Practice management system selection
Buckles was looking at a PMS to replace its long-standing SOS solution. With an ambitious growth target – to double in size by 2025 – and a multi-currency requirement, the firm was ready to move on from its extensive market investigation to build a requirements document and go to tender.
With a likely shortlist of TRE and Aderant, this marked a significant step up for Buckles and its response was to look to an expert resource that could validate the process and the decision, providing precious reassurance at such a pivotal moment.
Baskerville Drummond’s David Baskerville was brought in to provide support and guidance, as well as an independent, apolitical viewpoint, at the critical front end of the project; and to stay on as a trusted advisor and sounding board through the deployment and post go-live phases.
“Although we had done a huge amount of research and due diligence in the run up to the selection project, we still hadn’t ever done a project of this scale before.
We were confident but thought it made sense to seek some extra reassurance and confirmation that we were on the right lines; to maybe challenge some of our assumptions and help us clarify our thinking; and to just wrap around us a comfort blanket of experience, knowledge, insight, objectivity and encouragement.”
Produced a full definition of requirements from both a Finance and a Fee Earner perspective
Created a comprehensive Request to Tender (RTT) document that helped Buckles get total clarity over its needs and wants, and the realities of what vendors could deliver within certain cost parameters
Analysed the RTT responses and produced a detailed, digestible and partner-friendly report
Operated as a trusted advisor throughout, readily making himself available to the CIO, happy to offer opinion or challenge thinking
Undertook a number of ‘deep-dive’ workshops with staff so that they were fully engaged in the transformation journey from the get-go, and bought into the project early
Used staff voices and their extensive ‘coal-face’ knowledge of systems and processes to build a granular picture of ‘must haves’, ‘nice to haves’, ‘icing on the cake’ and the ‘cherry on the top’ for any future PMS implementation