Strettons Chartered Accountants

How Strettons Simplified KPI Reporting with Link

For Daniel Britten, Director at Strettons, the goal wasn’t to overhaul the entire practice management process. It was simpler than that: spend less time manually generating reports and build better team KPIs.

Before implementing Link, the firm relied on XPM reporting processes that were time consuming and lacked automation.

“We wanted better reporting for team KPI’s,” Daniel explains.

After exploring Link, the appeal was straightforward: automated reporting, clearer visibility and an easier way to keep the team informed without adding administrative overhead.

Daniel describes Link’s Onboarding with: “Easy as. Great support.”

Since implementing Link, one of the biggest improvements has come by way of scheduling regular, actionable reports to the team, reducing manual effort and ensuring the firm has the detail required to inform relevant KPI’s.

For firms looking to unlock their data through better reporting, without introducing unnecessary complexity, Strettons’ experience highlights the value of Link and its ability to simply get the job done.