See how other firms and vendors have tackled digital transformationand made a commitment to changing how they work with clients.
From 2 to many, all on board
As a larger firm with over 90 staff and 100 years under their belt, Robson Laidler had firmly established the software they use with clients and the service they provide around that.
But for a couple of the partners and Nick Wilson, Cloud Client Manager, an opportunity existed using the likes of Xero, GoProposal and more, but many were not seeing this vision.
Realising wider buy-in was needed from the partners and staff of the firm, I was brought in to run a workshop to help the team understand what they were being asked to buy into and also what digital transformation means for them.
When everything was over, Nick mentioned staff were commenting how everything had “fallen into” place before they’d even left the room.
Since then the firm has run several events for clients to promote moving into the digital world, with many being on board.
"Before, there was only a select number of us trying to change the way we work and where we were going. The outside perspective from someone else who is doing well with what we are trying to achieve has opened many eyes and provoked a lot of curiosity. Overall it has definitely saved me, my mind and helped steer us on the right path!
– Nick Wilson, Robson Laidler
Seeing the wood from the trees. Transitioning from cloud to digital
When Penny Rowden and her husband, Jonathan, split from his partnership in 2007, they steadily built a thriving accountancy practice but were working crazy hours trying to juggle the responsibilities of a small firm and the needs of their growing number of clients. The vision had been lost in the detail and they knew they needed help to successfully transition to the next stage.
For Rowdens Ltd., their challenge wasn’t being a cloud practice, having adopted Xero in 2011 and being fully committed to all things cloud. Instead, it was being able to fully embrace the massive opportunity that a truly digital practice brings for them, their staff and their clients.
Having met me through Xero, Penny and Jonathan spent a day at Farnell Clarke HQ to get advice on how to transition to the next stage. They came away with a much clearer vision of where they wanted to be and the steps to get there.
Since then, they have implemented tools like GoProposal which has proved a winner, helping to increase their monthly fees and remove scope creep. They have also increased their team from 4 to 7 and won the Xero Small Firm of the Year Award for 2018. I have also had a day at their office in Chichester presenting to their staff as part of the firm’s new digital strategy and Penny is an enthusiastic member of my monthly mentoring group. A fantastic start to their next chapter!
Just the initial one day with Will made a huge difference for us and I’m looking forward to developing the relationship as we grow and can fully embrace that massive opportunity to make a real difference for us, our staff and our clients."experience
– Penny Rowden, Rowdens Ltd.
Hear from others how Will is
making an impact with firms
“What I love about Will's observations and advice is that he moves it away from technology as a start point and talks about the impact on client experience.
He recognises that there is no one element that will bring success, it is multi facet and you need a plan for each.”
– Alex Davis, Intuit
“As one of the UK’s earliest adopters of cloud accounting tech, Will Farnell knows better than most how much it can transform client service.
He and the team at Farnell Clarke have truly embraced digital technology.”
– Gary Turner, Xero
Join others on the digital journey
If you feel you’re in the same position as these firms, then let’s chat about transforming your firm in the same way.