Our clients include Accountants, Law Firms, Consulting professional services firms. It’s a very varied client base, but what they all have in common is their individuality. This is the key for Symphony; every client deserves their own comprehensive scalable solution.
With over 250 staff Pitcher Partners Sydney turned to Symphony APS to help them gain greater visibility of the opportunities being pursued in the practice. Find out how we helped Pitcher partners Sydney in our downloadable case study
Renowned for its success with the Advance™ Practice Management System, Symphony’s sister company, Advanced Professional Solutions (APS), recognized the need for a world-class CRM solution to focus on helping its accounting and consulting clients develop more business and improve client relationships.
In the case of Mazars, one of the largest accounting firms in the UK, they have improved their efficiency to the tune of 2,000 recovered hours by eliminating repetitive data entry after deploying Sugar.
With Symphony’s expertise, we’ve now got a complete holistic overview of clients and potential prospects. The integrated system has not only allowed us to centralise solutions, providing full visibility across the entire practice, but also to develop systematic automation to some key compliance processes and repetitive tasks positioning us as consultative rather than compliance based. Symphony had a great understanding of our business and intimate knowledge of the key systems used within the practice. Therefore, they were able to provide a truly tailored solution. Their team’s willingness to work with the practice to arrive at outcomes tailored to our requirements and being prepared to start the process without having all the answers and then invest the time in finding them is second to none.
"We continue to see benefit from working through Envision™ months after our initial effort. The results have improved our business, and the methods we learned continue to be used to prioritise and clarify where we should target our efforts."
Symphony - APS provides the cornerstone for our practice management. Over the years the APS team have worked with us to build on the original time and billing platform to create a repository that holds our key client information. We’ve worked together to develop solutions to maximise our use of this data from integrated AML to managing work progress. Following a performance review of our existing system we will working together to achieve our goal of increasing efficiency and decreasing our back office costs.
“Envision™ has improved our focus, enabling the firm to have the freedom to think creatively about how to achieve the results required and overcoming barriers to success. It has helped the teams align themselves not just to their own departmental and personal goals but to the goals of the organisation.”
Talk to us about getting your software application platforms working together to support your firm’s organisational objectives and strategic goals…