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Boomer Consulting Webcast Replay:
7 Ways Firm-Wide Content Management Can Help Your Firm Thrive

 

Consider 3 Quick Questions regarding your firm:

  1. PRODUCTIVITY: Are e-mail overload and multiple systems causing employees to waste
    time hunting for critical documents?

  2. 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?

  3. 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.com.tw.




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