Solutions
Planning

Strategic plans with impact

Turning strategy into reality

Continuous engagement with your business strategy is the key to making it a reality. As the world embraces hybrid working, give your people the tools to align their objectives with the firm's strategy.

Foster engagement and create true accountability with strategic planning software that empowers team members and leaders plus measures results in real-time.

Key solutions

Client opportunity analysis

Your firm’s fastest route to growth

Instantly identify and visualise the best new opportunities among your current client base. Using algorithms to analyse the firm’s financial and customer data, find trends and cross reference your talent pool to instantly expose opportunities - allowing you to prioritise efforts and win new business.

Firm-wide strategy

One firm, one plan… and everyone aligned

Drive real progress towards your strategic goals by aligning everyone’s efforts to the firm's strategic objectives. Don’t focus on time and tasks alone: ensure you cascade goals that drive behavioural changes and get your people thinking strategically, delivering big business impacts along the way.

Practice group planning

Bridge practice expertise, no matter where your people work

Build an ecosystem of expertise across offices, countries and continents in a single platform. Develop unified practice group strategies and align specialist knowledge, client insight and competitor data with firm-wide goals to empower your teams to deliver a better client experience and optimise practice performance.

Sector planning

Unite sector knowledge and drive growth

Unlock hidden expertise in your firm with collaboration tools to create a dynamic sector strategy. Increase new business opportunities by surfacing key relationships, knowledge and intellectual property. Remove practice silos by using shared goals and interactive plans to hone your sector growth strategies, empower your people, and drive performance.

Client planning

Be your client’s hero

It’s proven that collaboration is one of the biggest influences on a firm’s profit and is directly linked to client satisfaction. Create unified client plans that allow your client team to share knowledge and collaborate in real-time on customer solutions. Firm-wide visibility of plans make it easy to engage the right people, track progress, and where necessary, intervene to improve performance and create plans that drive growth across the entire business.

Create plans to drive growth across the entire business

Business impact

Get everyone behind strategic plans that generate big business impact
Unlock key opportunities

Find and prioritise revenue-generating collaboration opportunities with your clients
Client-first plans

Put clients at the centre of everything you do
Grow the firm

Use SMART collaboration to break down silo's and unlock growth

Objective Manager encourages accountability and follow-up and gives you immediate insight into the current status of business development activity across the firm.

Jill Weber

Chief Marketing Officer, Stinson

Customer Stories