Boomer Consulting Webcast Replay: 7 Ways Firm-Wide Content Management Can Help Your Firm Thrive
Consider 3 Quick Questions regarding your firm:
PRODUCTIVITY: Are e-mail overload and multiple systems causing employees
to waste
time hunting for critical documents?
SERVICE: How quickly can you answer a client's question regarding
a previous year's tax
filing or audit? What if that client's accountant, auditor or practice leader
has left the firm?
RISK: How much would it cost to comply with a discovery request for
all of a client's
documents and e-mails on a specific topic from the last 2 years
Looking for better answers?
Please be our guest for this informative Webcast replay: 7
Ways Firm-Wide Content Management can Help your Firm Thrive. The replay
runs approximately one hour, and you can enjoy it from the comfort of your own
desk.
Join keynote speaker Gary Boomer, CEO of Boomer Consulting, creator
of the Boomer Technology Circles and the accounting industry's leading authority
on technology management. In this one hour session, we'll discuss and demonstrate
how firms can expedite client service, maintain financial growth and retain
talent by exploring:
The difference between firm-wide content management and document management
point solutions
Effective management of e-mail overload to raise productivity and reduce
risk
Establishing and automating a firm-wide retention and compliance policy
Effective ways to evaluate technologies and avoid common pitfalls
The advantages of adopting a client/engagement centric approach to content
Current best practices in accounting and related professional services
firms
Register now. The completed registration form will launch the WebEx replay.
Presented By:
Gary Boomer, CEO of Boomer Consulting, Inc., is renown for hosting The Boomer
Technology Circles where firm partners and senior technology professionals from
the US, UK and Australia share best practices. For the past seven years, he
has been named by Accounting Today as one of the 100 most influential people
in accounting. He is the past chairman of the AICPA's Information Technology
Executive Committee and currently serves on the AICPA Council. He is also a
member of The Advisory Board, a group of leading consultants to the accounting
profession. In addition, he is the author of, Successful Technology Consulting
The Boomer Advantage, writes the "Boomer's Blueprint", which is a regular column
in Accounting Today and publishes the Boomer Bulletin TM,
a technology newsletter with an international circulation of over 4,000. In
addition to accounting firm and small business consulting, he has consulted
with IBM, Microsoft, Intuit, CYMA Software, and Great Plains Software on the
design and marketing of accounting related software.
Dan Carmel, vice president of Professional Services Solutions for Interwoven, Inc.
has nearly 20 years of experience in technology and enterprise software. With
Interwoven, Mr. Carmel has utilized his technical expertise and product marketing
acumen to strategically guide the creation of custom tailored enterprise grade
software products that meet the specific mission-critical needs of content-intensive
professional services organizations including law firms, corporate legal departments
and accounting firms. Carmel holds a BS and MS in engineering from the University
of Pennsylvania and an MBA from the Stanford Graduate School of Business.
Sponsored By:
Interwoven, Inc. is the world's next-generation enterprise content management
(ECM) company. Interwoven's patented, award-winning ECM platform integrates
the six pillars of content management: collaboration, document management, Web
content management, digital asset management, e-mail management, and records
management. Interwoven WorkSite is a Firm-wide Electronic Content Management
System that:
Consolidates e-mails, documents, scans and working papers in a single repository
Manages versions and secures content throughout its lifecycle
Regulates and controls records retention and deletion practices
Delivers powerful, scalable functionality with little to no learning curve
WorkSite helps accounting firms expedite client service, maintain financial
growth and retain talent. Worldwide, the product suite is used by more than
600,000 professionals at over 1300 organizations including accounting firms
such as Eisner LLP, Resnick Fedder & Silverman and Ernst & Young. For more information,
please visit www.interwoven.cn.
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Gary Boomer, CEO of Boomer Consulting, Inc., is renown for hosting The Boomer
Technology Circles where firm partners and senior technology professionals from
the US, UK and Australia share best practices. For the past seven years, he
has been named by Accounting Today as one of the 100 most influential people
in accounting. He is the past chairman of the AICPA's Information Technology
Executive Committee and currently serves on the AICPA Council. He is also a
member of The Advisory Board, a group of leading consultants to the accounting
profession. In addition, he is the author of, Successful Technology Consulting
The Boomer Advantage, writes the "Boomer's Blueprint", which is a regular column
in Accounting Today and publishes the Boomer Bulletin TM,
a technology newsletter with an international circulation of over 4,000. In
addition to accounting firm and small business consulting, he has consulted
with IBM, Microsoft, Intuit, CYMA Software, and Great Plains Software on the
design and marketing of accounting related software.
