Compliant now supports over 200% more clients without compromising the quality of support provided

The Customer

Compliant is a UK-based consultancy specialising in ISO certification and management systems. They offer end-to-end services for various ISO standards.

Founded in 2017, the company aims to simplify the ISO certification process, ensuring compliance, efficiency, and competitive advantage for businesses. They emphasise a personalised approach and offer affordable, flexible payment plans.

Challenges

Compliant faced significant administrative burdens due to their outdated, labour-intensive manual processes which restricted business growth.

Several highlighted issues needed to be addressed, including:

  • Over-reliance on paper documents across many different systems.
  • Prone to human errors such as:
    • Misplaced documentation
    • Data quality issues
    • Poor data management
  • Labour-intensive tasks created a significant administrative burden, taking staff away from more strategic tasks.
  • Document copy, paste and customise for specific clients would take hours, sometimes days for a single member of staff to complete.

Solution

Compliant needed a way to automate its manual processes, underpinned by a powerful CRM solution tailored to Compliant’s operations.

Excelpoint’s experienced consultants configured a bespoke no-code solution for Compliant, which fit the requirements of their operation. An automated system that guides users through the documentation update process, ensuring both accuracy and consistency.

Additionally, a feature that allows seamless saving of updated files directly into the company filing system further enhances efficiency.

During the implementation phase, we developed an intuitive front-end system, making it easy for any team member to use it efficiently. Comprehensive training was provided to ensure that all users could maintain and operate the new system with ease, ensuring a smooth transition and ongoing usability.

Outcomes

The implementation of Excelpoint’s no-code software has led to significant cost savings and efficiency gains for Compliant. Key improvements include:

  • Digitisation of Processes: All paper-based processes have been replaced with a no-code digital solution, eliminating the need for manual paperwork.
  • Streamlined Operations: Comprehensive analysis and optimisation of business processes have enhanced overall operational efficiency and productivity.
  • Automation of Routine Tasks: Labour-intensive tasks have been automated, allowing staff to focus on more strategic and impactful business activities helping the business to scale.
  • Accelerated Documentation: Customising and producing documentation for specific clients, a task that previously took hours and sometimes days, can now be completed in just 15 minutes.
  • Enhanced Data Accuracy: The quality of collected data has reached 100% accuracy, ensuring reliable and error-free information.
  • Hybrid Working Policy: The adoption of a full hybrid working policy has enabled growth, reduced costs, and significantly reduced Compliant’s carbon footprint.
  • Scalability: With the new digital systems, Compliant can now support over 200% more clients without compromising the quality of support provided.
  • Compliance: As a customer, Compliant realised that there was a big clue in their name, through automation and efficiency gains the business can now demonstrate throughout their operations their own compliance.

Testimonial

“The automation of our audit documentation process has been revolutionary for Compliant. The new system significantly reduced our administrative workload and minimised human errors, allowing us to focus on strategic growth and client collaboration. With the admin burden lifted, we’ve been able to focus on our clients and other areas and business strategies to expand the business. The solution was simple, user-friendly, and seamlessly integrated into our operations. We couldn’t be more pleased with the results.” Mark Henderson, Managing Director

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