October 2015 - Best of the West
A letter from CEO Kevin McCarty discussing our October issue of Best of the West
Date : October 22, 2015
This issue of “Best of the West” highlights ideas on how you can challenge the status quo, things to think about as you head into 2016 planning, and also features an exciting new acquisition for our team, Etherios.
For West Monroe Partners, as for many of you, autumn is a time to take stock of accomplishments and plan ahead for the next calendar year and beyond.

I am pleased to share one very exciting new development that will be a key part of our 2016 planning. We have just acquired Etherios, a consultancy specializing in delivering cloud-based customer relationship management (CRM) solutions built on the Salesforce.com platform. Etherios was a two-time winner of the Salesforce Innovator of the Year Award and a Platinum Salesforce Consulting Partner, a status which transfers to West Monroe immediately. Etherios employees in Chicago, San Francisco, and Dallas joined our CRM practice on October 26.


We continuously evaluate opportunities to grow our firm and capabilities through strategic acquisitions. This opportunity stood out as an outstanding fit in terms of capabilities, continued geographic growth, and culture. It immediately deepens our CRM and customer experience capabilities, creating a combined team of more than 125 professionals across the United States focused on conceiving and delivering transformational CRM solutions. Etherios adds outstanding technical talent and industry expertise, including a strong focus in manufacturing and distribution, numerous certifications, and the experience that comes from implementing more than 700 CRM solutions for leading organizations. The acquisition also adds two new West Monroe Partners offices in San Francisco and Dallas, bringing our US network to 10 locations and our people even closer to our clients.

We look forward to sharing more about our enhanced CRM experience and capabilities in the near future. In the meantime, you can learn more about Etherios and our acquisition here.

While we are very excited about this development, there’s much more going on in our business and environment. Our more than 80 directors recently came together for our annual planning retreat. Among other activities, we challenged ourselves to think about bold steps we can take to be a better partner to our clients, our people, and our communities.

Many of you are confronting the need for bold change just as we are—and as you plan for 2016, it’s a good time to think about ways to challenge the status quo. The articles we’ve selected for this issue of Best of the West pose a few such compelling business questions:

As your organization finalizes plans and budgets for 2016, we encourage you to think about what your organization can and should you do differently in this era of rapid business change and technological advancement. I hope the articles will help spur some creative thinking. Of course, we are always available and happy to offer insight or assist with strategic discussions on these or many other topics.

Happy planning!

Kevin McCarty

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Annual events serve as a handy milestone for checking progress, as well as an opportunity to dream about what’s yet to come. Once such milestone occurred on October 6: CX (“customer experience”) Day 2015. As you are deciding where your organization falls, we offer you a few suggestions on how to join the “to be” camp as you begin planning for 2016.
“Sustainability” is a frequent buzzword in boardrooms, strategy sessions, and the media—and for good reason. In addition to reducing carbon footprint and delivering societal value, sustainable practices can improve efficiency and increase sales and revenue. But many organizations are still struggling with what sustainability means for their businesses and supply chains. Read our just-released study that looks at how companies are addressing sustainability in their supply chains and adapting to changing consumer preferences.

Mergers and acquisitions are exciting: they make the news, they show a position of strength to competitors, and most deals promise benefits for customers, employees and shareholders. Transactions can be the same, but the excitement can quickly wear off once you realize all the work that is required to successfully integrate two institutions. Learn more about strategies that banks can employ before an integration to make sure they are getting a good deal.

If it isn’t enough that every technology publication is focused on cloud technologies, many IT leaders are now faced with answering to the Board of Directors – what is the organization’s cloud strategy? We discuss how IT leaders should execute an Identify, Classify, Prioritize, and Execute strategy for Cloud deployments.  As this plan is developed, it can influence the organization’s needs around training, outsourcing, IT Security as well as service, vendor, and risk management.

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