How we help you

Wipfli’s enterprise solutions consulting brings the expertise to design, implement and activate solutions that will optimize your speed, flexibility and resilience.

Select the right tools to unify critical business functions and maximize agility, financial accuracy and ROI.

Access customized solutions that transform your data, processes and workflows.

Get implementation and training support for smoother adoption and greater returns.

Protect value with ongoing support for enhancements, maintenance and optimizations.

Find new leads, enhance engagement, unify systems

Our team has decades of experience helping clients unify data with the right ERP or supercharge customer engagement with the right CRM.

Industry-aware services

Our extensive experience in multiple sectors gives us a deeper understanding of the unique challenges, solutions and opportunities in your industry.

Accelerated implementation

We know that you needed these systems in place yesterday, so we’ve developed an accelerated implementation process to expedite your results.

Strong technology relationships

We maintain relationships with premier platforms, including Microsoft, Sage Intacct and Salesforce, to deliver proven solutions and more knowledgeable support.

Explore our enterprise solutions services

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.

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.

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.

Help ensure your technology investments keep running smoothly and securely with ongoing support, enhancements and maintenance from Wipfli.

Go beyond giving your workers online tools by designing a secure yet flexible workplace that improves collaboration, access and experience without compromising security.

During an ERP implementation, multiple workstreams and timelines converge. Wipfli’s project management office services provide the holistic oversight you need to keep projects on time while mitigating risk, optimizing resource allocation and keeping teams aligned.

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.

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.

Elevate your user experience by modernizing your legacy or building new systems and products.

Transform 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.

Successful ERP implementation or conversion starts with the right financial foundation. Wipfli’s outsourced accounting services can provide additional support for your accounting and finance teams to help you ensure data integrity and accuracy, build out financial planning and analysis, map financial reporting and adhere to internal controls.

Case study

Easterseals New Jersey

Advancing the mission with modernized technology

Read the full story

66%

of funding secured with HITRUST certification

Testimonial

Anytime I need something, my Wipfli team is there. We needed our accounting system in the cloud; they made it happen. We could not have gained HITRUST certification without them. They make lease accounting worry-free. I value our partnership with Wipfli. Their strategic guidance is key to our digital transformation success.

Aleisha Hart

Chief operating officer at Easter Seals NJ

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