Case Study: RSM achieves improved client satisfaction and global project control with Kantata

RSM Improves Client Satisfaction and Global Business Processes with Mavenlink

RSM US LLP, a top-five U.S. accounting, tax and consulting firm serving middle-market clients and part of the RSM International network, relied on a homegrown Global Tracker to manage global tax, audit and compliance work for roughly 2,000 users. As their global workload grew, the legacy system’s lack of resource scheduling, complex billing support, granular KPIs and portfolio visibility created manual overhead, limited control and poor insight into project status.

RSM adopted Mavenlink to provide resource visibility and control, templatized project creation, automated status reports and portfolio dashboards by company and country. The platform improved team–client communication, delivered critical KPIs, reduced compliance risk and standardized repeatable workflows—resulting in more consistent project delivery and higher client satisfaction globally.

RSM

Jon Caforio

Principal, Strategy and Management Consulting