The Issues

The Partners required an experienced Practice Manager (PM) to lead the team & implement policies & procedures in line with their new cloud software.

The Partners had many ideas and goals to implement but didn’t have the time to execute them because of client commitments, team issues, and other business-related matters.

Team members were working back to keep up with workloads and learning the new software. Unfortunately, this caused duplication of tasks, an increase in errors, and Jobs running over budget and past deadlines.

They lost valuable clients because the partners were not providing the value-added services, they were promised.

The Approach

Your Business First (YBF) facilitated a Planning Day with the Partners and key team members to identify key projects & to implement best practice.

We ranked the projects by priority with time frames & measurabilities.

The firm decided to engage the YBF Practice Management service (PM) 2 days per week onsite and the monthly Board Meeting to achieve their objectives.

The Result

The PM managed these projects whilst freeing up the team to focus transitioning to the new software. The PM;

• Increased turnover of the firm by 18%.
• Reduced turnaround times for jobs.
• Reduced lock up by 49 days.
• Implemented fixed fees as part of new service offerings.
• Chaired partner, team & workflow meetings to help with accountability & momentum.
• Implemented policies, templates, scripts and checklists and rolled out to the team.
• Re-Engineered the function of the Administration team.
• Implemented cloud-based document management.
• Trained the team in knowledge gaps in the cloud software.
• Provided handover & Training to the full-time Practice Manager.