MJB Avanti Revolutionises Task Flow and Team Dynamics
Client Overview:
Established in 1876, MJB Avanti is one of the UK’s oldest accounting firms, offering comprehensive financial services. As COO, Annie Josselyn faced the challenge of managing a large team spread across several offices while ensuring efficient workflow and meeting revenue targets.
The Struggle:
MJB Avanti’s planning difficulties stemmed from a lack of coordination in their recurring job cycles. Annie recalls, “We were always behind on job planning and recurring tasks. It was overwhelming, and it really slowed us down.”
• Time-consuming Recurring Job Planning: Manually managing repeating tasks consumed significant resources.
• Staff Overload: Unbalanced allocation of tasks across multiple locations made it difficult to keep staff workloads manageable.
• Unclear Prioritisation: Important jobs were delayed due to the lack of clear visibility into the planning funnel.
With operational bottlenecks, MJB Avanti was at risk of missing deadlines and falling short of revenue goals. The need for a streamlined planning tool became urgent.
How WorkXFlow Helped:
Batch Planning for Recurring Jobs: WorkXFlow introduced Batch Planning for recurring jobs, allowing the firm to assign multiple recurring tasks in one go. This feature saved a significant amount of time that would have been spent re-entering and re-assigning jobs.
• Increased Efficiency: Staff members could now handle recurring tasks seamlessly without disruptions in the workflow.
• Automated Recurrence: Instead of manually inputting each recurring job, WorkXFlow handled this automatically, aligning these tasks with the right staff members.Instead of manually inputting each recurring job, WorkXFlow handled this automatically, aligning these tasks with the right staff members.
“Batch planning changed everything for us,” says Annie. “What used to take hours, now takes minutes..”
Multi-faceted Filters: To enhance visibility, WorkXFlow provided multi-faceted filtering options for tasks, jobs, and clients. MJB Avanti could drill down into specific job categories based on task priority, staff availability, and deadlines. This allowed Annie and her team to prioritise effectively and ensure that the most important tasks were handled first.
Results:
• 40% Reduction in Planning Time: The automated batch planning feature drastically cut down the time spent planning for recurring jobs.
• Optimised Staff Utilisation: By using filtering options, staff were allocated based on their expertise and job urgency, creating balanced workloads.
• On-Time Task Completion: Improved prioritisation meant that high-priority tasks were completed on time, allowing the firm to stay on top of their deadlines and revenue targets.
"WorkXFlow has truly transformed our weekly operations. The batch planning and filters have given us better control over our schedules, and we’ve been hitting all of our revenue goals."
– Annie Josselyn, COO at MJB Avanti