Success Stories

VWM Analytics
VWM Analytics

Clouds

Sales Cloud
Service Cloud

Industry

Economic Consulting
Forensic Accounting

Business Type

B2B

About VWM Analytics

With more than a decade of experience, VWM Analytics provides corporate and legal professionals with expertise surrounding economic analysis, forensic accounting, business investigation, and financial forecasting. 

As it began to serve more industries and expand its client base, VWM Analytics recognized that its existing software had limited bandwidth and was unable to support the data being input into the system. It was cumbersome to research the status of each client’s case, with the information being stored in disparate platforms.

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The Challenge

As it began to serve more industries and expand its client base, VWM Analytics recognized that its existing software had limited bandwidth and was unable to support the data being input into the system. It was also cumbersome to research the status of each client’s case, with the information being stored in disparate platforms.  

Recognizing the need to upgrade, VWM wanted to transition its database to a more robust solution so it could continue to provide the meticulous service it’s known for throughout California and the  U.S. Therefore, the company looked to replace its technology… something that could securely store client data in a centralized location.  

As it prepared to transition to a new technology platform that could evolve with its changing business needs, VWM initially sought an out-of-the-box solution. The company defined its basic technical requirements, knowing that it wanted to increase efficiencies and focus on business development. Although the team found a myriad of software available for legal and accounting services, no software existed to support its specific business needs, which falls somewhere in between those two industries. That’s when it became clear that the best solution was a unique and customizable platform. After extensive research, the company chose to implement Salesforce because of its comprehensive and customizable framework. To support this important data migration, VWM looked to Roycon for consulting services. 

The Solution

To optimize the power of Salesforce, VWM Analytics partnered with Roycon for the implementation and integration of the new technology. Why RoyCon? Although the company looked at a few other consulting firms, VWM chose RoyCon because of its solid understanding of the industry VWM serves as well as RoyCon’s impeccable customer service. 

Roycon clearly understood what VWM wanted to accomplish and offered alternative solutions on how to best optimize Salesforce. It was clear that Roycon hand-crafted VWM’s implementation with careful precision. 

Because of that, the implementation was seamless. First, Roycon performed a thorough discovery process and needs analysis. The two companies then collaborated to devise the best actions to take to implement the Salesforce platform. Then, Roycon executed a sample project to ensure that all staff aligned on the expectations surrounding the data migration. Finally, Roycon spearheaded the implementation and trained the VWM staff on how to best use Salesforce in order to maintain clean and meaningful data. 

Over time—and with Roycon’s direction—VWM began to extend its Salesforce instance to use more advanced capabilities, such as time management and billing. This was imperative to consolidate all business information into a centralized platform. Roycon’s best value, however, came from an operations analysis during implementation. “You looked at our operations and found a way to make them better,” said Victoria Wilkerson, Principal, VWM Analytics, who played a key role in integrating Salesforce into VWM. 

The Results

RoyCon’s consultation provided VWM with a single view of each case, transforming time-consuming tasks into tasks that take seconds, such as getting up-to-speed on an individual case and performing conflict checks. RoyCon also directed the team with intricate knowledge in how to maintain clean data by using custom fields instead of text boxes for client data. With Roycon’s extensive research into VWM’s business and flawless Salesforce implementation, VWM now has the capability to:

• Immediately access individual cases on a centralized platform
• Generate invoices with the click of a button instead of aggregating information from different systems
• Execute conflict checks in a matter of seconds
• Better leverage its data
• Easily reach out to clients regarding continuing education programs
• Rely on a scalable foundation that can grow as the company evolves and increases its client base
• Automatically integrate Salesforce with Microsoft OutlookTM

Going beyond a standard consultation, Roycon analyzed VWM’s operations and offered solutions to further improve efficiencies. The company started out with an idea of what the platform would look like, but Roycon added value by streamlining operations and advising on how to maintain a clean data set. With Salesforce and Roycon as part of its technology, VWM can focus on business development and how it can leverage the data that’s now so easily accessible.

“My experience has been amazing since the beginning. Roycon had a solid understanding of our business and operations. Not only did it give us a solid foundation, but Roycon also offered ideas about how we can make operations even more efficient.”

“Now we have an amazing platform that has exponentially increased our efficiency. Roycon and Salesforce transformed the way we do business on a daily basis.”

-Victoria Wilkerson Prnicipal, VWM Analytics, LLC

 

 

Proven Results

%

Decrease in invoice production time

Seconds to generate an invoice

Seconds to run conflict checks

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