Improving Case Management & Billing Operations Through Independent Software Evaluation
Mid-Sized Professional Services/Law Firm
Marieke led an independent evaluation of the firm’s case management and billing system to support a potential software transition.
The firm was experiencing workflow inefficiencies in time entry, billing review, and task visibility. Leadership wanted a clear, objective assessment of current limitations, alternative platforms, and implementation risk before making a decision.
Marieke conducted stakeholder interviews, documented role-based requirements, and developed a structured vendor evaluation and scoring model. Solutions were assessed for functionality, configurability, reporting capabilities, integration needs, and long-term sustainability.
This approach provided leadership with a defensible software selection process, clear visibility into trade-offs, and reduced risk during implementation.