BISTEC MH Accelerates Growth by Mastering Workflow Management
Client Overview:
BISTEC MH, founded in 2018, offers offshoring solutions to accounting firms and SMEs in Australia. As a growing firm with over 30 professionals, Pubudu Hagoda needed a more structured approach to managing workflows and ensuring consistent client delivery across multiple offices.
Challenges Faced:
The firm had grown rapidly, but its operations struggled to keep pace. Pubudu recalls, “Managing tasks across offices, ensuring job readiness, and meeting deadlines became difficult. We needed a better system to stay on track.”
• Unprepared Jobs: Staff were wasting valuable time on tasks that weren’t ready to proceed, leading to delays.
• Difficulty Tracking Progress: Without clear progress indicators, staff utilisation was inefficient, and many tasks lagged behind.
• Revenue Impact: Delays in task completion directly impacted the firm’s ability to meet its financial targets.
WorkXFlow to the Rescue:
Job Readiness Checklist: To address job preparation issues, WorkXFlow introduced the Job Readiness Checklist. This ensured that only fully prepared tasks were assigned to staff, preventing unnecessary delays. Pubudu emphasised how critical this was, stating, “The checklist stopped us from wasting time. Now, every task is ready when we assign it.”
Detailed Job & Task Drilldown: With WorkXFlow’s Detailed Drilldown feature, BISTEC MH gained access to comprehensive job information, including task priority, duration, and job value. This helped the firm make better decisions when assigning tasks and monitoring progress.
• Progress Tracking: The detailed insights allowed the team to stay on top of their schedules, reallocating resources to higher-priority tasks when needed.
• Informed Decision-Making Managers could now adjust priorities and reassign tasks on the go, keeping the workflow smooth and efficient.
Results:
• 50% Reduction in Delays: The job readiness checklist eliminated bottlenecks, allowing staff to work on prepared tasks without waiting for missing information.
• Increased Staff Efficiency: The drilldown feature improved task tracking, allowing staff to manage their time more effectively.
• Revenue Stability: Improved workflows led to timely task completion, directly contributing to meeting financial targets.
“WorkXFlow gave us control over our operations. We’re now able to track progress in real-time, and our productivity has soared.”
– Pubudu Hagoda, Director at BISTEC MH