News and Case Studies

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Price Bailey and Symphony reach a landmark agreement on Practice Portal

As of July 4, 2019, Symphony acquired the exclusive global rights to market, develop, deploy and support Practice Portal in the Accounting and Legal professions.

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Power of CRM for the individual

​For professional services firms, to fully reap the benefits of CRM (client relationship management) for the entire client-facing organisation, those who use the system every day must actually want to use it. No matter how grand your plans are for the CRM tools you use, they will fall short unless every user is committed.

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Symphony launches its first AI and the Future of Accountancy report

Senior figures from top UK and International accounting firms took part in our first AI and the Future of Accountancy report. There’s a lot of hype surrounding AI and we wanted to cut through the noise to get a real sense of what is happening in the industry. So, we embarked on this journey to gain a deeper understanding of the future requirements of AI within leading accountancy firms.

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Crm The Catalyst For Change Word Change

CRM and Envision - the catalyst for change

Through working with leading professional service firms, we’ve found that accounting​ and legal​ firms deal with numerous processes and application platforms which operate independently of each other with little or no integration. This leads to inefficient operations and higher costs.

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Automation insights revealed in latest LPM report

The latest LPM (Legal Practice Management) report - ‘Legal IT Landscapes 2019’ – revealed the majority of respondents see risk and compliance alongside operations and administration were the support services that could benefit most from more automation. While the benefits of automating marketing and business development fell lower down in importance with only 11%.

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Sarah Trude Appointment

Exploring the ‘puck’ mindset

Sarah Trude, our Business Development Director, has an article featured in the April issue of Legal Practice Management where she talks about the ‘puck mindset’. What’s that do we hear you say? Well, it’s in relation to Wayne Gretzky, who is a Canadian former ice-hockey player, where he talks about “skating to where the puck is going to be, not where it has been.”

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Breaking through the data silos

For a professional services firm to be effective, its business development, marketing and divisions responsible for client service delivery need to be linked. But, so often, we hear about the challenges of the team not being connected with relevant content that will allow them to benefit from opportune conversations.

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Client Lifecycle Management for the future

​It’s widely accepted that you should encompass all departments when you implement Client Lifecycle Management​ (CLM) including all sources of static and dynamic data, marketing processes, and value-added services in to a unified decision supporting platform.

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Envision Your Firm Of Tomorrow Futuristic

Envision your firm of tomorrow

​Whether you have a CRM solution in place, or you’re searching for a new one, you will be on the hunt for the right solution that will add value to your business. But, to be able to future proof your firm of tomorrow you really need to understand the current solution or processes you may have in place to get a clearer picture of what you may need.

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Get involved with Symphony at the AAIT

As well as being a headline sponsor of The Alternative Accountancy Strategic IT Conference on 19-20 March 2019, we’re also supporting an interactive and informal Roundtable discussion on 19 March.

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Symphony - headline sponsors of The Alternative Accountancy Strategic IT Conference

​We’re delighted to announce that we’re a headline sponsor of The Alternative Accountancy Strategic IT Conference​ on 19-20 March 2019.

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Prepare The Workforce For Automation

Prepare employees for automation

The Voice of the Workforce in Europe​ report by Deloitte Insights reveals that 44% of workers in the UK said some of tasks they did five years ago have been automated and are now done by robots or software.

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Symphony to host Roundtable at the LPM South conference

Symphony will be hosting a Roundtable at this year’s LPM (Legal Practice Management) South conference on 7th February 2019.

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Sarah Trude Appointment

Symphony appoints legal business development strategist, Sarah Trude

To further strengthen our position as a leading software partner to professional service firms, Symphony have appointed Sarah Trude as Business Development Director.

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