Use of Technology

Use of Technology 

Transition to a high performing firm of the future by leveraging technology!

  • Guide your practice to take control of its technology for the next 3-5 years
  • Learn what is on the horizon and how it can impact your people and your clients
  • Develop strategies to effectively update and implement new technology solutions

Start Here: Why Transition Guide

This guide outlines why firms should be thinking about technology and provides tips and tools to update and implement new IT solutions. See how technology can be a strategic enabler and competitive advantage.

IT Strategy Tools

Use of Techmology

IT Strategy Template 
Document your firm’s IT objectives, strategy and measurements

IT Governance Checklist
Ensure your firm implements technology that aligns with the overall firm strategy 

IT Budget Calculator
Determine a quick budget when setting your firm IT cost expectations

Technology Selection Analysis Questionnaire
Ensure that your firm analyzes each new technology solution

Sample Implementation Roadmap
Guide your firm through evaluation, implementation and execution after an IT solution has been determined

Practical Practices and Future Trends Tools

Best Practices Checklist
A checklist to help firms on their way to transitioning to a high-performing firm.

Innovative Practices Checklist
A checklist for those firms looking to be more advanced in their technology initiatives.

Best Practices from New Era Firms

Firm Structure & Strategy | Staff Development & Culture |  Clients & Relationship Building

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