Overview

BPM LLP is one of the US’s 40 largest public accounting and advisory firms. Their global workforce comprises over 1200 professionals. They aim to use their in-depth knowledge of the transactional industry to help their clients succeed. They offer full-service capabilities in assurance, advisory, tax, and wealth management. Irrespective of the challenge, BPM’s cross-industry professionals are prepared to help no matter how complex the accounting and reporting issues are.

Challenge

BPM has doubled in size in the last 5 years. BPM’s rapid growth combined with having multiple resourcing mechanisms didn’t allow for complete visibility and optimization of resources. Challenges with process bottlenecks were taking a toll on a fractured system with technology constraints. Manual systems created to tie systems and workflows together were not allowing BPM to scale properly.

Existing Solution

Manual Workarounds

New Solution

Retain Cloud

Benefits

  • Greater visibility of resources
  • Better use of Management time
  • Improved reporting and business processes
  • Improved utilisation rates
  • Storage of skills and qualifications to match resources to jobs

Results

  • Up to 35% reduction in manual process
    Following the implementation of Retain Cloud. BPM LLP immediately realised the impact of Retain by being able to reduce manual processes by 35%. This has allowed BPM to make faster decisions when planning resources.

 

  • Reduction in 100’s of admin hours
    Through Retain, BPM can now effectively schedule jobs with the right resources. Retain has saved BPM, 100’s of administration hours. BPM finds Retain user-friendly and approachable, which is great for onboarding. 2 of BPM’s practice groups are fully utilizing Retain. Overall, BPM is on its way to optimized scheduling performance.
  • Rapid adoption of Retain Cloud
    BPM achieved rapid and efficient onboarding of their employees across two practices by implementing our user-friendly interface.