16: Streamlining with Canopy: Our Project Management Transformation
In this episode of Accounting with Confidence, I discuss the journey of implementing new project management software, Canopy, within my CPA firm. Starting from the decision at the Scaling New Heights conference to the full implementation over several months, I share the good, the bad, and the ugly of transitioning from multiple software systems to a unified platform. I highlight the significant time savings and improvements in workflow and client communication, as well as some challenges faced during the setup. Tune in to learn how streamlining processes can enhance your business operations.
00:00 Introduction to Beth Whitworth
00:35 The Need for New Project Management Software
01:57 Choosing and Implementing Canopy
03:46 Replacing Old Systems with Canopy
07:52 Streamlining Workflows and Communication
18:43 Challenges and Drawbacks of Canopy
25:54 Final Thoughts and Recommendations
26:42 Conclusion and Contact Information
