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XCM Solutions

XCM is an open platform system that provides productivity enablement and workflow management across tax, accounting, finance, audit, and operations applications.

  • CMS Implementation
  • CRM Integration
  • Information Architecture
  • Search Engine Optimization
  • Web Redesign

Powered by advanced cloud technology, XCM centralizes tax, accounting, finance, and audit processes within a single platform for end-to-end, streamlined workflow management. The holistic view of all work-in-progress helps leading firms and tax departments balance workloads, proactively address bottlenecks before they become problems, and drive profitability.

XCM came to Wakefly looking for an improved user experience that would incorporate their new brand guidelines, as well as consolidating their three websites into a single site with concise messaging tailored to the role and function of their customers. Wakefly developed and designed the website and also worked extensively with the XCM team on content recommendations and optimization.

The new XCM website was built in Kentico, the same CMS as their previous website, but upgraded to the latest version of the platform. The client made the decision to stick with Kentico due to their previous knowledge of the CMS, as well as its robust functionality and ease of use.

Key features include:

  • Integrated with Salesforce CRM
  • Video Testimonials that dynamically display based on category type
  • Filterable resource library