Davidson Chalmers Stewart – PMS Selection
Project type: PMS Selection
Baskerville Drummond were appointed to undertake a light-touch PMS selection project including the creation of a formal RTT process and requirements document.
Selection Process
Davidson Chalmers Stewart (DCS) have been using Thomson Reuters Envision as its PMS for several years. As the system was “end of lifed” shortly after its installation, the firm never fully received the expected benefits from the system. For example, the finance team were running an Excel spreadsheet which was the firm’s “daybook” and used for reporting purposes.
DCS initially embarked on a replacement project a couple of years ago and felt they were ahead of the curve in terms of firms having to move away from Envision. Sadly, due to various project challenges it became apparent that the selected solution and supplier were not going to work.
At this stage we were introduced to Neil and subsequently appointed to undertake a light-touch PMS selection project.
Due to the work which DCS had already undertaken, this selection was a reaffirmation of needs and the creation of a formal RTT process and requirements document.
Our work involved:
- Briefing the steering group on PMS market changes since their last review
- Identifying and prioritising needs
- Identifying and agreeing shortlist
- Running the RTT process
- Agendas for demonstrations
- Supporting due diligence, project scoping and phasing
“David’s expertise and knowledge of the legal IT market is second to none. He helped guide our project team through a challenging process resulting in a very positive conclusion. I would highly recommend him and Baskerville Drummond.”
About DCS
Davidson Chalmers Stewart is an independent, commercial law firm, focused on the needs of business clients across Scotland. Operating from offices in Edinburgh and Glasgow, the firm is recognised for providing clear, practical and commercial advice to a broad range of clients from start-ups and established SMEs to listed companies.
In a market dominated by a handful of large firms, Davidson Chalmers Stewart is well known for its unwavering commitment to client service with a partner-led approach. The firm’s expert teams focus on finding pragmatic solutions, combined with transparent pricing, to help clients achieve their business objectives.
The firm regularly advises on the Scottish aspects of UK and multinational deals, including inward investment, often working in partnership with advisors from other jurisdictions.
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