Professional Services

For professional services firms, success depends on finding the right mix of people and projects. People are a service firm's productive assets. We help our clients use ERP to retain, evaluate and develop their talent. Projects are how a service firm uses these productive assets to generate profits. We help our clients use ERP to manage all facets of projects, including staffing, collaboration, upselling and billing. We also help our clients use ERP to streamline their regulatory compliance obligations, including those relating to accounting, insurance and CLE.

ERP services we provide:

We focus on helping our professional services clients get the most out of their people and their projects. Here is a sample of our services:

• ERP selection
• ERP implementation
• ERP action plans
• ERP optimization and training
• Recruitment management
• Professional development management
• Performance assessments management
• Project opportunity assessments
• Costing, billing and collection management
• Project team collaboration
• Document management
• Trust account management
• Regulatory filings management
• IT security and risk management