Wilson Allen: Before, during, and after – Tales of digital billing transformation
Panellists Share Firsthand Experiences with Wilson Proforma Tracker
Regardless of where you are on your journey to digital billing processes, you’ll want to attend our upcoming panel session. We’ve invited representatives from firms who can provide insight into critical aspects of many phases of the paper-to-paperless proforma transformation. Join us live or on demand for a discussion led by the following people:
John Tickle, Mills & Reeve, Finance Operation Manager
Mills & Reeve replaced a custom built, in-house solution with Wilson Proforma Tracker at the same time they rolled out Thomson Reuters Elite 3E for their practice management system. John will share how they were looking to improve visibility, workflow, automation, and accuracy in their billing processes and how Wilson Proforma Tracker answered those needs. Due to this functionality and the interface, the software adoption came easily too.
Nick Hodgson, Bevan Brittan, Finance Director
Bevan Brittan had been on the same practice management system for several years. The firm rolled out a general initiative to improve efficiency and productivity. As such Nick looked into streamlining its billing processes and increasing invoice accuracy and found Wilson Proforma Tracker to be the best solution. Find out why he believes Wilson’s technical knowledge set them up for implementation success!
Additional panellists will include the following members of the Wilson Allen team who will serve in the following functions:
Moderator: Suki Sahansara, Vice President, Customer Success
Product Evangelist: Shishir Shetty, COO
Key takeaways from the session:
Benefits of digitally transforming pre-billing processes – in the office and on mobile devices
Tips for increasing user adoption, even among reluctant users
Ways to simplify group billing processes, enforce compliance with write-down rules, and maximise profitability for fixed-fee arrangements
Best practices for solution design, training, and rollout
Informing pricing and planning decisions through greater visibility into invoicing, collections, and costing processes
How the Wilson Proforma Tracker user group members support each other
Event details
Date: Wednesday 19 May 2021
Time: 11:00am – 12:00pm BST
Click here to book your place
