How It Works...
1.
The engagement lead at your firm completes a brief setup form in Wingfoot by inputting engagement information.
2.
Wingfoot administers pre-built communication surveys and follow-ups to the contacts you provided based on your platform settings.
Your Clients
Your Firm
3.
You receive the client responses as soon as they are completed.
4.
Wingfoot accumulates responses over the engagement and organizes into structured data that can be rolled-up with ease for visual reporting at the employee, LOB, client, and firm levels
The more data collected, the more insights you will uncover about your employees, clients, and firm. Wingfoot data can be used for everything from identifying the need for a quick staff pep-talk during an engagement, to full M&A diligence support to drive a specific outcome.
Custom Communication Pathways
The Wingfoot Platform makes communication seamless between professional service firms and their clients, as well as among employees within the professional service firm. Wingfoot's communication cadence allows you to understand exactly where your team stands in the eyes of the client at each point of the project - before kickoff, during the engagement, at completion, & subsequent to completion. Wingfoot's analytic engine allows you to run analyses during and after engagements to get to root causes of successes and failures. Engagement feedback is stored in the Wingfoot database and all data - individual, team, practice group etc. can be monitored and trended over time, ensuring your employees and firm SWOT is identified and improvements can be made and tracked. Responding to client feedback in real time and adjusting future delivery methodology will lead to an enhanced client experience.
Communication Life-Cycle
Analytic Engine
Actionable Insights
Wingfoot dimensions and codes attributes critical to client success into its communication questions.
Initiation - align and document expectations of the engagement.
Pulse Check - ensure the engagement is being executed efficiently.
Completion - all aspects of the engagement are assessed.
Retrospective - what value did the engagement drive for your clients?
Results aggregated in Wingfoot and fuel analytics at an employee, team, & practice group level
Our platform will record all engagements and synthesize results in a uniform manner
Roll-up complex data for visual reporting ease
Trending Engagement Scores
Personnel
Performance
Evaluations
Understanding of SWOT across
LOB
Bespoke Value Measurements
The value clients gain from your engagement is entirely dependent on the type of work delivered. As part of the Completion and Retrospective Communication Pathways, Wingfoot administers a series of Value Questions crafted specifically for the Line of Business, Services, and Sub-Services your engagement's scope of work covers. The goal is to understand your firm's strengths and weaknesses for the specific type of work delivered - at an individual, team, & line of business level. Pureniti has worked with industry experts to dimension Value as specific to the Lines of Business / Services / Sub-Services you offer.
Below, see an example of how an Engagement whose scope was a "Financial Statement Audit" would arrive at its Bespoke Value Measurement questions, automatically compiled and administered through Wingfoot .
Illustrative Accounting Example
Line of Business
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Accounting
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Investigations, Disputes, & Valuation
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M&A Transaction Support
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etc.
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etc.
Service
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Audit
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Tax
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Accounting Services
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etc.
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etc.
Sub-Service
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Financial Statement Audit
- Open Balance Sheet
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SOC1
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etc.
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etc.
Sample Financial Statement Audit Questions
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The team is reasonable with respect to working with us on materiality / scope of audit procedures
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There were no surprise material adjustments or issues brought to our attention close to issuance
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The team offered helpful insights on new accounting, regulatory, industry or other guidance / adoption practices
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etc.
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etc.
Wingfoot comes pre-populated with specific expert vetted questions
Pureniti Rating, Response, Roll-up Scale
We did not invent the 1-10 scale, but we improved it. The traditional 1-10 scale is subjective because each responder has a different view as to what constitutes an "average" score.
Pureniti’s question responses are numeric, but each number has an associated definition, carefully worded in order to standardize and best capture client feedback.
Engagement Trend Reports
Pureniti provides reports summarizing all client feedback collected through Wingfoot over the life of an engagement. Wingfoot comes with pre-built dashboards tailored for professional services. Wingfoot's analytics are user friendly, allowing for customization of dashboards for any ad hoc or repeatable reporting your firm needs.
Use pulse results to understand client perception at a point in time
See response trends over the engagement life-cycle
Use prior engagement data to drive next-year behavior and staffing
Accumulate data to uncover long-term firm, client, and employee trends