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A common question in our Boomer Process Circle gatherings is how to enforce consistent processes and procedures in a firm. It’s a valid concern. After all, firms invest a lot of time and resources into improving and refining their processes, so they want those changes to stick. However, it’s essential to recognize that you can’t impose true accountability; you have to nurture it through deliberate and strategic actions. In this article, we’ll outline these actions, focusing

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less. This episode, host Jon...

Managing a growing firm and serving clients is a challenge. It requires multiple people, applications and processes. To deal with the complexity, lower costs, boost productivity, increase accuracy and support greater efficiency, firms undergo process improvement initiatives. However, the approaches of process improvement you used yesterday may not work today or in the future. Automation, outsourcing and skill shifts impact what works, what doesn’t and what your firm can do to