Miss This Step & Your Tech Implementation Might Fail Before it's Begun
Episode 8 of the Counting on Change podcast, hosted by Leigh Stallard, titled "Miss This Step & Your Tech Implementation Might Fail Before it's Begun" was published on June 9, 2025 and runs 26 minutes.
June 9, 2025 ·26m · Counting on Change
Summary
If your SaaS or tech implementation feels broken, it might not be the tools – maybe it’s your processes.In this episode of Counting on Change, I’m joined by Bethanie Hawkins – digital transformation consultant and accounting tech ninja – to unpack why so many firms fail at change initiatives, and what to do differently.✅ We explore: • Why workflow mapping is your step zero in digital transformation • Common red flags in accountants processes • How to get internal buy-in (without the usual drama) • When *not* to replace your systems • The real cost of untrained staff and verbal processesThis one’s especially useful for:👉 Accountants and bookkeepers who're trying to do new and interesting things in their practices👉 Customer success and onboarding leaders looking to reduce time-to-value👉 Sales leaders who want to empathise with post-sale tech implementation👉 Anyone trying to drive real change in SaaS without chasing shiny objects🔗 Connect with Bethanie: LinkedIn🔔 Subscribe for weekly episodes on SaaS onboarding, tech strategy, and client success.00:00 Coming Up01:27 Bethany Hawkins: Background and Experience02:18 Key Characteristics of Successful Firms03:15 The Role of a Change Champion05:03 Planning and Logistics of Change06:04 The Value of Process Mapping08:44 Common Pitfalls and Solutions15:22 Managing Change Effectively17:18 Identifying Red Flags and Initial Steps19:45 Challenges in Large Firms23:23 Building a Strong Business Case25:35 Conclusion and Final Thoughts
Episode Description
If your SaaS or tech implementation feels broken, it might not be the tools – maybe it’s your processes.In this episode of Counting on Change, I’m joined by Bethanie Hawkins – digital transformation consultant and accounting tech ninja – to unpack why so many firms fail at change initiatives, and what to do differently.✅ We explore: • Why workflow mapping is your step zero in digital transformation • Common red flags in accountants processes • How to get internal buy-in (without the usual drama) • When *not* to replace your systems • The real cost of untrained staff and verbal processesThis one’s especially useful for:👉 Accountants and bookkeepers who're trying to do new and interesting things in their practices👉 Customer success and onboarding leaders looking to reduce time-to-value👉 Sales leaders who want to empathise with post-sale tech implementation👉 Anyone trying to drive real change in SaaS without chasing shiny objects🔗 Connect with Bethanie: LinkedIn🔔 Subscribe for weekly episodes on SaaS onboarding, tech strategy, and client success.00:00 Coming Up01:27 Bethany Hawkins: Background and Experience02:18 Key Characteristics of Successful Firms03:15 The Role of a Change Champion05:03 Planning and Logistics of Change06:04 The Value of Process Mapping08:44 Common Pitfalls and Solutions15:22 Managing Change Effectively17:18 Identifying Red Flags and Initial Steps19:45 Challenges in Large Firms23:23 Building a Strong Business Case25:35 Conclusion and Final Thoughts
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