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Become a more collaborative and client-focused organization: Four critical success factors for 2016

FOUR CRITICAL SUCCESS FACTORS FOR 2016

For today’s audit, advisory and tax professionals, change has become a constant. Markets aremore competitive, clients aremore demanding, and technology is disrupting almost every facet of the profession. That’s whywinning and retaining business requires a new strategy.

THE CLIENT EXPERIENCE IS KING

Improved collaboration between teams and clients is key to this transformation.

This is the ‘age of the customer’ and delivering a great client experience is now imperative to success. But how do you create engaging and valued relationships that deliver measurable business value? Focusing your organization around better client service requires you not only to work faster, but also smarter. You need to be agile to compete, and be able to effortlessly mobilize organizational knowledge and expertise to deliver exceptional quality. Doing this means changing how you work with each other, and transforming how you work with clients.

To help you embrace the change, Huddle, the leader in secure cloud-collaboration, has identified four critical success factors that characterize collaborative, client- focused leaders.

Follow these and you are well positioned for success.

An increase in client satisfaction improves billable utilization and year-on-year growth.

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FOUR CRITICAL SUCCESS FACTORS FOR 2016

A recognized leader in cloud collaboration, Huddle is the industry’s most trusted and proven way to mobilize your teams around your most demanding client engagements. From audit and tax engagements to advisory projects, Huddle’s cloud-based workspaces make it easy for internal teams and clients to come together, share and edit files, assign tasks and track team activity in a secure, shared environment.

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FOUR CRITICAL SUCCESS FACTORS FOR 2016

FOUR SUCCESS FACTORS: 1. Bemoreagile

In a global economy, agility has become as important as ability. An agile firm is able to respond quickly to opportunities and is better prepared to help clients navigate market complexity and grow. Unfortunately, as organizations mature they often lose the agility that defined their initial success. Client-focused leaders understand that to meet client expectations they must be able to mobilize knowledge and expertise from across multiple service lines or geographical locations quickly and effectively.

Consideration: Consider how cloud collaboration technology can improve client outcomes by breaking-down knowledge silos within your business and helping teams to better connect and share expertise. Whether it’s bidding for new business or delivering client projects, cloud collaboration tools can be deployed to better manage documents and tasks, share files, and securely communicate across a dispersed team.

Our clients credit Huddle with helping them to win millions of dollars of new business and improving billable utilization by reducing bid response times by 30%.

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FOUR CRITICAL SUCCESS FACTORS FOR 2016

FOUR SUCCESS FACTORS: 2.Bemoremobile

39% of industry professionals have missed a deadline while waiting for documents to be approved by a manager who was travelling or working away from the office 1 . Client-focused leaders understand that we are no longer tethered to physical desks. Whether in the office, on the road or at client sites, teams need to be confident in their ability to work seamlessly, manage approvals and follow team communication as they hop between devices and locations.

Huddledelivers true cross-device continuity. Our cloud-based workspacesmeanphysical location is no longer abarrier to approval workflows, teamcommunicationor documentmanagement. Consideration: 65% of industry professionals use a smartphone for work every week, while almost a quarter (22%) use a tablet 2 . Understand how workflows span multiple devices and enterprise applications in your organization, and how cloud collaboration technology can remove some of the productivity blocks that occur as users move between locations and devices.

1.Huddle(2015) 2.ForresterVendorLandscape:DocumentCentricCollaboration(Q42015)

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FOUR CRITICAL SUCCESS FACTORS FOR 2016

FOUR SUCCESS FACTORS: 3. Bemoreengaging

In the age of the customer, clients expect a more social and collaborative working relationship where ideas are shared and projects monitored with greater transparency. Allowing clients to contribute reference materials, review deliverables and provide feedback with full auditability means creating secure, shared working environments. However, client collaboration beyond the corporate firewall using legacy on-premise technology can be cumbersome and often requires considerable IT effort. Client-focused leaders understand that technology must not be the barrier to meeting client expectations.

Consideration: Map your client journey and evaluate howengaged and informed the client is at each stage of the engagement process. Consider howshared cloud-basedworking spaces for all stakeholderswill improve not only productivity, but also client satisfaction. Research shows that increased client satisfaction delivers greater growth and billable utilization.

Source:2015BenchmarkReport:SPIResearch(2015)

Whether gathering client documentation,managing the flowof sensitive informationacross all stakeholders, or sharingproject deliverables, Huddle keeps clients engagedand informed.

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FOUR CRITICAL SUCCESS FACTORS FOR 2016

FOUR SUCCESS FACTORS: 4.Reducerisk

However you look to achieve greater employee efficiency and improved client satisfaction, there’s no room for error. Maintaining governance over your internal processes remains critical not only to the quality of client deliverables, but also to your brand. 43%of industry professional admit to losing a hard copy of a document and 80%admit to using unsecuredUSB flash drives to share files 1 . This type of shadow IT adds risk to your operations as teams circumvent enterprise tools to get work done. Client-focused leaders understand that security must be balanced with the flexibility to allow teams to function.

Consideration: Shadow IT breaks audit trails and exposes your business to data protection issues. Audit the shadow IT tools that are currently in use across your organization (including consumer-grade file sharing apps and USB flash drives) and consider how a mandated cloud-collaboration solution can meet both productivity needs and security requirements.

Combining rigorous security and time-stamped audit trails of user and document activity, with an easy to use interface and a consumer-like experience, Huddle gives you the confidence to collaborate.

1.Huddle(2015)

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FOUR CRITICAL SUCCESS FACTORS FOR 2016

Whycloud-collaboration? Asmore andmore organizations realize the value of improved teamand client collaboration, so themarket for the technology grows. But howdo you engineer your organization for success andwhat do you need to look for in a solution? ENGINEER YOUR TEAMS FOR SUCCESS Understanding how teams currentlywork together, andwith clients, is imperative to building amore collaborative, client-focused organization and building a business case for success. Evaluate howprojects aremanaged today; they likely encompass awide ecosystemof virtual teams, partners, clients and suppliers. Are these teams able towork effectively together with the tools available to them? • When you need to collaborate beyond the corporate firewall, is your ability to do so hindered by legacy documentmanagement systems? • When youwant to seamlesslymove between devices and locations, and continueworking, can you? • Are you still chained to email, managingmultiple conversation threads and document versions?

Collaboration technology is estimated at $4bn globally, comprising 10% of an enterprise’s technology budget ² .

44% of technology decision makers consider the deployment of collaboration technologies as a high / critical priority for their organizations 1 .

1-2:Source:ForresterVendorLandscape:DocumentCentricCollaboration(Q42015).

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FOUR CRITICAL SUCCESS FACTORS FOR 2016

WORKING WITH HUDDLE Huddle is the world’s most trusted solution for secure, cloud-based collaboration. Used by governments and by more than half of the world’s top 10 accounting firms, Huddle helps your teams to come together around your most important client engagements. A key component in any organization’s digital workplace strategy, Huddle’s cloud-based workspaces make it easy for your teams and clients to securely collaborate together on projects, share and edit files, assign tasks and track team activity.

No other solution makes it this easy, and secure, to keep teams synchronized, documentsmanaged, projects on track and clients engaged.

Every Month

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FOUR CRITICAL SUCCESS FACTORS FOR 2016

The value of collaboration with Huddle

WIN MORE BUSINESS: The requirement for a client collaboration solution is becoming standard in RFPs.Withaglobal brand, our clients credit Huddlewithhelping themtowin millions of dollars of newbusiness. Better teamcollaborationacross your new business andbid teamsmeans you’ll alsobeable to respond tobids faster andmoreaccurately. Our clients seeanaverage time savingof 30%, greatly improvingbillableutilization. RETAIN AND GROWMORE BUSINESS: Client engagements areno longer aone-waypushof information. Your clients expect greater transparencyof theprocess, including theability tocollaborate withyour project team ina sharedenvironment, trackdeliverables and monitor progress. Engaging clients in thisway alsoopens upgreater visibilityof clientwork toother teams and service lines, enablinggreater opportunities for upsell andcross-sell. INCREASED EFFICIENCY WITH LESS RISK: Peoplewill always followthepathof least resistance toget theirworkdoneas efficiently as possible. Tomitigate theuseof shadow IT, Huddlepulls together keyworkflows – fromdocument sharing, commenting, approvalmanagement and task setting -maintaining theaudit trail andmeeting your governance standardswitha time-stamped logof user anddocument activity.

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FOUR CRITICAL SUCCESS FACTORS FOR 2016

What clientssay “Customers report that Huddle is simple for end users to use. This provides a high level of adoption and little user resistance.”

GARTNER (2015)

“Huddle is very intuitive. Our people are productive almost immediately.”

BAKER TILLY INTERNATIONAL

“The use of Huddle as a collaboration tool is invaluable and contributes to our awarding of contracts.”

TOP 10 GLOBAL ACCOUNTING FIRM

“Our teams are in a stronger position to deliver fast, strategic growth and distinctive service.”

TOP 10 GLOBAL ACCOUNTING FIRM

“Huddle is intuitive to use and impressive to our clients.”

BAKER TILLY INTERNATIONAL

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AboutHuddle Create, share andworkwith clients in a secure cloud-based environment. Keep projects on track, documents organized and your teams synchronized across all devices. As the industry’smost trusted solution for cloud-collaboration, Huddle helps your teams to come together around yourmost important client engagements.

• A single interface tomanage the collaborative nature of today’s client engagements. • Sophisticated permissions. Lockworkspaces across geographical teams or lines of business. • Greater visibility for Partnerswho need to oversee activity and track deliverables. • Robust security assures the integrity of client data. • Suite of nativemobile apps. • All document and user activity is auditable and trackable. • Check clients have viewed key documents and tasks. • Infinite roll-back to past document versions. • Built-in approval workflow. • Securely upload and download files. • Cloud-based, allows easy access for staff in the field. • Ability tomeet NDA requirements for control and removal of sensitive referencematerials. • Centralized calendar to schedule project activity and manage tasks. • Fully integratedwithMicrosoftOffice tools (Excel, Word,

Outlook, and PowerPoint). Save and openHuddle documentswithinMicrosoft tools, add and review document comments.

For more information, or to request a demo, please visit huddle.com

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