Defining an ERP Strategy for streamlined operations

A leading law firm in Montreal was operating with outdated tools and siloed processes — from sales to billing. Each department had unique workflows, and leadership lacked the visibility and efficiency needed to scale operations or integrate automation in the future.

The firm was preparing for a major shift: selecting and implementing a new ERP (Enterprise Resource Planning) system to centralize and modernize its operations. We were brought in to guide this transition — starting with a full process audit and ending with a strategic ERP recommendation aligned with long-term growth and automation goals.

We conducted in-depth mapping of all internal processes, working closely with stakeholders from sales, legal, finance, and billing. We gathered specific business requirements from each department, highlighting both pain points and opportunities for improvement. We then led the ERP selection process — managing the RFP, interviewing vendors, negotiating terms, and ultimately recommending the best-fit solution.

The law firm gained clarity, alignment, and a roadmap for the future. With a deep understanding of their operational needs and a scalable ERP selected, they were now equipped to move toward smarter workflows

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