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Case Studies
Process Standardization & Digital Transformation
A client was using disconnected systems, with data spread across spreadsheets and different teams working in silos. This led to delays, inefficiencies, and difficulty tracking client interactions.
Impact Measurement & Reporting
The client struggled to measure and report the impact of its programs due to inconsistent data collection and manual reporting, causing delays and errors.
Data Migration Project
The charity needed to migrate data from an outdated system and various unstructured sources into a new unified platform. Data was inconsistent, with duplicates and discrepancies across different sources.
Data & Systems Transformation
The firm was struggling with inefficiencies in its processes. Data was managed across multiple systems spreadsheets, manual logs, making it difficult to manage workflow, track and maintain accurate records.
Process Standardization & Digital Transformation
A client was using disconnected systems, with data spread across spreadsheets and different teams working in silos. This led to delays, inefficiencies, and difficulty tracking client interactions.
Impact Measurement & Reporting
The client struggled to measure and report the impact of its programs due to inconsistent data collection and manual reporting, causing delays and errors.
Data Migration Project
The charity needed to migrate data from an outdated system and various unstructured sources into a new unified platform. Data was inconsistent, with duplicates and discrepancies across different sources.
Data & Systems Transformation
The firm was struggling with inefficiencies in its processes. Data was managed across multiple systems spreadsheets, manual logs, making it difficult to manage workflow, track and maintain accurate records.
Process Standardization & Digital Transformation
The Client
National SEND Charity
Challenge
A charity was using disconnected systems, with data spread across spreadsheets and different teams working in silos. This led to delays, inefficiencies, and difficulty tracking client interactions.
Solution
Process Standardization: We developed a framework that standardized client journeys and processes across teams, reducing duplication and inconsistencies.
Technology Implementation: After identifying suitable technology, we implemented a new system that consolidated data into one platform.
Automation: We introduced automated workflows to eliminate repetitive manual tasks, improving team productivity.
Training & Change Management: Staff were fully trained on the new system, and we provided ongoing support for continuous improvement.
Outcome
The charity now has a single source of truth for data, improved collaboration across teams, and a more efficient client journey. Manual errors were reduced, and staff now focus more on high-value tasks.
Data Migration Project
The Client
Health & Social Care Charity
Challenge
The charity needed to migrate data from an outdated system and various unstructured sources into a new unified platform. Data was inconsistent, with duplicates and discrepancies across different sources.
Solution
Data Cleansing: We automated data cleansing processes to remove duplicates and standardize formats.
Data Mapping & ETL: We mapped legacy data to the new system, transforming unstructured data into consistent formats. A thorough ETL (Extract, Transform, Load) process was developed for smooth migration.
Stakeholder Engagement: Key stakeholders were involved in the entire process, ensuring alignment with organizational needs.
Post-Migration Support: After migration, we conducted data validation checks and provided training to ensure staff could effectively use the new system.
Outcome
The charity now has a fully integrated data system, reducing time spent searching for information and improving reporting accuracy. Teams work more efficiently with standardized, reliable data.
Impact Measurement & Reporting
The Client
Health & Social Care Charity
Challenge
The charity struggled to measure and report the impact of its programs due to inconsistent data collection and manual reporting, causing delays and errors.
Solution
Standardized Data Framework: We created a framework that aligned data collection with key metrics required for funders and stakeholders.
Automated Reporting: We implemented automated workflows to generate real-time reports, drastically cutting down manual effort and ensuring accuracy.
Training & Continuous Improvement: Staff were trained to use the new tools, and ongoing feedback loops were established for continuous refinement.
Outcome
With automated, real-time reporting and standardized data collection, the charity can now quickly demonstrate the impact of its programs to funders, improving transparency and decision-making.
Data & System Transformation
The Client
A bookkeeping firm providing financial management services to businesses.
Challenge
The firm was struggling with inefficiencies in its day-to-day operations. Client data was managed across multiple systems—spreadsheets, manual logs, and outdated accounting software—making it difficult to manage workflow, track progress, and maintain accurate records. As the firm grew, these inefficiencies became more pronounced, leading to:
Delays in client reporting.
Errors due to manual data entry.
Difficulty tracking deadlines and financial performance.
A lack of integration between their systems, resulting in time wasted searching for information.
The firm wanted a solution that would streamline operations, reduce manual errors, and position them for scalable growth.
Solution
1. Discovery and Workflow Assessment
We conducted an in-depth analysis of the firm’s current processes to identify bottlenecks and inefficiencies. We worked closely with the bookkeeping team to map out their daily operations, from client onboarding to financial report generation.
2. Systems Integration
The firm had multiple disconnected systems that weren’t communicating with each other. We helped the firm implement a cloud-based accounting platform that integrated seamlessly with their client management system, allowing real-time updates of financial data and reducing the need for manual data transfer.
3. Process Automation
To eliminate manual tasks, we automated key processes, including:
Client onboarding: Automated data entry from clients, directly into the bookkeeping system.
Monthly reporting: Set up automated generation of financial reports, reducing the time spent manually compiling data from various sources.
Reminder workflows: Implemented automated reminders for important deadlines (e.g., tax filing, payments), ensuring that no client obligations were missed.
4. Data Centralization
We created a centralized dashboard where all client data, financial reports, and deadlines could be accessed in one place. This not only improved the team’s ability to track and manage client work but also enhanced reporting accuracy by providing a single source of truth.5. Training and Support
We provided hands-on training to the staff, ensuring they were fully comfortable using the new system. Our training also focused on showing them how to leverage automation tools to save time and minimize the risk of errors.
Outcome
Increased Efficiency: The integration of systems and automation of workflows resulted in a 35% reduction in the time spent on administrative tasks. This allowed the firm to handle more clients without increasing staff overhead.
Error Reduction: By automating data entry and report generation, the firm reduced manual errors by 40%, leading to more accurate financial records for clients.
Improved Client Service: The centralized dashboard allowed the team to easily access client information and financial reports, improving response times and enhancing client satisfaction.
Scalability: With an efficient, automated system in place, the firm was able to take on more clients and scale their operations without the need for significant additional resources.
Compliance and Accuracy: Automated reminders and centralized data storage ensured that important deadlines were met, and client data was accurately tracked, reducing compliance risks.