Case Study: RSM achieves centralized strategy and real-time branch visibility with Cascade

RSM International Focuses on Clear and Consistent Strategy That Spans Across Multiple Services Lines and Regions

RSM, the fifth-largest US audit, tax, and consulting firm with 70+ offices, struggled to centralize objectives across multiple service lines and regions and lacked a quick, easy way for leadership to produce meaningful real‑time strategy reports. To address this, RSM implemented Cascade’s strategy execution platform to organize goals, KPIs, and reporting in one online tool.

Cascade deployed its multi‑plan feature, centralized RSM’s strategies, trained users, and enabled real‑time Snapshot Reports and Dashboards. The result: dramatically increased visibility across branches (leaders can now log in and view any plan at one time), stronger alignment of local plans to firm strategy, smoother execution on goals, and a seamless implementation and training experience delivered by Cascade.

RSM

Teresa Dunne

Tax Strategy Execution Lead