Wednesday, June 3rd, 2020

It Takes More Than An Email

“The secret of getting ahead is getting started.” – Mark Twain

Accounting firms have been faced with introducing a lot of new technologies recently. Some of it has been in almost an emergency mode.

But think back to how a new technology task was rolled-out BEFORE you were faced with COVID. I have observed that the technology team in accounting firms and the accountants speak two different languages.

Maybe the new technology task is something simple like how to log-in and work remotely. The IT team carefully put together a lengthy and elaborate email to explain how to do it. Simple.

Because the accountants didn’t quite understand all of the detailed instructions in the email, they emailed back with questions. The tech team answered, another email and another answer…. another email (of course “to all”) and another answer.

After about five or six back-and-forths, most people will just quit reading the emails.

Anytime you are implementing a new policy or procedure, whether it is about technology or tax processing, it takes more than an email. Communicate in person. Invite small groups of people to be trained face-to-face. You can do this using Zoom for your remote workers.

When you are all back in the office and can meet in larger groups, have the person responsible for the new tech, tax, or office procedure lead the session and answer all questions. Again, it takes more than an email.

  • "I was training to be an electrician. I suppose I got wired the wrong way round somewhere along the line."
  • Elvis Presley

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