CAI-NJ June 2017

Try to minimize the number of people in each association’s approval work flow. More approvers bog down the flow. You can usually set up tiered authority so certain users only approve invoices over a certain dollar amount or other criteria. Also, you may be able to set up an option to refer any invoice to another approver on a case by case basis, if necessary. While you can give viewing access to many, try to limit approval access to a few. Have distinct instructions and communicate them clearly. Provide written reference materials, handy guides, and follow up with hands-on or face-to-face ongoing training. You may find different managers and/or boards encounter different challenges along the way, so you may have to tailor your training and follow-ups to particular groups rather than globally across your enterprise. Some of your people may never see the same issues as others due to the specifics of each association’s needs, as well as the level of involvement and technology acumen of board members. We’ve provided “help desk” style accessibility and responsiveness to board members with technology chal- lenges, process challenges, and com- fort level challenges. As you overcome challenges and find solutions and small process changes, communicate your “best practices” to your users. Once they get comfortable, people love it. We’ve gotten lots of positive feedback, especially after the initial wave of questions, panic, and challeng- es. Auditors love it. Take the time with the neediest folks. You’ll appreciate the positive outlook it gets you, and it can be contagious. Good Luck! n

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