Case Study: A transformational effect

A multi-office firm used a combination of outsourcing, offshoring and Podsourcing to drive a step-change in how they service their clients.

Describe your practice to us:

We’re a multi-office firm based in the North-West of England, serving clients nationwide – mainly OMBs. In particular we support companies through funding and growth lifecycles, investment through to exit.

Staff-wise we have 14 on the UK side and 11 based in India with Advancetrack – the latter of whom are very much part of the team. We post multi-million pounds of revenue annually.

What was the issue you were initially looking to solve?

If we go back a couple of years, then we were constantly struggling to keep up with deadlines – we just didn’t have the capacity to do the work.

I would describe our model and structure as fairly traditional; we had layers of team members and would have trainees undertaking the processing and production work.

The problem arose because the work was becoming increasingly complex – it was high-end compliance. Changing that model was therefore the aim, but switching out less experienced staff for more experienced was going to be difficult and expensive.

The aim was to work with Advancetrack to build a team that could undertake the work quickly and at great value.

How did you find out about Advancetrack?

What attracted me to their offering was it combined a people focus with an excellent tech foundation; this felt different to me compared with others in the market.

Read the full case study for more: https://www.advancetrack.com/case-study/transformational-effect/