Before Improving Your Systems, We Need To Understand the People Using Them

My approach focuses on identifying meaningful challenges first. From there, I create solutions that your teams recognise, support and adopt long-term.

Discovery

Understanding how work really happens across the teams, systems and processes within your firm. I create an informal and supportive atmosphere so your teams feel empowered to explain what is currently working well and also, what is not working well from their perspective.

Analysis and Guidance

Don’t be shocked at this stage. You will learn things that you never knew about the work in each department, the lengths your team go to in order to support their Clients and, areas where they need more support. We will look over the details, business impact and suggested solutions together.

Effective Training

Most training that is delivered is ineffective because it is not designed to help the attendees retain the information. My approach to training is rooted in fundamental learning principles, in the context of each department’s work and ensures that the attendees can recall and implement their learnings long-term.

System Adoption and Alignment

Addressing these changes does three things: Helps the firm to improve productivity and the value from your existing software, makes each team feel heard and empowered to continue discussing challenges as they occur, creates meaningful process change that people are enthusiastic to adopt.

Bridging Communication Gaps

Connecting operational, technical and leadership teams to build strong communication channels and the right culture to ensure that similar challenges don’t occur in the future. Once this culture is in place, the firm can focus solely on strategic and future opportunities.

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  • "Daniel delivered the training in an excellent manner which was both engaging and informative. The training more than met my expectations and provided valuable insights which I can use in my role as a training officer within my firm. The training provided will allow me to assist our employees greatly. Thank you Daniel"

    Sharon Lane- FBC Manby Bowdler LLP

  • "As a firm we have now addressed an area which was costing each department a specific amount of time and would have remained unaddressed. We now have a consistent approach to form completion in each department, realise the maximum return on investment from our applications and automate as much of the form completion process as possible."

    Robin Thain- Lanyon Bowdler LLP

  • "The independent assessment provided by Daniel confirmed our thoughts that there were significant efficiencies that could be introduced. What we didn't anticipate is the number of areas that these efficiencies would impact. In my view these insights were only possible through the professionalism shown by Daniel and his ability to speak to users in a language they understood".

    Lee Killner- EMW

  • "Daniel carried out a worthwhile review of what we were doing and more importantly what we weren't doing. This made sure that the firm and its systems were as streamlined and efficient as possible, which would ultimately lead to increased profits."

    Martin Oliver- Brearleys Solicitors