Thursday, 31 March 2011

A Micro-Case Study - XYZ Accountants


Here's a mini-Case Study.


I mentioned the concept in conversation earlier in the week in Nottingham so I thought I should share it.


Scan:
Three firms of accountants had merged, but operated to their own agendas as businesses and individuals. Too many were merely “order takers” which ultimately led to poor client relationships.


Evaluate:
A business review showed little clarity of purpose or direction, and no unity of operating systems. Needed to change 1+1+1=3 into 1+1+1=5.


Recommendations:
Management and staff seminars created a shared sense of purpose and willingness to co-operate because they would all profit. New system set up by The Directors' Centre and key staff. Training was practical, comprehensive and positively received.


Results:
32% increase in services taken by clients transforming profitability. 10% annual growth exceeded.




RELEVANT LINKS

Directors' Centre Case Studies

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