Professional Services

Technology and data’s rapid proliferation in the professional services realm has the entire ecosystem thinking differently about value delivery. Clients expect these advancements to bring greater value at lower cost, competitors are seeking to use them to gain competitive advantage, and your team members want to make sure your firm is using them to innovate and find new ways to provide value.

The environment for professional services firms is rapidly changing, as firms face the expectation to operate in a “borderless” fashion by working effectively regardless of whether they’re in the same room as the client or on an entirely different continent. Technology is turning many traditional competencies into commodities that can be serviced through software, requiring firms to increase their value by performing more advisory work and delivering high-value-added insights.

When properly analyzed, data has the power to do things like identify at-risk client relationships so that professional services firms can give correct course with them in order to retain and even grow their business. That’s the undeniable value of Orgaimi, the world’s most powerful client intelligence platform for law and accounting firms, from Lotis Blue Consulting.

Professional services firms often face the challenge with creating and sustaining a partner performance model that encourages positive team behaviors and motivates a firm's top performers. At Lotis Blue Consulting, we believe that there is much more to a partner compensation model than a simple formula or year-end criteria to divvy up profits.

A clearly articulated strategy and shared view for the future should serve as a North Star for every firm and give the leadership team something to align with, commit to, and execute against. Lotis Blue Consulting possesses a uniquely powerful combination of data science and behavioral science and years of experience as “the consultant’s consultant.”

Because people and their expertise are the product at professional services firms, talent acquisition, development, and retention are all fundamental to a firm’s success. Staffing the right people on the right projects in an equitable way requires a nuanced balancing of business objectives and the employee value proposition, but making well-informed decisions is difficult when financial and talent-related data live in disparate, siloed systems. Lotis Blue Consulting helps firms make actionable plans to keep talent engaged and profitable.

Changing the performance trajectory of your business starts with harnessing talent as a differentiator and improving the effectiveness of your team.

In the modern era of omnichannel competition and industry disruption, sustained sales growth requires an enterprise-wide initiative that creates true alignment and solidifies your competitive advantage.