Wiss - Accounting Services Solutions/Service Company

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Wiss: Streamlining Accounting Operations With Technology

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Alex Volpi, Practice Leader, Technology Advisory, WissAlex Volpi, Practice Leader, Technology Advisory
Outdated business processes and legacy systems aren’t cutting it anymore which is why digital transformation is fundamentally changing how organizations conduct business. By leveraging the right technology for your needs, organizations can augment their technical proficiency and problem-solving skills while reducing risks and making more insightful decisions. However, most middle market organizations often fail to implement a proper strategy to facilitate their digital transformation projects. They lack the expertise to find, acquire, and deploy a solution that can automate manual tasks and ensure better data governance and integrity.

We’re software agnostic. We focus on mid-market companies that are either in need of technology transformation or require assistance to continue their technology transformation effort while providing guidance every step of the way to make sure this critical project is a success

Wiss, a go-to accounting and growth partner has established a practice dedicated to serving these organizations. The company’s technology advisory practice is led by experts with authoritative technology knowledge, spanning industries from life sciences to real estate. Alex Volpi, Practice Leader of Technology Advisory at Wiss, says, “We’re software agnostic. We focus on mid-market companies that are either in need of technology transformation or require assistance to continue their technology transformation effort while providing guidance every step of the way to make sure this critical project is a success.”

Wiss has developed four technology advisory offerings, one for each phase of digital transformation.

The Wiss team begins by performing an objective assessment of business practices, known as a business process review. This in-depth investigation results in a data-rich narrative report, providing clients with a granular view of their strengths, weaknesses, and opportunities for business process optimization. When an organization is ready to implement a new technology strategy, Wiss supports their growth through its system selection process.

The Wiss team documents requirements, outlines necessary integrations, and takes stock of existing resources. Once they identify the ideal technology solution for the client’s needs, they draw on their extensive experience across industries to identify appropriate vendors and help the client through the demonstration and negotiation process.

Volpi says, “We serve as a client advocate to ensure that the vendor implements a functional solution that works as expected and meets our client’s needs.” With extensive contract negotiation experience across sectors, the Wiss team uses its deep-rooted knowledge of reliable software options and ongoing relationships with vendors to ensure their clients get the best possible price for the software of their choice.

  • We serve as a client advocate to ensure that the vendor implements a functional solution that works as expected and meets our client’s needs


Moving forward with the implementation, Wiss offers its flexible project management services, which include everything from liaising with vendors, augmenting their project teams, to helping with integration requirements. After the software is implemented, clients have the option to boost their growth by engaging Wiss’ data analytics services. Wiss combines all streams of collected data into one massive database. Using Microsoft Power BI, the company creates visualizations of the most important organizational metrics for executives and department leaders to make proactive decisions.

One early-stage company in the healthcare space asked the Technology Advisory Practice at Wiss to help them migrate from the accounting software they were using to something that could integrate with all their other systems. Once the contract was signed, Wiss provided custom project management services, delivering a successful implementation and integration across five systems in just a few months. The executives on the client team were provided with customized dashboards displaying the data most relevant to their specific roles on a single screen. Thanks to Wiss, the client now has better financial reporting, automated accounting operations, and the ability to make proactive decisions off of all the data they are collecting from every corner of the business.

The functionality and reliability of Wiss’ comprehensive solution allow clients to spend less time chasing data and more time on what matters most – serving their customers and growing their business.

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Wiss

Company
Wiss

Headquarters
Florham Park, New Jersey

Management
Alex Volpi, Practice Leader, Technology Advisory

Description
Wiss, a go-to accounting and growth partner, has established a practice dedicated to serving mid-market organizations. The company’s technology advisory practice is led by experts with authoritative accounting technology knowledge, spanning industries from life sciences to real estate.