Industry: Professional Services

IPO moves to the cloud

Learn More About Intellectual Property Owners Association Moves its iMIS Solution to the Cloud for Streamlined Engagement Management

Background Intellectual Property Owner’s Association, (IPO), is the voice of IP owners. As the premier association for IP professionals, IPO advocates on behalf of its members for effective and affordable IP rights. Members receive networking, professional, and business development opportunities along with continuing legal education and other educational resources. As a worldwide trade association, IPO’s…
Release Notes

Learn More About Metrics That Matter: 5 Key KPIs for Professional Services Firms

Key Performance Indicators (KPIs) are metrics used by Professional Services Firms to set goals for continuous improvements, ​​track and measure business performance, and take action when the plan falls apart. With the right KPIs in place, firms can shift toward more outcome-based engagements – using accurate, real-time data to win bids, track progress, and show…
Health Insurance Brokerage

Learn More About Health Insurance Brokerage Achieves 60% Faster Year-End Close

Background A rapidly growing health insurance brokerage was increasingly hampered by their outdated Microsoft Dynamics GP system. The system’s reliance on multiple logins, third-party workarounds, and manual processes led to inefficiencies and inaccuracies in data management. When the brokerage sought an upgrade, their existing Microsoft partner proposed Dynamics 365 Business Central as a solution. However,…
IMS consultants

Learn More About IMS Creates User-Friendly, Interactive, Intuitive Client Experience with Power Platform

Background IMS Legal Strategies is a professional services firm that partners with law firms and corporations around the globe to elevate their legal strategies. Through every stage of dispute resolution, IMS provides a full suite of sophisticated advisory services lawyers need to prevail–world-class expert witness placement, cutting-edge visual advocacy, flawless presentation delivery using state-of-the-art technology,…
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Learn More About Digital Transformation in the Professional Services Industry

The professional services industry is changing rapidly, with current economic and market conditions accelerating those changes. Firms must embrace new technologies and rethink everything – from business processes and service offerings to how they engage clients – if they want to survive in today’s competitive environment – let alone thrive in the years to come.…
professional services firm profitability

Learn More About Optimizing Rate Structures and Utilization for Professional Services Firms

Are your resources and rate structures optimized for profitability? In the professional services industry, where time is money, ensuring profitability requires careful planning and execution. Many firms rely on billable hours to generate revenue, but simply maximizing billable time isn’t enough. This blog explores two key drivers of profitability: rate structures and resource utilization. We’ll…
An Overview of Microsoft Dynamics Lifecycle Services

Learn More About Getting Started with Microsoft Dynamics Lifecycle Services for F&O

Per Microsoft, Lifecycle Services (LCS) improves quality & predictability of Finance & Operations implementations. It’s designed to provide the right information to the right people at the right time. Inside, you’ll find a suite of tools to help you manage, monitor, and upgrade F&O, identify known issues, and provide access to external partners and collaborators.…
Businessman getting frustrated with software performance issues.

Learn More About How to Fix Slow Performance Issues with Dynamics 365 ERP

Maintaining your Dynamics 365 system at peak performance depends on several factors. The condition of your data. How many extensions & customizations are in the mix. Even poor alignment between business requirements and platform capabilities. We’ll examine some general performance issues Dynamics 365 users should be aware of before implementation. We’ll also look at some…