What comes 1st the process or the solution
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What Comes First – the Process or the Solution? Samantha Mansfield Sr. Manager Corporate Communications and Program Development 1
Transcript of What comes 1st the process or the solution
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What Comes First –
the Process or the Solution?
Samantha MansfieldSr. Manager Corporate Communications and Program Development
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Samantha MansfieldSr. Manager Corporate Communications & Program Development
• 14+ years of experience in tax and accounting technology industry
• Consultant on workflow and web implementations
• Designed and built educational events for practice development
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Agenda
• Beginning the Process• “I don’t know what I don’t know”• Systematize the Evaluation• Final Thoughts
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Beginning the Process
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“Innovation doesn’t happen in the comfort zone… The key thing is for your company to understand
that innovation is uncomfortable because it’s new, not because it’s bad.”
What’s Your Innovation Readiness? by Daniel Burrus
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“I don’t know what I don’t know”
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Systematize the Evaluation
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What Does Your Ideal Process Look Like?
Staff playing different roles
Eliminated steps Actions clients taking
(on time and correct)
Write it down
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Gather Feedback
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• Do you need to adjust your process?
• Did you think too big for now?
• Did you not think big enough?
Revisit Your Ideal
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Map Out the New Process
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The StepsGather feedback
Explore the options
Map out the new process
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So……
Is it the Process or the Solution
1st?
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They Occur Simultaneously
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Final Thoughts
1. You will be uncomfortable
2. Keep a receptive frame of mind
3. Don’t give this entire project to 1 person to do in a silo
4. Seek outside input
5. Don’t put a new tool in an old process
Be the one in the profession asking the questions others aren’t.
– Luke Williams
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Questions?
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