[ Lucallic Services ]

A small-business faced hundreds of hours in wasted manual workload on bookkeeping and financial management due to outdated, fundamentally restricted methods in use - causing drastic overtime to cope with the workload.

The plan to transition the business across to a cloud-based financial management software was recommended, allowing for regular cashflow review and up-to-date information on client accounts with better debt management.

Upon final implementation, the business reported a significant reduction in manual bookwork processing, had access to real-time information regarding business finances and easier on-going reconciliation of income and expenditure.

A business was discontinuing an old, costly, limited service that was inefficient for their operations. This project enabled the transition of 40+ affected customers onto the newer, more practical and widely-adopted service offered by the business

During this project, customers faced disruption to supply, and the project itself requiring strict internal coordination between teams in a tight timeline with service discontinuation looming.

Streamlining contact with affected customers and arranging a collaborative project hub for the internal coordination allowed a structured transition, ensuring clarity and consistency within the team and amongst the affected customers.

This project was successfully completed in a 1-month period, with no major disruptions to and increasing retention of customers, whilst reducing business operational costs and aligning services across the state.