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How to Prevent Burnout from Imperiling Your Practise, Your Employees, and Your Clients

24th Apr 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. 

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

 

Burnout has the potential to affect every profession, especially when that profession includes rigorous and high-stakes client engagements. Whether it’s keeping track of thousands of documents, assessing where conversations are at in email threads, or ensuring that every stakeholder is on the same page, it’s surprisingly easy for burnout to ensue in the engagement ecosystem. Indeed, we often talk to clients who tell us that document management alone comprises an entire second job!

 

While some amount of stress is all but inevitable in an engagement process, professional service practises and their employees can take steps to minimise the risk of burnout, creating a better and more meaningfully improved experience for everyone involved. Here are a few such methods to keep in mind when contending with the specter of burnout.

 

1) Investing in an Ethical Culture

 

Practises can avoid burnout by building against it from the ground up, which means creating a culture in which employees feel safe to voice concerns and that leadership is being transparent with them. Failing to instill these values in an employee experience is one of the biggest factors that leads directly to burnout. Employees don’t feel comfortable voicing concerns, that omission builds stress, and the end result is a lesser experience for them and for your clients.

 

Creating and sustaining a culture of honest communication takes time and investment, but the end result is a profound change in the way employees engage with clients and with themselves. An employee who feels that groundswell of support will feel more comfortable taking the time they need for self care and engaging with clients more holistically. All of these benefits proliferate when firms are willing to invest in a meaningfully improved employee experience.

 

2) Investing in Technology… But Which Kind?

 

Everyone knows that investing in technology is important, but the sheer variety of choices, methodologies, brands, and vendors can be overwhelming. For professional services in particular, the variety of engagements and their varying scopes can add another complicated dimension to this challenge.

 

However, whether your firm performs audits, consults on security, or completes tax reviews, there are a few common factors to look for in a technology vendor that can greatly simplify your engagements and thus reduce the risk of employee burnout. 

 

The first factor to consider here is that one of the biggest sources of burnout is also one of the biggest impediments to a successful engagement: a fragmented process. More specifically, it’s not uncommon for firms in a variety of industries to rely on a basket of disparate portals, email chains, and document uploads to complete an engagement. This process doesn’t ‘just’ make professionals prone to mistakes; it’s laborious and stressful.

 

3) Investing in Success

 

Fortunately, practises can solve both problems at once by investing in a platform that centralises communication, storage, and validation. This technological approach eliminates the risks that come with a basket of softwares and ensures that every stakeholder can view, validate, and communicate on files in real-time. It also allows professionals to save engagement templates and simply roll them over to the next interaction when needed.

 

The benefits of adopting such a platform go beyond better engagements; employees don’t have to spend as much time managing documents and staying on top of multiple portals. When a single, streamlined platform eliminates that second job, professionals and their clients find the engagement process to be an enjoyable boon, not a tedious cost center. And so the risk of burnout decreases markedly.

 

Suralink, the world leader in PBC request list and engagement management software, helps professional services in the United Kingdom and beyond create more streamlined engagements, cutting the time they take by as much as 50% for some clients. Click here to learn more about how our capabilities can achieve the same result for your firm, and greatly reduce the risk of stress and burnout for your professionals.

Author: The Suralink Team