McSwan and Hunt Transforms Chaos into Seamless Planning

Client Overview:

McSwan and Hunt, a Brisbane-based firm, specialises in business services, tax planning, and bookkeeping, managing multiple locations across Australia. However, growth came with challenges, particularly around organising work schedules, meeting revenue targets, and properly utilising staff.

The Challenge:

McSwan & Hunt encountered several obstacles that hindered their efficiency:

• Staff Utilisation Issues: Employees were either overworked or underutilised due to poor job distribution.

• Revenue Targets at Risk: Struggling to meet project deadlines directly affected the firm’s financial performance.

Before adopting WorkXFlow, McSwan & Hunt struggled to align their operations with their goals. Isaac McSwan shared, “The planning process was chaotic, and it was affecting our overall efficiency and client satisfaction.” The firm needed a robust system to streamline planning across locations, improve staff allocation, and boost efficiency.

WorkXFlow's Solution:

Configurable Planning Horizon: McSwan & Hunt required flexible planning capabilities to accommodate the varied timelines of their projects. WorkXFlow's Configurable Planning Horizon enabled them to set schedules on daily, weekly, and monthly bases.

“With this feature, we were able to break down long-term projects into manageable steps,” Isaac explains. “It helped us maintain focus without getting overwhelmed by large workloads.”

Unplanned Work Queue: Prior to using WorkXFlow, unexpected jobs would throw off the entire schedule. With the Unplanned Work Queue, the team could now slot in urgent or previously overlooked tasks without disrupting ongoing work. This queue allowed them to prioritise properly and ensure that no task slipped through the cracks.

“This feature was a game changer for us. We now have a dedicated space for unplanned tasks, and that made planning so much easier.”

Results:

• Improved Staff Allocation: The firm achieved an even workload distribution, ensuring that no staff members were either overworked or left idle.

• Revenue Growth: Improved planning and visibility led to the firm consistently meeting revenue targets.

"With WorkXFlow, the chaos in our planning has been completely eliminated. We’ve become more organised, and our efficiency has increased significantly."