Consultancy Model Software Selection Process

This document is a case study detailing the software selection process undertaken by Purpose Works Consulting LLC to find an all-in-one platform that would streamline their operations and improve efficiency. The firm, established in 2021, aimed to enhance productivity by automating back-office functions and improving project tracking. They evaluated various software solutions, including QuickBooks and Harvest, but found them inadequate due to manual processes and lack of customer support. Ultimately, they chose BQE CORE for its consultancy-friendly features, real-time reporting capabilities, and superior customer support. The case study outlines the challenges faced with previous software, the criteria for selecting the new platform, and the positive impact BQE CORE had on their operations, including time savings and improved accuracy in reporting. The firm emphasized the importance of customer support and the ease of onboarding with BQE, which contributed to their decision to adopt this software solution.