Firms offering client accounting and advisory services often re-engineer inefficient processes for clients to streamline operations and help them save time that they can use to focus on their core business. While this is the case, some firms don’t take the time to re-engineer their own internal processes when they move to a new technology platform, attempting to apply their existing processes and workflows. In this session, we’ll discuss how to prepare your firm for technology change, including training, staffing, change management initiatives, and more.
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