How do you know when it’s time to make a change and how do you determine what changes you need to make to keep accelerating your firm’s growth and profitability? In this session Heather will guide you through a step-by-step process so you can create an action plan for revamping your technology ecosystem.
After attending this session, attendees will:
- Identify the need for an app to automate a process
- Explain the steps needed to evaluate and choose apps from multiple options.
- Identify the key components to a successful implementation plan
- Reducing costs in your tech stack while maximizing productivity
- Creating time- and money-saving synergies in your workflow
Who should attend? Any practitioner who is looking to make changes in the way they leverage automation in their practice.