The below blog post is a segment of the 2013 Boomer Technology Circles Fall Letter. This letter highlights the latest strategies, directions and resources discussed at the Fall round of Circle meetings. To learn more about the Boomer Technology Circles, please visit www.boomer.com/btc.
Members of the Boomer Technology Circles take technology
more seriously than others. Just as Ray Kroc said, "I didn’t invent the
hamburger, but I took it more seriously than others.” The Circles provide access to expertise/resources
and build peer relationships. It is even
more important today for a firm to have a plan (roadmap) and budget to be able
to integrate technology with the firm’s strategic plan. The most successful firms are reviewing
processes, utilizing business analysts and communicating with end users. Now is the time to get a handle on what is
happening with your own office as well as your clients and remain up-to-date on
the capabilities of new technology. The
return on your IT investment increases as you invest a larger percentage in
innovation and less in infrastructure maintenance. Many firms have been in the maintenance mode
and now desire to move forward. This
will require people with the right attitude toward change, willingness to learn,
and improved communications.
As firms shift their attention more toward innovative
technologies and less on infrastructure maintenance, they are also recognizing
a need for a change in the role in the IT Professional. The skills required to be a successful IT
Leader in the future are changing and professional development needs to be more
on leadership, communication, and processes.
If you haven’t taken a look at our CIO
Advantage program, I encourage you to do so. It is focused on helping your IT Leaders make
this leap from technician to strategist through leadership, management and
soft-skill training rather than IT technical skills.
Both major vendors are focused on the Cloud as well as
expanding their mobile application offerings. CCH Axcess which includes Tax, Document,
Portal, Practice and Workstream is gaining some interest among BTC firms and we
should have a report on their experiences after the spring BTC meetings. Earlier this year, CCH reported several
firms, including two of the Big 4 successfully running SaaS tax this past
season. Thomson Reuters is now offering
a cloud –based engagement solution (AdvanceFlow) built on the GoFileRoom
platform with connections to GFR, PPC SMART Suite, and MS Office. There was also a new release of GoFileRoom in
2013 that introduced significant enhancements.