Alliance Advisors: From Data Chaos to Digital Excellence

Transforming Advisory Excellence Through Unified Technology

Alliance Advisors stands as a premier B2B consulting services company, providing strategic support for public companies navigating the complexities of annual meetings and shareholder engagement. With 150 professionals serving a national client base from their New Jersey headquarters, they had built an enviable reputation in the proxy advisory space.

However, their technology infrastructure hadn't kept pace with their business growth. Critical data lived in silos across multiple systems—Salesforce for sales, NetSuite for finance, a legacy PORT system for operations, and countless spreadsheets filling the gaps. This fragmentation was costing them time, money, and competitive advantage.

The Madrigal Partners Approach

When Alliance Advisors selected Madrigal Partners for their digital transformation, they weren't just choosing a Salesforce consultant—they were choosing a long-term partner committed to their success. Our approach went beyond simple system replacement; we reimagined their entire operational flow.

The transformation centered on three critical objectives:

• Unify disparate systems into a single, intelligent platform
• Automate manual processes that were consuming 40% of staff time
• Create seamless workflows from business development through project delivery to billing

Revolutionary Benefits: Free Salesforce Licenses

Alliance Advisors became one of the first companies to benefit from Madrigal Partners' game-changing offering: free Salesforce licenses for qualified clients. This revolutionary benefit meant they could redirect $150,000 annually from software costs directly into business growth initiatives.

Combined with our industry-exclusive Lifetime Guarantee protecting all customizations and integrations, Alliance Advisors achieved something remarkable: a technology transformation with both immediate ROI and long-term protection against obsolescence.

Breaking Free from Legacy Constraints

The PORT System Prison

Alliance Advisors' legacy PORT system had become a significant bottleneck. Originally implemented to manage their unique proxy advisory workflows, it had grown rigid and disconnected over 15 years of use. Critical business logic was trapped in outdated code, making it impossible to adapt to modern client demands or integrate with other systems.

The Integration Nightmare

The lack of integration between systems created a cascade of problems:

• Data Duplication: Client information existed in four different systems, each with different data
• Manual Reconciliation: Finance spent 20 hours weekly reconciling Salesforce opportunities with NetSuite invoices
• Blind Spots: Sales couldn't see project capacity; project managers couldn't see pipeline; executives couldn't get unified reporting
• Lost Productivity: Staff spent 40% of their time on data entry and system reconciliation instead of client work

The Scaling Challenge

As Alliance Advisors won larger enterprise clients, their manual processes began breaking down:

• Project setup that should take hours was taking days
• Resource allocation relied on spreadsheets and tribal knowledge
• Time tracking across multiple projects became increasingly error-prone
• Client reporting required manual compilation from multiple sources

The Competitive Threat

While Alliance Advisors struggled with internal systems, competitors were launching client portals and offering real-time project visibility. The company that had built its reputation on excellence was falling behind technologically. They needed more than incremental improvement—they needed transformation.

The Moment of Truth

The breaking point came during a board presentation when it took three analysts two days to compile a simple pipeline-to-delivery report. The CEO recognized that their technology debt was becoming a strategic liability. It was time for bold action.

Alliance Advisors needed a partner who could not only solve their immediate challenges but also protect their investment for the long term. They found that partner in Madrigal Partners.