Boost Your Firm with a Technology Roadmap
Don't wander into the future aimlessly, instead, prepare an action plan to tackle unforeseen challenges and empower your staff to work with more clients, in a shorter time with fewer errors.
If increasing billable time, reducing bookkeeping hours, and improving your team's productivity are on your mind, then evaluating your technology options should be at the top of your to-do list.
Business Assessment
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Weekly 90-minute work sessions
Each week we'll work to unpack the complexity of your company and map it onto a visual asset that can be shared with your team or partners. We'll analyze where your company excels and where you can use some improvement.
Secure Data Room
Store your business data in our secure data room to centralize and easily administer key information about your company.
Transformation Roadmap
After evaluating your company, Genwise will design a customized Roadmap for improvement and work with your stakeholders to enhance operations with projects, tasks, milestones, and a budget.
Do It Yourself
With your Roadmap in hand, you're ready to institute change across your company. Work at your speed. We'll wait on standby in case you need extra muscle.
Genwise Managed Transformation
Don't have the capacity or desire to DIY? Let Genwise handle the nuts and bolts. After assessing your business we're ready to implement new technology, improve your processes, and train your team. We'll plug you into our partner network for any specific needs.
Tech Assessment
Genwise will review and analyze your current technology options; map your existing systems into diagrams to easily teach others and identify areas for improvement; recommend new technology to help your company grow.
Operations Assessment
Genwise will interview your top employees to gain insights into roles, workflows, and headaches; analyze key company operational processes; map processes and make improvement recommendations.
Build Plan
After evaluating your company, Genwise will compile a Build Plan to architect a path to improve operations with projects, tasks, milestones, and a budget.
1-on-1 Training
Once we've finalized your build plan Genwise will train your team on any new technology you've implemented and provide ongoing support to ensure a smooth adoption process.
Business Assessment
We start all of our engagements with a proprietary business assessment where we dive deep into your company, people, and processes to understand your strengths and vulnerabilities holistically. Our business assessment is the foundation for the recommendations we make.
Business Assessment
We begin all of our engagements with a proprietary business assessment. In this critical phase, we dive deep into your people, processes, and technology to understand your strengths and vulnerabilities holistically. Our business assessment is the foundation for the recommendations we make.