We’ve used the CCH KPI Monitoring system for over five years. We’ve put a lot of effort into learning how to get the best out of it and we now have
We have all the usual alerts running from CCH Practice Management, like reminders for the weekly timesheets. If the previous week hasn’t been completed then on Day 1 of the following week you get a warning. Another is sent on Day 2, then on Day
We have our own internal system which consolidates information from a number of sources, including CCH Central and CCH Practice Management, drawing data into an MS SQL Server database, and we can run alerts against this as well. For example, we can use the
Because we have this internal system we’ve been ahead of the curve in using dates like this as a trigger but, as more of the Wolters Kluwer software applications are brought into CCH Central, this kind of alert will become available to everyone.
CCH KPI Monitoring has brought two big benefits to the practice. Firstly, it reminds partners and staff to complete work within deadlines – preparing accounts, getting client sign-off, completing the CT return, filing, etc. Secondly, it does all this completely automatically. You don’t need someone sitting in an office, running reports and trawling through the data. This cuts down the overheads and gets around the problem of admin staff being sick or absent – CCH KPI Monitoring carries on monitoring and reminding 24/7.
Featured products» CCH KPI Monitoring
Related case studies» MacIntyre Hudson
With offices in Newcastle upon Tyne, Morpeth, Rothbury and Whitley Bay, the sixteen partner firm of Ryecroft Glenton are a large independent chartered accountant in the North East.
Partner Ian Smith explains how the firm’s investment in setting up alerts in KPI Monitoring is now bringing substantial benefits.