Capacity Management & Prioritisation with AI
WEBINAR - AUS - 27 November 2024 | 12:00 PM AEDT
XBert’s capacity management tools bring a new approach, helping you and your team focus on the most urgent work and adapt to changing needs with an agile, real-time view of capacity and priorities.
In this webinar, we’ll breakdown how XBert can transform your team’s workflow, moving beyond rigid scheduling into a more responsive and efficient way to get things done.
Learn how XBert’s tools can help you manage your team's capacity like a pro:
- Benefits of setting up custom schedules for clients who need frequent updates or require real-time capacity adjustments.
- Learn how XBert integrates with Xero Payroll to automatically pull in work hours, saving time and avoiding data entry mistakes.
- See how this agile approach can help shift focus to urgent work or key client tasks, allowing your team to prioritise effectively.
- XBert’s bulk reassignment tool makes it easy to shift tasks when some team members are overloaded.
Walk away with practical tips to help your team stay focused, efficient, and adaptable.
✅ How to manage capacity dynamically, not reactively
✅ Tips for using XBert’s bulk reassignment and scheduling tools
✅ Time-saving integrations with Xero Payroll
✅ Real-world examples of agile workload prioritisation in practice
✅ How to use capacity insights to prevent burnout and missed deadlines
✅ Practice managers looking for more control and visibility over team workload
✅ Teams struggling to prioritise effectively as demand shifts
✅ Bookkeepers and accountants who want a more agile way to manage capacity
✅ Firms exploring automation and smarter scheduling with real-time tools
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Soraya Brown
APAC Market Leader - XBert
Cassandra Scott
Industry Specialist - XBert
Just ask XBert Intelligence
If you’re serious about making more money in your firm, ask us anything about how XBert can work for you.
Book your place today and take the first step towards transforming your services into a proactive powerhouse with XBert.