Allen + Clarke implement a powerful solution as a foundation for future

Allen + Clarke have achieved a fully integrated system across their entire
organisation, with a single source of the truth across their customer service, product delivery and financial data. This has enhanced their ability to automate tasks and inbuilt workflow, and improved communication within their teams. Most critically, it has increased the transparency of the business for effective business leadership and management.

Logo of Allen + Clarke
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Industry

Consultancy Services

Company Size

50-100

Headquarters

Wellington NZ

The Challenge

In 2019, Allen + Clarke issued an RFP seeking Accounting and Professional Services Automation (PSA) solutions to address business requirements for increasing operational efficiency, information visibility and enhancing the business decision making process by utilising a unified cloud-based platform.

The Solution

FinancialForce Accounting & Professional Services Automation (PSA)

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Key Takeaways

Increased employee satisfaction

Best in class reporting and analysis for key metrics

Reduced overhead of operational costs

“Our sincere thanks go out to the whole team at Agilyx – we are very excited about the changes this work will support, as well as the improved visibility over our business. We are looking forward to our ongoing partnership.”

– Matt Allen, Managing Partner (NZ), Allen + Clarke

The Results

Allen + Clarke have achieved a fully integrated system across their entire organisation, with a single source of the truth across their customer service, product delivery and financial data. This has enhanced their ability to automate tasks and inbuilt workflow, and improved communication within their teams. Most critically, it has increased the transparency of the business for effective business leadership and management.

Their new system has given them the ability to continue growth in both staff numbers and product lines without system constraints – establishing a solid foundation for future growth and success. Allen + Clarke can also take advantage of improved ability to forecast and manage cash and working capital, with their newly enhanced visibility on revenue, income and expenses.

By working with Agilyx, Allen + Clarke benefited from continued commitment and professional services through the project delivery journey, with best practice advice and guidance.

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