ECS CANADA. Driving Exceptional Client Service. Vancouver. MORE Connected, MORE Responsive, MORE Insightful

Transcription

1 our organization, please visit. (Being MORE Connected, ) are changing. Change is exciting - let s embrace it and lead through it. is one of our F17 priorities and the launch of the

2 our organization, please visit. (Being MORE Connected, ) are changing. Change is exciting - let s embrace it and lead through it. is one of our F17 priorities and the launch of the

3 our organization, please visit. (Being MORE Connected, ) are changing. Change is exciting - let s embrace it and lead through it. is one of our F17 priorities and the launch of the

4 () is the key to building winning client relationships. 1. Revving the engine day days across Canada sees the roadmap come to life in an in-office technical journey through all the stops along the roadmap. Live tutorials of the functionality of the roadmap, pop-up demonstrations of tools referenced within the roadmap and trials of up-and-coming technology are all part of the educational and interactive stops in this one of a kind event for our people Keeping the foot on the gas What does exceptional look like across the audit timeline? Click on each stop to find out how to be more connected, responsive, and insightful AC s We have five scheduled opportunities to communicate with the entire AC. When you also include five pre-s with the AC Chair, a few s with other members, and a couple of dinners with the Chair there are actually 15 or more opportunities to demonstrate the value we add beyond the audit through our approach. Client events Attending client events such as the AGM, Investors Day or industry events where our client is an award recipient or key-note speaker are all great opportunities to strengthen relationships. Recognize our client s achievements they will remember the support. Q1 AC Sharepoint icon Gamifying the roadmap through earning points or status badges to win prizes and featuring teams success stories through videos, memes and quick quotes are an effective way to recognize efforts. ESQ and plan Deliver audit plan to AC Business outside of the office ESQ and plan starts with listening: a meaningful ESQ discussion with the right ps followed by an plan that aligns with our client expectations is the first step towards building stronger relationships and being more connected, insightful and responsive. Audit cycle external s Peer-to-peer connections We can help our relationships succeed through the power of our connections. Inviting our clients to communities of interest and roundtables allows our clients to exchange ideas and share best practices leading to their personal success and intangible gratitude to EY. Q2 AC Insights through education Gamifying the roadmap and sharing success stories through feature videos Technology and data innovation Insight session with innovative technology such as EY Analytics, Growing Beyond Borders, Growth Navigator, or ThinkTank will allow us to bring insights their business beyond the audit. TPE AGM Today, tools need to be accessible easily and quickly. The Sharepoint site will be launched on every computer so that it is as available as an app on a smartphone. Connect outside the office Business can also be conducted outside of the office. It is important to connect on an emotional level through dinner, events or sporting activities. The key is to ensure the is not just social. TPE/PIE Build into the to set the tone for exceptional with all team members. Having the client co-develop and attend showcases the depth and breadth of our team. Audit cycle internal s Insights through education Elevate our relationships by working with the board and AC chair to co-develop an education calendar. Customized learning demonstrates our connectivity. Off-audit cycle touchpoints PIE Q3 AC Audit results ASQ Technology and data innovation Deliver audit plan to AC The AC Plan is an annual RFP. The package should demonstrate a customized approach to reflect industry focus and areas of risk. A savvy and succinct package with images (such as graphs and charts) will deliver our message in a more impactful way. Peer-to-peer connections ASQ How did we do? Assess how we performed on through a thoughtful ASQ and follow-up and communicate our response actions to set new standard for more connected, more responsive and more insightful. Keeping the roadmap alive is key. A custom database will send monthly automated s to our people to highlight featured stops in the roadmap as reminders of more best practices. The Roadmap Sharepoint site will have selection functionalities for teams to track their journey. The tracking feature provides teams with a journal of their interactions with the client which can assist with ESQ and ASQ discussions and reporting to audit committees and management.

5 our organization, please visit. (Being MORE Connected, ) are changing. Change is exciting - let s embrace it and lead through it. is one of our F17 priorities and the launch of the