See how other firms and vendors have  tackled digital transformationand made a commitment to  changing how they work with clients.

From 2 to many, all on board


As a larger firm with over 90 staff and 100 years under their belt, Robson Laidler had firmly established the software they use with clients and the service they provide around that.

But for Nick Wilson, Cloud Client Manager, an opportunity was there using the likes of Xero, GoProposal and more, but he was the only one seeing this vision. The general consensus was “Well Nick will sort it, that’s what he is doing.”

Realising he needed buy-in from the partners and staff of the firm, I was brought in to run a workshop to help the team understand what they were being asked to buy into and also what digital transformation means for them.

When everything was over, Nick mentioned how staff were commenting how everything had “fallen into” place before they’d even left the room. 

Since then the firm has run several events for clients to promote moving into the digital world, with many being on board.

"Before it was basically me and martin trying to move the practice. Now, the culture in this place is changing and everyone absolutely loves it. I’m also encouraging people to find new ways instead of following what has always been done. Overall it has saved me, my mind and the practice!


– Nick Wilson, Robson Laidler

From zero vision, to Xero vision


When Penny and her husband split from his partnership in 2007, they had no idea of the rollercoaster ahead. Since then, the pair and their team of 4 have, in their eyes, been running in to the ground, juggling the responsibilities of a small firm and working crazy hours.

For Rowdens Ltd., their challenge wasn’t being a cloud practice, having adopted Xero in 2011 and being fully committed to all things cloud. Instead, it was being able to fully embrace the massive opportunity that a truly digital practice brings for them, their staff and their clients.

Having met me through Xero, Penny and Jonathan spent the day at Farnell Clarke HQ to get advice on how to transition to the next stage. They came away with a much clearer vision of where they wanted to be and the steps to get there.

Since then, they’ve implemented tools like GoProposal, which has proved a winner, helping increase their monthly fees and remove scope creep, a fantastic start to their next chapter!

Just the initial one day with Will made a huge difference for us and I’m looking forward to developing the relationship as we grow and can fully embrace that massive opportunity to make a real difference for us, our staff and our clients."experience


– Penny Rowden, Rowdens Ltd.

Hear from others how Will is
making an impact with firms

“What I love about Will's observations and advice is that he moves it away from technology as a start point and talks about the impact on client experience. 

He recognises that there is no one element that will bring success, it is multi facet and you need a plan for each.”

– Alex Davis, Intuit

“As one of the UK’s earliest adopters of cloud accounting tech, Will Farnell knows better than most how much it can transform client service. 

He and the team at Farnell Clarke have truly embraced digital technology.”

– Gary Turner, Xero

Join others on the digital journey

If you feel you’re in the same position as these firms, then let’s chat about transforming your firm in the same way.

 

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