Example One

Project:

A company contacted Adapt requiring better management reporting and operational performance information, to improve and control their financial performance.

What we did:

As our remit covered their entire company we spent a week reviewing all the operations undertaken by their business. There were 12 areas within the business, each managed by a qualified staff and all focus was on client centred work to ensure the orders were processed through the business as efficiently as possible.

Initially, to ensure the management reporting gave as accurate a picture as possible, we looked at their business workflow and suggested various amendments to basic administration functions along with how they could make better use of the technology available to them. This resulted in cost savings as well two members of staff being reassigned to client centred tasks.

We introduced ‘Management Reporting’, which covered areas of cost and the number of clients’ handled by each worker. This in turn produced a ‘cost per client per area’ initiative and highlighted the major areas of expenditure within the business which had not been known previously.

Lastly, ‘Key Performance Indicators’ were identified and a monthly report developed.  These were clearly explained to staff so they understood the measurement and how it would help them manage their achievements.

What they got:

Clear and concise reports showing expenditure levels against budget as well as the effect of how the under or overspends on each case have assisted the allocation of resources within the business.

All personnel are now aware of their own ‘Key Performance Indicator’s’ and the department in which they work. Administration work has been streamlined and workflow systemised.

Finally, staff have been reallocated to make better use of their talents because spare capacity has been created.