Symphony: Solving data quality management complexities

For professional services firms, there’s significant investment in practice management software and/or a Client Relationship Management (CRM) systems. Part of any digital strategy is the need for a review of data management processes and the quality of the data that these systems store.

Symphony case study: Getting real value from your CRM with Client Sense

Accounting firms across the world face a constant challenge with gathering, maintaining and enhancing their client and prospect data – regardless of the systems they use.

Symphony – APS: Collaborate for digital success

Research by PwC found that 84% of digital leaders “mandate collaboration and cross-functional work”. To do so, the business leaders who have embraced digital “provide the tools and leadership to make it happen”. This pre-covid-19 research offers insight for firms in search of a similar, successful path.

Symphony – APS: How to manage key staff changes and protect revenue

Ensuring that clients and referrers do not slip through the net and through your competition’s door is key to protecting revenue in a professional services firm. We have often talked about gaining visibility of communication to help you manage your key clients through staff transition.

LPM LITL 2021 partner comment: Tired of data lag? by Symphony APS

Like all businesses in the UK, we’ve seen the pandemic have a lasting impact on the way teams work, and this year’s Legal IT landscapes report shows people want to work from home more regularly: 32%, in fact – double what it was last year. And, with the explosion of Zoom and MS Teams to support client, prospect and referrer conversations, firms have received a lesson in how easy it is to communicate and collaborate digitally.

Symphony – APS: The linchpin to growth

It was an absolute pleasure to be at this year’s LPM South, catching up with acquaintances and meeting new contacts. In our presentation, we shared our data-driven insights.

Symphony – APS: How to manage key staff changes and protect revenue

Ensuring that clients and referrers do not slip through the net and through your competition’s door is key to protecting revenue in a professional services firm. We have often talked about gaining visibility of communication to help you manage your key clients through staff transition. But how can this vital visibility be achieved, without impacting […]

Symphony – APS: Why relationships are the cornerstone of your data strategy

Last year escalated digital transformation within professional services firms. However, firms cannot become complacent and must remember what is at the core of the technology implemented that will drive growth. Understanding the relationships held within your firm’s data set will give you the sought-after meaningful insights to help grow your practice. So how can this […]

Symphony – APS: Intuitive software for immediate data visibility

 A recent survey indicates that 68% of US employees face at least one challenge with workplace software. This is one challenge too many for the remote workforce right now. The report by the Harris Poll on behalf of Yoh reveals that staff are facing issues such as regular technology changes, too many software technologies, lack of integration and […]

Symphony APS: How relationship intelligence gives perspective to complex networks

With remote working the norm and with digital transformation accelerating exponentially, let’s be clear about one thing, the value we place on data by no means negates the importance of key relationships held within your firm. Connections with clients is still the most valuable asset in your data. We’ve often spoken about relationships being critical […]