Case Studies

How this accountancy firm dramatically reduced turnaround time and transformed their content system

Content collection was a time-consuming process for both accounts and clients at O’Connells OBM but, after implementing Content Snare, this all changed for the better.

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O’Connells OBM is a team of proactive chartered accountants who help business owners identify opportunities that can improve their overall financial positions and create a positive impact both in their lives and companies.

We spoke with Adam, Director, to learn more about the origin of their content collection struggles and how Content Snare got rid of these with the click of a button. 

Overdue content 

One of the problems we faced was getting information from our clients in a timely fashion. 

We know this struggle all too well.

When collecting information from clients, a whole host of bottlenecks can end up appearing along the way for a variety of reasons. Late content is often a primary culprit amongst these and can lead to prolonged delays in any project.

The impact of delays on a project or process is unprecedented and, overtime, will end up costing your business a lot of time and a lot of money.

Typically the process involved sending an email to the client with a really long checklist that, for the client, obviously looked like hard work.

One of the main reasons why clients may not always be so forthcoming when asked for a lot of information at once is definitely fear of the workload.

For a client, seeing hundreds of pieces of information and/or documents on a list needing to be provided can seem pretty daunting and will most likely put them off even beginning to tackle the assignment. And, if they do begin, it’ll be begrudgingly.

With Content Snare, clients no longer have to dread opening a document and seeing a million questions on one page. Instead, thanks to the intuitive builder, your questions will be structured logically within sections and pages. In addition to this, your client will only be shown one question at a time, taking the weight off of their shoulders and giving them the time and space to complete things with a lot less stress.

Easy as pie

Getting started for us was really straightforward.

Content Snare is incredibly simple to use, with individuals and teams from all walks of life being able to hop straight on and create requests without a problem.

Despite the ease, you still won’t be alone during onboarding. With an array of videos and support documentation (as well as responsive and friendly customer support), you’ll always have the resources you need to succeed.

Seeing the templates that were already on the system and seeing that we were able to customize those very easily created a great user experience for us. 

We’ve carefully researched and curated a pre-made template library catering for a variety of industries, allowing you to dive in and create a request from one we made earlier if desired.

However, you’re completely free to customize these to any degree you like and use your initiative to really make them your own. 

This translated to an even better user experience for clients. We’ve had a lot of feedback from them that it’s simple, straightforward and they love that they can save on the run and come back. 

With the client UI being even more straight-forward and seamless, we’re not surprised that Adam’s customers love Content Snare just as much as him and his team do!

It doesn’t look like hard work for clients.

Clients love being able to take their time and work with minimal pressure, whilst business owners are looking for fast turnaround times.

Content Snare offers the best of both worlds, leaving everybody happy.

Smooth operator 

Adopting Content Snare has meant that information is now coming in in the way we’d like it to.

Content Snare allows you to regain control of your content collection process and project timeline.

Who’s the boss now?

Having implemented Content Snare, our response rate has been miles better. We’re actually getting turnaround within a week!

The productivity levels are through the roof!

I would highly recommend Content Snare to other accountants. I’ve seen a transformation in our process.

If, like Adam, you’ve noticed that your content collection method is causing your projects to run much slower than you want, start winning your time and money back today by signing up for a free trial.

O’Connells OBM

Overview

O’Connells OBM are a team of proactive chartered accountants, helping people build businesses that are saleable by improving their profit, cash-flow and much more.

Challenge

Content was getting regularly blocked between the accounts and their customers due to lack of clarity and long checklists that were overwhelming.

Solution

A fluid content collection system including an effective client UI with all of the trimmings, allowing clients to meet their deadlines at the same time as relieving the pressure.

Founded

1997

HQ

Spring Hill, Australia
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