Visualisation; Finally, technology and

automation for the Professional

• Adopting technology to remain cost competitive

• Efficiency improvements for processes and procedures

Technology in Professional Services Today

Technology should add value to the professional work

Trends in Professional Services Tech

Two main technology trends within Professional Services today:

Automation

Internal Business Management

• We seek out Technology to solve a problem or pain in our work.

• Are we looking for the right things?

• Are we evaluating returns on technology investments, not just time savings?

What is the point?

• Technology for the professional

• Enhancing the power of professional not replacing it

The Next Trend

Save a support person 2 hours a day

Increased value for money so you got more out of the $50 that person cost you

What plan is there for those 2 hours saved to generate revenue.

How much revenue is that person able to generate to bill out for that additional 2 hours?

Make the best commercial decision

Save a senior accountant 2 hours a

day

You gain 2 more hours of billable work

Practitioners generate between $150 and $450 per hour regardless of time billing

2 hours saved could mean $8000 per week per practitioner is a spectacular possibility

VS

• Give instant informed advice• Be proactive not reactive• Use a universal language to

benefit everyone• Increase services per client -

because you can• Add value to every hour

saved, not just saving hours.

Increase Profit, Not Profit Margins

Are you an accountant or a bookkeeper

Visualisation

Turn This Single Extract,

Into This

And Add All This

To Create This

Imagine taking even a single document

That looks like this...

A single click turns it into this

The full picture, fast

build a complete commercial picture of every client

provide clarity and additional services grow your business and increase revenue