Brought to you by
Suralink logo

Suralink provides professional services firms with a single, secure platform to collaborate with clients, exchange documents at scale, and track the progress of engagements. 

Save content
Have you found this content useful? Use the button above to save it to your profile.

How Technology and A Human Touch Result in Meaningful Stakeholder Relationships

10th May 2024
Brought to you by
Suralink logo

Suralink provides professional services firms with a single, secure platform to collaborate with clients, exchange documents at scale, and track the progress of engagements. 

Save content
Have you found this content useful? Use the button above to save it to your profile.

 

It should go without saying that we all want to maintain cordial and meaningful relationships with our clients. But, the inevitable stress of the engagement process, at least as it’s set up now for many firms, can imperil these relationships in a variety of ways (communication, document validation, so on and so forth).

 

Everyone wants a great engagement, but a great relationship between stakeholders will guarantee that that engagement can happen again down the line. With that in mind, we’d like to present three factors that can jeopardise those great relationships, as well as the solutions that we’ve found to reduce stress, streamline interactions, and ultimately create a holistic connection between professional service providers and your clients. Let’s take a closer look!

 

Factor 1: Communication

 

This is a big one, and for many reasons. Engagements often comprise hundreds, if not thousands, of various documents and files. All of them possess some level of importance to the engagement’s successful execution. Because of that, keeping track of who has seen what is imperative. But, of course, when you’re working with such large numbers of files, that simple rule becomes markedly less simple to carry out.

 

The reason for that, from a logistical standpoint, is how many practises and their clients currently communicate within engagements. We’ve most commonly seen this communication take the form of different email chains, with various amounts of users in one thread or another, plus comments made on individual documents (digital and physical). Needless to say, this mishmash of email threads, users, and formats can make communication a nightmare.

 

What, then, is the solution? Well, the need to defragment communication and give every stakeholder a chance to participate in conversations demands a single platform, not various emails and document comments. Suralink, the world leader in PBC request list management and engagement software, provides such a platform and thus a chance for all stakeholders to centralise their communications. Housing all comments and messages in one place greatly reduces the risk of omitting crucial information or accidentally leaving stakeholders in the cold, improving engagements and therefore the relationships of everyone involved.

 

Factor 2: Documents and Files

 

The theme of fragmentation emerges often when it comes to engagements, and that’s as true for documents and files as it is for communications between stakeholders. In addition to the sheer number of documents and files that comprise every engagement, professionals and clients must often also contend with a variety of file formats, file storage locations, and whether those relevant documents are digital or physical. Even though most documents are, by now, digital, what if they exist in incompatible office software suites? What if they’re in an obscure format that demands a specialised conversion tool?

 

As many professionals like you have no doubt already experienced, navigating this file quagmire can put a great strain on all stakeholder relationships. The solution, though, once again comes in the form of centralisation. All engagement participants must adopt a platform that, in addition to consolidating communications, can also act as a single digital warehouse with unlimited file storage, format conversion, and real-time commenting capabilities.

 

One story we’ve heard over and over from professionals like yourself is that document management is its own full-time job. Indeed, many clients in the United Kingdom and the world over can end up spending well over 8-10 hours a week just on hunting down, converting, and properly storing files. However, with solutions like ours, many stakeholders have seen their document management time cut by fifty percent or more. Needless to say, the time saved here (and the pure stress relief), both do wonders for meaningfully improving stakeholder relations.

 

Factor 3: A Relationship Greater than The Sum of Technological Parts

 

Technology like real-time file validation, versatile document storage, and centralised communication are powerful, but their ultimate effect is something much more abstract and holistic. These tools reduce the risks and the stress that jeopardise your stakeholder relationships, and therefore ensure both better interpersonal relations and a better engagement experience for all. That human connection goes beyond individual engagements, increasing everyone’s enjoyment and ensuring that mutual success can be repeated down the line.

 

Click here to learn more about how Suralink can help you achieve this relationship and experience improvement with our groundbreaking platform, and how to leverage our technology to keep those factors growing for the foreseeable future!

Author: The Suralink Team