with the end in mind choosing the right solutions
TRANSCRIPT
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With the End in Mind: Choosing the Right Solutions
Samantha Mansfield, Director of Corporate Communications, CPA.com
Cathy Foley, CPA, MST Director of Technical Sales
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American Institute of CPAs® 2#PSTech
15+ years of experience in tax and accounting technology industry
Consultant on workflow and web implementations
Designed and built educational events for practice development
Samantha MansfieldDirector of Corporate Communications
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American Institute of CPAs® #PSTech
25+ years public accounting experience with national and regional firms
Project Team Leader for Flowtivity workflow process improvement
Consulting with firms implementing web based workflow technology
Cathy Foley, MST, CPADirector of Technical Sales
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American Institute of CPAs® 4#PSTech
Agenda
• Beginning the Process• “I don’t know what I don’t know”• Systematize the Evaluation• Group Exercise• Final Thoughts
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American Institute of CPAs® 5#PSTech
Beginning the Process
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American Institute of CPAs® 6#PSTech
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American Institute of CPAs® #PSTech
Items to Identify
Identify that you’ve outgrown with current processes
Identify what is causing pain
Identify budget, timeline and key decision makers
Identify your team
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American Institute of CPAs® 8#PSTech
“Innovation doesn’t happen in the comfort zone… The key thing is for your company to understand that innovation is uncomfortable because it’s new, not because it’s bad.”
- Daniel Burrus
What’s Your Innovation Readiness?
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American Institute of CPAs® #PSTech
Uncomfortable Topics
Committed to SALY
Discussing a change in processes when new technology is employed
Staff roles may change
“We have always done it this way”
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American Institute of CPAs® 10#PSTech
“I don’t know what I don’t know”
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American Institute of CPAs® 11#PSTech
Focus on Discovery
Understand the underlying problem Process improvement is only successful if the underlying
process is understood
Think outside the box
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American Institute of CPAs® 12#PSTech
Systematize the Evaluation
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American Institute of CPAs® 13#PSTech
Identify and assess process to improve
What specific process needs to be improved
Why does it need to be improve
Understand current process and pain points
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American Institute of CPAs® 14#PSTech
What Does Your Ideal Process Look Like?
Staff playing different roles
Eliminated steps Actions clients taking
(on time and correct)
Write it down
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American Institute of CPAs® #PSTech
Determine Measurement for Implementation Success
KPIs - look beyond traditional measurements• Real-time budget vs. actual• Cycle time • Just in time• Bottlenecks
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American Institute of CPAs® 16#PSTech
Gather Feedback
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American Institute of CPAs® 17#PSTech
Group Exercise
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American Institute of CPAs® 18#PSTech
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American Institute of CPAs® 19#PSTech
Research/Evaluate Tools available
Develop evaluation process• Suite/ best of breed/ customized
application?
Apply consistently
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American Institute of CPAs® 20#PSTech
Do you need to adjust your process?
Did you think too big for now?
Did you not think big enough?
Revisit Your Ideal
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American Institute of CPAs® 21#PSTech
Map Out the New Process
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So……
Do you pick a solution or design your process 1st?
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American Institute of CPAs® 23#PSTech
They Occur Simultaneously
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American Institute of CPAs® 24#PSTech
The StepsGather feedback
Explore the options
Map out the new process
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American Institute of CPAs® #PSTech
“Culture should be divided into values and behaviors. Values will remain constant…
Behaviors, however, can vary from year to year, person to person. It is important to evaluate these quarterly. I think of behaviors as attributes that you want to focus on for the organization. These can even be skills for the organization. The interesting thing about behaviors is that they are not static; they should change, especially as the company grows. I have found that they have an effect on the short and medium term results. Having both has become an important tool for me as I manage the growth of our company”
- Rene Lacerte, CEO, Bill.com
“4 Lessons I wished I learned in my 20’s”
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American Institute of CPAs® 26#PSTech
Final Thoughts
1. You will be uncomfortable
2. Keep a receptive frame of mind
3. Don’t give this entire project to 1 person to do in a silo
4. Seek outside input
5. Don’t put a new tool in an old process
Be the one in the profession asking the questions others aren’t.
– Luke Williams
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American Institute of CPAs® 27#PSTech
Questions?
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American Institute of CPAs® 28#PSTech
Copyright © 2013 American Institute of CPAs. All rights reserved.
THANK YOUCPE Word:
@SnMansfield
@CathyFoley20