Get Your Firm to Embrace New Technology

Source: Accounting Today

In this article, Seth Fineberg examines how firms make forward changes in technology, including how they gain support from key leaders and effectively incorporate new technologies into their work practices.

Fineberg notes that smaller firms may leave technology decisions primarily to one individual on the team, whereas larger firms may have a point person who conducts research, presents options, and “makes a pitch” for the purchase and use of certain technologies.

According to technology consultant Randy Johnston, firm leadership may be responsive to persuasive arguments regarding adoption of new technology, such as 1) It will improve our client service, 2) It will make our firm more competitive, and 3) We need to be proactive so that our firm stays fresh.

Examples of ways in which firms have introduced new technology include:

• Brian Kelsch, new to his firm, decided to offer small suggestions at first, such as a few updates to the firm's website to make it more modern. Eventually, Kelsch presented the idea of a document management system to the firm's decision makers. Kelsch has offered to be the guinea pig for tax season so he can offer firsthand insights on the product.
• Tammy Clarke began using an iPad and then pitched its use to the firm's key leaders. She and the managing partner eventually persuaded the partners to provide iPads for the team as a Christmas bonus – a gift that was well-received and is now widely used within the office.
• The firm Freed Maxick has incorporated technology use as part of its firm culture and core values, which paves the way for new technologies.

Vendors also work to network and educate firms on the value of technologies they offer.

For the complete article, read “Making the Pitch.”

From Accounting Today, March 1, 2013, SourceMedia Inc., One State Street Plaza, 27th Floor, New York, NY 10004, 800-221-1809.