what comes 1st the process or the solution
TRANSCRIPT
1
What Comes First –
the Process or the Solution?
Samantha MansfieldSr. Manager Corporate Communications and Program Development
2
Samantha MansfieldSr. Manager Corporate Communications & Program Development
• 14+ years of experience in tax and accounting technology industry
• Consultant on workflow and web implementations
• Designed and built educational events for practice development
3
Agenda
• Beginning the Process• “I don’t know what I don’t know”• Systematize the Evaluation• Final Thoughts
6
“Innovation doesn’t happen in the comfort zone… The key thing is for your company to understand
that innovation is uncomfortable because it’s new, not because it’s bad.”
What’s Your Innovation Readiness? by Daniel Burrus
9
What Does Your Ideal Process Look Like?
Staff playing different roles
Eliminated steps Actions clients taking
(on time and correct)
Write it down
12
• Do you need to adjust your process?
• Did you think too big for now?
• Did you not think big enough?
Revisit Your Ideal
17
Final Thoughts
1. You will be uncomfortable
2. Keep a receptive frame of mind
3. Don’t give this entire project to 1 person to do in a silo
4. Seek outside input
5. Don’t put a new tool in an old process
Be the one in the profession asking the questions others aren’t.
– Luke Williams