Reinventing the Professional Services Firm
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A journey from transparency to truth to trust:by Ajay K. Patel
TOD Pro® as the operating system for the modern firm
This book is about the incredible journey that one firm, SMA, Inc., took to challenge the core assumptions of their business operations and reinvent the concept of a professional services firm. Many of the choices SMA made deliberately broke traditional beliefs. SMA redefined the “theory of their business” and rebuilt it on the principles of transparency, responsiveness, and inclusiveness. SMA abandoned old ways of doing things, introduced innovations in their business practices, and created a technology platform named TOD Pro® that became the operating system of their company.