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Featured Articles

SOURCE consultants are among the best in the world at what they do. In order to provide extra value to our clients, we encourage our consultants to publish articles that display their unmatched experience and expertise.

JUMP STARTING YOUR PROJECT – KEY POINTS TO CONSIDER BEFORE YOUR PROJECT STARTS

by Deb West and Theresa Hornung, Source Consulting Group LLC and Jan Wong, Torys LLP | June 20, 2017

Are you ready to take the leap? Whether that leap is to implement a new financial system or upgrade your current environment, there are discussions that can be had and tasks that can be completed prior to your project kick-off that will jump start your project and give you the key factors you need in gauging the success of your project. Source Consulting Group has assisted many clients with their financial system implementations as well as with upgrades of existing systems. We would like to share some of our suggestions on how to get your project started on the right track and completed successfully. Read More

SELECTING YOUR FIRM’S NEW FINANCIAL SYSTEM

by Jim Dusenbery | February 7, 2017

For those in legal and other professional services, accurate and timely accounting and billing practices are vital for lasting success. In an increasingly technological world, this means selecting a proper financial system to fit your firm’s unique needs holds more weight than ever before. If proper product expertise is not paired with… Read More

INVOICE TEMPLATE DEVELOPMENT & IMPLEMENTATION

by Sylvia Carrere | February 7, 2017

As any firm who has recently gone through a financial system implementation knows, it is quite an understatement to simply say that there is a lot of work that goes into such a project. With so many overwhelming tasks occurring throughout the implementation process, important, but seemingly less urgent… Read More

15 WAYS TO PREPARE FOR YOUR 3E IMPLEMENTATION

by Jim Dusenbery | February 7, 2017

You can jump start your 3E® implementation by devoting some time to advance preparation even prior to meeting with your implementation team. No matter what system you’re migrating from, and no matter the profile of your firm, there are some basic decisions to be made during any 3E implementation…. Read More

WEBSITE DESIGN AND DEVELOPMENT: OPTIMIZING YOUR FIRM’S ONLINE PRESENCE

by Christopher A. Worman | October 12, 2016

Too often, companies see their websites as strictly another way for potential customers to access information about their firms. While this is important, it leaves out innumerable nuances that can ultimately mean the difference between landing a client and lamenting the one that got away… Read More