Sam Sheldon Joins Pinnacle to Establish Capabilities in Financial Planning and Analytics

UK News

20
Jun
2023

Editor

Sam Sheldon joins legal technology and consultancy business, Pinnacle, to establish its capabilities in Financial Planning and Analytics that will help clients better align their reporting capabilities with their business strategy through the use of the Microsoft Power Platform. 

Sheldon’s hire follows Pinnacle’s recent announcement to align its BI and Microsoft Practice Groups to deliver the highest standards of innovative Microsoft Legal Applications. The business’s growth in this direction, both in terms of complementary capabilities and expert resources clients can call upon, is a testament to Pinnacle’s strategy to be the long-term partner to firms that want to exploit maximum value at every stage of their Microsoft journey. 

“Data is now one of the most valuable assets a company has. Access to data is becoming ever easier through the use of business tools, but the key is understanding how best to leverage that data to make better data-informed decisions. The current economic climate and post-COVID working practices have put pressure on management teams to focus on efficiency and ROI across their firms, with the outcome feeding into the overall business strategy – whether that’s continued organic growth, M&A, operational change or all of the above. The acceleration of Microsoft Power Platform as an enterprise-grade solution, together with the continued rapid growth of its capabilities and connectivity, reinforces that it is the right technology to act as the engine to deliver reporting across your firm.” says Sheldon.  

Sheldon brings over 15 years of domain expertise in legal BI to Pinnacle, having previously held lead technical architect, BI strategist and product owner roles during his work with UK Top 200 and large AmLaw firms. The breadth of his skillset will ensure that Pinnacle’s clients have holistic solutions in place that serve and evolve with their strategies.  

Mike Bailey, CSO and Head of Finance Practices at Pinnacle says: “The demand from our clients to embrace Microsoft solutions throughout their operations keeps growing stronger and so we continue to evolve how we can support them as a partner. The development of our Microsoft Legal Applications, the extension of our Managed Services to cover the Microsoft Power Platform and now Sam joining us are all a direct response to our clients’ needs.”