Case Study: Wipfli saves 20+ hours per deal with DealRoom

Wipfli Saves 20 Hours Per Deal with DealRoom

Wipfli, a consulting and professional services firm, needed a better way to manage M&A work across teams. Before adopting DealRoom, the company struggled with cross-functional task tracking, relied on Excel and ShareFile for deal management, and faced security and visibility issues that created duplicate requests and extra manual work.

With DealRoom’s M&A project management and due diligence platform, Wipfli consolidated tools into one secure, user-friendly system with flexible permissions and better task/document linking. DealRoom helped the team save 20+ hours of diligence work per deal, reduce meetings and emails, improve visibility and collaboration, and spend more time on proactive deal sourcing.

Wipfli

Nicole Markowski

Manager and Corporate Development