By putting SuiteFiles in place,The Outsider have enjoyed these benefits
Setting up a new business in three weeks supported by seamless implementation
Improving key business processes by streamlining required steps
No more double handling of client documents across apps
“Adding new clients into XPM and seeing them upload to SuiteFiles with their own folder, files and templates has allowed us to spend less time jumping between software and double-handling client documents.”
Alison
Senior Consultant at The Outsider
Problem
When the team at The Outsider gave themselves the challenge of setting up a new practice in three weeks, they knew that finding a document management system that was easy to navigate and use would be essential. They wanted to start off on the right foot, knowing that they would easily be able to generate, store, and find documents over the long-term.
Already working with Xero made it logical to choose a cloud-based solution, not to mention the cost savings and data security this option represented when compared to the high costs and data loss that server-based options could bring.
Being able to collaborate on files – rather than needing to check them out and back in – was a key requirement, and overall, The Outsider wanted a system that would give their clients a great experience.
Solution
SuiteFiles’ task management feature has streamlined review processes for the team. Before, they needed to email their director, explain where the file was stored, and wait to hear back. Now, they send a task linking directly to the file for review and are notified as soon as it’s done.
Collaboration is also a breeze, with multiple people working on the same file and making live edits in real time.
Email templates have played a big part in improving their processes. They’re set up with all the relevant info and then populated with client info through the Xero Practice Manager integration. The team says this saves them two weeks each month in recurring communications.
Other benefits of this integration include adding new clients into Xero Practice Manager and having them automatically added to SuiteFiles with their own folder, files, and templates – ultimately saving the team from needing to jump between software and double-handling client documents.
Overall, The Outsider has found SuiteFiles has helped them standardize processes and free up time they’d normally lose throughout the week.
