Building Stronger Processes: Key Takeaways from the Boomer Circle Summit

By Heather Robinson 

Marketing Manager 

Boomer Consulting, Inc.

At this year’s Boomer Circle Summit, firm leaders explored how strong processes create a foundation for growth, efficiency and resilience. Several sessions focused on process frameworks, data and client experience, as these are areas where firms can move from good intentions to sustainable, repeatable results.

Navigating change in your firm: Building impactful frameworks

Amanda Wilkie outlined why so many change initiatives fail: misalignment between process, project and people. Her session introduced the Transformation Triangle, emphasizing the need to balance process management, project management and change management for meaningful results.

She also shared practical tools like RACI charts, process mapping and the ADKAR model for change adoption. The takeaway is, firms that treat change as a structured process rather than a one-time announcement are more likely to see lasting improvement.

Driving success through data: Integrating analytics in HR and operations 

Jacqueline Lombardo and Chris Rochford demonstrated how predictive analytics can improve process efficiency by identifying bottlenecks, balancing workloads and forecasting resource needs. Too often, firms collect data but fail to use it effectively due to silos or tool fragmentation. 

Processes improve when decisions are data-driven. With the right governance and integration, firms can move from lagging indicators to proactive insights that keep projects and operations on track. 

Best practices for getting client buy-in and building an exceptional experience 

Arianna Campbell reminded us that process isn’t just internal. It extends to how firms engage with clients. Her ALIGN Framework (Articulate the Why, Listen to Understand, Involve Them Early, Guide with Clarity, Nurture the Relationship) provides a roadmap for securing client buy-in during times of change.

The framework highlights that exceptional client experiences don’t happen by chance. They are the result of intentional processes that build trust, create clarity and keep momentum moving forward. 

Across these sessions, the Process Pillar reinforced that successful firms: 

• Build alignment between process, project, and change management 

• Use analytics to guide and refine their operations 

• Apply structured frameworks to improve client experience and adoption 

Strong processes help people, technology and clients move in the same direction. 

If your firm is ready to strengthen its processes and create more impactful outcomes, connect with a Solutions Advisor. Together, we can help you translate these Summit insights into sustainable improvements for your firm.