A leading not-for-profit education company providing specialised Education to disadvantaged young people.
This client required a spending review and wished to reduce capital expenditure in order to justify spending to their board alongside making spending more predictable and operations related. The company didn’t wish to employ a full-time CTO, so our Associate was required to implement a new spending programme and evaluate the company’s growth.
Our Associate sat down with the team to understand and validate the initial goals set for this project. One of the goals was to identify opportunities to consolidate databases and shore up efficiency in order to cut down on costs. Our Associate reviewed tactics and goals with stakeholders at every step of the project, ensuring the company’s core values were being maintained and to ensure that the original goals of the project were going to be met, or to consider alternative tactics throughout. A custom ‘scorecard’ was created so the company could keep track of goals and included industry Benchmarking for the products and services chosen for implementation.
By looking at all systems across HR, employee engagement and billing, our Associate was able to create a full dependency map to evaluate the company’s outgoings and output. A hands-on approach meant our Associate could fully understand the way each team worked and create a thorough presentation for stakeholders which included achievable goals, manageable timescales and a full project plan.
A number of new systems were identified by our Associate as logical and beneficial next steps for the company. As a result, communication frameworks were moved onto Slack and Trello to help create a more cohesive and effective way for the business to communicate. The CRM system in place was moved over to Hubspot, which was assessed to be the most efficient option for this business.
Our Associate’s project created more visibility across the business, enabling the management team to be able to illustrate spending and operating costs more clearly to the board and investors. By the end of the spending review and with the ‘scorecard’ in place, all costs were known and forecasted in real-time, which was not only beneficial from a monetary point of view, but prevented software compliance issues such as data sovereignty, privacy and security requirements in the future. Improvements were also made across the board on security standards, and as a result of this project the company was able to meet certifications and standards that they weren’t able to reach previously. Increased employee and volunteer engagement and much improved communication were just some of the other positive outcomes of our Associate’s hands-on and proactive approach to this project.
In order to deliver a comprehensive overview of our Associates experience and to detail the service that they can deliver, some of our case studies will contain work carried out by our Associates prior to joining Bailey & Associates. Please note that we are not able to publish every case study, so if you would like to ask about our experience in a specific sector or industry, please contact us directly.