Consulting Services

SOURCE Consulting Group is the premier full-service consulting firm which addresses every aspect of professional services firm management. We oversee everything from strategic planning to operations; from business process improvement to product-neutral technology recommendations and implementations; all to get the greatest return on investment from your recommended solution.

To view more specifically the consulting services we offer, please visit the following links below:

IT and Business Strategy

Project Management and Strategic Planning

Financial and ERP System Implementation

Financial and ERP System Selection

Software Upgrade Strategy Assistance

Business Process Improvement

For inquiries on customized services, please email info@sourcegroup.com or fill out our Service Request Form.

Client Level Consulting

Our consultants are experts in law firm financial systems. These experienced consultants provide various levels of support for focused discovery, business requirement documentation, gap analysis, issue-oriented consulting and project management. Our role as a consultancy is to work on your behalf—we are your advocate. We will conduct and assume responsibility for:

Discovery meetings to determine your business needs
Documentation of business needs
Project plan development for discovery phase and implementation phase where warranted
Design of business intelligence and information delivery systems

Issue-Oriented Consulting

Our experts in financial systems provide issue-oriented consulting. Your purchase of a new financial system was done to meet your complex business needs. This complexity means that the system is very flexible, resulting in the availability of many options when implementing the system. Our consultants can tell you what the options are, along with their implications downstream, and help you decide the best configuration to meet your needs:

Implementation of the new system utilizing best practices
Detailed data reconciliation analysis and response planning
Systems acceptance and function test design and oversight
Design of business intelligence and information delivery systems
User training strategy, planning and documentation

Service Request Form

Our services are specifically tailored to meet the needs of our clients. For more detailed information on how we can help you, please feel free to contact us at info@sourcegroup.com or fill out our service request form.