Unlocking Partner Insights: Building a Scalable Knowledge Base for Future Growth

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“I want all my associates to know how each tax rate change will impact our clients and how we react to these changes at our firm.” — Managing Partner, Kirtane & Pandit

Snapshot

  • Industry: Accounting
  • Company Size: 700+ employees working from offices across India
  • Challenge: Undocumented tacit knowledge of partners and senior managers creating a gap between them and junior associates
  • Solution: Partners sharing knowledge in a central repository, enabling associates to directly learn from them
  • Results: Reduced onboarding time and enhanced utilization of partner expertise for problem solving and client service

Customer Introduction

A leading Accounting, Auditing, and Consulting firm faced challenges as the knowledge gap between partners and junior associates widened. Additionally, there was significant loss of tacit knowledge when senior managers left the company.

Partner Knowledge Gaps

  • Inaccessible Knowledge: Observations and opinion papers were scattered and undocumented.
  • Knowledge Gap: Lack of shared partner expertise widened the gap with junior associates.
  • Time Loss in Repeat Training: Repeated trainings were necessary due to undocumented knowledge.

Centralization of Partner Insights

Centralized Knowledge Repository
  • Published all guidelines and tax updates in one central location accessible to all employees.
Streamlining Tacit Knowledge
  • Created a bank of observations, opinion papers, and learnings from conferences and masterclasses.
Automated Trainings
  • Developed structured courses for new employees to learn from partner expertise.

Results

  • Reduced Knowledge Gap: Employees gained access to the collective expertise of partners.
  • Time Saved for Managers: Automated trainings freed managers to focus on value-driving activities.
  • Faster Onboarding: Structured training expedited the ramp-up of new joiners.

Conclusion

“BHyve has empowered us to capture and disseminate partner knowledge efficiently, bridging the gap between experience and fresh talent.”