Managing Team Capacity & Workload Distribution
Date: 26 February 2025 | Time: 12:00 PM AEDT
The session shall include live demonstration of XBert’s real-time AI-powered capacity visualisation tool focused on managing team capacity & workload distribution.
This session includes plenty of time to ask questions about capacity planning, capacity management, and making the most of XBert’s capacity tool.
- Explore strategies to balance workload and prevent burnout – Gain insights into managing staff capacity to maintain productivity and well-being. Workforce planning: Allocating roles effectively across your team.
- Managing billable vs. non-billable time for optimal profitability.
- Learn how automating task allocation and standardising schedules can stabilise workflow.
- Identifying the ideal team capacity level and handling ad-hoc work efficiently.
- Discover how visibility into team capacity enhances decision-making – Learn how to assess available resources for better task delegation and planning.
- Preventing burnout while maintaining high performance.
- Gain Actionable Strategies to improve your practice’s capacity management.
- See XBert in Action with live demonstrations of capacity reporting and client profitability
- Get Expert Insights from industry leaders on managing operations efficiently.
- Interactive Q&A to address your unique challenges.
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Heather Smith
2024 Accounting Thought Leader of the Year
Cassandra Scott
Practice Specialist - XBert
Just ask XBert Intelligence
Discover actionable strategies to optimise your team’s performance and enhance your practice’s profitability.
Whether you’re a new or experienced XBert user, this webinar is your opportunity to discover how these tools can make 2025 your most successful year yet.
To get the most out of the webinar we encourage you to start a trial prior, and ask questions you may have during the session.