 Chadwicks The Business Problem The EIM Solution Feedback About ChadwicksChadwicks Accountants practice was established in 1990 following the founders twenty plus years experience in the industry working for some of the UK’s leading household names in this field.
Although Chadwicks is a small Yorkshire company dealing primarily with local clients these clients vary tremendously in size, industry sector and location , which demands an efficient and flexible practice in order to cope with such a varied client base.
This business model and approach means the company is able to engage clients not normally attributed with smaller practices as they offer significant “value add” over larger competitors. This is in turn allows Chadwicks to recognise a considerably higher than average fee per client than would normally be expected.
With a focus on quality, value and relationships, new business growth is generally provided by referrals from existing customers who are delighted with the service received from our staff.
The members of the team at Chadwicks have been provided with continual professional training in accounting, tax and business advisory skills.
Friendly manner and excellent communication skills are essential to the Chadwicks ethos and this is extended to the clients during regular review’s at our customers premises. The Business Problem The old filing system
- Existing correspondence is all dealt with by the administrative staff but is not available to anyone not office based and is often difficult to find once “filed”.
- Client files are structured consistently but not easily cross-referable between the various types of information stored on each client creating islands within the organisation.
- As the business has grown organically over a number of years the current staff have a wealth of knowledge about their own business responsibilities, clients and procedures but this creates and over-reliance on individuals and limits flexibility
- Current working practices make it difficult to introduce new services.
The Easy Information Management Solution Bill Chadwick, MD - A small desktop scanner was provided as part of the solution. This allows all in-bound paper based correspondence to be scanned and stored in EIM electronically affording access to the information immediately and right across the organisation.
- All client information is now cross referred to reflect real life relationships that are important from an Accountancy perspective. This has resulted in significant efficiencies and spotting potential errors and loopholes much quicker.
- EIM is an entirely browser based solution with, as the name suggests, and extremely easy to use interface. As the world becomes more Internet aware the general population understand how to drive a web browser, coupled to very intuitive access to information this offers Chadwicks the opportunity to cross utilise existing staff or indeed cover busy periods with temporary staff. The person covering the post can be effective almost immediately with little or no business process to learn.
- The adoption of industry standard technologies means Chadwicks can plan for the future safe in the knowledge that it’s existing business information is now secured, entirely backed-up, and available in a form which allows flexibility to drive out new services for client’s which adds directly to the bottom line
- Now all of the information required to run the business is always on the desktop, irrespective of where the desktop happens to be today, the office, a client’s premises, the kitchen table or indeed the golf club.
Feedback “The most important thing I can say about Easy Information Management is to stress the ease of use.
This system is so easy to use that we were up and running and being productive from the day the system was installed and have never looked back. For an Accountancy Practice where every ounce of investment is scrutinised carefully this aspect was of critical importance to us.
I have also been extremely impressed with Excelpoint’s pro-active approach to post sales service always ensuring that we gain maximum benefit from their solution” Bill Chadwick, Managing Director of Chadwicks |
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Last Updated ( Tuesday, 01 April 2008 )
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