What Was the Problem
Lancaster Consulting Business Director Adam Lyons knows that remote working has played a massive part in their success. He also knows it’s made it difficult to have oversight of all projects, as well as the profitability of the organisation.
We worked with Adam and his team to understand the current process for managing projects. This involved a mix of spreadsheets and paper based documentation. Once we got to grips with the current way of working we were able to develop a new process that would give Adam the visibility needed to manage the day-to-day operations and plan for the future.
We turned to Accelo, our Service Operations software of choice. We mapped the new process into the system and worked closely with the team to help them get the most from it. That meant delivering training sessions with the team not just to get used to the new technology, but to also bed in the new process.
To make the most of the collaborative opportunities open to the team, we also migrated them to Google’s GSuite product. Now the team can work simultaneously on key documents which helps manage version control for documents and ultimately avoids confusion.
Adam and the team now have the ability to get instant, real-time status reports on current projects. This reporting includes communication history between consultants and clients. This means if a consultant leaves the organisation or is off ill, that other consultants have the knowledge they need to support the client. This continuity of services wasn’t possible before and supports the organisations desire to continue working on a remote basis.
Despite working remotely the organisation now feels far more united thanks to the systems we’ve put in place. Working in isolation without feeling isolated will allow the Lancaster Consulting consultants to enjoy the benefits of being part of a team. And the efficiency that comes as a result will enable them to support more individuals with complex needs, which unquestionably is a good thing.
Co-Founder Basis 365 Accounting Orange, California, USA
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