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Walder Wyss Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Vertec Legacy Vertec ERP ERP Financial ERP Financial Management n/a 2000 2000
In 2000, Walder Wyss implemented Vertec ERP to manage mandate and time recording across its Swiss law firm operations. The Vertec ERP deployment, classified as ERP Financial, centralized time capture and introduced automated billing workflows to align fee-earner activity with firm billing processes. Implementation centered on mandate and time recording capabilities, an automated billing engine, and built-in reporting and benchmarking functionality. Configuration work included time entry standardization, billing rule configuration and role based access for attorneys and finance staff to support fee capture through to invoice generation. Walder Wyss added the integrated Vertec CRM in 2012, extending the Vertec ERP footprint to include marketing and sales integration and expanded reporting capabilities. The combined Vertec ERP and Vertec CRM environment supported legal, finance and commercial functions across the firm’s Swiss operations without reference to external system integrations in the sourced case study. Governance emphasis focused on standardizing mandate billing workflows and instituting firm level reporting and benchmarking routines to improve consistency in fee management. Rollout occurred in phases, with core mandate and billing functionality adopted in 2000 and CRM capabilities layered in 2012 to broaden operational reporting and client engagement visibility. The implementation improved mandate billing, reporting and benchmarking as reported in Vertec’s case study, with Vertec ERP and the later integrated Vertec CRM together serving as the firm’s operational platform for time recording, invoice automation and marketing to sales reporting.
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Vertec Legacy Vertec CRM CRM CRM n/a 2012 2012
In 2012, Walder Wyss implemented Vertec CRM to integrate mandate management, marketing and sales, and customized workflow support for its Swiss law firm operations. Vertec CRM was deployed as a CRM focused on legal practice management to centralize mandate oversight and support strategic planning across practice groups. Implemented modules and capabilities included mandate management, marketing and sales CRM functionality, tailored conflict check workflows, and mandate linking logic to associate related matters and clients. Configuration emphasized workflow automation for intake, conflict screening, and mandate lifecycle tracking, and management reporting capabilities were instrumented to surface oversight data for partners and practice heads. The deployment covered the firms Swiss offices and practice groups, embedding standardized intake, conflict check, and matter linking processes into day to day legal operations. Governance changes aligned responsibility for mandate data stewardship and reporting, and the integrated Vertec CRM delivered improved mandate oversight and supported more structured strategic planning and management reporting as reported by the vendor.
IT Decision Makers and Key Stakeholders at Walder Wyss
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Walder Wyss Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Walder Wyss Technographics

Walder Wyss is a Professional Services organization based in Switzerland, with around 430 employees and annual revenues of $165.0 million.

Walder Wyss operates a diverse technology stack with applications such as Vertec ERP and Vertec CRM, covering areas like ERP Financial and CRM.

Walder Wyss has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Vertec.

Walder Wyss recently adopted applications including Vertec CRM in 2012 and Vertec ERP in 2000, highlighting its ongoing modernization strategy.

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Our research team continuously updates Walder Wyss’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

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