Smailes Goldie.

Based in Hull, Smailes Goldie is a leading firm of Accountants, Tax Advisors and Business Advisors. Their clients range from SMEs and large corporations to owner-managed and family businesses, professional partnerships, sole traders, new businesses, charities and the not-for-profit sector.

Company Name

Smailes Goldie

Industry

Accountancy

Founded

1988

Location

Hull

Website

www.smailesgoldie.co.uk

Print Case Study

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"We are delighted with the time the IT@Spectrum team have spent with us to understand our business, our requirements, and to propose delivery of a bespoke solution that accurately meets our needs."

Smailes Goldie

Where the client experience is key.

The Company

Based in Hull, Smailes Goldie is a leading firm of Accountants, Tax Advisors and Business Advisors. Their clients range from SMEs and large corporations to owner-managed and family businesses, professional partnerships, sole traders, new businesses, charities and the not-for-profit sector.

Objective

Improve the digital working environment that would support Smailes Goldie’s business strategy to deliver better client service, greater profitability and reduced overheads. In addition, introduce automated finance systems and workflows to help manage the considerable amount of paperwork that any traditional Accountancy practice deals with.

Challenges

  • Multiple desktop devices were proving costly
  • Need to integrate with existing software systems
  • Need to speed up manual/paper-based processes

As a forward-thinking practice, Smailes Goldie constantly strive for continuous improvement in respect to the client’s experience. As part of that, a tightly managed, innovative back-office is of paramount importance.

The Solution

Initially focusing on improving the photocopier fleet, replacing maintenance-heavy desktop brands with premium, centralised Canon photocopiers, IT@Spectrum were able to show instant savings in respect of print cartridge spend and fleet management, along with enhanced facilities for staff members.

Then came the Information Management Solution project. Smailes Goldie wanted a more seamless process for the movement of documents around the business and to and from clients. Our e-copy software was used to allow ease of scanning and archiving into secure Document Management software. Now, any letter/email that goes out to clients is first printed with a barcode and, when returned after client signature, is automatically filed. This includes engagement letters, correspondence and even final accounts. In a compliance-driven business, the need for a robust, secure and auditable document management was essential. They can now electronically store and shred with confidence, also reducing on-site storage needs. Phase 3 of this project was to automate payroll tasks and introduce Business Intelligence software to give 100% visibility on WIP.

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Improved efficiency of print/copy/scan fleet

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Vastly reduced paper usage

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Tightly managed information security

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Integration with existing ERP system

Improve workflows and save time and money with a bespoke information management package

Call today to for a full comprehensive audit of your information management and workflows. We’ll provide a completely bespoke solution to save you time and money

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