West Monroe

NEWS FROM West Monroe: We're announcing three groundbreaking offerings today that help companies better integrate AI into their workforce: ? Enterprise-Wide AI Training & Enablement: Develop an AI-ready workforce that understands and applies AI across all levels - from front-line to C-suite. ? AI Governance Design & Activation: Get an AI governance framework that works for your company, to quickly scale AI initiatives that work with compliance. ? Strategic Workforce Optimization: Gain productivity through genAI adoption across four key talent types, reducing operational costs. AI is a catalyst transforming how work gets done -- and people are an essential part of that. Read more in our press release ?? : https://lnkd.in/dGtJMedF

Our M&A practice leader, Keith Campbell, sat down with Mark Weinraub with Crain's Chicago Business about our upcoming Private Equity Outlook and what’s ahead for the industry 2025. Hint: more dealmaking and bigger AI opportunities! Full story: https://lnkd.in/gJU9BXzy

At InvestorFlow's Client Council last week, Jay Duffy and Chuck Greiner shared lessons from a recent CRM implementation we helped with in private equity. The project focused on leveraging InvestorFlow to transform how the client manages deals and relationships, unlocking new value through technology. Here’s how we made it happen: ? Challenges Addressed: Outdated technology, fragmented processes, and limited visibility into deal workflows. ? Our Approach: A highly collaborative process, integrating mobile-first tools, Outlook plug-ins, and custom workflows tailored to the client’s teams—all delivered on time and on budget. ? The Impact: A scalable, flexible CRM platform that acts as a single source of truth, streamlines deal management, and empowers teams with dynamic reports and dashboards. By elevating their tech game, private equity firms can move beyond the status quo to create value. Kudos to Jay and Chuck for sharing these insights and showcasing how West Monroe is driving transformation in the private equity space.

In today’s fast-paced world, customer service professionals face increasing pressure to do more with less—without compromising the quality. As an AgentForce certified Summit Partner, we’re here to empower you with: ? AI-driven process enhancements that streamline workflows and eliminate inefficiencies. ? Actionable insights derived from advanced analytics to help you make smarter, faster decisions. ? Tailored automation solutions that free up your team to focus on delivering exceptional, human-centered service. Our goal? Help you deliver better results while staying ahead of ever-changing customer expectations. Book a meeting with our AgentForce team: https://lnkd.in/gXxpVEw5 #AgentForce #AgenticAI #AIAutomation

This week, dozens of women leaders across New York City gathered at our West Monroe New York office for an evening of networking, learning, and connection at our second annual NYC Executive Women's Forum. The event created a collaborative space for industry experts across Financial Services, Energy, Healthcare, and more to share insights and benchmark approaches to today’s emerging business challenges. The top takeaways of the night included:? ? ?AI governance and workforce training are essential to the success of any AI initiative, serving as key factors in ensuring sustainable and responsible outcomes.?? ? Terms like "hallucinations" and "prompt engineering" have now officially entered the business lexicon, reflecting the growing influence of AI in shaping modern industry practices. A special thank you to our panelists — Dr. Bilyana Lilly, Board of Directors of RunSafe Security Inc.; Swati Mathai, CEO of XO Health Inc.; Gillian D. Francis, Co-Founder of Rapid Ventures; and our very own Betsy Soehren Jones as moderator for the evening.

West Monroe is proud to be recognized with the Healthiest Employers?Award for the second year in a row! This award reflects our commitment to prioritizing the health and well-being of our employees through impactful wellness initiatives. Here are some ways we’ve supported our teams this year: ?? Partnered with Modern Health to expand mental health resources ?? Completed three company-wide step challenges ?? Held employee listening sessions on well-being topics ?? Participated in numerous community service events ?? Hosted 7+ listening sessions led by our ERGs

Exciting leadership news! We’re thrilled to welcome Kamau Coar as our new General Counsel. With two decades of experience in global expansion, M&A, and employment law, Kamau’s expertise will be pivotal as professional services businesses are instrumental to our future. We also celebrate Kim Lynch, whose planned retirement in Q1 2025 marks the conclusion of 11 remarkable years as General Counsel. Her leadership and contributions have left an indelible impact on West Monroe. Announcement??: https://lnkd.in/gYrAcwxx

What does the dealmaking environment look like for the home healthcare space in 2025? Our healthcare M&A expert Tyler Giesting weighed in on the conversation for Modern Healthcare. Full story by Diane Eastabrook here ????: https://lnkd.in/gSTH429e

West Monroe is proud to have advised Epicor, a portfolio company of Clayton, Dubilier & Rice and CVC , on their recent investment. We look forward to following Epicor’s growth journey as this globally recognized ERP software provider expands its capabilities, continues to enhance its SaaS platform, and serves new markets at home and abroad!

It was a pleasure to moderate and host the CSS Executive Forum on Unlocking the Power of AI at our West Monroe Chicago HQ. I had a fantastic conversation with Michael Hubbard, Neil Jain and Bhusha Mehta about how AI can transform customer outcomes and employee experiences while simultaneously reshaping operating models and team structures. Huge thanks to Omid Razavi at SuccessLab for bringing us together. ? A few takeaways : - AI is a strategic imperative. Beyond enabling efficiency and scale in customer teams, it also creates opportunities to deliver differentiated outcomes and experiences for both customers and employees. - Cross-functional collaboration is essential. Realizing AI’s potential requires tight alignment between Product, IT, Data Analytics, and all Customer-Facing teams. This is especially challenging given the rapid pace of iteration, experimentation, and learning required. - AI investments need to be grounded in business outcomes. Budgets are tight, and blank checks don’t exist. Teams must define measurable success metrics early during AI experiments. As the panelists noted, “It’s hard to retroactively calculate ROI if you don’t define metrics upfront.” - AI transformation demands people transformation. Beyond tools and technologies, success hinges on reimagining how work gets done, up-skilling or re-skilling teams, and aligning metrics with what truly matters. Navigating significant change and innovation in team dynamics is critical. - Build vs. buy? It depends. Most organizations adopt a mix of both, depending on the complexity of use cases and their internal capabilities. However, the sheer volume of solutions—from startups to established providers—can be overwhelming. ? This event highlighted the importance of these critical conversations—learning from one another in such rapidly evolving times is invaluable. #CSS #CSSForums #CX