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Automation Systems Strategic Planning

Mitratech Holdings, Inc

How to Win the Operational Efficiency Tournament: Your Bracket for Smarter Workflows

Match Up Insights, Eliminate Inefficiencies, and Take Home Productivity-Driving Process Improvements for Your Team - March Madness isn’t just about buzzer-beaters and team pride – it’s about strategy, execution, and...more

Integreon

A Brand-New Outlook on Alternative Legal Service Providers in 2025

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Traditionally, alternative legal service providers (ALSPs) are seen as providers of cost-effective solutions for high-volume, low-complexity tasks like contract management and document review. Over the past several years,...more

Opportune LLP

ETRM System Cutover: Achieving a Successful Transition

Opportune LLP on

Cutting over to a new Energy Trading and Risk Management (ETRM) system is a significant undertaking. The process involves transitioning data, configurations, and business processes from your legacy system to the new one,...more

Opportune LLP

Five Back-Office Process Strategies for Operational Efficiency

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In today's competitive landscape, operational efficiency is crucial for business success. Many organizations struggle to streamline back-office processes, hindering productivity and growth. This blog explores strategies to...more

ClientsFirst Consulting

Four Steps to a Successful CRM Implementation

When successful, a CRM system helps firms efficiently manage contacts and tracks interactions with current and potential clients to improve business development outcomes. Without a proper implementation strategy, however, a...more

ClientsFirst Consulting

The Importance of Assessing Your Firm’s Needs Before Investing in a CRM System

According to a recent survey by Thomson Reuters, less than 10% of firms find their current CRM system valuable, and nearly 20% find it not effective at all. Too many firms have failed to accurately assess their needs before...more

Opportune LLP

How Predictive Analytics Enhances Business Performance

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In every industry, people often struggle to forecast trends, anticipate market shifts, and understand consumer behavior and are hindered by a lack of predictive clarity. With data coming in from too many internal and external...more

Opportune LLP

Supply Chain Optimization and Weather Impacts with Alteryx

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In today's interconnected global economy, supply chain optimization plays a critical role in driving business success. However, unpredictable weather events such as hurricanes, tropical storms, and extreme weather conditions...more

Opportune LLP

RightAngle Upgrade: Best Practices for a Successful…

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Upgrading critical applications has become a common challenge for corporate IT departments. Software vendors can deploy major releases more quickly because of improvements in coding and testing tools and some tie eligibility...more

ClientsFirst Consulting

Four Strategies to Turn Your CRM into a Pot of Gold

Finding the right CRM system for your law firm can be trickier than catching a leprechaun. There are many options to consider, each with its own unique features and functions....more

Opportune LLP

Unlocking Revenue Enhancement: Strategies for Business…

Opportune LLP on

Revenue stagnation is a looming challenge, throttling the vitality of energy sector businesses hungry for growth. In a rapidly evolving marketplace, outdated models obstruct the path to increased profitability and operational...more

Opportune LLP

Process Improvement Techniques That Optimize Efficiency…

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Process inefficiency can create problems that quietly stifle productivity and potential growth. In an era of rapid digitalization, companies that lag in business process improvement risk falling behind competitors who embrace...more

ClientsFirst Consulting

Navigating the Marketing, Business Development and Sales Continuum

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For years, law firm client development has evolved along a continuum, from marketing to business development to sales. While the individual paths may be distinct and may diverge in some areas, it’s vital to be able to...more

ClientsFirst Consulting

Trick or Treat: Six Data Quality Management Tricks to Treat Bad Data

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As we prepare to hand out candy to the ghouls, ghosts, goblins, princesses or whatever may knock on our front doors, one thing that most firms aren’t prepared for is managing their data on a regular basis leaving their CRM...more

Opportune LLP

Producer vs. Trading Mindset Considerations for an ETRM

Opportune LLP on

Through many of our projects, clients often mention alignment as a gas "Producer" or "Optimizer." The distinction lies in where the operational focus is attuned – flowing assured gas to customers or optimizing earnings...more

ClientsFirst Consulting

A Guide to Revamping Your Law Firm’s Customer Relationship Management System This Fall

ClientsFirst Consulting on

Autumn is a time for reflection and recalibration for law firms. The changing season is a strategic opportunity to assess and optimize your Customer Relationship Management (CRM) system....more

ClientsFirst Consulting

10 Ways to Harness the Potential of Your CRM System

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The digital era has seen the evolution of Customer Relationship Management (CRM) systems from simple digital address books to sophisticated tools packed with features like artificial intelligence, predictive analytics and...more

ClientsFirst Consulting

Mastering CRM Metrics: Strategies for Measurable Success

Customer Relationship Management (CRM) systems have evolved as integral tools in the business landscape. When properly implemented and managed, they hold the potential to skyrocket an organization’s growth. However, the...more

ClientsFirst Consulting

Take Your CRM to the Next Level: Maximizing Impact Through Advanced Strategies

Having a Customer Relationship Management (CRM) system isn’t enough to achieve success in today’s dynamic business landscape. The real edge comes from leveraging your CRM’s advanced capabilities, ensuring it’s tailored to...more

ClientsFirst Consulting

CRM Summer School: Contact Management 101

During the dog days of summer, as law firms begin preparing for the fall and winter seasons, there is no better time to dive into a crash course on contact management to help with CRM clean up. This knowledge holds value...more

ClientsFirst Consulting

Take Your CRM to the Next Level: Advanced Strategies for Maximum Impact

A CRM (Customer Relationship Management) system streamline the time-consuming tasks of client management to make communications more efficient for law firms and more meaningful for their clients. With an optimized CRM system,...more

Perkins Coie

How AI and Automated Systems Use Can Lead to Discrimination in Hiring

Perkins Coie on

Artificial Intelligence (AI) and automated systems can increase efficiency and help reduce human error. However, the National Institute of Standards and Technology (NIST), the White House, and the Equal Employment Opportunity...more

Mitratech Holdings, Inc

[Webinar] Not a Programmer? Not a Problem: Get the No-Code Toolkit for Process Improvement. - January 26th, 1:00 pm - 2:00 pm ET

Join our upcoming live webinar with PwC and AgFirst Farm Credit Bank for in-depth insights on innovative, easy-to-replicate ways you can leverage no-code workflow automation to elevate your team’s efficiency. When every...more

Mitratech Holdings, Inc

Four Signs You’re Outgrowing Your Legal Tech Stack (& What to Do About it)

As today’s legal teams are being faced with the challenge of strategic investment – time, money, focus, etc. – can technology help fill in the gaps? Too often, legal teams think that growing – in both employee count and...more

Opportune LLP

Extracting The Most Value Out Of Your ETRM System

Opportune LLP on

Businesses strive toward continuous improvement. When a business first starts, it’s inherently reactive and focused on the basic transactions. As processes and systems develop, so does the business evolve into more stability....more

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