“Our clients really like the certainty that Workflow Manager allows us to provide them.”

Sometimes, even when everything is fitting together well, you still feel that there’s something missing. That’s how Bennett Gibson Group, an accounting practice in Te Puke, saw their internal operations. Partner Lance Ewens explains the missing piece was the certainty that comes with controlled scheduling.

"We had a lot of management processes in place which were working well, but we didn't have the ability to schedule work or plan for capacity."

"We were processing work on a first in, first out basis which stretched us beyond capacity from May through to October. Our staff were incredibly frustrated and clients became impatient with the time it took to process their accounts."

All of the practice's partners attended a BankLink presentation and were impressed by what they saw of Workflow Manager.

"We reached a collective decision that it was the missing piece of the puzzle that would give us a view of our work that we didn't have before, and help us not to schedule over capacity."

With the help of Workflow Manager, Bennett Gibson Group now schedule upcoming work which enables them to set their clients' expectations realistically.

"Our clients really like the certainty that Workflow Manager allows us to provide them. They love knowing when their work is scheduled to be done and realise that it helps us to get their accounts finished earlier."

“Since we started using Workflow Manager we’ve reduced turnaround time by 30 percent.”

Lance also points out that increased certainty around scheduling has also been great for the practice’s staff.

“Workflow Manager has been really great for staff morale, as people like to know what’s coming up. The training and ongoing support provided by BankLink is also very good.”

“I recommend Workflow Manager to other accountants wherever possible. It has saved us enormous amounts of money and heartache, as we did not have to develop something from scratch. Thanks to Workflow Manager we have a lot more control over our workflow.”

Results

• Turnaround time reduced by 30 percent
• Improvements in debtors, write-offs, cash flow and profit
• Thousands of dollars saved as we didn’t have to develop our own workflow product
• Great for staff morale
• Clients love the certainty it provides

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