FW Stephens Announces the Implementation of Future Proof Practice Management Platform

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Financial consulting group, FW Stephens, today announced that it has migrated to the APS Advance practice management software solution.

The practice had outgrown its previous system and we required a solution that not only provided best-of-class Practice Management methods but one that offered a comprehensive suite of integrated modules that addressed all the operational needs of the modern practice including CRM and Document Management

FW Stephens today announced that it had successfully migrated from its MYOB solution to Advance practice management software from APS. In addition to Advance, FW Stephens implemented Advance CRM and Worksite Document Management software.

FW Stephens cited strategic changes within the practice involving the restructuring of workflow practices as a key driver for a robust future proof solution to support its growth.

"The practice had outgrown its previous system and we required a solution that not only provided best-of-class Practice Management methods but one that offered a comprehensive suite of integrated modules that addressed all the operational needs of the modern practice including CRM and Document Management," said Owen Skinner, Managing Partner for FW Stephens,

"The investment made in the APS platform (practice management, CRM and document management software) ensures that as a practice we will no longer be required to review our systems after each significant growth cycle and most importantly we have a business partner that will support us well into the future."

Brian Coventry, Management Director for APS also commented on the FW Stephens implementation,

"We are very pleased to have FW Stephens as part of the APS family of clients. Matching the business needs of this practice that recently involved a number of strategic changes was an exciting and rewarding challenge."

The FW Stephens project saw Advance Practice Management, Advance Practice IQ, Advance CRM, Advance Vigilant and Worksite Document and Email Management modules implemented as an integrated enterprise solution.

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Gemma Clarke
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