Introduction
Webb Financial was founded in 2013 as an accountancy business and has since grown its staff and offering exponentially. The company now services thousands of clients with accounting, financial planning, lending, and finance solutions.
Challenges
While they enjoyed great growth, Webb Financial faced a range of issues with their IT provider, including:
- inconsistent and unreliable support from the helpdesk.
- monthly charges that did not provide value for money and weren’t proportionate to the work they did.
- no backup internet service in place which led to their business halting for two days when their internet stopped working.
Webb Financial wanted a provider who would provide them with confident service and solutions and have an IT plan in place to enable their growth. With the growth of the company, scalability, stability, and strategic planning were vital.
The Solution
Webb Financial spoke to several IT service providers and selected Rodin based on their strong local reputation and sharp, thorough proposal.
The solution included:
- implementing a modern workplace transformation built on Microsoft 365 and removed their reliance on the on-premise server.
- removal of the on-premise server as all their practice management applications were in the cloud and the server was no longer required.
- unlimited onsite and remote support with guaranteed SLA’s 24x7 for fast and effective resolution of issues
- monitoring and maintenance of the systems to resolve issues at the onset.
- 6 and 12 monthly Strategic Business Reviews to make informed decisions and improvements.
- transitioning the current PBX phone system to Rodin Voice to optimise call flows, integrated with Office 365 and provide statistical reporting.
Results
The transition was seamless and was supported by staff, who welcomed it with open arms. They knew that this business move was strategic and would benefit them immensely.
- Saved money by removing the on-premise server that required maintenance and replacement costs.
- The helpdesk resolves issues effectively and efficiently with staff being able to return to work with minimal disruption and frustration.
- The business can work remotely with ease and can access the same systems and information from anywhere without complex login processes.
- The new setup allows the business to implement continual improvement processes and challenge the accounting repetitive process norm, which is important to Webb.
- Backup internet service to minimise disruption to the organisation if anything unexpected was to happen.
Webb Financial were most impressed with the enormous value for money and Strategic Business Review meetings. The service and meetings have instilled confidence that IT is supporting the business and any changes needed will be highlighted to provide Webb with a competitive edge.
Since transitioning, Webb Financial have also moved their print services to Rodin, when their contract allowed. This means they deal with one Account Manager for their IT, voice & printing services. Rodin also assisted Webb Financial with their move to newer, larger office space.
‘I am confident that the IT solutions and support that Rodin provide us with, have our best interests in mind and are aligned with our strategic direction.’
~ Andrew Webb, Founder, Webb Financial
