ENG2632. Tech First, Process Next: The Smart Way to Scale (TCH, PRA)

As you evaluate new technology to support service lines, firms often struggle with a fundamental question: should they refine their processes first or implement technology to drive efficiency? In this session, you will learn insights and hear experiences on balancing process optimization with technology adoption, focused on areas like CAS where technology is foundational to the service. Attendees will learn how to align their firm's workflows and tech stack to maximize productivity, improve client outcomes, and avoid common pitfalls, such as implementing technology designed for one service firm wide. This session will provide a roadmap for firms looking to integrate technology and process seamlessly for long-term success.

Learning Objectives:

• Understand the interplay between process and technology and how each impacts efficiency and scalability.
• Identify key considerations for determining whether to optimize processes or implement new technology first.
• Explore real-world examples of firms that have successfully balanced process improvements with tech adoption.
• Learn best practices for selecting and integrating technology that aligns with firm workflows and client needs.