Digital Transformation Without Disruption
The Challenge
A mid-market accounting and advisory firm relied on legacy systems that were hampering growth and client experience. Partners resisted technology change, and previous IT initiatives had failed. They needed strategic technology leadership to guide a digital transformation while maintaining daily operations.
Our Approach
At 15 hours/week over 12 months, we developed a phased digital transformation roadmap, implemented a modern practice management system, introduced client collaboration portals, automated routine compliance workflows, and established an internal IT governance committee.
The Outcome
Staff productivity increased 32% through automation. Client satisfaction scores improved 28%. The firm was able to handle 40% more clients without additional headcount. Partners became technology advocates, and the firm is now recognized as an industry innovation leader.