What you’ll learn in this webinar

Are you hoping to automate more of your accounting management but wondering where and how to start? This session will show you how to elevate your software platform by strategically focusing on one or more areas at a time.

In this session you will learn how to:

  • Identify how to strategically select which areas of a business to automate first, how to get the timing right, and how to garner support from partners and other leaders
  • List the key categories of function as well as the most popular prioritization and sequence of upgrades for each
  • Determine how to protect and improve the Experience Management (the science and practice of focusing on the experience, not the output specifications) in each category for your clients, practitioners, and managers
  • Determine how to gauge and measure success as each new area of automation solidifies
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