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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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