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.
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.
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.
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.
EVENT | November 4, 2026
What's worth the risk? Driving ROI with construction technology
Construction firms are investing heavily in AI, data platforms and digital tools, but technology alone doesn’t deliver value. The real results come from knowing where to invest and how to take the calculated risks that will help you innovate. Join Wipfli’s construction and technology leaders for a candid conversation inspired by findings from our State of Technology in the Construction Industry research report. We’ll use the results as a starting point for a thought-provoking discussion about the technology decisions, risks and tradeoffs construction leaders face every day.
EVENT | November 12, 2026
IT Leadership Roundtable: Becoming a Future-Ready IT Professional
The role of IT isn’t disappearing. Its value is shifting. Join Wipfli from 9:30-11:00 am CT on November 12, for a focused session on IT trends impacting financial institutions. In this session, we’ll explore the technology that’s changing the value of IT professionals and how they can spend less time keeping technology running and more time helping decide where it can make a difference. This session is designed for compliance officers, IT managers, information security officers, IT auditors and operations managers who work in financial institutions. Wipfli’s Digital Services team will deliver a 45-minute presentation, followed by a Q&A.
EVENT | November 17, 2026
Your ERP works, but is it ready for AI?
Many legacy ERP systems still do exactly what they were designed to do. But what organizations need from their ERP is changing rapidly. Join Wipfli for a practical look at how AI is transforming the ERP landscape and what that means for organizations operating on legacy systems. You’ll also see how AI in ERP systems is moving finance from spreadsheets, manual processes and backward-looking reporting toward intelligent automation, real-time insight and increasingly agentic AI. This webinar is designed to help finance leaders evaluate whether their current environment can support their organization’s future needs — and when it may be time to begin exploring what’s next.
Reach out to our team
Wipfli’s enterprise solutions team is ready to help you align technology investments with your goals for meaningful performance outcomes.
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Discover how Wipfli goes beyond implementation to help you fully leverage the solutions you need to increase efficiency and insights, reduce costs and sustain success.
