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Information
Information
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Capacity
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Delivery
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Cashflow
Insights
Insights
Growth
Growth

  • Understand your service offerings
  • Understand the gaps to create opportunities
  • Track opportunities and analyse new business results

Finding new clients, and providing additional services to existing clients, are both valid growth strategies. Selling to existing clients is generally easier, and represents “low hanging fruit” that exists within most Practices. However, identifying gaps in service lines on a client by client basis is onerous if done manually, but is achievable with the right tools.

Understanding where your revenue comes from is vitally important to the growth of your Practice.

The structure of your APS database and invoicing links into this process, along with an understanding of all Practice service offerings, regardless of the systems used. There may be multiple systems to record information across your Practice, and it is important to look for solutions that allow easy aggregation and grouping of this data.

This area will assist you in identifying ways to structure your Matters. Also take a look at additional tools from our APS Platform Partners to help leverage the power of the information within your Practice.

Keys to optimise Practice Revenue

Find below the key areas that will optimise your Practice Revenue.

Business Development

The ability to generate revenue from your internal and external networks can be a challenge if the information required to identify, qualify and communicate with your networks is not available. Combine data management and our CRM solution to help you accomplish that.

Marketing

Marketing is the ability to deliver relevant and timely information to your clients. Recording relevant & accurate marketing information about clients by implementing an Information Management Strategy.

Reporting

Access to relevant and timely information is important if ou wnt to keep accurate and complete data within your information systems. Combine APS reporting solution with data aggregation tool to assist.


Tools

Tools to consider

PM APS Practice Management Learn more...
BPA APS Business Process Automation Learn more...
PIQ Practice IQ Learn more...
Xeppo Data management aggregation and maintenance tools available across multiple solutions. Learn more...
MailChimp A marketing automation platform that integrates with Xeppo
Survey

Self Assessment Survey

If you would like to complete a short self assessment survey in relation to Information Management please continue below.

Start Survey

Contact Us

For more information on the Optimisation process

Contact Us
Contact Us