Your 3-step roadmap to digital transformation 

Successful change has never been more important 

AI. Automation. The cloud.  

With so much happening in digital tech, it’s now essential you have a plan – one that helps you add new software and realise maximum value. 

This change management guide is perfect for small and mid-sized accounting firms. It covers three mission-critical phases you must know about when adding new solutions to your practice. 

• Phase One – the all-important planning phase. Get this wrong and everything falls. 

• Phase Two – migrate and integrate. We cover the important work of moving data, training staff, and ensuring your new software syncs with existing systems. 

• Phase Three – checking the ROI of your new solution. Was your investment worth it? This section helps you measure software success. 

Written by two accountancy change experts 

Eva Mrazikova is an accountant who blends financial expertise with a passion for innovation and technology. With 20+ years of experience across accounting, marketing, and technology, she now leads go-to-market strategy, product positioning, and customer engagement at IRIS Software Group. 

Jon Cooper spent 10 years in practice running a team of accountants and bookkeepers. He knows first-hand the pressures firms face, and he is passionate about making their lives easier. At IRIS, he now helps connect software and services to the real needs of accountancy firms. 

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