- Structured change request
- Named approver
- Before-and-after preview
- Publication check
Case study: Tax advisory
No more telephone edits on the advisory consultations page
Update requests for advisory consultations arrived as casual notes: something needs changing, somewhere, somehow. The precise text was rarely included.
- Client
- Independent business advisory firm
- Region
- Tacoma, Washington
- Size
- 12 staff; one locally managed operation
- Timeline
- 25 working days after content approval, including staff review and handover
Before the build
Where the work started
Independent business advisory firm in Tacoma, Washington: 12 staff; one locally managed operation.
- 01
The starting point
Update requests for advisory consultations arrived as casual notes: something needs changing, somewhere, somehow. The precise text was rarely included.
- 02
The problem
With advisory consultations, publishers guessed intent and approvers signed off unseen wording. When the published text surprised someone, there was no record to consult.
The build
What we built
A compact change-request format now records the page, the current wording, the proposed replacement and the approving contact. Reference updates concerning partner responsibilities and the engagement process pass through the same review before publication.
Where this lives in the offer
Timeline
25 working days after content approval, including staff review and handover
After launch
What changed
When it comes to advisory consultations, the person asking, the person approving and the person publishing all look at the same words. Routine changes stop generating meetings.
In the client's words
There is a record of every advisory consultations edit and its approver. The informality we used to call flexible, we now call risky.
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Book a demoQuestions about this engagement
01How long did this engagement take?
25 working days after content approval, including staff review and handover.
02What did the work include?
Structured change request, Named approver, Before-and-after preview, Publication check. A compact change-request format now records the page, the current wording, the proposed replacement and the approving contact.
03Can a accounting or professional services firm get the same work done?
Yes. Every feature this engagement relied on is included on every plan, from Practice up.
04Why is the client not named?
Clients are identified by type and region only, on purpose. The quote on this page is the client's own, published with their permission, and nothing on the page is invented.
Your firm's version of this fix
A live walk-through of the pages, the inquiry flow and the handover your firm would get, and which plan carries them.