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 time frame 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 implementationOur 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 implementationThe 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 CRMsMagnify 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 supportHelp ensure your technology investments keep running smoothly and securely with ongoing support, enhancements and maintenance from Wipfli. |
Industry solutionsTailor 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. |
Financial performance managementMonitor 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 systemsElevate your user experience by modernizing your legacy or building new systems and products. |
Modernized workplaceGo beyond giving your workers online tools by designing a secure yet flexible workplace that improves collaboration, access and experience without compromising security. |
iPaaS implementation and strategyTransform your businesses through cutting-edge integration platform as a service (iPaaS) solutions with our integration and data expertise. Our team of experienced consultants is dedicated to helping you streamline your data integration processes, helping ensure that your disparate systems work together seamlessly and that you have a strategy to conquer the future.
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Our team
Ryan Swiderski
Ryan Swiderski is a technology partner serving the MRD practice. He leads Wipfli’s retail and consumer products industry, specializing in CX tech, including Microsoft Dynamics 365, Salesforce, ERPs, business intelligence solutions and more.
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.
