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Doyle Kelly &
Company
Doyle Kelly & Company Notice the Difference
with DRIVE.
“The DRIVE software grows with your
business, unlike many others which constrain
you to a preset way of doing business. This
is a truly integrated system that has significantly
improved this practice’s communications
externally and internally.”
Martin Kelly - Partner
Founded in 1998, Doyle Kelly & Company
emerged from the Practice of “Michael
J. Doyle & Company”. A 2 partner
practice with 12 staff, 5 of which are Qualified
Accountants, Doyle Kelly is the largest
Accountancy Practice in Drogheda, Co. Louth.
Michael Doyle and Martin Kelly are members
of the Institute of Certified Public Accountants
in Ireland and Registered Auditors.
Key Issues - Well established firm
in need of Communication Means
Doyle Kelly and Company required an excellent
communication flow throughout their practice.
As with many similar firms, internal systems
have been developed piecemeal over the years.
As a consequence much information was not
available centrally and the two partners
were not fully aware of the overall status
of clients and jobs.
Martin wanted a system that would enhance
the business they had already achieved,
not to completely change their core service
or their foundations.
Adapting quickly to a new system was a main
concern for staff members. The practice
needed a program to work with the staff,
and not to restrict staff members too much
in how they went abouttheir daily routine.
Making
the Decision
After reviewing their existing systems,
both Martin & Michael realised
that their in-house systems needed
an overhaul. Making the decision for
DRIVE was not difficult. They carried
out a search of the software market
and found that DRIVE had all the required
characteristics of a cost-effective
solution. They knew they would obtain
a complete solution to the management
of the practice, which would allow
them to integrate all of their requirements,
all at a competitive price.
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“Relate Software are customer service
orientated and any support matters are effectively
dealt with in a timely manner. Almost monthly
updates allow you to see their dedication
to fine tuning an already very effective
piece of software. No two Accountancy Practices
are the same and DRIVE's adaptability is
ground breaking in this regard. We pretty
much do business the same way we always
have, the difference in having DRIVE on
board is that we now do it alot more efficiently.”
Martin Kelly - Partner
Solution
and Benefits
The DRIVE system has become the core technology
around which the practice now grows. This
has meant an increase in productivity across
all staff levels, and an increased efficiency
in how the business is run.
The following areas are where Doyle Kelly
and Company have noticed a big improvement
in how they are running their practice.
1. Communication Management
Partner/ Management information is readily
available and relevant. This is facilitated
through the Client database in DRIVE. All
information on a client can be accessed from
the one area. The firm logs e-mails, phone
calls (which update the timesheets automatically
as required), records faxes, manages Word
& scanned documents and sends SMS text
messages. They also make memoranda on the
status of prospects, record and be reminded
about diary appointments (tasks, meetings
& events) and have an option to update
timesheets automatically.
2. Staff Buy In
Martin and his staff were sanguine about the
progress made: “We knew when we invested
in DRIVE that we would also be investing in
our time. However, by following a well-conceived
implementation plan, the benefits started
to accrue very quickly. Although sceptical
at first our staff are now its biggest fan.
Access to key information is no longer restricted
as with spreadsheets, but is centralised and
fully indexed for all to see. Of course we
have also implemented a strictly controlled
regime of access rights, so that now everyone
has access to all and only the information
they need to see in one place.”
Martin Kelly - Partner.
3. Data Mining
Data mining has allowed Martin to target their
services among their clients. This has resulted
in better contact with and more content clients,
thus increasing business. Doyle Kelly use
the mail merging facilities where they can
send letters and e-mails to all in their database.
They have enhanced their client relationships,
developing new business with clients and marketing
the many skills of their staff to new prospects.
4. Time & Billing
“One of the most important features
of DRIVE is the ability to design your own
reports with little or no training. This gives
DRIVE an edge over many of its competitors”.
Martin Kelly CPA - Partner,
Doyle Kelly.
Summary of Benefits……
The benefits the firm has obtained to date
are largely to do with high-level efficiency
gains, improved communication with clients
and prospective business, increased profitable
business and staff satisfaction. “Following
a short learning curve our firm quickly got
to grips with DRIVE. We saw immediat improvements
in the communication flow around the office.
As time passed we became more immersed in
what DRIVE had to offer and began to realise
that its true strength was its versatility
and customisability. This software grows with
your business unlike many others which constrain
you to a preset way of doing business.”
Martin Kelly - Partner |
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