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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…

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5 Proven Ways to Accelerate Digital Transformation

5 Proven Ways to Accelerate Digital Transformation

If you’re looking for a shortcut, you won’t find one. But, that doesn’t mean there aren’t ways to avoid the slowdowns, detours, and budget overruns that cause projects to stall out. Below, we’ll outline five strategies that will set you up for a smooth and speedy transformation.

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8 Reasons to Choose Microsoft Dynamics 365 CE Over the Competition

8 Reasons to Choose Microsoft Dynamics 365 CE Over the Competition

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Field Service Trends Redefining the Industry

Top 7 Field Service Trends Redefining the Industry

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The importance of inventory management in field service

The Importance of Inventory Management for Field Service Companies

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Health Insurance Brokerage

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Background A rapidly growing health insurance brokerage was increasingly hampered by their outdated Microsoft Dynamics GP system.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,…

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IMS consultants

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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Smarter Finance Blog Header

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.…

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Adobestock Scaled

What Exactly is Digital Transformation?

Digital transformation (DX) is expansive and ever-changing. It’s also a subjective, abstract concept, often dismissed as meaningless jargon. You know, the stuff pitch decks and hype cycles are made of. All of these factors make it hard to nail down an official definition – and even harder to convince orgs to take DX seriously. In…

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Preparing Your Workforce for a Microsoft-Powered Future

Preparing Your Workforce for a Microsoft-Powered Future

Creating a change management strategy for a hybrid work environment involves careful planning, communication, and implementation to ensure a smooth transition.  Big organizational change is always challenging. It forces people to confront uncertainty and make themselves vulnerable in a situation where making the wrong move might put their reputation and livelihood in jeopardy.  Here, we…