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Four factors to consider when evaluating cloud-based software

Cloud-based software lets your remote, in-office, and hybrid teams easily and accurately capture data and collaborate on engagements — in real time and from any location. Advanced cloud platforms such as the Intapp Platform are also enhanced and enriched with AI to increase efficiency and accelerate digital transformation.

Firms that utilize cloud technology also save money on hardware and management costs. For example, software that runs on the Intapp Platform automatically updates within the cloud, so your teams don’t have to manually manage it.

Still, despite the many benefits of modern cloud technology, some firm leaders remain hesitant to embrace a cloud-first strategy. Before discarding old tools and processes, consider the following four factors to ensure your new cloud-based automated software meets your firm’s and clients’ needs.

1. Address threats to security

Data leakage and breaches can cause serious problems — including compliance and privacy violations — that result in damaged client relationships and lost business.

Your firm and clients need to know that the platform where they store their data provides the highest level of security. That’s why it’s critical to host all cloud-based solutions on a scalable, secure platform that exceeds common regulatory requirements and is purpose-built to meet your firm’s unique needs. Platforms with a multitenant architecture will also support changes in data volume, traffic, complexity, and usage patterns. And platforms that offer mobile accessibility will let you access the information you need anytime, anywhere.

2. Access data and systems

Teams with on-premises databases are used to directly accessing and extracting data, and often build connections between their firm’s on-premises databases and other systems. Any cloud-based software that your firm adopts will also need to integrate with these systems.

Intapp solutions provide built-in integrations across the engagement lifecycle, seamlessly connecting your data with key firm systems. All teams with permissions can access key data for scoping and strategic purposes — allowing your firm to increase profitability and better serve clients. Integrated applications and data deliver key insights by analyzing data from multiple sources, applications, and devices to help your firm improve its decision-making processes.

3. Regulate management and administration

IT administrators must also be able to manage which firm professionals have access to which data and system capabilities. Cloud-based solutions allow administrators to maintain control through safe sandbox environments to test, flag, and delay changes as necessary.

4. Transition from on-premises to the cloud

Even if your firm is interested in implementing cloud-based software, the implementation process may still seem too daunting. Installing new automated software is challenging enough, but getting your entire workforce to adopt and use that software adds another layer of complexity.

Implementation services, change management services, and training can help your firm easily and successfully deploy its new solutions. Highly experienced teams can collaborate with your stakeholders to ensure that your solutions align with your firm’s long-term goals and business-critical needs.