Landscape transformation is a significant undertaking. How can your firm trim cost from its software implementation and still get the greatest value? Here are some tips on getting your budget just right.
Why do some software upgrade projects go smoothly while others falter and stall? Paul Rayment believes it’s best to apply a dynamic RAPID framework to optimize each project stage.
There are emerging value-based characteristics that need to be incorporated into decisions about partner compensation. This post discusses some of these characteristics and how they relate to developing a more client-centric culture.
Inconsistency in how your firm handles data not only impacts reporting and causes frustration for data consumers, it can hinder strategic decisions, leading your firm down the wrong path. Russ Haskin offers these suggestions to straighten the course.
As the dust settles and firms return to some form of business as usual, how do you steer through the economic impact of the pandemic? The good news is you have a tool that is readily available to help you answer this question – the data life cycle.
Are you making the right decisions? Or the easiest? See how a data-backed strategy with advanced metrics can help firms make better and more informed decisions to navigate what comes next.
By expanding the data set to include financials as well as relationship and experience management metrics, business development professionals can more accurately identify growth strategies.
From Housekeeping to Breadwinning: How Firms Can Use CRM as a Tool to Drive Revenue GalleryAccounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Industries, Law Firms, Services, Software, Specialized Expertise
To get the most out of CRM, firms need to do the basics well, be clear about objectives, and then look beyond traditional approaches to CRM to accomplish those goals. Here's how.
Law firms realize the greatest value from new technology when users actually use it – and use it well. How can you accelerate the adoption of new technology? Here are six methods that can help you achieve a positive outcome.
Why Your Firm Should Prioritize the Client Life Cycle GalleryAccounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Industries, Law Firms, LawDrill Inquiry & Analytics, News, Press Releases, Publications, Resources, Services, Software, Specialized Expertise, Wilson Ideate, Wilson Proforma Tracker
Here's why traditional ways of working must evolve and how to make the transition.