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What this unlocks

03 / 09

What success looks like.

We understand success for Nigel Sloam means creating an administration operation that can support more schemes and more work without headcount needing to increase at the same rate. It means one trusted source of scheme information, entered once and reused across administration, documents and reporting; structured workflows that make complex processes easier and more consistent to deliver and live visibility that gives Partners and managers an accurate view of workload, performance and risk. Just as importantly, it means new starters becoming productive faster, less reliance on knowledge held by individual employees, and less time spent searching, re-keying, chasing and maintaining separate trackers creating a more scalable, resilient and efficient business.

01

Single Source of Truth

One Connected Scheme Record

Scheme, member, trustee, employer, asset, loan and operational data is held in one connected structure and reused across workflows, documents and reporting

LESS SEARCHING, LESS DUPLICATION AND LESS RE-KEYING — WITH MORE TRUST IN THE DATA THE BUSINESS RELIES ON.

02

Structured Administration at Scale

Guided, Consistent Workflows

Repeatable SSAS processes guide administrators through required steps, evidence, approvals, ownership and deadlines, with automation handling routine actions and follow-up.

GREATER CAPACITY FROM THE EXISTING TEAM, ALLOWING THE BUSINESS TO GROW WITHOUT ADMINISTRATION HEADCOUNT INCREASING AT THE SAME RATE.

03

Reporting at Heartbeat

Operational & Regulatory Visibility

Management information, workload, ageing, backlogs, performance and regulatory datasets are produced from the same information being maintained through day-to-day administration.

PARTNERS AND MANAGERS GET A CURRENT VIEW OF THE BUSINESS WITHOUT HOURS SPENT REBUILDING REPORTS OR ASKING STAFF FOR UPDATES.

04

A More Scalable Team

Faster Ramp-Up, Less Reliance on Individuals

Clear workflows, accessible case history and standardised ways of working make it easier for new starters to become productive and for colleagues to pick up work during absence, handover or staff changes.

LESS SUPERVISION, LESS KNOWLEDGE LOCKED IN INDIVIDUALS AND A MORE RESILIENT TEAM THAT CAN SCALE WITH THE BUSINESS.