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How Rehmann Enhanced Their Firm's Efficiency with Blue J Diagramming

In our recent chat with Erik Schumacher, CPA Principal Advisory & Tax Services at Rehmann, we explored how he and his firm improved efficiency using Blue J Diagramming.

Before adopting Blue J, Rehmann relied on PowerPoint, Visio, and Excel for diagramming, which proved cumbersome, time-consuming, and ill-suited for legal structure charting. This resulted in inconsistent branding and hesitancy to take on diagramming projects.

"I've been in the industry for over 15 years, primarily working in the private equity space. Throughout my career, I've gained extensive experience in creating, reviewing, and analyzing diagrams. I must say, I have not come across a better platform in terms of ease of use. We have instances where we've entrusted this tool to our junior staff with limited experience, and they've found it to be user-friendly and self-explanatory."

– Erik Schumacher, CPA Principal Advisory & Tax Services at Rehmann

Blue J Diagramming addresses the often time-consuming and frustrating process of creating visualizations. Our data-driven solution enables users to produce more consistent outputs significantly faster than before. With hundreds of pre-diagrammed structures and templates, users can easily identify the most suitable starting point for a diagram. Additionally, users can create structures from scratch, ensuring the solution's applicability for any transaction or case. Blue J Diagramming is a game-changer for legal and tax professionals seeking to optimize their diagramming process.

Key functionalities of Blue J Diagramming include:

  • Collaborative workspaces
  • Templates for accelerated diagram creation
  • Tax metadata for uniform entity representation, and
  • Export options in PDF and PowerPoint for client presentations.

Blue J Diagramming also prioritizes security and privacy with improved settings for sensitive transactions. These features render the platform efficient, user-friendly, and versatile for various use cases.

By implementing the Blue J diagramming solution, Rehmann has enjoyed numerous benefits, such as enhanced customer experiences, faster turnaround times, greater efficiency, and user-friendliness for both core and non-core users.

About Rehmann: Rehmann is a leading national accounting firm with 18 offices across three states: Michigan, Ohio, and Florida. Employing over 900 professionals, Rehmann serves a diverse clientele from various industries and sizes. The firm offers a comprehensive suite of services, including traditional accounting, consulting, outsourcing, and wealth management, catering to the middle and lower-middle markets.

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