RSM Case Study

RSM US LLP serves as a trusted partner for audit, tax, and consulting services tailored to middle-market companies across North America. As the US member firm of RSM International, we are part of a global network of independent consulting practices working together to deliver exceptional services to clients worldwide in over 120 territories.

Initially lacking a client-friendly platform for purchasing and managing licenses, RSM sought to implement a user-friendly customer self-service platform to streamline internal processes and enhance client experience.

Michelle Good, Operations Manager at RSM US explains, “A lot of our customers started asking for self-service capabilities, so we began the process of
looking for the right solution. Another important feature for us was the ability to gain the kind of billing insight that would alleviate the manual billing manipulation we were doing and minimize the level of effort we needed to put in to deliver comprehensive billing details for our 700 clients.”

Cloudmore has proved to be a differentiating factor for RSM US with prospective customers.