Case Study: Warren Averett Technology Group achieves faster, more strategic client reviews with ScalePad Lifecycle Manager

Warren Averett Technology Group cuts TBR prep from 2 hours to 30 minutes with ScalePad

Warren Averett Technology Group, the managed IT services arm of a Southeast-based accounting firm, faced a challenge in making their technology business reviews (TBRs) more strategic. Their process was reactive, requiring up to two hours of prep time to pull data from multiple disconnected tools, and the resulting meetings focused more on their own performance than client goals, leading to frequent client cancellations. They sought a solution from ScalePad to transform these check-ins into valuable strategic conversations.

By implementing ScalePad's Lifecycle Manager, the team streamlined TBR preparation into a single platform, cutting report-building time from two hours to just 30 minutes. The solution provided structured, outcomes-driven reports and AI-powered conversation starters, which helped shift the focus to client roadmaps and future goals. This resulted in an estimated 20% increase in client attendance at TBRs, easier client approvals, and new opportunities in AI advisory, firmly establishing Warren Averett as a strategic partner trusted by its clients.

Warren Averett Technology Group