a new approach to modernizing your firm
a one-day program to keep your firm relevant to the dynamic needs of the 21st century client
developed by
bruce w. marcus
the marcus letter
and offered in partnership
with the bay street group llc
free download: get the full 12-page white paper.
introduction
there is a disconnect between the dynamic contemporary world of commerce and the traditional practices of the professions. it’s generating an ever widening gap between law and accounting firms, and the business world they serve. it’s fostered by anachronistic practices, in which economic advantages and productivity that could serve both the firms and their clients are impeded by traditional practices that are not far removed from the wigs and robes and scriveners of the past.
the clean slate project™ is a one-day exercise that asks participants – the firm’s senior decision makers and planners – to wipe clean the slate on which is written the firm’s practice structures and techniques, and then to build a virtual firm focused not on process, but on the tasks that must be accomplished to better serve the firm and its clients. the exercise then moves forward to establish techniques for making the virtual firm a reality. the aim is to build a streamlined firm with increased productivity, greater efficiency, greater openness to new ideas, and ultimately, a matrix for increased profitability.
because no two firms are alike, the clean slate approach serves each firm in its own way, predicated on the firm’s own culture and view of how to manage itself and serve its clients.
results:
• increased productivity
• greater efficiency
• openness to new ideas
• roadmap to new profits