Reviewing and refreshing your tech suite can seem overwhelming, but it doesn’t have to be. Start by considering what is achievable for your firm at the current time. Introducing new technology does not have to be a large-scale formal project or huge software roll out. It can be small changes or new technology introductions that are going to create a noticeable difference in your firm and add lasting value to your practice and your clients.
Next, make sure you are getting the most out of the tech you already have. Contact your providers to investigate if there are new or updated functionalities that you can seamlessly implement into your existing processes.
If you are wanting to introduce new tech to your firm, set your priorities by recognising the main things you want from your tech. It is important to be selective when choosing your tech, to ensure you aren’t implementing too much at once, and inadvertently over-complicating your workflows. For example, going paperless, or having a simpler workflow, and let this guide your choices when selecting new tech to ensure you are choosing tech that will solve a problem you face within your firm, that your staff and clients will value.
InfoTrack can support your firm to review and refresh your tech for the new year. Get started to set you up for a successful 2023.