Find new leads, enhance engagement, unify systems
New technology — including CRMs and ERPs — are challenging how we all work, engage with customers and grow our business. And in today’s era of innovation, the ability to adapt and connect is the difference between success and failure.
Wipfli’s team brings the expertise to design, implement and activate enterprise solutions that will optimize your speed, flexibility and resilience.
We work with the premier platforms to deliver proven solutions that can change the trajectory of your business. And we know that you needed these systems in place yesterday ,so we work within your timeframe to expedite your results and ROI.
Why Wipfli
Our team has decades of experience helping clients unify data with the right ERP or supercharge customer engagement with the right CRM.
What makes us different is our industry-specific solutions, accelerated implementation process and ongoing connection. We never just plug in a program and walk away.
Our process is strategic but simple: We analyze, design and implement.
- Analyze: Our team connects with yours to examine legacy systems, untangle complicated processes and shine a light on unique opportunities. It’s more than deciding what software you need; it’s making sure you get the right tools to unify critical business functions to maximize agility, financial accuracy and ROI.
- Design: We customize a solution using top software partners to deliver a new system that transforms your data, processes and workflows. Our teams understand how to unify your critical business functions, connect your employees and data in the cloud, or drive sales.
- Implement: We work with your team to oversee installation and launch. Next, our team trains yours, smoothing adoption and redefining processes to take advantage of your investment. And to help ensure success, we stay connected to your team to provide ongoing enhancements, training and maintenance.
How we help
CRM selection and implementation
Our team has helped thousands of clients implement CRM solutions to deliver a hyper-personalized, omnichannel customer experience. We customize solutions that help increase your leads, accelerate your sales pipeline, close deals faster and deliver high-value service and support with the right CRM solution. Our team partners with yours to train, smooth adoption and redefine processes to take advantage of your investment. And to help ensure success, we stay connected to your team to provide ongoing enhancements, training and maintenance.
ERP selection and implementation
The right ERP will unify your critical business functions like purchasing, inventory, finance, HR and customer communication. We work with you to migrate your data, train your people, revamp your operation and keep it running smoothly.
With a single source of business intelligence and process automation, you can identify new efficiencies and automate processes to power their growth goals. Our team will work with you to understand your unique challenges and goals so we can implement and optimize a proven ERP solution.
Connect ERPs and CRMs
Magnify the impact of your ERP and CRM by connecting your systems under a single strategy. Let us help you build a master customer record, streamline financial operations, harmonize workflows and centralize processes.
Ongoing ERP and CRM support
Help ensure your technology investments keep running smoothly and securely with ongoing support, enhancements and maintenance from Wipfli.
Industry solutions
Tailor your solution to meet industry-specific compliance, regulatory, customer and operational needs. Our teams are aligned to meet the unique requirements of industries such as manufacturing, nonprofit and technology.
Industry solutions
Monitor and manage your financials throughout the organization by improving your ability to budget, forecast and model. We use our insights to pick the proper tools so you can benefit from consolidating data and ratcheting up your reporting.
Modernized systems
Elevate your user experience by modernizing your legacy or building new systems and products.
Modernized workplace
Go beyond giving your workers online tools by designing a secure yet flexible workplace that improves collaboration, access and experience without compromising security.
Our team
Ryan Swiderski
Ryan Swiderski utilizes his 16 years of consulting experience to bring CRM systems and process expertise to Wipfli’s clients. As a principal and delivery lead in Wipfli's Customer Engagement practice, he focuses on sales, service, marketing, collaboration, and related technology, with an additional concentration in collaborative and business intelligence solutions.
Andrew J. Potasek
Andrew Potasek brings more than 11 years of experience to help our clients in process and design with a focus on Microsoft Dynamics and D365 technologies. Andrew is highly respected for his motivation and flexibility.
Kyle Aulerich
Kyle Aulerich is a principal with more than 18 years of experience in providing trusted business consulting services. He is attuned to the needs of various industries, from construction and real estate to wealth management and healthcare. In addition, Kyle advises his clients on technology modernization strategies. Clients appreciate his tailored approach to help them overcome challenges and meet their goals.
Lindan D. Elliott, CPA, CISA
Lindan is devoted to helping customers achieve their finance transformation objectives and realize the full potential of modern business systems and processes. He assists CFOs through the full accounting system and process life cycle, including business process and technology assessments, roadmap creation and accounting software deployment, training and ongoing support.
Shereen Mahoney, CPA
Shereen Mahoney has devoted her entire career to helping small and midsized clients improve business processes and productivity, reduce operational costs, and get timely access to financial information so they can run their businesses more efficiently.
