The right technology can free up valuable time, reduce the risk of costly errors and allow your team to focus on more fulfilling tasks. But if your firm’s tech stack is out of date, it is time for an upgrade. 

Adopting new technology can be a challenge. We were quoted in a recent article titled: How to Implement New Technology in Your Firm, where we discuss the complexities of implementing new tech and how having a plan can make the process as stress-free as possible.

Here’s what was covered in the article:

1. Performing a Technology Audit

Before researching new technology, it’s crucial to conduct an honest technology audit. Leave your emotions at the door and take an objective look at your current solutions.

What’s working and what’s not working for your firm? Evaluate your tech stack and pinpoint solutions that could be improved.

2. Setting Goals for Your New Tech

Technology must serve a purpose for it to work well in your firm. After an audit, it’s important to set goals to better understand:

  • The outcome you hope the tech will achieve
  • Which solutions need to be replaced first

SMART goals for the new tech stack will allow you to better understand whether the solution meets your expectations.

Once you have your goals outlined, you can then research new technology and work on your implementation plan.

3. Building Out an Implementation Plan

You’ve done a lot of work, and now’s the fun part: implementation. A few things that need to be addressed are:

  • Date for rolling out the implementation
  • Migrating data from old to new solutions
  • Training your team on the latest solutions and who will be responsible for it

Read the full article to learn more about integrating new technology into your accounting firm.

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