Driving through change

Education must be an integral part of the change program so that those implementing the change and those who are the end users are aware of how the processes are changing and are equipped and empowered to make the change a success. * Capital budget. [...]onboarding, client master data, internal communication, client collaboration, information storage and access, task management, workflow, people assignments, time management, billing and collection, performance measure and firm metrics, etc. * Current state. Put into writing the cost of the tech stack for the process change, including the labor involved in the change management - include the upfront capital and the ongoing costs. * Tasks - change management.