RooksDM

We brought in RooksDM because they understand advisory firms and don’t push one size fits all solutions. They helped us improve client onboarding and reduce the manual data cleanup and reconciliation that was slowing our team down. Instead of overhauling everything they focused on a few high impact areas and made improvements that saved us time right away. What made them different was how thoughtful they were about choosing solutions that actually make sense for us. The solutions fit our workflows and removed many of the manual steps we were doing over and over. Our team now works more efficiently with fewer things getting missed. If you’re an advisory firm looking for practical improvements and a partner who truly understands this industry RooksDM is an easy recommendation.

We’ve partnered with RooksDM for three years, and they’ve become an integral part of our workflow. Their deep expertise in Microsoft environments, automation, and tailored tech solutions has helped us solve complex challenges, streamline operations, and improve efficiency. They are a highly reliable and trusted partner we strongly recommend.

RooksDM has been incredible to work with! They’re building a custom Microsoft Power App for us and their technical skills are top-notch. They’ve taken the time to really understand our needs and have already translated our ideas into a clear and well-thought-out solution. We’re so impressed with how they’ve chosen the right technology to solve our problems and bring everything together into what feels like an extremely thoughtful application that will save us a ton of time and energy. The process has been smooth and professional from the start. They’ve been reliable, easy to work with, and make us feel confident every step of the way. We’re excited to continue working with them as our long-term partner. If you’re looking for a team that delivers results and cares about your success, while also having the patience and diligence to understand yours needs and then translating that into a very effective product, RooksDM is the one the one for you!!

RooksDM has been an invaluable partner for the United Way of Rhode Island. Their expertise in technology allowed us to create, build, and roll out PowerBI dashboards and reports that are now essential for our team's key decision-making processes. They've also helped us identify opportunities to implement workflow automations, streamlining the way we capture data and automating some of our repetitive tasks. Their professionalism, dedication, and attention to detail made the entire process smooth and efficient. We couldn't be more pleased with the outcome and highly recommend RooksDM to any organization!

The RooksDM team was excellent at helping streamline our systems and carving out what's efficient from what's redundant. Rooks was able to understand the platform, narrow down what we were using and identify what features in that platform best suited our needs. On top of that, they were incredibly patient, accommodating, and able to explain technical matters in simple terms. Overall, I felt like we were in great hands. We would definitely work with them again!