The McKenzies Group

McKenzies Group is a leading provider of professional services – and therefore see it in their best interest to invest in information technology that ensures their clients receive the highest level of service. As part of the group’s investment, McKenzies initially selected the practice management solution, Advance PM, and it was through this solution that they first became aware of TaskCentre.

This was highlighted by Greg Mackey, Software Consultant for McKenzies when he said, “At the time, we were evaluating the practice management solution, Advance PM and one of this key modules called Vigilant. It later came to light that this module is actually TaskCentre rebranded and is made available to all companies running Advance PM through an OEM agreement between Orbis Software and Advanced Professional Solutions. This was our first exposure to the product.”

TaskCentre

TaskCentre is a powerful suite of Business Process Management (BPM) technologies that enable organisations to automate manual processes and employee-driven tasks, while also consolidating different systems and information databases. It achieves this by ‘loosely coupling’ with a company’s existing applications into the business systems and information. TaskCentre has a range of Business Process Management Solutions that a company can add to its existing business applications including;

• Advanced Business Alerts - receive real-time alerts of critical events; ensuring your organisation is compliant and always one step ahead
• Documentation Automation - save time and money by automating the creation & distribution of everyday company documentation.
• Web Content Publishing - keep your web portals synchronised and up-to-date by automating company web content
• Subscriptions and Requests - empower stakeholders to request and receive information without employee intervention
• Integration - transform all your company applications into one event-driven, service-oriented management solution

Searching for a New Solution

The McKenzies Group knew they needed to invest in a business process management solution– as their old manual processing systems were causing costly errors, time lags and very repetitive for staff, and importantly strangling cash flow in the company.

The Group identified the following as their key business requirements in searching for a business process management solution;

• Automate invoicing procedures
• Ensure all data entries are 100% complete
• Increase the visibility of Work In Progress (WIP) activities
• Automate the creation and distribution of management reports
• Monitor and enforce company rules and procedures
• Remove needless administration from employee workloads

Once they started to map out their processes and put the wheels in motion – they could see that TaskCentre was going to remove a considerable amount of administrative burden and most importantly meet their business needs.

“TaskCentre has delivered a number of financial benefits to the company and is an excellent ‘goto’ solution when looking to implement or enforce business rules and procedures.”

“It is able to automate the extraction, formatting and distribution of business critical information to and from Advance PM – so we know have how systems working with each other to achieve the best solution for all,” Greg said.

The benefits from TaskCentre

Since its implementation McKenzies Group has found by using TaskCentre they now have:

• Substantial improvement in company cash flow
• Administration-free enforcement and compliance with rules and procedures
• Dynamic delivery of WIP reports by exception and/or scheduled events
• Decrease in debtor payment cycles
• Higher level of detail now being collected on client records
• Improvements in fixed fee management activities
• Platform to automate other critical business processes.

The benefits of automating McKenzies data validation process were stressed by Greg when he said, “The result of using TaskCentre to automate this heavy, repetitive administrative process has been a higher level of detail being collected concerning client records, All businesses these days understand the importance of having full and accurate information to hand.”

The primary commercial gain TaskCentre has brought McKenzies is a significant improvement in company cash flow and fixed fee management.

- APS Case Study - McKenzies Group (364 Kb)

UK Case Studies