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Wilson Allen and ObjectiveManager Form Services Partnership to Bring Alignment to Client Life Cycle Strategy and Execution

Posted On

Apr 4 2019

At #LMA19, both companies to present sessions that prompt firms to rethink traditional approaches to business development

NEWTOWN SQUARE, Pa., and HASLEMERE, U.K. (April 4, 2019) – Wilson Allen, a leading provider of software and services that help professional services organizations improve business performance, and ObjectiveManager, developer of goal-setting software that transforms how firms approach growth strategies, have entered into a services agreement. Wilson Allen is helping firms integrate ObjectiveManager software within their broad application ecosystem. By integrating data points across the client life cycle into ObjectiveManager, firms can execute more effectively on operational tactics that support business goals and better measure the contributions of each person.

“Firms are bringing greater rigor to their strategic planning and are placing a higher emphasis on execution excellence across the entire client-matter life cycle. As such, ObjectiveManager is increasingly becoming the platform of choice for business planning and performance management,” says Norm Mullock, VP of strategy for Wilson Allen. “By integrating data and aligning workflows across the solution landscape, Wilson Allen can help firms use ObjectiveManager to gain greater clarity around progress towards business goals, particularly in the client development phase, which is becoming of increasing focus.”

For firms to execute upon strategic objectives, Wilson Allen believes firms must operate with greater precision at each phase of client engagement. This precision includes setting goals informed by ObjectiveManager, making better use of data and software to operate more profitably, and then using intelligence to execute more effectively. To close the loop, firms need to collect client feedback to ensure the firm is meeting client expectations. Based on the insights resulting from this effort, firms can implement programs and initiatives to maximize the value they deliver to improve client relationships and drive growth.

Ray Oldfield, CEO and founder of ObjectiveManager, agrees with this approach. “At ObjectiveManager, our focus is on helping our customers continue to push themselves and get people aligned and engaged in strategic planning. That’s the real goal for performance management – identifying what everybody in the firm can do to achieve more every day to really deepen and add value to client relationships,” he explains. “With Wilson Allen, we know we are working with a partner that has a similar mindset. Plus, its deep ties in the professional services sector makes it the right partner for us as we seek to expand our presence in North America.”

Those who are interested in exploring ways firms can adopt more innovative practices to support business growth can attend sessions being led by representatives of both companies at the Legal Marketing Association Annual Conference (#LMA19) taking place in Atlanta, Ga., from April 8 to 10, 2019.

Wilson Allen (booth 118) will present: Bear Traps, Quicksand and Indifference: How to Avoid Them and Deliver ROI for Your CRM on Monday, April 8, 2019, at 2:30 p.m. during the Impact Marketing for Small and Mid-Sized Law Firms pre-conference program. Michael Warren, VP of Wilson Allen’s customer relationship management practice, will explain how a major law firm succeeded in revolutionizing its CRM by making small process changes that had major impacts downstream by turning client life cycle data into insight. See the pre-conference program for details about the session and visit our events page to explore how your firm can take a fresh approach to legal CRM.

ObjectiveManager (booth 135) will present Streamlined, Actionable and Transparent Partner Business Plans on Tuesday, April 9, 2019, from 4:30 to 5:15 p.m. in Breakout Four A. Ray Oldfield will present a case study that explains how one law firm leveraged an online platform to develop and implement lawyer business plans including personalized business development dashboards and reminders tied to due dates to promote execution. See the conference agenda to learn more.

About ObjectiveManager

ObjectiveManager is an innovative software company dedicated to the professional services sector. We use goal-setting software to help professional service firms and their people define strategy, improve performance, and power growth. We are now working with the world’s biggest law and accounting firms to help them achieve their strategic goals. Our innovative software turns individual gains into big business impact by making individual and firm-wide objectives visible, constant, and actionable. Learn more at https://about.objectivemanager.com.

About Wilson Allen

Wilson Allen brings together a team of a highly respected business and technology experts following the completed merger of Wilson Legal Solutions and Stanton Allen. We offer professional services firms unprecedented software, strategic consulting, and technical expertise to strengthen business performance. Our focus is on empowering firms to enhance client life cycle management by using data and software more effectively — from business development and client acquisition to service delivery and operations as well as billing and collections. We work with organizations worldwide, enabling them to gain greater insight from their data and execute more effectively based on that insight.

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