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Industry Insights Designed to Help You Lead Digital Transformation

With Info-Tech's Industry Roundtables & Benchmarking, you will never again wonder "what are my peers doing?", "how do I compare?", or "what should I be doing?".

Industry Insights & Best Practices


  • Industry-Specific Research
  • Reference Architectures
  • Industry Trends
  • Top Technologies

Monthly Community Forums


  • Monthly Executive Collaboration
  • Peer-to-Peer Knowledge Sharing
  • High-Impact Discussion Topics

Industry-Specific Advisory Services


  • Digital Transformation
  • Linking Business & IT Value Maps
  • Advisory Assistance to Help You Build Your IT Strategy
  • Peer Benchmarking

Executive Roundtable Events

Accounting Roundtable

Background &
Overview

Executive
Roundtable

Action
Plan

Industry Roundtable Events

The Industry Roundtable Events are sessions hosted each month for 8 to 15 industry peers to discuss the most pressing topics impacting IT departments in their industry and share their experiences. Each session is facilitated by an industry analyst and supported by our tailored research.

Click an experience track to learn more about the research, Roundtables, and action plan for each topic.

Deep Insights Tailored to Your Industry

1

Business-Aligned IT Strategy

Understand the capabilities and focus areas required to meet your industry’s needs and enable value creation.

2

Top Industry
Trends

Identify resource, process, and environmental trends impacting your industry. Implement strategies to mitigate specific risks and take advantage of all relevant opportunities.

3

Industry
Benchmarking

Reveal the true state of your IT services, processes, spend, and staffing levels to align your priorities and resources.

Benefit from peer data to get a reference point for how well you stack up.

4

Core Industry Technologies & Software Selection

Arm yourself with everything you need to provide the right solutions to meet the needs of your business stakeholders.

1

Business-Aligned IT Strategy


Strategy Alignment
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Accounting Business-Aligned IT Strategy

  • Learn about the ecosystem factors that are impacting the Accounting Professional Services industry and how your IT team is set from a PESTLE and SWOT perspective, with expert insights and takeaways to update your IT strategy.
Strategy Alignment
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Accounting Industry Impacts on IT Strategy: Senior Management Presentation Template

  • Once you’ve completed the IT Strategy Initiatives Workbook, it’s time to pull it all together and share with your organization’s leadership team.
  • Use the Accounting Industry Impacts on IT Strategy: Senior Management Presentation Template to highlight the key findings from the business-aligned analysis you’ve done
Strategy Alignment
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Accounting IT Strategy Initiatives Workbook

  • With input from our research and analysts and your peers, identify new or updated initiatives for your IT strategy.
  • Working with our team, update your IT Strategy Initiatives Workbook.

2

Top Industry Trends


Top Trends
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Accounting Big Data & Analytics Report

  • With the adoption of cloud solutions, accounting firm have access to large amounts of client data. The ability to analyze this data and spot macro trends allows firm to offer high-quality insights through advisory services.
  • Learn about how big data & analytics affect both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
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Accounting Artificial Intelligence Report

  • With the shift of the accounting industry from traditional bookkeeping and audit functions to the higher value advisory services, AI could be the differentiator that allows real-time analysis of accounting data to spot trends early and allow accounting firms to offer valuable advice to their clients.
  • Learn about how AI affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.
Top Trends
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Accounting Cloud Computing Report

  • Cloud computing facilitates digitization of accounting functions as well as collaboration between accounting firms and their clients.
  • IT security is always a concern when using cloud solutions.
  • Learn about how the cloud trend affects both your organization and IT specifically, including challenges and opportunities, with expert assistance.

3

Industry Benchmarking


Peer Benchmarking
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Accounting IT Staffing Benchmarking Report

  • Many IT departments are already running lean, struggling to keep pace with never-ending demands from the business.
  • By taking the IT Staffing Assessment Diagnostic and participating in our unique IT Spending benchmarking program, you will gain critical information to understand how you can position your IT team to be more strategic and influential.
Peer Benchmarking
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Accounting IT Stakeholder Satisfaction Benchmarking Report

  • IT leadership needs to understand where their clients are unsatisfied with the quality of service they’re receiving from IT.
  • Understand important focus areas to address and gain insights into how your team compares with other Accounting Professional Services IT organizations.

4

Core Industry Technologies & Software Selection


Core Industry Technologies
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Accounting ERP Report

  • Enterprise resource planning (ERP) is a set of business management software solutions that an organization can use to collect, store, manage, and interpret data from business activities and/or processes and that commonly include finance, operations, HR, planning, and supply chain.
  • Learn about what ERP is, the state of the market, key features and functions, and leading vendors in the space in order to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
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Accounting CRM Report

  • Managing the customer relationship for professional services firm is a critical activity. Good customer relationship management (CRM) tools can affect productivity, client retention, and your team’s ability to upsell services.
  • ERP tools often bundle in CRM capabilities, but you will need to decide if the capabilities are sufficient for your customer relationship needs.
  • Learn about what CRM is, the state of the market, key features and functions, and leading vendors in the space in order to understand how it can transform your IT strategy and ability to deliver.
Core Industry Technologies
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Accounting – Accounting Software Report

  • Accounting software automates finance management processes, ensuring accuracy of financial transactions and facilitating reconciliation.
  • The proliferation of cloud-based systems will save time in integration and data transfer.
  • Learn about what accounting software is, the state of the market, key features and functions, and leading vendors in the space in order to understand how it can transform your IT strategy and ability to deliver.

Latest Accounting Notes

Short, tailored research notes aimed at providing you with timely insights, relevant to your industry. Hot off the press, these notes will be published regularly and pair great with your morning coffee.

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Get Things Done in Professional Services Firms

Date published

January 29, 2019

Author:
  • George Goodall

Professional services firms – particularly small ones – struggle with effective project execution. It is hard for these IT leaders to complete strategic initiatives and manage the stream of new requests from different stakeholders. Fix this situation by addressing IT strategy and steering committee functions in addition to project and portfolio management processes.

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