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.
HOW TO PREPARE FOR YOUR CONTRACT DATA FOR CLOUD MIGRATION
November 11, 2022
The improvement of OCR, Artificial Intelligence, and the plummeting cost of file storage have introduced new questions into the market such as “How do you improve our current storage of legacy contracts? Or can you extract information from that collection of contracts to make predictions about future relations? Where do you house the next few decades of contracts created? Read More
SOURCE IS PLEASED TO ANNOUNCE THAT KATHI SMITH HAS JOINED OUR PROJECT MANAGEMENT TEAM
December 10, 2019
Source Consulting Group is pleased to announce that Kathi Smith has joined our Project Management Team. Kathi has over twenty years of professional experience in the legal industry. Read More
SOURCE CONSULTING GROUP HIRES APPLICATION CONSULTANT MARK LEAVITT
March 18, 2019
Today, Source Consulting Group LLC, the premier full-service consulting firm focusing exclusively on the strategic and operational business process and technology needs of legal and professional services firms announced that Mark Leavitt has joined the firm’s growing practice management team. Read More
STRATEGY AND PLANNING FOR YOUR NEW FINANCIAL SYSTEM IMPLEMENTATION
by Dana Clifford & Olivia Martinez | June 22, 2018
The critical objectives on the importance of strategy sessions include 1. Ensuring project expectations and objectives are in alignment; 2. Validating the project timelines, scope, and cost; 3. Determining how critical implementation objectives and requirements will be met; and more. Read More
AVOIDING THE BUSINESS INTELLIGENCE BURDEN
by Don Gibson, Director, Source Consulting Group | August 29, 2017
If an organization is unable to manage the business intelligence solution that they choose to deploy, it simply becomes a matter of time before it dies on the vine. To avoid this, it is necessary to formulate practical methodologies that address certain tenants to proper business intelligence. Read More
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