Boosting Efficiency 20x with InvestorFlow

The client’s outdated CRM limited efficiency and growth. West Monroe led a series of collaborative workshops to define future-state processes and key system requirements. Using these insights, we co-developed a scorecard to evaluate four top CRM providers. InvestorFlow emerged as the best fit, meeting the firm’s needs for deal sourcing, capital markets, and portfolio management. By aligning stakeholders early, we built consensus around the selection and implementation plan. This ensured a seamless transition, reducing risk while setting the foundation for a scalable, long-term CRM strategy.

To ensure a successful rollout, West Monroe deployed a proven phased methodology—discovery, design, and build. We worked together with InvestorFlow and client leadership, engaging senior executives and department leads in a structured, transparent process. Regular steering committee meetings kept progress aligned with business goals, while daily core team meetings enabled rapid problem-solving. A breakthrough moment came when the client recognized the need for data remediation. West Monroe helped them identify CapStorm as an SQL tool for data clean-up and migration and gave them the blueprint to independently execute it. This collaboration ensured an on-time, under-budget go-live with strong adoption.

The firm realized significant business impact with InvestorFlow successfully implemented. Automated workflows replaced manual processes that previously totaled more than 4,000 hours, driving a 20x increase in efficiency. Enhanced visibility and streamlined deal management led to a 7x growth in top-of-funnel opportunities, giving them a competitive advantage in sourcing high-value investments. Additionally, by completing the transition ahead of the legacy CRM’s renewal, the firm saved $750K in unnecessary costs. The team’s deep involvement in selection and implementation fostered engagement, ensuring long-term success as they continue to enhance the CRM to support their evolving strategy.