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Anne Reavis Joins Wilson Allen as a CRM Consultant

Former law firm director of business intelligence to apply expertise in large-scale CRM transformation to Wilson Allen’s U.S.-based CRM team
Press Release – updated: Jan 23, 2020 10:00 EST

NEWTOWN SQUARE, Pa., January 23, 2020 (Newswire.com) – Wilson Allen, provider of consulting services and software that enable professional services firms to enhance business performance, today announced that Anne Reavis has joined the company as a CRM consultant. In this capacity, Reavis will work as part of Wilson Allen’s U.S.-based CRM team in a strategic consulting role to support the successful delivery of CRM implementation and transformation projects.
Reavis joins Wilson Allen from Womble Bond Dickinson (US) LLP, where she served as director of business intelligence with responsibility for Womble’s business intelligence, CRM and e-marketing platforms. Reavis also acted as the project lead for evaluation and migration of its 20-year-old CRM platform to OnePlace. She brings nearly 15 years of legal technology expertise to her new post.
“We see law firms placing increased emphasis on CRM in 2020 to support their business development strategies. As such, we anticipate a huge upswing in activity for our CRM team and wanted to get ahead of demand by hiring Anne,” says Michael Warren, VP of Wilson Allen’s CRM practice. “Her understanding of the drivers and challenges related to large-scale CRM projects and how to successfully navigate them will be of great value to our clients and our team.”
Wilson Allen’s CRM team has completed more than 200 CRM projects for law firms worldwide and calls 43 of the UK Top 100 and 30 of the AmLaw 200 law firms as clients. Its CRM team has created a portfolio of best-in-class services and solutions that meet the specific CRM and data management needs of professional services firms. What differentiates the firm’s capabilities is a unique mix of strategic consulting and an unrivaled technical team skilled in CRM integrations, report building, training, data management, and data quality services.
“The CRM landscape is undergoing dramatic change. Firms need to understand what options are available when investing in technology and then how to streamline the implementation to shorten time to value. Having worked with Wilson Allen as a client for more than six years, I can think of no other firm better suited to the task,” Reavis says. “I’m excited to join the company and contribute my experience to strengthen the CRM team’s considerable skills and provide firms with greater peace of mind knowing they’re working with people who truly understand their needs.”
Reavis holds a degree in Computer Information Systems and Marketing and is based in Winston Salem, North Carolina.
Wilson Allen offers law firms and professional services organizations an unprecedented range of software, strategic consulting, and technical services for optimizing client life cycle management. Learn more about Wilson Allen and our CRM solutions.
Source: Wilson Allen

Bevan Brittan Launches Wilson Proforma Tracker to Streamline Billing Processes and Increase Invoice Accuracy

UK-Top 100 national law firm accelerates its work-to-bill life cycle with Wilson Proforma Tracker
Press Release – updated: Jan 22, 2020 08:00 EST

NEWTOWN SQUARE, Pa., January 22, 2020 (Newswire.com) – Wilson Allen today announced that Bevan Brittan LLP has gone live with Wilson Proforma Tracker software, enabling the firm to streamline its billing processes and increase invoice accuracy.
Bevan Brittan produces a large number of invoices each month. Wilson Allen worked with Bevan Brittan to design a workflow using Wilson Proforma Tracker to reduce manual input and minimize inaccuracies caused by the re-keying of information by multiple users. The software integrates with Bevan Brittan’s Elite 3E practice management system, enabling the firm to save time and increase accuracy throughout the billing cycle to minimize delays in bill production and invoice delivery.
Nick Hodgson, Finance Director at Bevan Brittan, explains the experience of working with Wilson Allen. “We started the project with a nine months timeframe in mind, which I am pleased to say we hit. We found Wilson Allen to be exceptionally responsive and collaborative throughout the project. The consulting team’s technical and functional knowledge is very high. They effectively designed a solution that meets our functional requirements with minimal customizations to reduce our long-term total cost of ownership,” Hodgson says. 
Early results with Wilson Proforma Tracker have been positive. “The software has a very intuitive user interface, so training went very quickly. Within our first couple of billing cycles with Wilson Proforma Tracker, we have been able to reduce the time spent on our billing processes,” Hodgson explains. “There is less work in progress (WIP) remaining at the end of the month as we can include more time on each proforma that we produce. We’re also able to get bills out the door more quickly in part, as the solution provides our finance team with details of where proformas are in the overall review process and take appropriate action to release any blockages, which will hopefully result in quicker cash collection.”
Shishir Shetty, VP of technology services for Wilson Allen, explains why more firms are seeking solutions like Wilson Proforma Tracker. “The business environment for law firms is growing increasingly competitive. The most successful firms will be those that use technology to introduce process efficiencies that drive profitability. Implementing a solution like Wilson Proforma Tracker is a low-risk high-reward way for firms to accelerate the work-to-bill-to-collections life cycle,” he explains. “We’re delighted Bevan Brittan chose our solution to meet this need and that it’s delivering improved business services to the firm’s stakeholders and clients.”
To enable ongoing engagement of the user community, Wilson Allen has launched the Wilson Proforma Tracker User Group. The group’s advisory committee is a who’s who of finance directors among professional services firms. Members can connect with existing users, see how to use the product more efficiently, and provide feedback.
Learn more about Wilson Proforma Tracker and the inaugural user group meeting taking place Feb. 12, 2020.
Source: Wilson Allen

Preston Automotive Group Announces David Wilson Jr. As President

“Passing the baton is bittersweet but we know David and his team will take the Group to heights we never imagined.” – Dave and Peggy Wilson

HURLOCK, Md. (PRWEB) January 20, 2020
We are pleased to announce that David Wilson Jr. is promoted to President of the Preston Automotive Group. Dave and Peggy Wilson stated, “Passing the baton is bittersweet, but we know David and his team will take the Group to heights we never imagined. It’s been tremendous to watch him grow and we are excited for the team to continue their success.”
David began his automotive journey at the age of 12 assisting various departments including Vehicle Detail and Sales Departments. To further his development, he attended Northwood University where he focused on Automotive Marketing and Management to expand his ability to serve his associates and customers. During his time at Northwood, he continued his career at Preston Automotive as a Sales Manager at Preston Ford and worked his way to General Manager of Preston Hyundai. In David’s Senior year in college, he oversaw Preston Ford, Lincoln, Nissan, Mazda, Hyundai, and Denton Ford. Upon graduation, he joined the Executive team at Preston Automotive.
Over the past 10 years, David has been overseeing more of the day to day operations for the Group which has experienced unprecedented growth during that time. The Group has experienced national recognition coming off Preston Ford’s 2019 performance as the 33rd ranked volume Ford dealership out of over 3,000.
“It’s an honor to serve our communities and the associates of the Preston Automotive Group. My family taught me the value of integrity and providing a superior customer experience which has always been instilled in me. I look forward to continuing the foundation that my father and team has built,” said David Wilson Jr.
The story of Preston Automotive Group began with Preston Ford in 1975 and Dave Wilson joined as a salesperson in 1977 and transitioned to ownership at the age of 22. He grew the organization to represent Hyundai, Mazda, Chrysler, Dodge, Jeep, Ram, Nissan, Chevrolet, Lincoln, and Genesis along with a wide variety of used cars, trucks, and SUV’s. The Preston Automotive Group has been proud to serve the Eastern Shore and customers nationwide, offering the very best experience and will continue to take customer service to new heights under David and his team.

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Peppermint Technology Announce Strategic Delivery Partnership With Wilson Allen

Wilson Allen to provide integration, migration and data management services to law firms deploying Peppermint’s CX365 cloud-based legal technology platform
Press Release – updated: Jan 14, 2020 07:40 EST

NOTTINGHAM, England, January 14, 2020 (Newswire.com) – Legal cloud software provider Peppermint Technology, today announced they have signed a Strategic Delivery Partnership with Wilson Allen, a leading provider of software and consulting services that enable professional services firms to enhance business performance. Wilson Allen will provide integration, migration and data management services to support the implementation of Peppermint CX365, the industry-leading legal technology platform.
The agreement will enable Wilson Allen to leverage its deep expertise and industry knowledge during the deployment of Peppermint CX365. The cloud-based platform provides a full suite of legal applications including Client Engagement, Case and Matter Management, Practice Management and Document Management modules, which are built on Microsoft Dynamics 365.
Gary Young, CEO, Peppermint Technology commented, “Law firms are increasingly turning to cloud technology to help transform how they do business. As Wilson Allen are a respected provider of consulting expertise in the legal market, they’re an obvious choice as a strategic partner for Peppermint. Our combined capabilities can enable law firms to maximise the value derived from their technology investments. We look forward to delivering many successful projects together.”
Norm Mullock, VP of strategy, Wilson Allen agreed, “We have a long history of providing trusted software services to law firms worldwide, including providing services for Peppermint Technology. We’re delighted to formalize our relationship through this agreement and help more firms realize the performance gains enabled by Peppermint CX365 and the significant cost benefits made possible by a cloud deployment. Plus we see this as a great way for us to expand our portfolio to include case and matter management services.”
About Wilson Allen
Wilson Allen offers law firms and professional services organizations an unprecedented range of software, strategic consulting, and technical services for optimizing client life cycle management. Our specialized expertise helps firms break down the silos across software, data, and processes, enabling firms to build stronger relationships, work more efficiently, and run more profitably.
wilsonallen.com
About Peppermint Technology
Peppermint Technology is a leading cloud software company offering the legal sector an opportunity to transform how they do business. Peppermint’s platform provides the full suite of legal applications – practice management, case management, document management and client engagement – built on Microsoft Dynamics and delivered as Software as a Service (SaaS).
www.pepperminttechnology.co.uk
Source: Wilson Allen

Wilson Learning's New Book, 'Unplugged: How Organizations Lose Their Energy and How to Get It Back' by Dr. Steve Buchholz and Tom Roth, Selected as a Best Business Book for 2019

Press Release – updated: Jan 8, 2020 06:11 CST

MINNEAPOLIS, January 8, 2020 (Newswire.com) – Wilson Learning, a global leader in leadership development, is honored to announce its new book Unplugged: How Organizations Lose Their Energy and How to Get It Back was selected as a Best Business Book for 2019 by Soundview Executive Book Summaries.
Written by Tom Roth, COO of Wilson Learning Worldwide, and Dr. Steve Buchholz, a leader in the field of leadership and change management, Unplugged focuses on what happens to employees who lose their way amidst change, becoming disconnected from their purpose, direction, meaning, and value. This must-read book examines how to restore lost energy and the critical role leaders play in doing so.
“We are honored that Unplugged was recognized by Soundview Executive Book Summaries as a Best Business Book of 2019,” remarks Mr. Roth. “We believe leaders are the catalyst to reengaging the workforce and the recognition from Soundview of the value of this content is significant.”
Dr. Buchholz shares, “Unplugged is a culmination of years of research and experience related to what is important to employees when choosing to be engaged and what leadership’s role is in making that choice. It is an honor to have it recognized as a Best Business Book for 2019.”
Soundview focuses on the professional and career development of its customers. Business books chosen for summarization directly address the challenges that their customers face daily while keeping them abreast of the newest ideas and strategies. These books go through a specific selection process that evaluates them against Soundview Summary criteria. Only the best earn the label of a Soundview Best Book of the Year.
Mr. Roth concludes, “Ultimately, leaders will not be judged so much by how well they lead but by how well they are followed.”
To order the book, click here.
About the Authors
Dr. Steve Buchholz is a recognized leader in the field of change management. Along with Harry Woodward, he authored the business bestseller Aftershock: Helping People Though Corporate Change. Dr. Buchholz also wrote The Positive Manager and coauthored Creating the High-Performance Team with Tom Roth. Dr. Buchholz works with companies on leadership, high-performance teams, change management, talent retention, engagement, and strategic alignment.
Tom Roth is Chief Operating Officer of Wilson Learning Worldwide. With more than 40 years of experience developing and implementing human performance improvement solutions, Mr. Roth is responsible for the strategic direction and business performance of Wilson Learning Worldwide operations. Mr. Roth assists global executive leadership teams with issues related to employee engagement, leadership, strategy, and business transformation.
About Wilson Learning
For 55 years, Wilson Learning has worked with organizations around the globe, to enhance the performance of their leaders, salesforce, and workforce. We combine proven learning content, consulting expertise, and an award-winning reinforcement and application system.
Visit www.WilsonLearning.com or call 800.328.7937.
Source: Wilson Learning

Isabell Wilson’s Newly Released “I Am Her” Is a Heart-Wrenching Novel That Allows the Readers to Understand Why God Uses Pain to Call Everyone’s Attention

MEADVILLE, Pa. (PRWEB) January 06, 2020
“I Am Her: Overcoming Everything that Was Meant to Destroy You”: a soul-refreshing story that will take the readers into a spiritual journey that enables them to go back to the right path God has prepared for them. “I Am Her: Overcoming Everything that Was Meant to Destroy You” is the creation of published author Isabell Wilson, a woman who has shared her journey with God with many people. Now, she stands ready and waiting for the storms to come so she can grow in faith and be a little close to her destiny.
Wilson writes, “God has a funny sense of humor sometimes. He often uses pain to not only gain our attention but to also relieve us of those hidden secrets that keep us bound to sin. When we release every little secret thing that is hidden in our hearts, we can then move forward and see just where God’s hand has been with us the whole time. Pain can be the best motivator for God to use for us as people to acknowledge our need for Him and not sit on the sidelines, having a pity party thinking that these things only happen to us or relaxing in our judgment seats. God often uses life events to get our attention so that He can work in an area of our lives that are hindering us from fulfilling our ultimate purpose. The journey is never over. You cannot afford to not open your minds and see the many ways God uses pain to chase after us. He loves us more than the human mind can imagine and wants nothing more than to connect with you with something you and He have in common—pain. Don’t you think that God felt pain when He was nailed to the cross? So why not connect with you through your life pains?”
Published by Christian Faith Publishing, Isabell Wilson’s new book is a captivating treatise that serves as a gleaming light to the readers for them to be able to recognize God’s presence in everyone’s life no matter how small or big the ordeals to be faced are.
With this purpose, Wilson aims to remind the readers that everyone must walk with God and to always acknowledge His existence regardless of whatever situation may come along their way as they journey their beautiful God-given life.
View a synopsis of “I Am Her: Overcoming Everything that Was Meant to Destroy You” on YouTube.
Consumers can purchase “I Am Her: Overcoming Everything that Was Meant to Destroy You” at traditional brick & mortar bookstores, or online at Amazon.com, Apple iTunes store, or Barnes and Noble.
For additional information or inquiries about “I Am Her: Overcoming Everything that Was Meant to Destroy You,” contact the Christian Faith Publishing media department at 866-554-0919.

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