Aston Scott Group

Industry: Risk Management Consultancy
Services: Business Management Software

"The improvements in efficiency have been tremendous. The system enables us to create and control large numbers of clients' projects wherever we are"

About the Company

Aston Scott Group is a large independent risk management company with approximately 130 staff. The group is based in Maidstone, Sheerness, (both Kent) Padstow (Cornwall), Cambridge, Bramley (Surrey) and Glasgow and has a significant number of clients throughout the UK. The group was established in order to deliver a high quality service to those commercial clients looking for a fundamentally better risk management solution. The risk management consultants handle training and other projects for clients throughout the UK.

Challenges:

• To increase the personal productivity of each member of the risk management division

• To organise a system so that the risk management consultants will be able to operate from home / away

• To create a comprehensive electronic filing system that would save having to keep paper-based files

• To create a quick and easy to update client management system which can meet the audit trail requirements of professional consultants

Solutions:

• Install Business Management software and set-up a unique project structure for potential clients as well as for controlling all relationships with existing clients

• Set-up a document database so that all documents can be scanned in at head office or elsewhere and be available when at home

• Extend the system to embrace additional consultants so that all their work can be managed effectively

• Set up document templates for all the formwork such as surveys and reports so they can be completed quickly and effectively

• Set-up routines for Continuing Professional Training and for controlling the issue of details of new products"

"The greatest improvements have been with documents. These are all now filed electronically so that I can see them wherever I’m working. I no longer need to create individual client files. All clients files are now kept electronically

Our diaries are all electronic so everyone knows where the consultants are at any time and they can organise and book appointments, training and meetings automatically

All correspondence or file notes are created and filed within the system, so the progress of every client can be monitored at every stage. The whole story is maintained on-line

The system allows one consultant to control the amount of work (income stream) which would normally be done by two without needing any clerical assistance at all

To access my complete filing and back-office systems, all I need is an internet connection"