RSM

RSM US has used the Cloudmore platform to streamline internal processes and improve billing efficiency through automation

The Client

RSM US LLP is an audit, tax, and consulting advisor to middle-market companies in North America. It is the US member firm of RSM International, a global network of independent consulting practices that collaborate to provide services to global clients across 120 territories worldwide.

The Challenge

One of RSM US’s lines of business is technology consulting. It is an area that has grown exponentially over the past couple of decades. Since 2015, RSM US has been a Microsoft Cloud Solution Provider, offering Microsoft 365 and Azure solutions to its small and medium businesses, whose users typically number up to 200.

“A lot of our customers started asking for self-service capabilities, so we began the process of looking for the right solution.”

-Michelle Good, Operations Manager at RSM US

The Solution

Cloudmore has proved to be a differentiating factor for RSM US with prospective customers. Michelle adds, “The direct CSP partner arena is extremely competitive, and some of the large account resellers are very active in reaching out to our customers. The self-service functionality of Cloudmore has freed up some extra time for our small team, allowing us to be more proactive in looking at our customers licensing and finding how we can license them more cost-effectively. During the sales process with prospects, we can also now communicate and promote the self-service aspects of the portal.”

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