As we’ve entered Q4, now is the perfect time to reflect on our current systems and strategies and make any necessary improvements. A touch of ‘Autumn Cleaning’, if you will! Whether you’re a seasoned Artifax user or new to the platform, these eight prompts will guide you through essential steps to ensure a productive and efficient end of 2023 and grant you an easier start to 2024.
Perfect Time for an Audit
Before diving into the specifics, take a moment to evaluate your current setup. A comprehensive audit of your Artifax configuration can unveil opportunities for improvement. Consider your workflows, user permissions, and system settings. Are there any bottlenecks or inefficiencies that need addressing? This initial step sets the stage for a successful review of your Artifax system. We can always help you with that audit if you are pressed for time.
Pull Mid-Season Reports
To gain insights into your ongoing events and arrangements, utilize the Event and Arrangement Statistics Reports. These reports provide valuable data on bookings, revenues, and resource utilization. Mid-season reports allow you to track your performance against goals and make informed decisions as you move forward.
Start Conversations with Other Teams
Collaboration is key to a well-functioning organization. Initiate discussions with other teams within your organization to identify new processes or improvements for the upcoming year. Whether it’s streamlining communication between departments or integrating new features, involving different perspectives can lead to innovative solutions.
Review Open Invoices and Unallocated Payments
Financial management is crucial. Take a close look at any open invoices or unallocated payments in your system. Make use of the Invoice and Payments search function to track outstanding balances and ensure accurate accounting. Addressing these issues now will help maintain financial stability throughout the end of the year. We’ve recently done a Deep Dive webinar on how best to utilize Finances in ArtifaxEvent which is well worth a watch for ideas.
Track Sales Progress
For organizations that rely on bookings, monitoring progress is essential. Artifax offers Sales Process Stages and a sales dashboard to help you stay on top of your sales pipeline. Use these tools to track leads, conversions, and revenue. Analysing your sales data now will inform your strategies for the rest of 2024.
Examine GL Codes and Expenses
The financial landscape is ever-changing. Take time to assess your General Ledger (GL) codes and expenses, anticipating any price increases or financial tracking changes in 2024. Being proactive in managing your financial data ensures accurate reporting and budgeting.
Check Your Training Budget
Investing in training is an investment in your team’s success! Review your training budget to see if there’s a surplus available for Artifax training. If so, consider reaching out to your Product Specialist to arrange additional training sessions for your team. Having well-trained staff will maximize the benefits of Artifax to your organization. We have a specialist team on hand for you, so please don’t hesitate to get in touch and schedule some end-of-year training sessions – all for a smoother start to 2024.
Document Management
Finally, don’t forget about document management. Run a Documents search to identify and review stored documents in your Artifax system. If you find outdated or unnecessary documents, remove them to free up space and maintain an organized digital workspace.
Mid-year is an opportune time to evaluate, refine, and plan for a successful year ahead with Artifax. By following these eight prompts, you can ensure that your system is optimized, your team is well-trained, and your organization is well-prepared for the challenges and opportunities that 2024 may bring. Artifax is a powerful tool, and using it to its full potential will help you achieve your goals and objectives.