Bennetts Proactive

Operating with a manual Excel workflow, Bennetts Proactive Accountants wanted a better way to manage workflow, deadlines and team capacity across the practice.

The management team at Bennetts Proactive recognised that certain team members were regularly becoming overloaded, and that it was difficult to get a clear view of workloads across the team. This led the team to explore Link.

Maria Livingstone, Director, says, “Before adopting Link, one of our main frustrations was that certain team members were regularly becoming overloaded, and it was difficult to get a clear view of workloads across the team. Being able to track all jobs and team capacity in one place was a key factor in our decision to bring Link into the practice.”

With visibility over the work required and the team’s capacity to achieve it, Link has helped Bennetts Proactive manage workflow more effectively.

“From a workflow management perspective, Link gives us confidence that we have visibility over how work is progressing across the team, which means we can respond early if priorities need to shift or additional support is required.”

Maria also commented on the support provided by the team at Link.

“We feel well supported by the Link team. They are quick to respond to our queries and clarify any questions we have.”

With Link providing visibility over team capacity, Bennetts Proactive now has a clearer way to measure work against the team’s availability.

“Link gives the team visibility over their capacity, even when it may not feel that way day to day. This allows us to respond early if work is falling behind, priorities need to shift, or additional capacity becomes available.”

Moving forward, Bennetts Proactive has greater oversight of their workload and team capacity, giving the practice confidence in how work is being planned, managed and delivered.