4 Stages to Making Your Technology Work Harder for You

June 29, 2012 MaryAnne Rode

Start with assessment:

Assess the situation- Take stock of what you have for technology.    How old is the technology you are using.  How long has it been since anyone has performed an audit on the technology?

Assess yourself and your practice- Is the technology used by all people in the company or just some?  How much does your company rely on the technology?

Move on to Evaluation:

Evaluate your current technology –Is it easy to use? Is it letting you assess your clients in aggregate and individually?

Evaluate your conclusions – Do the answers from above require you to realign yourself and your firm’s technology needs?

Make a plan:

Outline a communication plan – Share specific talking points internally regarding your technology needs.  Be honest about where you are and where you need to be.

Decide where to focus your energy – Prioritize and commit to the more important parts of the project so that progress can be achieved.

Begin the process:

Execute a “Call to Action”- Pull together all of your efforts listed above into a plan that includes all members of your firm and your key external partners.  Only including some members of the firm will not allow you to achieve complete adoption by the entire firm.

Measure your progress – A project is only as good as its milestones so make sure you are keeping track of what is working and what isn’t so that you achieve your ultimate goals in a timely manner.

Now, with the right technology in place working as it is supposed to across your firm you are able to deliver accurate and timely information to your clients on a consistent basis.  Isn’t that what technology is all about?


MaryAnne Rode is Manager of Sales & Marketing at UNAPEN, Inc.   (What’s a UNAPEN?)


1 Comment on “4 Stages to Making Your Technology Work Harder for You

  1. What is your education, experience & expertise? There are tens of thousands of consultants in various specialties. To compete, you must have an area of specialization that is in demand, and have the credentials and references to back up your claims. Do note that besides a lot of competition, therefore the need for a specialized niche, businesses (like individuals) are cutting back severely on spending. If you are really good at what you do, and there is a market for your particular specialization, you can do very, very well.References : Was this answer helpful?

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