Listen "Get the Keys: A discussion on technology change management"
Episode Synopsis
In episode 21, Chris Willams, CEO of System Six summarized the key focus areas of any merger or acquisition as “get the keys to the technology and focus on the people.”
Practically, what is entailed in getting the keys to the technology?
Erin Hutton and Janelle Fox have lived this experience. Both were accounting firm leaders at a large top 40-firm and now work at Intuit helping firms navigate technology changes necessitated by a merger or acquisition.
Erin and Janelle discuss who owns which software and data, how to ensure contracts are transferred to the new firm and the best lens to use when prioritizing technology decisions.
The group also talks about the role of AI, data cleanup, and truly how to simplify a firm’s tech stack. For more full show notes, visit firmofthefuture.com
Practically, what is entailed in getting the keys to the technology?
Erin Hutton and Janelle Fox have lived this experience. Both were accounting firm leaders at a large top 40-firm and now work at Intuit helping firms navigate technology changes necessitated by a merger or acquisition.
Erin and Janelle discuss who owns which software and data, how to ensure contracts are transferred to the new firm and the best lens to use when prioritizing technology decisions.
The group also talks about the role of AI, data cleanup, and truly how to simplify a firm’s tech stack. For more full show notes, visit firmofthefuture.com
More episodes of the podcast On The Books
Intuit Connect - Know Before You Go
21/10/2025
Chris Williams on the human side of M&A
26/08/2025
What is an AI Accounting Agent?
08/07/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.