Business and technology solutions for the professional services industry

Although there are many business and technology solutions designed to help the corporate world address key challenges, those solutions don’t always fit the unique needs of professional services firms.   Professional services firms are unique organizations that need to focus on containing costs while enhancing their product:  their people.

• Do you have good visibility of your new business pipeline—across the firm?
• Do you have an effective strategy in place for checking conflicts of interest?
• Does your client onboarding process span multiple systems and take longer than it should?
• Are you struggling to implement centralized approaches to client relationship management or knowledge sharing in a decentralized culture?
• Do you have sufficient financial reporting systems in place to understand margin, profitability, controllable costs at the region, office, service-line, and client level?

We understand how things work in the professional services environment.

With years of practical, hands-on experience in your profession, West Monroe Partners understands the unique and challenging nature of professional services operations. We have implemented solutions for leading law, accounting, tax, management consulting, engineering, marketing services, and other services firms. We have worked in professional services operations roles. And, we understand the professional services best practices in the areas that concern you most.

We help drive efficiency and effectiveness in your operations:

• Implement industry-leading business development and marketing best practices.
• Optimize customer relationship management (CRM) tools for use in your environment.
• Share and re-use valuable enterprise content and streamline your proposal process.
• Use dashboards and other best practices to improve the visibility of your pipeline.
• Establish efficient ways to check for conflicts of interest.
• Build or refine key performance indicators such as conversion ratio, utilization, project profitability, client satisfaction, retention ratio, etc.  
• Provide powerful search capabilities across multiple systems (CRM, document management, intranet, extranet, etc).
• Enhance collaboration among colleagues, clients, and business partners.
• Automate internal work flows to maximize staff efficiency. 
• Leverage technology to manage and grow your business, including strategies such as virtualization and Software as a Service strategies to minimize your technology investment.

Learn more about our clients, project teams, and previous work.