Moore ABC – Beginning the Agile Transformation in a Finance Firm

Moore ABC – Beginning the Agile Transformation in a Finance Firm

Even in traditionally conservative fields like professional services, organizations are increasingly recognizing the value of Agile ways of working.

Moore ABC, a leading audit and professional services firm in Georgia and a member of the global Moore Global Network Limited, has been delivering high-quality services in accounting, taxation, property valuation, auditing, and related areas since 2008. As part of a global network spanning 609 offices in 112 countries with over 30,000 professionals, the company continually seeks to adopt modern practices and enhance service delivery.

A key driver behind this transformation was the leadership team’s clear vision and readiness to embrace organizational innovation. At their initiative, Moore ABC launched an Agile training program designed to raise awareness among employees and lay the foundation for a broader transformation.

Agile Training Program: Tailored to the Professional Services Context

The training was customized to reflect the specific nature of the firm’s operations. It combined both theoretical and practical components and focused on three core themes: structuring work using Agile principles, forming cross-functional teams, and adopting modern visualization tools.

Special emphasis was placed on hands-on exercises based on real scenarios from the company’s daily operations. This practical approach allowed participants to see how Agile principles could be applied in their specific context for example, using Kanban boards to manage audit projects or applying sprint planning to tax service workflows.

Throughout the program, attention was given to adapting Agile to the realities of professional services. Topics included improving client interaction through iterative delivery, enhancing team performance through visual management tools, and optimizing project execution processes.

Preparing for Change through Awareness and Leadership Support

This experience illustrates how Agile principles can be gradually introduced in a professional services firm. It also underscores the importance of starting transformation with employee engagement and capability building backed by clear leadership support and direction.

For other professional services firms considering Agile adoption, Moore ABC’s case demonstrates that successful change begins with education and cultural readiness. Leadership vision, coupled with context-aware training, creates the right conditions for more extensive organizational transformation.