SweetProcess > Case Studies > Streamlining Procedures and Policies: A Case Study on Liston Newton Advisory and SweetProcess

Streamlining Procedures and Policies: A Case Study on Liston Newton Advisory and SweetProcess

Applicable Industries

Buildings
Finance & Insurance

Use Cases

Time Sensitive Networking

Services

Training

About The Customer

Liston Newton Advisory is a B2B financial service and accounting practice that helps business owners grow and scale their companies by providing backend accounting, payroll, taxes, and advisory services. The company has 30 employees and six offices across Australia, the Philippines, and India. They are planning to expand into all major cities in Australia, including Sydney and Brisbane. The company strongly believes in standardizing their services to ensure that all clients receive the same level of service, regardless of who they interact with.

Log in to view content

The Challenge

Liston Newton Advisory, a B2B financial service and accounting practice, was facing significant challenges in standardizing their services across their six offices in Australia, the Philippines, and India. As the company grew, they needed to onboard new staff quickly and efficiently. However, the use of Microsoft Word documents and standard procedure templates led to confusion and inefficiency. Updating procedures was a cumbersome process and it was difficult to establish a single source of truth for the most up-to-date procedures. The company tried several strategies to solve this issue, including creating a version history of procedures and designating a leader for procedures. Despite these efforts, they were unable to solve the problem, leading to wasted time and resources.

Log in to view content

The Solution

Liston Newton Advisory turned to SweetProcess, a tool that helps businesses to document and streamline their procedures and workflows. The company's director, John Liston, found SweetProcess through a Google search and was reassured by the fact that it allows users to download all their data. Despite initial skepticism about the time it would take to learn a new application, Liston found that SweetProcess was simple to use and made the training process considerably more streamlined. The company now uses the tag function within SweetProcess to easily search procedures by tag and has broken everything down into three categories – accounting, wealth, and administration for findability. SweetProcess has also proved valuable for setting up company policies, which can now be easily accessed by employees at any time. The tool has also sped up the employee onboarding process considerably.

Log in to view content

Operational Impact

With the implementation of SweetProcess, Liston Newton Advisory has been able to achieve a full oversight of what’s happening with processes and procedures within the company. This includes assigning tasks, the state of procedures, or KPIs that need to be hit by certain team members. The company no longer has to chase anyone down or send them a procedure anymore. They can see exactly how many procedures have been written, ensure that everything has been done correctly, and see how the admin team is doing things in case they feel anything can be done better. This has led to a more efficient and streamlined operation, with less time wasted on trying to find or update procedures.

Log in to view content

Quantitative Benefit

Streamlined and organized procedures and policies, making them easily searchable
Faster onboarding for new team members
Created oversight for the company in terms of procedures created, employee KPIs and tasks assigned

Log in to view content

Case Study missing?

Start adding your own!

Register with your work email and create a new case study profile for your business.

Add New Record

Related Case Studies.

Rainwater Harvesting

The Twin Oaks branch of the Austin Public Library wanted to upgrade its existing rainwater harvesting system to improve its wet-weather performance.

Real-time In-vehicle Monitoring

The telematic solution provides this vital premium-adjusting information. The solution also helps detect and deter vehicle or trailer theft – as soon as a theft occurs, monitoring personnel can alert the appropriate authorities, providing an exact location.“With more and more insurance companies and major fleet operators interested in monitoring driver behaviour on the grounds of road safety, efficient logistics and costs, the market for this type of device and associated e-business services is growing rapidly within Italy and the rest of Europe,” says Franco.“The insurance companies are especially interested in the pay-per-use and pay-as-you-drive applications while other organisations employ the technology for road user charging.”“One million vehicles in Italy currently carry such devices and forecasts indicate that the European market will increase tenfold by 2014.However, for our technology to work effectively, we needed a highly reliable wireless data network to carry the information between the vehicles and monitoring stations.”

Protecting a Stadium from Hazardous Materials Using IoT2cell's Mobility Platform

There was a need for higher security at the AT&T Stadium during the NFL draft. There was a need to ensure that nuclear radiation material was not smuggled inside the stadium. Hazmat materials could often be missed in a standard checkpoint when gaining entry into a stadium.

Energy Saving & Power Monitoring System

Recently a university in Taiwan was experiencing dramatic power usage increases due to its growing number of campus buildings and students. Aiming to analyze their power consumption and increase their power efficiency across 52 buildings, the university wanted to build a power management system utilizing web-based hardware and software. With these goals in mind, they contacted Advantech to help them develop their system and provide them with the means to save energy in the years to come.

Intelligent Building Automation System and Energy Saving Solution

One of the most difficult problems facing the world is conserving energy in buildings. However, it is not easy to have a cost-effective solution to reduce energy usage in a building. One solution for saving energy is to implement an intelligent building automation system (BAS) which can be controlled according to its schedule. In Indonesia a large university with a five floor building and 22 classrooms wanted to save the amount of energy being used.

Powering Smart Home Automation solutions with IoT for Energy conservation

Many industry leaders that offer Smart Energy Management products & solutions face challenges including:How to build a scalable platform that can automatically scale-up to on-board ‘n’ number of Smart home devicesData security, solution availability, and reliability are the other critical factors to deal withHow to create a robust common IoT platform that handles any kind of smart devicesHow to enable data management capabilities that would help in intelligent decision-making

Rainwater Harvesting

The Twin Oaks branch of the Austin Public Library wanted to upgrade its existing rainwater harvesting system to improve its wet-weather performance.

Real-time In-vehicle Monitoring

The telematic solution provides this vital premium-adjusting information. The solution also helps detect and deter vehicle or trailer theft – as soon as a theft occurs, monitoring personnel can alert the appropriate authorities, providing an exact location.“With more and more insurance companies and major fleet operators interested in monitoring driver behaviour on the grounds of road safety, efficient logistics and costs, the market for this type of device and associated e-business services is growing rapidly within Italy and the rest of Europe,” says Franco.“The insurance companies are especially interested in the pay-per-use and pay-as-you-drive applications while other organisations employ the technology for road user charging.”“One million vehicles in Italy currently carry such devices and forecasts indicate that the European market will increase tenfold by 2014.However, for our technology to work effectively, we needed a highly reliable wireless data network to carry the information between the vehicles and monitoring stations.”

Protecting a Stadium from Hazardous Materials Using IoT2cell's Mobility Platform

There was a need for higher security at the AT&T Stadium during the NFL draft. There was a need to ensure that nuclear radiation material was not smuggled inside the stadium. Hazmat materials could often be missed in a standard checkpoint when gaining entry into a stadium.

Energy Saving & Power Monitoring System

Recently a university in Taiwan was experiencing dramatic power usage increases due to its growing number of campus buildings and students. Aiming to analyze their power consumption and increase their power efficiency across 52 buildings, the university wanted to build a power management system utilizing web-based hardware and software. With these goals in mind, they contacted Advantech to help them develop their system and provide them with the means to save energy in the years to come.

Intelligent Building Automation System and Energy Saving Solution

One of the most difficult problems facing the world is conserving energy in buildings. However, it is not easy to have a cost-effective solution to reduce energy usage in a building. One solution for saving energy is to implement an intelligent building automation system (BAS) which can be controlled according to its schedule. In Indonesia a large university with a five floor building and 22 classrooms wanted to save the amount of energy being used.

Powering Smart Home Automation solutions with IoT for Energy conservation

Many industry leaders that offer Smart Energy Management products & solutions face challenges including:How to build a scalable platform that can automatically scale-up to on-board ‘n’ number of Smart home devicesData security, solution availability, and reliability are the other critical factors to deal withHow to create a robust common IoT platform that handles any kind of smart devicesHow to enable data management capabilities that would help in intelligent decision-making

Rainwater Harvesting

The Twin Oaks branch of the Austin Public Library wanted to upgrade its existing rainwater harvesting system to improve its wet-weather performance.

Real-time In-vehicle Monitoring

The telematic solution provides this vital premium-adjusting information. The solution also helps detect and deter vehicle or trailer theft – as soon as a theft occurs, monitoring personnel can alert the appropriate authorities, providing an exact location.“With more and more insurance companies and major fleet operators interested in monitoring driver behaviour on the grounds of road safety, efficient logistics and costs, the market for this type of device and associated e-business services is growing rapidly within Italy and the rest of Europe,” says Franco.“The insurance companies are especially interested in the pay-per-use and pay-as-you-drive applications while other organisations employ the technology for road user charging.”“One million vehicles in Italy currently carry such devices and forecasts indicate that the European market will increase tenfold by 2014.However, for our technology to work effectively, we needed a highly reliable wireless data network to carry the information between the vehicles and monitoring stations.”

Protecting a Stadium from Hazardous Materials Using IoT2cell's Mobility Platform

There was a need for higher security at the AT&T Stadium during the NFL draft. There was a need to ensure that nuclear radiation material was not smuggled inside the stadium. Hazmat materials could often be missed in a standard checkpoint when gaining entry into a stadium.

© 2015-2025 Asia Growth Partners Limited | Privacy Policy

Contact us

Let's talk!

Thank you for your message!
We will contact you soon.