From The Data Stewarding Team at Wilson Allen
With the rising tide of data in our increasingly digital world, professional services firms are in dire need of better data management strategies. Add globalization and greater emphasis on client relationship management,
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The Goldilocks Principle: Getting Your Software Implementation Just Right
If you are about to embark on a significant software implementation project within your organization or are already along that journey, then negotiating the many variables for project success will likely be forefront in your mind. How can your firm
Bringing Together Technology and Data to Improve Performance [Legal CRM Webinar Recap]
By Michael Warren, VP, CRM Practice, Wilson Allen and Chris Raymond, Practice Group Leader, Marketing & Business Development, Intapp
Throughout a four-part legal CRM webinar series, Intapp and Wilson Allen shared industry best practices around legal CRM implementations. Subject-matter experts
Risky Business: Choosing the Best Risk and Compliance Approach for Your Firm
Around the world, law firms of all sizes have taken on different approaches to how they manage their risk and compliance obligations. The irony is – some of these approaches have associated risks as well.
As your firm considers its
3 Ways Firms Are Using Data to Steer Through Today and Plan for Tomorrow
In these times, law firms and professional services organizations are having to think on their feet. We’re all adapting to a fast-moving landscape and adjusting our business practices to deal with lock downs, travel bans, and the health and safety
Learning from the Past: Using Hard Data to Face Economic Upheaval
In late 2008, the news broke that a prominent law firm was planning to lay off staff and younger timekeepers. As the economy was heading into the great recession, it was no surprise that this firm and others were assessing
Four Key Components of Successful Legal CRM Transformation [Webinar Recap]
There is unprecedented change in the world – personally, professionally, socially, and economically. What the ripple effect of the COVID-19 pandemic will be on the legal industry is still not fully understood. However, different law firms and different practice groups
Renormalizing Risk: Using Law Firm Downtime to Improve Processes
The impact of the global pandemic has made risk real to everyone. All of us are thinking about risk for our families, teams, and businesses. And as the world faces this event together, and looks forward to recovery, we must
Under Pressure To Perform? Add CRM to Your BI Equation
Professional services firms are under ever-increasing pressure to achieve performance and profitability goals. Yet many firms are holding on to dated “Field of Dreams” business models (i.e., if you build it, they will come). That approach may have worked for
How We Did It: The Tale of Two Remote 3E Go-Lives
It was early spring 2020, and two members of the professional services team at Wilson Allen were putting the finishing touches on the go-lives for two multi-year Elite 3E implementations. In each case, the Wilson Allen team members served as