Strategy partners for your practice

Bluewire Strategy will create a comprehensive change management plan for your firm’s cloud journey. Beginning with information gathering, discovery and assessment, we’ll develop an implementation plan covering process design, system implementation, and data migration. We’ll map at a granular level the steps required to make the transition, and we’ll create a cadence to help hold the team and the relevant stakeholders accountable. Once we’ve completed both an initial pilot and a full deployment, we’ll provide a network of support to help your firm continue to evolve.

Discovery & Assessment

•Assess firm structure & workflow
•Evaluate firm culture
•Determine firm tolerance for and anticipated struggles against change
•Analyze areas of firm management

Implementation & Accountability

•Evaluate solutions for cloud leverage
•Recommend change in line with firm strategy
•Creation of firm change plan
•Weekly accountability calls
•Onsite support during implementation period

Guided Support & Mentoring

•Monthly one on one calls with expert facilitator
•Monthly open forum Q & A with peer firm stakeholders
•Private Slack community
•Staff training
•Access to resource library of app videos and templates

White Glove

•Data conversion
•Client onboarding
•Sales and marketing coaching
•Client training
•App integration consulting for clients

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