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Technology Review & Plan

Practical IT visioning and guidance grounded in experience and planning!

Our IT Review & Planning process involves collaborating with Partners, the head of IT (e.g. CIO,CTO or IT Director) and the internal technology team to create a visionary technology plan that is approachable, understandable and achievable. 

Why is having a Technology Review important

Technology and its' benefits should be easily understood by all levels of the firm. Too often, firm management doesn't understand the business benefits technology is able to provide and IT departments find it difficult to effectively communicate these benefits. Our IT Review & Planning process breaks down this wall to bring clarity and strategy to a firm's technology plan. 

IT problems worth solving:
  • The IT Department doesn't understand the business 
  • The business doesn't understand the complexities of IT
  • The CIO or IT Leader isn't being coached to be an executive in the business
  • IT visioning is a difficult task for the firm
  • Executive support is needed to push IT projects forward

What makes your Technology Review different?

We focus 100% on the CPA profession and have strong knowledge of the leading technology and software. Our technology consultants are the preeminent technology thought leaders in the CPA profession. We will provide an independent, 3rd party review of your firm's technology. You can trust that our assessment is not being influenced by reselling agreements with hardware or software providers. 

Firm Benefits

  • Prioritization  Strategic Alignment with Technology/Firm Goals 
  • Direction - Technology Vision to ensure IT investment is moving the firm in the right direction
  • Enabling - Technology should be a force multiplier and not get in the way
  • Governance - Getting the right people in the right roles
  • Independent Authority -  Not tied to specific solutions or hardware

Questions to Consider

  • Could your firm benefit from better aligning IT with the firm's vision for the future?
  • Could expectations of IT be better communicated?
  • Could firm leadership better understand the benefits of technology?
  • Would firm efficiencies be gained if all your systems were connected and working with each other?
  • Have you defined the processes you are trying to optimize?
  • Do you have the right people for where the firm is headed?

 Our Consultants

Jim Boomer

Chief Executive Officer
CPA.CITP, MBA

 

L. Gary Boomer

Visionary & Strategist 
CPA.CITP

Marc Staut

Principal & Consultant

Want more information?


Don't be left behind!

IT problems worth solving:
The IT Department doesn't understand the business 
The business doesn't understand the complexities of IT
The CIO or IT Leader isn't being coached to be an executive in the business
IT visioning is a difficult task for the firm
Executive support is needed to push IT projects forward
IT problems worth solving:
The IT Department doesn't understand the business 
The business doesn't understand the complexities of IT
The CIO or IT Leader isn't being coached to be an executive in the business
IT visioning is a difficult task for the firm
Executive support is needed to push IT projects forward
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