How Morris Owen have combined client relationship and practice
management systems to achieve best practice.
The company
Morris Owen was established in the 1930’s and has offices in
Swindon and Cirencester.
The problem
They began to look for a CRM system in the 1980’s to help
improve customer management
and to maximise efficiency, but the search proved fruitless.
In 2004, Morris Owen found their accounts production software
was failing to meet
expectations. Consequently, Ian Sumbler, IT Partner attended an
IRIS seminar and was
pleasantly surprised. “I was completely taken aback by the practice
management software
which formed the umbrella to the individual accounts and tax
packages. Our goal to focus
on the client suddenly seemed to be within our reach,” comments
Ian.
The solution
IRIS has brought the different parts of the practice together
and helped us to automate the business processes. Every member of
staff is armed with a ‘holistic’ view of the client
so they can handle queries efficiently, strengthening the customer
experience.
Ian Sumbler, IT Partner
The firm adopted a phased approach to a practice wide switch to
IRIS, installing IRIS Accounts Production and IRIS Company
Secretarial pre Christmas 2005. The tax
modules were installed in March 2006 and IRIS Practice Management*
(the CRM element - incorporating contact and document management,
communication tracking,
data-mining and an intelligent workflow system),
followed in April 2006.
 Continue
reading the Morris Owen case study
* Winner of Accountancy Age Award, Practice
Management Software Package of the Year 2007
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