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Technology Review and Plan
Technology Review and Plan

Technology Review & Plan

Our Technology Review and Plan provides your firm with a comprehensive evaluation of your IT department, including key financial metrics. Through interviews with partners, staff and technology personnel, we will lead your firm to a technology plan that supports the firm’s vision.

If handled properly, technology can significantly enhance productivity and attract great people. Planning for technology is not just about buying hardware and software; it's also about effectively managing and implementing these vital resources in order to meet your firm’s strategic goals.

Unfortunately, many firms don’t have a thorough understanding of their own internal technology and are without a plan to maximize its potential. The Technology Review provides a comprehensive evaluation of a firm's IT department, including an examination of key financial metrics as well as interviews with partners, staff, and technology personnel.

Once the Technology Review is complete, we will help you develop a Technology Plan perfectly suited to help your firm strengthen its weaknesses and build upon its strengths.

The Technology Review and Plan will not only provide a sense of orientation and direction, it will place you among those firms that are flourishing as a result of a clearly mapped technology strategy.

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Facilitators

L. Gary Boomer

L. Gary Boomer is CEO of Boomer Consulting, Inc. He is recognized by the accounting profession as the leading authority on technology and firm management. Gary has been ranked by Accounting Today as one of the 100 most influential people in accounting for over ten years running. His innovative strategies chart a transformation road map that results in increased revenue, goal-oriented personnel and business growth.

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Jim Boomer

Jim Boomer, CIO, is director of the Boomer Technology Circles™ and an expert on managing technology within an accounting firm. He also serves as a strategic planning and technology consultant and firm adviser in the areas of performance and risk management.

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Sample Technology Plan
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