Professional Services
The Firm Directory helps professional services firms consolidate information from line-of-business systems into customizable profiles that provide quick and easy access to the collective experience of their people.
Find information fast to improve service delivery.
Easily customize profiles to fit the needs of your firm.
Collaborate securely both inside and outside the firm.
Get information when you need it
Experience Finder enables you to search profiles of everyone in your organization from anywhere on any device to find people with the experience you need to tackle each unique business opportunity.
Build custom secure profiles fast
Eliminate the need for manual data entry by automatically surfacing information captured in your internal systems in real time. Customize profiles by adding fields that fit the needs of your organization, all with built-in security and privacy settings.
Collaborate securely on clients or projects
Share client-related information securely by adding the on-premise social capabilities of Neudesic Pulse, including ethical wall support, mobile access, email integration and secure customer access.
Can your organization's directory do this?
Experience Finder
Use customizable search fields to find staff in your organization with the right knowledge.
Role-Based Search
Limit access to certain information by controlling which filters are available to specific people or groups.
People Pivot
Create lists of people who share education, skills or other criteria and then navigate quickly between profiles.
Profile Approval Workflow
Monitor and approve profiles prior to publication, with field-level controls and approval workflows.
Office Map
Locate faculty on interactive maps with a single click on their profile. Integrates with Active Directory and other sources.
Profile Print
Specify the information you want and generate print-ready profiles to share with media and other external groups.