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Capturing the context in a remote world

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Manage episode 375526627 series 3506597
Content provided by Penny Breslin & Damien Greathead, Penny Breslin, and Damien Greathead. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Penny Breslin & Damien Greathead, Penny Breslin, and Damien Greathead or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode we discuss how firms can better leverage technology to not only move tasks around the office, but also move knowledge around the firm. Regardless of where your team works - virtually, physically or likely a blend of both - you need to be able to capture all of the small conversations, the small tidbits that are critical to getting the client file completed. The working papers and last year’s return tell one part of the story, so what’s the other part? You tell us, well more importantly tell your team. And make sure they can access that story wherever and whenever they choose to work.

  continue reading

80 episodes

Artwork
iconShare
 
Manage episode 375526627 series 3506597
Content provided by Penny Breslin & Damien Greathead, Penny Breslin, and Damien Greathead. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Penny Breslin & Damien Greathead, Penny Breslin, and Damien Greathead or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode we discuss how firms can better leverage technology to not only move tasks around the office, but also move knowledge around the firm. Regardless of where your team works - virtually, physically or likely a blend of both - you need to be able to capture all of the small conversations, the small tidbits that are critical to getting the client file completed. The working papers and last year’s return tell one part of the story, so what’s the other part? You tell us, well more importantly tell your team. And make sure they can access that story wherever and whenever they choose to work.

  continue reading

80 episodes

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