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In this Tech Stack series with Kellie Parks CPB, we will cover the essential verticals for building a successful cloud technology ecosystem. Start by taking the right steps with security policies and evaluating your firm and ideal client to align your technology.
We will cover the following topics in detail with worksheets, checklists and actionable steps to take.
Establishing Security Policies
First things first—you must establish policies to secure your technology and data. As guardians of private and exploitable data, it’s essential to be conscious of this responsibility.
- Choose Reputable Apps
- Create a Safe Word
- Create Access Controls
- Create Regular Backups
- Enable Two-Factor Authentication
- Implement a Password Management App
- Implement Security Training
- PIN-Protect All Devices
Firm Evaluation is Crucial to Determining Your Tech Stack.
You can’t build a robust technology ecosystem without understanding the outcomes you hope to achieve from it. Your tech stack outcomes are tied directly to your firm’s whys and hows.
We will cover eleven essential elements of what makes your firm tick now and where you want it to go. During the initial webinar, you will be given a firm evaluation form to work through the elements. In the two follow-up interactive sessions, we can review your results and how they relate to building your tech stack.
This form is your starting point for gathering the information you need to create a business you love. You need to consolidate the state of your affairs in one place and learn about your business woes, wins, and general makeup.
Ideal Client Profiling Links Directly to Your Tech Stack.
Understanding your ideal client is just as important as evaluating your firm when it comes to building your tech stack.
During the initial webinar, you will be given a form to help you profile your ideal client. Then, in the follow-up sessions, we will work through your results, which will help you create a firm and client culture of respect and work fulfillment. It will help you better understand who your firm loves to do business with, select the right technology, and focus on the work your firm excels at and enjoys.
What are the 5 Biggest Wins You Could Achieve by Creating a Solid Cloud Technology Ecosystem?
Defining your five biggest wins will help you tailor your cloud technology ecosystem to suit your needs best. Consider the specific goals and challenges of your firm and clients, and select the tools and strategies that will deliver the most significant impact. By focusing on these key areas, you can create a cloud tech stack that not only meets your current requirements but also positions your firm for future success.
Key-Takeaways
- Establishing security policies is critical
- Firm evaluation is crucial to determining your tech stack
- Ideal client profiling links directly to your tech stack
- Define your 5 biggest wins of a cloud technology ecosystem to help hone it
By following these guidelines and considering your firm and client profiles, you can build a cloud tech stack that enhances efficiency, security, and client satisfaction.
What’s to Come
- October: Choosing and implementing practice management (workflow) apps—both internal and client-facing.
- January: Exploring essential discovery and onboarding, as well as re-engagement and disengagement technology.
- April: Discussing cloud accounting technology that you and your clients will love!
Start your journey with Kellie Parks CPB, and register for Be Insightful’s Tech Stack Series and transform your practice with the right cloud technology ecosystem!
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