How often do you talk with your technology solution providers? If your communication mainly regards license and subscription renewals, your firm could be missing out on a significant resource of knowledge and experience.
Solution providers come in all shapes and sizes. Some may work exclusively with CPA firms, and others may be dedicated to organizations in business and industry. Either way, solution providers have a rich well of experiences from which they’ve developed best practices for success. Tap into that well, and you may find a helpful partner in technology and process changes.
You can leverage your relationship with your solution provider by having regular conversations, seeking input on technology and process decisions, building your peer network and more.