Services
Technology transformation
Technology selection and due diligence
Business impact
- 15+ years selection experience
- 85% average functionality improvement post-implementation
- Best commercial terms secured with risk mitigation through expert guidance
Technology implementation support and project management
From the first day to go-live and beyond, our experienced project management team ensures successful technology delivery with clear focus on key milestones, proper configuration and alignment to your operating model. Using leading online work and project management platforms, we provide clear governance, transparency, floor walking support during go-live, and coordinate data migration and training for seamless transitions.
Business impact
- 3,000+ users supported through successful transitions
- UK & International firms supported with minimised disruption
- Sustainable technology adoption from day one
Acer, Elm, Oak and Birch configuration packages
Pre-designed best practice configuration for CRM implementation. Choose the package that matches your firm’s complexity and ambition. Each package delivers proven frameworks that accelerate time to value and reduce implementation risk with configurations that have benefited hundreds of advice firms.
- Acer (Core): Foundation setup with lite project management, 17 simplified workflows, client segmentation, best practice dashboards, and training introductory document designer pack
- Elm (Advanced): Comprehensive setup with full project management, 24 advanced workflows, bespoke dashboards, advanced document designer pack, and extended training
- Oak (intelliflo): Fully customised configuration tailored to your unique requirements
- Birch (Plannr): Specialist configuration for Plannr implementation; segmentation, workflows, document builder templates, valuation feeds and training
Business impact
- 330+ firms benefited from best practice configuration
- Faster time to value with reduced implementation risk
- Proven frameworks that scale with your growth
Training and ongoing support
Ensure lasting success with comprehensive training and ongoing support packages tailored to your specific needs whether following data migration, implementation, or go-live. We offer flexible options including on-site training, online sessions, floor walking during Go-Live events, and drop-in Teams sessions. Our support packages range from 2.5 to 10 hours per month with prompt responses, friendly knowledgeable staff, and a seamless virtual support desk experience.
Business impact
- Confident, empowered teams maximising system value
- Flexible delivery matching your learning preferences
Template design and build
Business impact
- Enhanced professional image with time savings through automation
- Consistent client experience with reduced manual data entry errors
- Seamless integration with existing CRM data
