SweetProcess Case Studies Streamlining Procedures and Policies: A Case Study on Liston Newton Advisory and SweetProcess

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	Streamlining Procedures and Policies: A Case Study on Liston Newton Advisory and SweetProcess SweetProcess

Streamlining Procedures and Policies: A Case Study on Liston Newton Advisory and SweetProcess

SweetProcess

Applicable Industries	Buildings Finance & Insurance
Use Cases	Time Sensitive Networking
Services	Training
Challenge	Liston Newton Advisory, a B2B financial service and accounting practice, was facing significant challenges in standardizing their services across their six offices in Australia, the Philippines, and India. As the company grew, they needed to onboard new staff quickly and efficiently. However, the use of Microsoft Word documents and standard procedure templates led to confusion and inefficiency. Updating procedures was a cumbersome process and it was difficult to establish a single source of truth for the most up-to-date procedures. The company tried several strategies to solve this issue, including creating a version history of procedures and designating a leader for procedures. Despite these efforts, they were unable to solve the problem, leading to wasted time and resources. Read More
About Customer	Liston Newton Advisory is a B2B financial service and accounting practice that helps business owners grow and scale their companies by providing backend accounting, payroll, taxes, and advisory services. The company has 30 employees and six offices across Australia, the Philippines, and India. They are planning to expand into all major cities in Australia, including Sydney and Brisbane. The company strongly believes in standardizing their services to ensure that all clients receive the same level of service, regardless of who they interact with. Read More
Solution	Liston Newton Advisory turned to SweetProcess, a tool that helps businesses to document and streamline their procedures and workflows. The company's director, John Liston, found SweetProcess through a Google search and was reassured by the fact that it allows users to download all their data. Despite initial skepticism about the time it would take to learn a new application, Liston found that SweetProcess was simple to use and made the training process considerably more streamlined. The company now uses the tag function within SweetProcess to easily search procedures by tag and has broken everything down into three categories – accounting, wealth, and administration for findability. SweetProcess has also proved valuable for setting up company policies, which can now be easily accessed by employees at any time. The tool has also sped up the employee onboarding process considerably. Read More Log in to view content
Contents

Applicable Industries

Buildings

Finance & Insurance

Use Cases

Time Sensitive Networking

Services

Training

Challenge

Liston Newton Advisory, a B2B financial service and accounting practice, was facing significant challenges in standardizing their services across their six offices in Australia, the Philippines, and India. As the company grew, they needed to onboard new staff quickly and efficiently. However, the use of Microsoft Word documents and standard procedure templates led to confusion and inefficiency. Updating procedures was a cumbersome process and it was difficult to establish a single source of truth for the most up-to-date procedures. The company tried several strategies to solve this issue, including creating a version history of procedures and designating a leader for procedures. Despite these efforts, they were unable to solve the problem, leading to wasted time and resources.

About Customer

Liston Newton Advisory is a B2B financial service and accounting practice that helps business owners grow and scale their companies by providing backend accounting, payroll, taxes, and advisory services. The company has 30 employees and six offices across Australia, the Philippines, and India. They are planning to expand into all major cities in Australia, including Sydney and Brisbane. The company strongly believes in standardizing their services to ensure that all clients receive the same level of service, regardless of who they interact with.

Solution

Liston Newton Advisory turned to SweetProcess, a tool that helps businesses to document and streamline their procedures and workflows. The company's director, John Liston, found SweetProcess through a Google search and was reassured by the fact that it allows users to download all their data. Despite initial skepticism about the time it would take to learn a new application, Liston found that SweetProcess was simple to use and made the training process considerably more streamlined. The company now uses the tag function within SweetProcess to easily search procedures by tag and has broken everything down into three categories – accounting, wealth, and administration for findability. SweetProcess has also proved valuable for setting up company policies, which can now be easily accessed by employees at any time. The tool has also sped up the employee onboarding process considerably.

Impact #1	With the implementation of SweetProcess, Liston Newton Advisory has been able to achieve a full oversight of what’s happening with processes and procedures within the company. This includes assigning tasks, the state of procedures, or KPIs that need to be hit by certain team members. The company no longer has to chase anyone down or send them a procedure anymore. They can see exactly how many procedures have been written, ensure that everything has been done correctly, and see how the admin team is doing things in case they feel anything can be done better. This has led to a more efficient and streamlined operation, with less time wasted on trying to find or update procedures.

Impact #1

With the implementation of SweetProcess, Liston Newton Advisory has been able to achieve a full oversight of what’s happening with processes and procedures within the company. This includes assigning tasks, the state of procedures, or KPIs that need to be hit by certain team members. The company no longer has to chase anyone down or send them a procedure anymore. They can see exactly how many procedures have been written, ensure that everything has been done correctly, and see how the admin team is doing things in case they feel anything can be done better. This has led to a more efficient and streamlined operation, with less time wasted on trying to find or update procedures.

Benefit #1	Streamlined and organized procedures and policies, making them easily searchable
Benefit #2	Faster onboarding for new team members
Benefit #3	Created oversight for the company in terms of procedures created, employee KPIs and tasks assigned

Benefit #1

Streamlined and organized procedures and policies, making them easily searchable

Benefit #2

Faster onboarding for new team members

Benefit #3

Created oversight for the company in terms of procedures created, employee KPIs and tasks assigned

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Overview

Streamlining Procedures and Policies: A Case Study on Liston Newton Advisory and SweetProcess

Operational Impact

Quantitative Benefit