Briana Carbone serves as customer support manager and applies experience at Hay Group, Blank Rome, Satori Group, and Morgan, Lewis & Bockius

NEWTOWN SQUARE, PA (June 13, 2017) – Wilson Allen, a leading provider of consulting services and analytics software for global law firms and professional services organizations, today announced the availability of enhanced support for Wilson Ideate software, the company’s flagship performance management solution. Since its market introduction in June 2014, Wilson Ideate has been adopted by an increasing number of law firms, driving the company’s decision to intensify its support capabilities.

“We understand the urgency of partner-facing analytics and the need for business intelligence tools that run seamlessly in complex software environments,” says Bo Yancey, director of client relationship management. “By expanding our support capabilities, we can continue to be responsive to customers as our client base grows – while freeing our technical staff to focus on ongoing product innovation.”

Analytics Support Services and Service Contracts

Wilson Allen has introduced continued analytics support services to assist firms that need help analyzing cube data. It also offers service contracts for firms that want to outsource product maintenance. To manage the help desk ticketing process, Wilson Allen implemented for Salesforce. In addition to streamlining case management, consolidates client-related information in a central location. This integrated environment enables Wilson Allen’s personnel to access a complete view of the customer and deliver unparalleled service and support.

Dedicated Customer Support Manager

""Serving as the main point of contact for support requests is Briana Carbone, who applies more than 15 years of legal finance and IT experience to her position as customer support manager. Most recently, Carbone served as the corporate finance IT manager for Hay Group (now Korn Ferry Hay Group). She was previously the financial systems manager at Blank Rome LLP, where she worked as part of the firm’s team responsible for implementing Elite 3E practice management software. Carbone also worked as a senior consultant with Satori Group, where she implemented custom business intelligence (BI) solutions. She served as a solution architect with Pegasystems and a financial systems analyst with Morgan, Lewis & Bockius LLP. Carbone holds a Bachelor of Science in management science and information systems from Penn State University.

“Briana brings a unique perspective to her role at Wilson Allen,” Yancey adds. “She can relate to many of the technical issues our clients are facing because she faced them herself in previous positions. This perspective allows her to empathize with our clients but also pinpoint the underlying causes when working to resolve support tickets. If she’s not able to offer an immediate solution, she can escalate it to the appropriate person on our development team. In these ways, we’re able to apply the collective experience of Wilson Allen’s team of legal technology experts to quickly address our clients’ needs.”

Wilson Ideate software enables law firms to gain a 360-degree view of operations using interactive dashboards, configurable inquiries, and ad hoc analyses. Clients running the software can request technical assistance by emailing To learn more about Wilson Ideate or related service offerings, please visit
About Wilson Allen

Wilson Allen is a leading global provider of consulting services and analytics software that enables law firms and professional services organizations to improve business performance. The company supports firms throughout the lifecycle of practice management software. It is a Certified 3E Services partner with Thomson Reuters Elite and is certified to provide services for all Intapp products. The company’s advisory services feature globally recognized business of law consultants who enable strategic, data-driven decisions. Its Wilson Ideate software makes it easier to access, analyze, and share the data that drives profitability and performance.