Collaborative business platform for professional services
consulting, research, advisory, human resources, and legal
One Platform, Many Solutions, Working Together
Eliminate the hassle of navigating different interfaces, transferring data between platforms, and incurring costly third-party license fees.
cordin8 supports core processes for professional service teams to work together with clients and partners in one place.
STRATEGIC MANAGEMENT
Align and track team goals with the organization's strategy
BUSINESS DEVELOPMENT
Track progress of acquiring new clients
SERVICE DELIVERY & PROJECT MANAGMENT
Receive and prioritize client requests; plan and execute projects
CHANGE MANAGEMENT
Plan and execute organizational change
PROFESSIONAL DEVELOPMENT
Develop and track professional development plans aligned to team goals
PRACTICE-SPECIFIC
Customized solutions
Accelerate
Collaborative Business Processes
Working together using capabilities, such as Kanban boards and team outlining, that replaces emailing back-and-forth.
Automated Document Creation
Eliminate time-consuming "cutting-and-pasting" from multiple sources to a mouse-click that pre-populates a Microsoft Word® document to produce proposals and deliverables.
Interfaces for Clients and Partners
Eliminate delays and "email overload" by providing custom interfaces to permissioned data for clients and partners.
Ideation
Quickly collect and prioritize ideas for work, such as SWOT analysis, risk identification, or research priorities.
Custom Practice Solutions
Create tailored collaborative workflows that align to the firm's practice areas.
Strategic Management
Craft the firm's strategy and align team goals to it.
Business Development
Coordinate business development activities to acquire new clients.
Service Delivery Management & Project Management
Enable teams to work together to deliver for clients.
Change Management
Support your change leaders in preparing the organization for the impacts of new structures, processes, and technologies.
Professional Development
Help the firm's people develop and track their personal plans to achieve their objectives aligned to the business.
Ideation
Engage everyone in the creativity of problem solving.
ARTICLE
AI-Enabled Professional Services Digital Office Complex
The Professional Services Digital Office Complex is a digital infrastructure that streamlines and integrates core collaborative business processes, including strategic management, business development, service delivery, and project management for consulting, research, advisory, human resources, and legal teams. Because it is a central data repository for the firm's extensive knowledge capital, teams can utilize AI tools to enhance proposals, project work, and deliverables.
ARTICLE
Collaborative knowledge tree with sticky knowtes™
Fleshing out a new product idea, imagining a new business, developing a new policy, thinking through a new organizational design, shaping a sizable consulting proposal, preparing for a major legal case, or conducting a significant "After Action" review are examples of big ideas, big challenges, or big problems that require in-depth team thinking.
Teams working on these need support for organizing and building-out their ideas as part of the work that encompasses discovering, exploring, hypothesizing, researching, testing, debating, opining, and sense-making. This is where the collaborative knowledge tree can help.
ARTICLE
Vendor Selection Project
The leadership team uses cordin8 to craft a vision for an implementation of a CRM system. The initiative team uses cordin8 to identify criteria, conduct vendor research, evaluate the alternatives against the criteria, and prepare a decision package for its recommendation.
