Measuring success: How to quantify and calibrate performance

Success is subjective. It can include anything from increasing profitability, improving the client experience, and expanding into new verticals. It all depends on your firm’s strategy and priorities. One thing is certain: Measuring your results helps you determine success.

This guide focuses on proven measurement methods. While not an exhaustive list, it is a good starting point, exploring numbers and soft data that will help you measure:

• Client loyalty
• Employee satisfaction
• Services such as client advisory services (CAS), spend & expense management, and accounts payable