Solutions aren’t derived from a standard survey or checklist. Without vendor allegiances, we only have your firm’s best interest in mind
Our Approach to Developing New Software Business Requirements:
- Identifies your current state, where your firm needs to be, and how to get there
- Evaluates your needs across the whole firm – from the front end to the back-office
- Minimizes the headaches that come with implementations and conversions
- Enables effective communication to vendors and service providers
Our Effective Evaluation and Selection Process:
- Uses your business requirements to ask the right questions and get the right answers
- Analyzes past the “✓“ and “X”s in your selection spreadsheet. Focuses on ‘how’, not ‘if’, the features work
- Raises potential issues with vendors to ensure their understanding of your needs
Solutions for Your Firm:
The information needed to select the right technology for your firm. We present a comprehensive ‘apples-to-apples’ comparison with price and service among vendors.