Exploring the impact of Baker Tilly’s alliance with ServiceTitan

In 2017, Baker Tilly embarked on a strategic alliance with ServiceTitan, a leader in software solutions for the home and commercial services industry. As a specialist in digital transformation, Baker Tilly empowers businesses to adopt and implement Sage Intacct solutions, aimed at helping them enhance their financial strategies and automate processes. We are proud to be recognized as ServiceTitan's preferred implementor of Sage Intacct and their trusted ERP alliance, delivering outstanding value to our customers.

Read on to uncover how the collaboration began and the innovations it has brought to the home and commercial services industry.

Alliance development

Over the years, our collaboration with ServiceTitan has evolved from a fragmented approach to a unified and streamlined service, enabling both companies to deliver exceptional value to our clients. We have implemented joint sales procedures that enhance efficiency and accelerate the sales cycle. By fostering collaboration between ServiceTitan’s sales and implementation teams, we created a “unified front” that allows customers to experience seamless service. This collaborative approach includes:

• Unified sales processes: Engaging Baker Tilly’s and ServiceTitan’s teams to streamline procedures and enhance customer engagement.
• Joint implementation plans: Development of a standardized implementation framework, allowing both teams to operate as a single cohesive unit.

The results have been impressive, with over 30 dedicated implementers focusing exclusively on the home services sector, the alliance has successfully onboarded approximately 1,100 joint customers.

Commitment to customer success

Baker Tilly and ServiceTitan are committed to continuously enhancing our strategic alliance to ensure that our customers are supported, and their needs are met. Our high Net Promoter Scores (NPS) exceeding 90 and a track record of successful projects with major industry brands have positioned Baker Tilly as a trusted leader in the home services sector. We deliver solutions that address our customers most pressing needs by staying attuned to industry trends and listening to their most significant pain points.

Product and service innovations

In our commitment to revolutionizing our product offerings, Baker Tilly has shifted from a generalist approach to developing specialized services tailored specifically for the home services industry. This transformation is driven by two key elements:

1. Golden Image concept: Instead of tailoring solutions to each client’s preferences, we have developed best practice environments based on insights gained from hundreds of projects. This created a foundation of pre-built workflows designed to optimize the integration of Sage Intacct and ServiceTitan.
2. Investment in industry-specific products: We have introduced specialized products, starting with the Home and Commercial Services Module (HCSM) system, which automates workflows related to deposits, refunds and reconciliations. This product, informed by direct customer feedback, has proven to be a game-changer, saving clients significant time and enhancing operational efficiency. In addition, we have also introduced the Home and Commercial Services Intelligence (HCSI) tool—a data-driven platform that integrates data from Sage Intacct, ServiceTitan and external sources. It provides actionable insights, helping customers identify lucrative marketing opportunities. Lastly, we have developed our Supplier Statement Module (SSM), designed to help businesses speed up their workflows by allowing mass conversion of purchasing transactions into vendor invoices and streamlining payment processing.

By focusing on these innovations, Baker Tilly empowers our customers to enhance their operational efficiency and achieve greater success in the evolving home and commercial services landscape.

Expanding the ecosystem

We are eager to explore further collaborations within the broader ServiceTitan ecosystem. By teaming up with complementary alliances, we aim to enhance value delivery for our clients. Historical collaborations with coaching companies have yielded fruitful results, and we seek to replicate this success by identifying new alliances that can support their customers’ evolving needs.

Driving value through strategic collaboration

The alliance between Baker Tilly and ServiceTitan exemplifies how strategic collaboration can drive significant value for clients. By focusing on joint processes, data utilization, effective cross-functional teamwork and product innovation, both organizations have transformed their service delivery and enhanced customer satisfaction. As we continue to expand our ecosystem alliances, Baker Tilly is well-positioned to remain a leader in the home services consulting space, ready to tackle the challenges of the future and exceed customer expectations. Ready to discover how our strategic alliance can help elevate your business? Contact us today.