Consistency and efficiency - Increasing team and client engagement Arianna Campbell, Consultant, @arianna_BCI 11/15/2017 #QBConnect | WiFi: QBConnect Password not required

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Today’s speaker Arianna Campbell Consultant Resume Highlights: www.linkedin.com/in/ariannacampbell Today’s speaker Resume Highlights: Lean Six Sigma Black Belt P3 Leadership Academy™ Facilitator Lead internal process improvement initiatives My Passion – Helping CPA firms navigate their continuous improvement journey! Contact me at: Arianna.Campbell@boomer.com Twitter: @arianna_BCI LinkedIn: https://www.linkedin.com/in/ariannacampbell Arianna Campbell Consultant

About Boomer Consulting

Client base Top 500 CPA firms in the U.S. Strong relationships within Top 100 firms CPA Firm Client Characteristics Successful Desire to grow Focused on future readiness Actively working with 40+ Software providers to the accounting profession

Agenda Team and Client Engagement Problem Solving Framework Best Practice Strategies Next Steps

Team and Client Engagement

Importance of engagement

Engagement challenges

Connecting process and engagement

Problem Solving Framework

Lean Six Sigma About Lean Six Sigma Lean Six Sigma (Quality) (Efficiency) Six Sigma (Quality)

5 principles of Lean

Importance of team focus “No one knows the work like the people doing the work.” – Henry Ford

Powerful model for process improvement

Lean Six Sigma - summarized Problem Solving Framework Challenge the Status Quo Avoid “we’ve always done it this way” thinking Increase value “Progress requires change. If you never change, you’ll never progress.”

Benefits of Lean Six Sigma Increased consistency in processes between employees Increased capacity (throughput) Better quality from the start More time for high level activities and identifying value-add solutions for clients Increased profitability Increased Client Service & Satisfaction

Best Practice Strategies

Expectations and accountability

Managing the front door

One-way workflow

Optimized scheduling and resource allocation

Utilizing and leveraging technology

Next steps

Questions?

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