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Enterprise solutions

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 implementation

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.

ERP selection and implementation

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.

Connect ERPs and CRMs

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.

Ongoing ERP and CRM support

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

Industry solutions

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.

Financial performance management

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.

Modernized systems

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

Modernized workplace

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

iPaaS implementation, strategy

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.




Case study

Our tailored solution helped deliver $16M in funding and save hours of time.

See how
Our perspective drives growth

For more than 90 years, Wipfli has used our unique perspective to deliver practical yet transformational solutions to our clients. Our integrated approach helps mitigate risk, optimize performance and accelerate growth.