1. Consistency and efficiency - Increasing team and client engagement
Arianna Campbell,
11/15/2017
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This session is eligible for 2 hours of CPE
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3. Today’s speaker Arianna Campbell Consultant Resume Highlights:
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:
Twitter: @arianna_BCI
LinkedIn:
Arianna Campbell
Consultant

4. About Boomer Consulting

5. 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

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

8. Team and Client Engagement

9. Importance of engagement

10. Engagement challenges

11. Connecting process and engagement

12. Problem Solving Framework

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

15. 5 principles of Lean

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

17. Powerful model for process improvement

20. 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.”

21. 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

22. Best Practice Strategies

23. Expectations and accountability

24. Managing the front door

25. One-way workflow

26. Optimized scheduling and resource allocation

27. Utilizing and leveraging technology

28. Next steps

29. Questions?

30. Thank You
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