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The session provides a mindset shift toward better systems rather than better tools, then delivers a three-step process: find friction, map core workflows, and choose tools that match the end-to-end flow and integrate with the core system for scalable, real-time reporting and effective AI use.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/presentations/","Presentations",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/designing-the-ideal-tech-stack-from-selection-to-successful-adoption-practical-framework/242287/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/designing-the-ideal-tech-stack-from-selection-to-successful-adoption-practical-framework/242287.png","ImageObject",442,249,{"name":42,"@type":43},"Grenda","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-16","2026-09-12",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",7,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"What are the three silent killers of tech stacks described in the session?","Question",{"text":63,"@type":64},"Tool sprawl creates overlapping solutions and raises integration risk. 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It also enables AI only when the foundation data is clean.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},242287,1791441330,{"code":4,"msg":82,"data":83},"success",[84,88,93,98,103,108,113,118,123],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":86,"slug":87},11,90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":110,"show_sort_weight":111,"slug":112},17,"Forms",40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":115,"show_sort_weight":116,"slug":117},18,"Letters",30,"letters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":121,"slug":122},21,"Paper Templates",5,"papers-templates",{"id":124,"doc_module":22,"doc_module_name":25,"category_name":125,"show_sort_weight":4,"slug":126},158,"General","general-158",{"code":4,"msg":82,"data":128},{"doc_id":79,"user_id":129,"nickname":42,"user_avatar":130,"doc_module":22,"category_id":85,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":136,"language":137,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":12,"update_tm":141,"read_time":55},7971474921005,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","Designing the Ideal  \nTech Stack  \nFrom Selection to Successful Adoption  \nGraeme Crouch & Michelle Serna  \nThe Reality No One Says Out Loud  \nYou're paying for tools you don't fully use  \nYour team still relies on spreadsheets and workarounds  \nYour systems don't actually talk to each other  \nReporting is delayed, manual, or inconsistent  \nAdding more tools won't fix it.  \n2 / 18  \nWhat This Session Will Give You  \nA practical framework—not more software advice  \n How to evaluate your current stack honestly  How to design workflows before buying tools  \n How Dynamics 365 + Power Platform + Copilot work together  How to avoid expensive mistakes that set you back  \nYou'll leave with a roadmap you can act on Monday morning.  \nThe 3 Silent Killers of Tech Stacks  \n01   \nTool Sprawl  \nToo many systems solving overlapping problems. Every new tool adds cost, training, and integration risk.  \n02   \nDisconnected Data  \nNo single source of truth across finance, clients, and operations. Decisions made on stale info.  \n03   \nLow Adoption  \nThe system exists, but people don't use it. If your team exports to Excel daily, your stack isn't working.  \nMichelle Serna & Graeme Malcolm | TruNorth Dynamics 4 / 18  \nThe Mindset Shift  \nThe best firms don't have better tools—they have better systems  \nA V E R A G E F I R M  \n\"What tool should we buy?\"  \nH I G H-P E R F O R M I N G F I R M  \n\"What process are we trying to fix?\"  \nThe difference between a $200K mistake and a scalable foundation is asking the right  \nquestion first.  \nMichelle Serna & Graeme Malcolm | TruNorth Dynamics 5 / 18  \nWhat an Ideal Stack Actually Looks Like  \nNot tools—capabilities  \nOne Financial System  \nYour ERP is the backbone. Everything flows through it.  \nOne Client System  \nCRM owns the relationship. Pipeline, engagement, communication.  \nAutomated Workflows  \nApprovals, handoffs, and notifications happen without email.  \nReal-Time  \nReporting  \nDashboards pull live data. No exports, no lag, no guessing.  \nAI on Clean Data  \nCopilot amplifies what works. But only if the foundation is solid.  \nS T E P 1  \nFind the Friction  \nStart where things break  \nWhere are you re-entering data?  \nDouble entry between systems means integration is missing.  \nWhere is email the system?  \nEmail is not a workflow tool. Critical steps in inboxes get lost.  \nWhere do approvals stall?  \nIf approvals live in email, they're invisible and untrackable.  \nWhere do you lack visibility?  \nIf leadership can't see pipeline or billing in real time, there are gaps.  \n\"Your inefficiencies are your roadmap. \"  \nS T E P 2  \nMap Your Core Workflows  \nEvery accounting firm runs on 3–5 core workflows  \nO N B OA R D I N G  \nR EV E N U E  \nEX P E N S E S  \n→  \n→  \n→  \n→  \n→  \n→  \n→  Collection   \n→  Payment   \nA DV ISO RY  Reporting  →  Review  →  Client Advisory   \n If your systems don't support these end-to-end, they're not aligned.   \nS T E P 3  \nChoose Tools That Fit the Flow  \nIntegration matters more than features  \nDoes it reduce steps—or add steps?  \nIf a new tool adds complexity without removing friction, skip it.  \nWill my team actually use it?  \nThe best feature set is worthless if adoption is low.  \nDoes it connect to my core system?  \nStandalone tools create data islands. Integration is non-negotiable.  \nWhat about 12 months from now?  \nChoose tools that scale. Avoid solutions you'll outgrow in a year.","cbCaiokEIBaKrQEm","https://ap.wps.com/l/cbCaiokEIBaKrQEm","pdf",817872,19,"English","# The Reality No One Says Out Loud\n# What This Session Will Give You\n## The 3 Silent Killers of Tech Stacks\n# The Mindset Shift\n# What an Ideal Stack Actually Looks Like\n## One Financial System\n## One Client System\n## Automated Workflows and Real-Time Reporting\n## AI on Clean Data\n# S T E P 1 Find the Friction\n# S T E P 2 Map Your Core Workflows\n# S T E P 3 Choose Tools That Fit the Flow","[{\"question\":\"What are the three silent killers of tech stacks described in the session?\",\"answer\":\"Tool sprawl creates overlapping solutions and raises integration risk. Disconnected data prevents a single source of truth and leads to decisions on stale information. Low adoption means people avoid the system, often reverting to daily exports like Excel.\"},{\"question\":\"How does the session recommend evaluating a current tech stack honestly?\",\"answer\":\"It starts by finding where friction occurs—data re-entry, email-based workflows, approval stalls, and visibility gaps. The goal is to expose missing integration and processes that cannot be tracked end to end.\"},{\"question\":\"What does an ideal tech stack focus on instead of buying more tools?\",\"answer\":\"It centers on capabilities: one financial system as the backbone, one client system to manage relationships, automated workflows that remove email as a workflow tool, and real-time reporting via live dashboards. It also enables AI only when the foundation data is clean.\"}]","Designing the Ideal Tech Stack - From Selection to Successful Adoption - Practical framework | PDF",1789188809]