Case Study
Digital Transformation Success with an Ontario-Based Accounting & Tax Consultancy
Client Info
Client: A Leading Accounting & Tax Consultancy
Industry: Professional Services / Accounting
Scope of Work: Plan, Grow
Launch & Prosper Consulting Group (L&P) partnered with an Ontario-based accounting and tax consultancy to drive their digital transformation. Through strategic planning, digital marketing initiatives, and growth enablement, L&P equipped the client with the tools and processes to operate efficiently in a rapidly expanding market.
Client Background
The client is an established accounting firm based in Ontario, catering to a diverse and growing client base. The firm operates in a region experiencing rapid market growth due to business migration to Northern Ontario and increased demands for digital transformation. Facing COVID-19’s disruptions, the client needed to adapt swiftly to remote work and digital systems while sustaining operational efficiency, data integrity, and client satisfaction.
Objective
Launch & Prosper’s engagement aimed to execute a complete digital transformation, aligning the client’s infrastructure with scalable growth and modernizing their business processes. By conducting a thorough Business Process Review (BPR) and implementing targeted software solutions, L&P provided the client with the tools to enhance productivity, streamline workflows, and effectively position the firm for continued growth.
Key Achievements
50% Reduction in Administrative Time
Streamlined workflows and integrated time-tracking and invoicing saved significant time, increasing productivity and efficiency.
30% Increase in Client Capacity
Scalable digital infrastructure enabled the client to support a growing client base without needing additional physical space, accommodating remote work and efficient client intake.
25% Boost in Online Visibility
Launch & Prosper’s digital marketing strategy improved web traffic, client retention, and structured client communication processes.
90% Improvement in Operational Efficiency
Implementation of Cross Concepts Continuum and cloud integration eliminated redundancies, enhanced data accessibility, and ensured seamless remote work arrangements.
Challenges
The client’s pre-existing infrastructure and practices limited efficiency and adaptability, creating hurdles in an environment that increasingly required remote and agile operations. Key challenges included:
Inadequate Digital Infrastructure:
The client relied on localized servers, restricting and slowing remote work transactions and real-time collaboration.Redundant Processes:
Multiple systems and manual workflows—such as time tracking, client communications, and project management—required significant administrative effort.Usability Constraints:
The primary system was difficult to navigate and unintuitive for users, leading to inefficiencies.Space and Resource Constraints:
The client faced challenges in expanding their physical workspace due to rapid client base growth and COVID-19 protocols.
Process
Launch & Prosper’s digital transformation approach included the following phases:
Business Process Review (BPR):
L&P conducted virtual interviews with staff to document and assess workflows, identifying inefficiencies in client intake, time tracking, and project management.Digital Marketing Strategy:
A multi-channel marketing plan was developed to target increased web traffic and improved SEO, including website development, social media, and email marketing.System Selection and Application Research:
L&P guided the client in selecting Cross Concepts Continuum, a PSA system, to consolidate workflows and improve data accessibility.Cloud Integration Strategy:
Migrating to cloud-based applications improved accessibility, security, and collaboration, empowering the client to manage data securely from any location.Growth Planning and Expansion Support:
L&P provided guidance on funding options for physical workspace expansion and digitization efforts, refining the business plan to align with future growth goals.
Results
The partnership between Launch & Prosper and the client resulted in significant improvements:
Increased Efficiency
A substantial reduction in administrative time due to streamlined workflows.
Scalable Digital Infrastructure
Enabled the firm to support growth without additional physical space.
Enhanced Client Engagement
Increased online visibility, improved client retention, and structured communication processes.
Growth-Ready Framework
A solid foundation for sustainable scaling into new markets.
Next Steps and Future Outlook
The client’s digital transformation sets them up for long-term success and adaptability. L&P’s support laid the groundwork for future phases, including potential system upgrades, continued cloud integration, and market expansion.
Key Lessons Learned:
User-Centric Systems Lead to Better Adoption:
Prioritizing user-friendly solutions ensured the team engaged effectively with new tools.Cloud Integration Drives Flexibility and Security:
Cloud solutions enhanced collaboration and data security.Process Overhaul Requires Change Management:
Clear, step-by-step implementation plans facilitated smooth adaptation to new processes.
“Our business consultants tie together strategy, culture, process, people, and technology, all underpinned by agility, innovation, and data.”
Kyla Taylor
Founder & CEO
Launch & Prosper Consulting Group, Inc.