit from being able to see the time spent by every consultant and the time worked on each of our clients."

Sanchana
Manager

Here’s how Boombirds helps

Intelligent Assignment routing

Seamlessly and intelligently assign case files to teams enabling them to self-organise their corresponding work.

Easily accessible daily time-log of activities

Automatically log how much time was spent on each item - enabling a productivity report for your team, individually as well as showing the effort spent on clients.

Comprehensive Bird's Eye View

Kanban-inspired smartboard shows case files at various stages of completion, helping to identify bottlenecks and ensure timely invoicing.

Automate retainer services

Easily manage regular services e.g., Annual tax filing, monthly bookkeeping, or quarterly Business Activity Statements with flexible recurrence policies.

Guaranteed Procedural Compliance

Embed Standard Operating Procedures with checklists and forms to ensure process adherence within each step.

Seamless customer collaboration

Improve customer experience by inviting them to raise new service requests and empower your team to update your customers on the progress of their files.