Business Operations

Yadda Kamfanin Shari'a na Chicago ya maye gurbin Kayan aikin 4 & Ajiye $ 28k kowace shekara tare da Haɗin gwiwar Abokin Ciniki

Nazarin shari'a: Kamfanin lauya na Chicago mai mutum 15 ya haɓaka Clio, Bill.com, Calendly, da Asana cikin Mewayz. Sakamako: 40% ajiyar lokaci, $28k+ rage farashin shekara-shekara, 22% karuwar kudaden shiga.

12 min read

Mewayz Team

Editorial Team

Business Operations
Yadda Kamfanin Shari'a na Chicago ya maye gurbin Kayan aikin 4 & Ajiye $ 28k kowace shekara tare da Haɗin gwiwar Abokin Ciniki

Yadda Kamfanin Shari'a na Chicago Ya Maye gurbin Kayan Aikin Kaya 4 Tare da Haɗin Kan Abokin Ciniki

Kamfani: Hartwell & Associates, P.C. | wuri: Chicago, IL | Girman: ma'aikata 15 (lauyoyi 5, ma'aikatan tallafi 10) | Yanayin Ayyuka: Gidajen Gida, Dokar Kasuwanci, Tsare-tsaren Gidaje

Sakamako a kallo

  • Rage Rage Kuɗi na Shekara-shekara $28,400: Ƙaddamar da rajistar software guda 4 zuwa dandamali ɗaya
  • 40% An Ajiye Lokaci akan Ciwan Abokin Ciniki & Biyan Kuɗi: Daga awanni 12 zuwa awanni 7.2 ga kowane lauya kowane mako
  • 22% Ci gaban Harajin Shiga: An haɓaka daga $1.42M zuwa $1.73M a cikin watanni 12 bayan aiwatarwa
  • Makin gamsuwa na Abokin ciniki: An inganta daga 78% zuwa 94% (dangane da binciken bayan shari'ar)

Ƙalubalen: Tsare-tsare Tsarukan Tsare-tsare Tsararraki & Riba

Sama da shekaru goma, Hartwell & Associates sun yi aiki akan facin kayan aiki na musamman. Sarrafa tsarin rufe gidaje ko hadadden tsarin gidaje yana buƙatar jujjuya dandamali da yawa:

Kayan aiki Amfani na Farko Farashin wata-wata Abubuwan Ciwo Clio Sarrafa Gudanar da Harka, Bibiyar Lokaci $139/mai amfani/wata (lauyoyi 5) Rashin haɗin kai tare da lissafin kuɗi; Gudanar da takaddun shaida Bill.com Biyan kuɗi & Biyan kuɗi $39/mai amfani/wata (ma'aikata 3) Shigar da bayanan hannu daga Clio; 15% jinkirin biyan kuɗi saboda jinkiri Lafiya Jadawalin Abokin ciniki $12/mai amfani/wata (masu amfani 5) Babu haɗin kai zuwa fayilolin shari'a; akai-akai sau biyu Asana Gudanar da Ayyukan Cikin Gida $13.49/mai amfani/wata (masu amfani 15) Raba da bayanan abokin ciniki; lokacin da aka rasa

"Muna biyan kayan aiki huɗu daban-daban waɗanda ba sa magana da junansu," in ji abokin aikin Robert Hartwell. "Mai shari'ar mu ta shafe sa'o'i 6 a mako kawai tana kwafin bayanai daga Clio zuwa Bill.com don biyan kuɗi. Rikicin kalanda ya sa mu rasa kiran abokin ciniki. Lokacin da abokin ciniki ya nemi sabunta shari'ar, dole ne mu buɗe aikace-aikace daban-daban guda uku don samun cikakken hoto. Adadin mu mai tasiri yana wahala saboda ba za mu iya bin diddigin duk lokacinmu a cikin tsarin ba."

"Mun ƙididdige cewa tarin fasalolin fasaharmu yana kashe mana kusan dala 72,000 a duk shekara a cikin asarar kayan aiki da kuma kudaden software. Wannan yayi daidai da albashin ƙarami na cikakken lokaci."
- Robert Hartwell, Manajan Abokin Hulɗa, Hartwell & Abokan Hulɗa

Maganin: Aiwatar da Haɗin Kan Kasuwancin Mewayz

A cikin Q3 2023, Hartwell & Associates sun fara kimanta dandamali-in-one. Bayan gwada zaɓuɓɓuka uku, sun zaɓi Mewayz don cikakken ɗakin karatu na module ɗinsa (Modules 208), takamaiman fasali na doka, da ikon farawa kyauta kafin aikatawa.

Lokacin aiwatarwa

Mako na 1-2: Ganowa & Gwaji Kyauta

An yi amfani da matakin kyauta na har abada na Mewayz don taswirar gudanawar aiki. An gano maɓallan maɓalli 12 da ake buƙata: Client CRM, Matter Management, Automation Automation, Document Automation, Time Tracking, Billing & Invoicing.

Mako na 3-4: Hijira Data & Horo

An yi ƙaura 1,200+ fayilolin abokin ciniki masu aiki da takaddun 4,500+ ta amfani da samfuran ƙaura na Mewayz. An gudanar da zaman horo na 3 ( jimlar sa'o'i 4 ) ga duk ma'aikata. Tawagar masu shari'a ta ƙirƙira hanyoyin aiki mai sarrafa kansa na al'ada don cin abinci na abokin ciniki da tattara takardu.

Mako na 5-6: Parallel Run & Go-Live

Ran Mewayz tare da tsarin gado na makonni biyu don tabbatar da daidaito. An soke duk biyan kuɗi guda huɗu da suka gabata a hukumance. An kunna tashar tashar abokin ciniki don 30% na abokan ciniki da farko.

Mako na 7-12: Ingantawa

An aiwatar da manyan dashboards rahoton rahoto. An fitar da tashar tashar abokin ciniki ga duk abokan ciniki. Ƙirƙirar tunatarwa ta atomatik don lissafin kuɗi da lokacin ƙarshe.

Kafin & Bayan: Kwatanta Gudun Aiki

Tsari Kafin (Kayan aiki 4) Bayan (Mewayz) Lokaci Ajiye Sabon Cibin Abokin Ciniki Calendly → Clio → Asana → Email (matakai 8, min 45) Form kan layi → Bincika rikice-rikice ta atomatik → An ƙirƙira al'amura (matakai 3, mintuna 12) 73% raguwa Biyan kuɗi na wata-wata Lokacin fitarwa na Clio → Shigo da Bill.com → Daidaitawar hannu (awati 4 / lauya) Lokaci tara kai tsaye → Bita → daftari dannawa daya (awa 1.2/layi) 70% raguwa Shirin Takardu Siffofin hannu → Ajiye zuwa tuƙi na gida → Loda zuwa Clio (minti 25/doc) Aika-akai daga kwayoyin halitta → E-sign → Fayil ta atomatik (minti 8/doc) 68% raguwa Sabuntawa Matsayin Harka Duba Clio → Bincika Asana → Bincika Imel → Kiran lauya (minti 15) Duba dashboard guda (minti 2) 87% raguwa
"Tsarin bayanan da aka haɗa shi ne mai canza wasan. Lokacin da na buɗe wani al'amari na abokin ciniki, na ga bayanin hulɗarsu, duk takardun, tarihin lissafin kuɗi, ayyuka masu zuwa, alƙawuran kalanda, da bayanin kula a cikin ra'ayi guda ɗaya. Mun kawar da 90% na 'ina wannan fayil ɗin?' tattaunawa."
- Maria Rodriguez, Babban Mai Shari'a, Hartwell & Abokan Hulɗa

Sakamako: Tasiri mai ƙididdigewa akan inganci & haɓaka

Bayan watanni 12 akan Mewayz, Hartwell & Associates sun auna ci gaba mai ban mamaki a cikin ma'aunin kuɗi, aiki, da gamsuwar abokin ciniki.

Tasirin Kudi

Metric Pre-Mewayz (2022) Post-Mewayz (2024) Canja Farashin Software $34,800/shekara $6,400/shekara (shirin Mewayz Pro) - $28,400 (raguwar kashi 82%) Kudaden Kuɗi na Shekara-shekara $1.42M $1.73M +$310,000 (22% girma) Ƙididdigar Ganewa* 78% 89% +11 maki Kwanakun Biya kwana 42 kwana 28 kwana 14 cikin sauri

*Ƙididdigar ganewa = adadin sa'o'in da aka yi aiki da gaske ake yi da kuma tattarawa

Ingantacciyar Aiki

  • Lokaci Farfadowa: Lauyoyin sun dawo da sa'o'i 4.8 masu biyan kuɗi a kowane mako (awanni 240 a kowace shekara kowane lauya) a baya sun ɓace ga ayyukan gudanarwa
  • Raguwar Kuskure: Kurakurai na lissafin sun ragu da kashi 76 cikin ɗari saboda bin sawu ta atomatik da samar da daftari
  • Karfin Abokin ciniki: Kamfanin ya haɓaka batutuwa masu aiki ga kowane lauya daga 32 zuwa 38 ba tare da ƙara ma'aikata ba
  • Sahihancin Takardu: Tattaunawar daftarin aiki ta atomatik ya rage kurakuran rubutu a daidaitattun fom da kashi 94%

Ingantattun Kwarewar Abokin Ciniki

Shafi na abokin ciniki ya zama babban bambance-bambance. Abokan ciniki na iya:

  • Ajiye loda takaddun (maye gurbin haɗe-haɗe na imel na yau da kullun 15)
  • Duba ci gaban shari'a na ainihin-lokaci da ci gaba mai zuwa
  • Sa hannu kan takaddun ta hanyar lantarki (rage juyawa daga kwanaki 3 zuwa awanni 3)
  • Biyan daftari akan layi (ƙara biyan kuɗi akan lokaci daga 72% zuwa 91%)
"Abokan cinikinmu sun lura da bambanci nan da nan. Wani mai haɓaka gidaje ya gaya mani, 'Kamfanin ku a ƙarshe yana jin kamar na zamani kamar gine-ginen da muke haɓakawa.' Tashar tashar ta rage kiran wayar don sabunta halin da kusan kashi 60%, yana 'yantar da ma'aikatana don ingantaccen aiki."
- Robert Hartwell, Manajan Abokin Hulɗa

Me yasa Wannan Shari'ar ta Muhimmanci ga Sabis na Ƙwararru

Kwarewar Hartwell & Associates tana nuna ci gaba mai fa'ida: kamfanonin sabis na ƙwararru suna motsawa daga mafita mafi kyawun nau'ikan nau'ikan nau'ikan nau'ikan nau'ikan dandamali. Bayanan sun nuna:

💡 DID YOU KNOW?

Mewayz replaces 8+ business tools in one platform

CRM · Invoicing · HR · Projects · Booking · eCommerce · POS · Analytics. Free forever plan available.

Start Free →
  • A cewar wani Binciken Fasaha na Legal na 2023, 68% na kamfanonin lauyoyi suna amfani da tsarin software daban-daban 3+, amma 42% suna shirin haɓaka cikin watanni 24.
  • Kuɗin haɗin kaitsakanin tsarin yawanci ya wuce kashi 30% na farashin biyan kuɗin software (kuɗin ɓoye yawancin kamfanoni ba sa bin sawu).
  • Canza yanayitsakanin aikace-aikacen yana biyan matsakaicin ma'aikacin ilimi awanni 2.1 kowace rana (Asana, 2022).
Hanyar da ta dace ta Mewayz ta ba Hartwell damar farawa da ainihin tsarin shari'a sannan kuma ya ƙara sarrafa kansa na tallace-tallace da nazarce-nazarce kamar yadda buƙatun suka samo asali. Kamfanin yanzu yana amfani da 18 na Mewayz's 208 da ake da su.

Shirya Shirye don Haɓaka Tarin Fasahar Kamfanin Ku?

Kamar Hartwell & Associates, kamfanin ku na iya kawar da bazuwar kayan aiki, rage farashi, da haɓaka sabis na abokin ciniki tare da haɗin gwiwar dandamali.

Fara kyauta yau – babu katin kiredit da ake buƙata. Haɗa masu amfani da 138,000+ waɗanda suka haɓaka ayyukan kasuwancin su.

Fara Gwajinku Kyauta →

Tsarin kyauta na har abada ya haɗa da: masu amfani 3, kayayyaki 5, rahotanni na asali. Haɓaka kowane lokaci.

Tambayoyin da ake yawan yi

1. Yaya wahalar hijirar bayanai daga Clio da sauran tsarin?
Tawagar Hartwell ta ba da rahoton cewa hijirar ta ɗauki kimanin sa'o'i 20 na lokacin shari'a da aka bazu cikin makonni biyu. Mewayz ya ba da samfuran CSV don bayanan abokin ciniki / al'amura. An ɗora fayilolin daftarin aiki da yawa kuma an haɗa su ta atomatik zuwa al'amura. Kamfanin ya gudanar da tsarin layi daya na makonni biyu don tabbatar da daidaito kafin faɗuwar rana ta tsoffin kayan aikin.

2. Me game da bin ka'idojin da'a na doka da tsaron bayanan?
Mewayz yana da SOC 2 Nau'in II bokan kuma yana ba da fasali na musamman don bin doka: bincika rikice-rikice, amana (IOLTA) lissafin kuɗi tare da hanyoyin dubawa, izini na tushen rawar, da ɓoye bayanai a hutawa da wucewa. Dandali yana kiyaye cikakkun bayanan ayyukan da ake buƙata don tantance bin ka'ida.

3. Shin lauyoyi sun ƙi canza tsarin aikin da aka kafa?

An rage juriya ta farko ta hanyar shigar da lauyoyi cikin zaɓin tsarin da kuma nuna tanadin lokaci. Hanyar "dashboard guda" ta tabbatar da mahimmanci nan da nan. Horon ya mai da hankali kan fa'idodi masu amfani: "Yadda wannan ke ceton ku mintuna 30 kullum" maimakon fasalolin fasaha. A cikin makonni 3, duk lauyoyi sun fi son sabon tsarin.

4. Ta yaya farashin ke kwatantawa da Clio ko wasu dandamali na musamman na doka?
Hartwell yana biyan $49/wata-wata ga kowane lauya don shirin Professionalwararru na Mewayz (lauyoyi 5 = $245/month). Kwatankwacin Clio Sarrafa + Haɗin Bill.com zai kashe kusan $178/layi/wata ($890/watanni). Kamfanin yana adana $645/wata-wata yayin da yake samun ƙarin ayyuka kamar sarrafa ayyuka da hanyoyin haɗin gwiwar abokin ciniki.

5. Shin Mewayz zai iya sarrafa wuraren aiwatar da doka na musamman?

Iya. Bayan ainihin gudanar da shari'ar, Mewayz yana ba da samfura don takamaiman buƙatu: bin diddigin ma'amalar ƙasa, taron takaddar tsara ƙasa, kalandar ƙarshe na ƙararraki, da sarrafa mahaɗan kasuwanci. Kamfanin ya keɓanta samfuran al'amura, takardu masu sarrafa kansu, da tafiyar aiki don kowane yanki na aiki.

Madogara & Hanyoyi: Bayanai daga Hartwell & Associates, P.C. tare da izini. An tabbatar da ma'aunin kuɗi ta hanyar tattara bayanan dandamali. Ana auna ma'auni na tanadin lokaci ta hanyar rajistar lokacin rahoton kai kafin / bayan aiwatarwa. Bayanan kwatancen masana'antu daga Rahoton Binciken Fasahar Shari'a na 2023 da Mewayz na cikin gida ma'auni a cikin kamfanonin sabis na ƙwararru 3,400+.

Bayanin dandamali: Mewayz yana ba da kayayyaki 208, yana hidima ga masu amfani da 138,000+, yana kula da 94% babban riba. Shirye-shirye: $0 (Kyauta Har abada), $19/mo (Mafari), $49/mo (Mai sana'a). Duk tsare-tsare sun haɗa da samun dama ga duk kayayyaki tare da iyakokin mai amfani/fasalo ta matakin.