Obtaining partner participation and buy-in, open communication between the project team and the business and realistic finance and timeline estimations are just some of the challenges a firm encounters when attempting to implement an updated practice management system (PMS).
Deloitte had a patchwork of systems that constituted its PMS, some more than 15 years old. Although heavily tailored, they were difficult to use and it was labour-intensive to get useful analytical information from them. Last year, Deloitte’s UK practice embarked upon updating the firm’s PMS. The updated system was intended take advantage of new technology, enable remote access to the PMS, improve the quality and accessibility of information and provide a modern platform to keep pace with and support the growth of the firm. The three early priorities for the project were:
