For many Practice firms, the systems they use to support key operational activities have been in place for years, if not decades. While they may have been incrementally upgraded in that time, in recent years there’s been much more activity in the market and firms are increasingly reviewing their tech infrastructure to ensure it meets the needs of more modern ways of working.
More and more firms are considering changes to their core systems, be that finance, practice management, CRM or others, and this poses a vital question: how do you approach changing a system that is embedded into a firm’s entire operations?
On this webinar, hear from ICAEW’s Interim Change Director, Bal Hegedus-Pickvance, to explore how to successfully deliver changes to core systems, including Professional Services Automation (PSA) systems commonly used across Practice firms.
Bal will be joined by Mark Foulsham, COO at Partners in Change, and IT leaders from two firms (Mark Burgess, Ensors and Julie Sinsbury, Moore South) who have recently navigated substantial change programmes, and will discuss how the critical combination of people, process and technology can be landed successfully in major change projects. From the initial business case through to establishing and demonstrating what success looks like, the webinar will highlight some of the common obstacles and risks that firms are likely to face on the journey, as well as share best practices.
First broadcast on 28 February 2025
Webinar resources
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CPD
This webinar could contribute to up to 1 hour of verifiable CPD, so long as you can demonstrate that the content is relevant to your role. Find out more.